0001770532-20-000005.txt : 20200429 0001770532-20-000005.hdr.sgml : 20200429 20200429135527 ACCESSION NUMBER: 0001770532-20-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200429 DATE AS OF CHANGE: 20200429 EFFECTIVENESS DATE: 20200429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Core Wealth Advisors, Inc. CENTRAL INDEX KEY: 0001770532 IRS NUMBER: 464043337 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20093 FILM NUMBER: 20829157 BUSINESS ADDRESS: STREET 1: 124 SOUTH FLORIDA AVENUE STREET 2: SUITE 4 CITY: LAKELAND STATE: FL ZIP: 33801 BUSINESS PHONE: 8639044745 MAIL ADDRESS: STREET 1: 124 SOUTH FLORIDA AVENUE STREET 2: SUITE 4 CITY: LAKELAND STATE: FL ZIP: 33801 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001770532 XXXXXXXX 03-31-2020 03-31-2020 Core Wealth Advisors, Inc.
124 SOUTH FLORIDA AVENUE SUITE 4 LAKELAND FL 33801
13F HOLDINGS REPORT 028-20093 N
Paul Weaver CCO 863-904-4745 Paul Weaver Lakeland FL 04-29-2020 0 153 131336 false
INFORMATION TABLE 2 HOLDINGSTABLE2020Q1.xml AT&T INC COM 00206R102 30 1035 SH SOLE 0 0 1035 ABBOTT LABS COM 002824100 16 200 SH SOLE 0 0 200 AIR PRODS & CHEMS INC COM 009158106 4 19 SH SOLE 0 0 19 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8 43 SH SOLE 0 0 43 ALPHABET INC CAP STK CL C 02079K107 243 209 SH SOLE 0 0 209 ALPHABET INC CAP STK CL A 02079K305 3 3 SH SOLE 0 0 3 ALTERYX INC COM CL A 02156B103 19 200 SH SOLE 0 0 200 ALTRIA GROUP INC COM 02209S103 2 56 SH SOLE 0 0 56 AMAZON COM INC COM 023135106 287 147 SH SOLE 0 0 147 AMERICAN EXPRESS CO COM 025816109 1 7 SH SOLE 0 0 7 AMGEN INC COM 031162100 2 12 SH SOLE 0 0 12 AMPLIFY ETF TR ONLIN RETL ETF 032108102 37 900 SH SOLE 0 0 900 ANNALY CAPITAL MANAGEMENT IN COM 035710409 24 4810 SH SOLE 0 0 4810 APPLE INC COM 037833100 865 3400 SH SOLE 0 0 3400 AUTODESK INC COM 052769106 6 37 SH SOLE 0 0 37 AUTOMATIC DATA PROCESSING IN COM 053015103 1 8 SH SOLE 0 0 8 BK OF AMERICA CORP COM 060505104 25 1184 SH SOLE 0 0 1184 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 256 1401 SH SOLE 0 0 1401 BLACKROCK INVT QUALITY MUN T COM 09247D105 353 23333 SH SOLE 0 0 23333 BLACKROCK ENHANCED EQUITY DI COM 09251A104 23 3556 SH SOLE 0 0 3556 BOEING CO COM 097023105 34 226 SH SOLE 0 0 226 CVS HEALTH CORP COM 126650100 112 1888 SH SOLE 0 0 1888 CARNIVAL CORP UNIT 99/99/9999 143658300 16 1236 SH SOLE 0 0 1236 CENTERSTATE BK CORP COM 15201P109 1 50 SH SOLE 0 0 50 CERNER CORP COM 156782104 3 44 SH SOLE 0 0 44 CHEVRON CORP NEW COM 166764100 38 530 SH SOLE 0 0 530 CHIPOTLE MEXICAN GRILL INC COM 169656105 3 5 SH SOLE 0 0 5 CINCINNATI FINL CORP COM 172062101 122 1620 SH SOLE 0 0 1620 CISCO SYS INC COM 17275R102 84 2143 SH SOLE 0 0 2143 CITIGROUP INC COM NEW 172967424 3 66 SH SOLE 0 0 66 COCA COLA CO COM 191216100 18 410 SH SOLE 0 0 410 COLGATE PALMOLIVE CO COM 194162103 50 758 SH SOLE 0 0 758 COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 2 210 SH SOLE 0 0 210 CORNING INC COM 219350105 8 373 SH SOLE 0 0 373 CROWN CASTLE INTL CORP NEW COM 22822V101 18 125 SH SOLE 0 0 125 DEERE & CO COM 244199105 3 22 SH SOLE 0 0 22 DELTA AIR LINES INC DEL COM NEW 247361702 12 423 SH SOLE 0 0 423 DIAGEO P L C SPON ADR NEW 25243Q205 14 109 SH SOLE 0 0 109 DISNEY WALT CO COM DISNEY 254687106 21 219 SH SOLE 0 0 219 DOMINION ENERGY INC COM 25746U109 5 63 SH SOLE 0 0 63 EPR PPTYS COM SH BEN INT 26884U109 2 75 SH SOLE 0 0 75 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 12 324 SH SOLE 0 0 324 ENTERPRISE BANCORP INC MASS COM 293668109 5 200 SH SOLE 0 0 200 EXCHANGE TRADED CONCEPTS TR VSPR US LC ETF 301505749 292 13789 SH SOLE 0 0 13789 EXPEDITORS INTL WASH INC COM 302130109 3 51 SH SOLE 0 0 51 EXXON MOBIL CORP COM 30231G102 222 5859 SH SOLE 0 0 5859 FACEBOOK INC CL A 30303M102 158 950 SH SOLE 0 0 950 FACTSET RESH SYS INC COM 303075105 2 9 SH SOLE 0 0 9 FASTENAL CO COM 311900104 5 146 SH SOLE 0 0 146 FIDELITY COMWLTH TR NDQ CP IDX TRK 315912808 5 18 SH SOLE 0 0 18 FIDELITY COVINGTON TR HIGH DIVID ETF 316092840 1480 64599 SH SOLE 0 0 64599 FIDELITY TOTAL BD ETF 316188309 125 2417 SH SOLE 0 0 2417 FORD MTR CO DEL COM 345370860 0 49 SH SOLE 0 0 49 FRANKLIN RESOURCES INC COM 354613101 1 81 SH SOLE 0 0 81 GENERAL ELECTRIC CO COM 369604103 2 215 SH SOLE 0 0 215 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 7 314 SH SOLE 0 0 314 ILLINOIS TOOL WKS INC COM 452308109 14 100 SH SOLE 0 0 100 INTEL CORP COM 458140100 7 134 SH SOLE 0 0 134 INVESCO QQQ TR UNIT SER 1 46090E103 10115 53124 SH SOLE 0 0 53124 INVESCO EXCHANGE-TRADED FD T S&P500 LOW VOL 46138E354 6 123 SH SOLE 0 0 123 INVESCO EXCHANGE-TRADED FD T SR LN ETF 46138G508 32 1580 SH SOLE 0 0 1580 INVESCO EXCHANGE-TRADED FD T VAR RATE PFD 46138G870 16 750 SH SOLE 0 0 750 ISHARES INC MIN VOL EMRG MKT 464286533 3380 72037 SH SOLE 0 0 72037 ISHARES TR SELECT DIVID ETF 464287168 2446 33260 SH SOLE 0 0 33260 ISHARES TR CORE S&P500 ETF 464287200 30151 116683 SH SOLE 0 0 116683 ISHARES TR CORE US AGGBD ET 464287226 4 39 SH SOLE 0 0 39 ISHARES TR MSCI EMG MKT ETF 464287234 2726 79877 SH SOLE 0 0 79877 ISHARES TR IBOXX INV CP ETF 464287242 65 529 SH SOLE 0 0 529 ISHARES TR S&P 500 GRWT ETF 464287309 8203 49701 SH SOLE 0 0 49701 ISHARES TR S&P 500 VAL ETF 464287408 440 4570 SH SOLE 0 0 4570 ISHARES TR MSCI EAFE ETF 464287465 197 3688 SH SOLE 0 0 3688 ISHARES TR CORE S&P MCP ETF 464287507 7410 51505 SH SOLE 0 0 51505 ISHARES TR RUS 1000 VAL ETF 464287598 3979 40122 SH SOLE 0 0 40122 ISHARES TR RUS 1000 GRW ETF 464287614 27 178 SH SOLE 0 0 178 ISHARES TR RUSSELL 2000 ETF 464287655 2060 17995 SH SOLE 0 0 17995 ISHARES TR CORE S&P SCP ETF 464287804 6892 122824 SH SOLE 0 0 122824 ISHARES TR MSCI AC ASIA ETF 464288182 5685 95186 SH SOLE 0 0 95186 ISHARES TR EAFE SML CP ETF 464288273 238 5306 SH SOLE 0 0 5306 ISHARES TR NATIONAL MUN ETF 464288414 234 2069 SH SOLE 0 0 2069 ISHARES TR INTL SEL DIV ETF 464288448 28 1242 SH SOLE 0 0 1242 ISHARES TR INTL DEV RE ETF 464288489 19 889 SH SOLE 0 0 889 ISHARES TR SH TR CRPORT ETF 464288646 5813 111028 SH SOLE 0 0 111028 ISHARES TR 3 7 YR TREAS BD 464288661 6420 48150 SH SOLE 0 0 48150 ISHARES TR PFD AND INCM SEC 464288687 2062 64758 SH SOLE 0 0 64758 ISHARES TR CORE HIGH DV ETF 46429B663 1869 26120 SH SOLE 0 0 26120 ISHARES TR MSCI CHINA ETF 46429B671 23 398 SH SOLE 0 0 398 ISHARES TR MIN VOL EAFE ETF 46429B689 11735 189125 SH SOLE 0 0 189125 ISHARES TR MSCI MIN VOL ETF 46429B697 5643 104472 SH SOLE 0 0 104472 ISHARES TR USA MOMENTUM FCT 46432F396 1 10 SH SOLE 0 0 10 ISHARES INC CORE MSCI EMKT 46434G103 20 501 SH SOLE 0 0 501 ISHARES TR CORE DIV GRWTH 46434V621 77 2375 SH SOLE 0 0 2375 ISHARES TR CORE MSCI PAC 46434V696 21 456 SH SOLE 0 0 456 ISHARES TR CONV BD ETF 46435G102 275 5051 SH SOLE 0 0 5051 JPMORGAN CHASE & CO COM 46625H100 248 2752 SH SOLE 0 0 2752 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 12 1302 SH SOLE 0 0 1302 JOHNSON & JOHNSON COM 478160104 241 1839 SH SOLE 0 0 1839 KINDER MORGAN INC DEL COM 49456B101 2 112 SH SOLE 0 0 112 KROGER CO COM 501044101 44 1456 SH SOLE 0 0 1456 LOCKHEED MARTIN CORP COM 539830109 3 10 SH SOLE 0 0 10 LOWES COS INC COM 548661107 49 567 SH SOLE 0 0 567 MARATHON OIL CORP COM 565849106 0 21 SH SOLE 0 0 21 MARATHON PETE CORP COM 56585A102 1 22 SH SOLE 0 0 22 MARRIOTT INTL INC NEW CL A 571903202 10 132 SH SOLE 0 0 132 MERCK & CO. INC COM 58933Y105 115 1496 SH SOLE 0 0 1496 MICROSOFT CORP COM 594918104 371 2354 SH SOLE 0 0 2354 MICRON TECHNOLOGY INC COM 595112103 2 42 SH SOLE 0 0 42 MONSTER BEVERAGE CORP NEW COM 61174X109 5 81 SH SOLE 0 0 81 NETFLIX INC COM 64110L106 12 32 SH SOLE 0 0 32 NORFOLK SOUTHERN CORP COM 655844108 4 28 SH SOLE 0 0 28 NOVARTIS A G SPONSORED ADR 66987V109 3 36 SH SOLE 0 0 36 NOVO-NORDISK A S ADR 670100205 4 73 SH SOLE 0 0 73 NVIDIA CORP COM 67066G104 65 248 SH SOLE 0 0 248 ORACLE CORP COM 68389X105 42 876 SH SOLE 0 0 876 PACER FDS TR BNCHMRK INFRA 69374H741 10 325 SH SOLE 0 0 325 PACKAGING CORP AMER COM 695156109 18 210 SH SOLE 0 0 210 PAYCHEX INC COM 704326107 3 48 SH SOLE 0 0 48 PEPSICO INC COM 713448108 171 1421 SH SOLE 0 0 1421 PFIZER INC COM 717081103 54 1659 SH SOLE 0 0 1659 PHILIP MORRIS INTL INC COM 718172109 5 62 SH SOLE 0 0 62 PROCTER & GAMBLE CO COM 742718109 238 2161 SH SOLE 0 0 2161 PROSPECT CAPITAL CORPORATION COM 74348T102 7 1700 SH SOLE 0 0 1700 PRUDENTIAL FINL INC COM 744320102 3 57 SH SOLE 0 0 57 QUALCOMM INC COM 747525103 3 51 SH SOLE 0 0 51 REGENERON PHARMACEUTICALS COM 75886F107 6 12 SH SOLE 0 0 12 SEI INVESTMENTS CO COM 784117103 3 54 SH SOLE 0 0 54 SPDR S&P 500 ETF TR TR UNIT 78462F103 1294 5020 SH SOLE 0 0 5020 SPDR SER TR BLMBRG BRC CNVRT 78464A359 113 2363 SH SOLE 0 0 2363 SCHLUMBERGER LTD COM 806857108 1 64 SH SOLE 0 0 64 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 6 95 SH SOLE 0 0 95 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 84 1870 SH SOLE 0 0 1870 SELECT SECTOR SPDR TR ENERGY 81369Y506 2 55 SH SOLE 0 0 55 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4138 51489 SH SOLE 0 0 51489 SOUTHWEST AIRLS CO COM 844741108 11 317 SH SOLE 0 0 317 STARBUCKS CORP COM 855244109 6 89 SH SOLE 0 0 89 SYSCO CORP COM 871829107 3 76 SH SOLE 0 0 76 TARGET CORP COM 87612E106 5 55 SH SOLE 0 0 55 TESLA INC COM 88160R101 19 37 SH SOLE 0 0 37 TEXAS INSTRS INC COM 882508104 6 58 SH SOLE 0 0 58 TOOTSIE ROLL INDS INC COM 890516107 0 3 SH SOLE 0 0 3 USANA HEALTH SCIENCES INC COM 90328M107 12 200 SH SOLE 0 0 200 UBER TECHNOLOGIES INC COM 90353T100 2 80 SH SOLE 0 0 80 UNITED PARCEL SERVICE INC CL B 911312106 4 43 SH SOLE 0 0 43 UNITED STATES STL CORP NEW COM 912909108 0 2 SH SOLE 0 0 2 VARIAN MED SYS INC COM 92220P105 1 12 SH SOLE 0 0 12 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2 16 SH SOLE 0 0 16 VERIZON COMMUNICATIONS INC COM 92343V104 163 3038 SH SOLE 0 0 3038 VISA INC COM CL A 92826C839 149 925 SH SOLE 0 0 925 WALMART INC COM 931142103 122 1075 SH SOLE 0 0 1075 WELLS FARGO CO NEW COM 949746101 3 107 SH SOLE 0 0 107 YUM BRANDS INC COM 988498101 2 25 SH SOLE 0 0 25 YUM CHINA HLDGS INC COM 98850P109 2 42 SH SOLE 0 0 42 ASA GOLD AND PRECIOUS MTLS L SHS G3156P103 0 30 SH SOLE 0 0 30 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 6 200 SH SOLE 0 0 200