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Core Wealth Advisors, Inc.

Q3 2022 Holdings

Filed 2022-11-10 | 223 holdings | $911.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Caterpillar Inc(CAT)COM149123101$1.3K7,6930.1%
Home Depot Inc(HD)COM437076102$1.4K5,1020.2%
Microsoft Corp(MSFT)COM594918104$1.4K6,0700.2%
Unitedhealth Group Inc(UNH)COM91324P102$1.5K3,0070.2%
Apple Inc(AAPL)COM037833100$1.6K11,7530.2%
Coinbase Global Inc(COIN)COM CL A19260Q107$2.0K310.2%
Ishares TR(SHY)1 3 YR TREAS BD464287457$2.1K25,4670.2%
Ishares TR(SHYG)0-5YR HI YL CP46434V407$3.3K83,1120.4%
Ishares Inc(IEMG)CORE MSCI EMKT46434G103$3.7K85,8920.4%
Ishares TR(IGSB)ISHS 1-5YR INVS464288646$6.3K128,5750.7%
Ishares TR(IJR)CORE S&P SCP ETF464287804$10.6K121,5651.2%
Ishares TR(IJH)CORE S&P MCP ETF464287507$10.9K49,7211.2%
Pacer FDS TR(ALTL)LUNT LRG CP ALTR69374H717$12.2K339,9241.3%
Pacer FDS TR(COWZ)US CASH COWS 10069374H881$12.3K299,6131.3%
Pacer FDS TR(PALC)LUNT LRGCP MULTI69374H816$12.5K390,3091.4%
Ishares TR(IEFA)CORE MSCI EAFE46432F842$13.0K245,9211.4%
Boeing Co(BA)COM097023105$17.0K1411.9%
Ishares TR(IVV)CORE S&P500 ETF464287200$60.9K169,9146.7%
Cisco SYS Inc(CSCO)COM17275R102$62.0K1,5446.8%
Adobe Systems Incorporated(ADBE)COM00724F101$70.0K2567.7%
Alphabet Inc(GOOG)CAP STK CL C02079K107$158.0K1,64017.3%
Amazon COM Inc(AMZN)COM023135106$200.0K1,77421.9%
Costco Whsl Corp New(COST)COM22160K105$232.0K49225.4%
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