Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CORE WEALTH ADVISORS INC | 11-13-2023 | 09-30-2023 | 239 | 244,439,106 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
GENERAL DYNAMICS CORP | COM | 101 | $112,916 | 511 | 0.00 | 0.00 | 120 | 30.69 | 09-30-2023 |
LOWES COS INC | COM | 102 | $105,375 | 507 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
KELLANOVA | COM | 103 | $97,359 | 1,636 | 0.00 | 1,636 | +Inf | 09-30-2023 | |
DANAHER CORPORATION | COM | 104 | $93,038 | 375 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |