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Core Wealth Advisors, Inc.

Q2 2022 Holdings

Filed 2022-08-12 | 221 holdings | $598.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Home Depot Inc(HD)COM437076102$1.3K4,8480.2%
Microsoft Corp(MSFT)COM594918104$1.5K5,7010.2%
Unitedhealth Group Inc(UNH)COM91324P102$1.5K2,9270.3%
Apple Inc(AAPL)COM037833100$1.6K11,6520.3%
American Centy ETF TR(MUSI)MULTISECTOR025072398$2.3K51,4430.4%
Fidelity Merrimack STR TR(FBND)TOTAL BD ETF316188309$2.3K49,1990.4%
Ishares Inc(IEMG)CORE MSCI EMKT46434G103$3.8K77,3250.6%
Ishares TR(SHYG)0-5YR HI YL CP46434V407$4.1K100,6960.7%
Ishares TR(SHY)1 3 YR TREAS BD464287457$6.0K72,7301.0%
Ishares TR(IGSB)ISHS 1-5YR INVS464288646$7.1K139,5301.2%
Ishares TR(IJH)CORE S&P MCP ETF464287507$10.4K45,9261.7%
Ishares TR(IJR)CORE S&P SCP ETF464287804$10.6K114,7571.8%
Pacer FDS TR(COWZ)US CASH COWS 10069374H881$10.7K248,5451.8%
Pacer FDS TR(PALC)LUNT LRGCP MULTI69374H816$12.3K356,5442.1%
Pacer FDS TR(ALTL)LUNT LRG CP ALTR69374H717$12.7K309,0872.1%
Ishares TR(IEFA)CORE MSCI EAFE46432F842$13.4K227,3442.2%
Carnival Corp(CCL)COMMON STOCK143658300$27.0K3,1684.5%
Ishares TR(IVV)CORE S&P500 ETF464287200$44.0K116,1217.4%
Cisco SYS Inc(CSCO)COM17275R102$56.0K1,3059.4%
Amazon COM Inc(AMZN)COM023135106$143.0K1,35023.9%
Costco Whsl Corp New(COST)COM22160K105$210.0K43935.1%
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