0001770532-20-000002.txt : 20200214
0001770532-20-000002.hdr.sgml : 20200214
20200214142302
ACCESSION NUMBER: 0001770532-20-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200214
DATE AS OF CHANGE: 20200214
EFFECTIVENESS DATE: 20200214
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: 20617996
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
12-31-2019
12-31-2019
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
02-13-2020
0
135
174120
false
INFORMATION TABLE
2
HOLDINGSTABLE2019Q4.xml
AT&T INC
COM
00206R102
40
1035
SH
SOLE
0
0
1035
ABBOTT LABS
COM
002824100
17
200
SH
SOLE
0
0
200
AIR PRODS & CHEMS INC
COM
009158106
2
10
SH
SOLE
0
0
10
ALPHABET INC
CAP STK CL C
02079K107
107
80
SH
SOLE
0
0
80
ALTERYX INC
COM CL A
02156B103
20
200
SH
SOLE
0
0
200
AMAZON COM INC
COM
023135106
18
10
SH
SOLE
0
0
10
AMERICAN ELEC PWR CO INC
COM
025537101
2
25
SH
SOLE
0
0
25
AMERICAN EXPRESS CO
COM
025816109
1
7
SH
SOLE
0
0
7
AMGEN INC
COM
031162100
1
6
SH
SOLE
0
0
6
AMPLIFY ETF TR
ONLIN RETL ETF
032108102
46
900
SH
SOLE
0
0
900
ANNALY CAP MGMT INC
COM
035710409
42
4440
SH
SOLE
0
0
4440
APPLE INC
COM
037833100
702
2390
SH
SOLE
0
0
2390
ASTRAZENECA PLC
SPONSORED ADR
046353108
1
20
SH
SOLE
0
0
20
BANK AMER CORP
COM
060505104
42
1184
SH
SOLE
0
0
1184
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
167
739
SH
SOLE
0
0
739
BLACKROCK INVT QUALITY MUN T
COM
09247D105
404
25951
SH
SOLE
0
0
25951
BLACKROCK ENHANCED EQT DIV T
COM
09251A104
35
3556
SH
SOLE
0
0
3556
BOEING CO
COM
097023105
6
18
SH
SOLE
0
0
18
BROADCOM INC
COM
11135F101
3
8
SH
SOLE
0
0
8
CENTERSTATE BK CORP
COM
15201P109
1
50
SH
SOLE
0
0
50
CHEVRON CORP NEW
COM
166764100
63
519
SH
SOLE
0
0
519
CHIPOTLE MEXICAN GRILL INC
COM
169656105
4
5
SH
SOLE
0
0
5
CINCINNATI FINL CORP
COM
172062101
166
1574
SH
SOLE
0
0
1574
CISCO SYS INC
COM
17275R102
94
1955
SH
SOLE
0
0
1955
CITIGROUP INC
COM NEW
172967424
5
66
SH
SOLE
0
0
66
COCA COLA CO
COM
191216100
2
45
SH
SOLE
0
0
45
COLGATE PALMOLIVE CO
COM
194162103
50
720
SH
SOLE
0
0
720
CORNING INC
COM
219350105
11
373
SH
SOLE
0
0
373
CROWN CASTLE INTL CORP NEW
COM
22822V101
3
23
SH
SOLE
0
0
23
DIREXION SHS ETF TR
DLY TECH BULL 3X
25459W102
33
137
SH
SOLE
0
0
137
DISNEY WALT CO
COM DISNEY
254687106
5
32
SH
SOLE
0
0
32
EPR PPTYS
COM SH BEN INT
26884U109
5
75
SH
SOLE
0
0
75
ETF MANAGERS TR
PRIME MOBILE PAY
26924G409
16
324
SH
SOLE
0
0
324
ENTERPRISE BANCORP INC MASS
COM
293668109
7
200
SH
SOLE
0
0
200
EXCHANGE TRADED CONCEPTS TR
VSPR US LC ETF
301505749
37
1386
SH
SOLE
0
0
1386
FIDELITY COMWLTH TR
NDQ CP IDX TRK
315912808
9
26
SH
SOLE
0
0
26
FIDELITY COVINGTON TR
MSCI FINLS IDX
316092501
1
33
SH
SOLE
0
0
33
FIDELITY COVINGTON TR
MSCI HLTH CARE I
316092600
2
40
SH
SOLE
0
0
40
FIDELITY COVINGTON TR
HIGH DIVID ETF
316092840
1710
52673
SH
SOLE
0
0
52673
FIDELITY COVINGTON TR
MSCI RL EST ETF
316092857
6185
222002
SH
SOLE
0
0
222002
FIDELITY
TOTAL BD ETF
316188309
126
2442
SH
SOLE
0
0
2442
FORD MTR CO DEL
COM
345370860
0
49
SH
SOLE
0
0
49
GENERAL ELECTRIC CO
COM
369604103
2
215
SH
SOLE
0
0
215
GLOBAL X FDS
LITHIUM BTRY ETF
37954Y855
9
314
SH
SOLE
0
0
314
HOME DEPOT INC
COM
437076102
36
164
SH
SOLE
0
0
164
HONEYWELL INTL INC
COM
438516106
2
11
SH
SOLE
0
0
11
ILLINOIS TOOL WKS INC
COM
452308109
19
105
SH
SOLE
0
0
105
INTEL CORP
COM
458140100
3
42
SH
SOLE
0
0
42
INVESCO QQQ TR
UNIT SER 1
46090E103
10995
51716
SH
SOLE
0
0
51716
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
13646
117920
SH
SOLE
0
0
117920
INVESCO EXCHNG TRADED FD TR
S&P500 LOW VOL
46138E354
7
123
SH
SOLE
0
0
123
INVESCO EXCHNG TRADED FD TR
S&P SMLCP LOW
46138G102
9380
184349
SH
SOLE
0
0
184349
INVESCO EXCHNG TRADED FD TR
SR LN ETF
46138G508
36
1580
SH
SOLE
0
0
1580
INVESCO EXCHNG TRADED FD TR
VAR RATE PFD
46138G870
19
750
SH
SOLE
0
0
750
ISHARES GOLD TRUST
ISHARES
464285105
8388
578489
SH
SOLE
0
0
578489
ISHARES INC
MIN VOL EMRG MKT
464286533
3838
65421
SH
SOLE
0
0
65421
ISHARES TR
SELECT DIVID ETF
464287168
3319
31412
SH
SOLE
0
0
31412
ISHARES TR
CORE S&P500 ETF
464287200
23036
71267
SH
SOLE
0
0
71267
ISHARES TR
MSCI EMG MKT ETF
464287234
3692
82284
SH
SOLE
0
0
82284
ISHARES TR
IBOXX INV CP ETF
464287242
68
529
SH
SOLE
0
0
529
ISHARES TR
S&P 500 GRWT ETF
464287309
9028
46622
SH
SOLE
0
0
46622
ISHARES TR
S&P 500 VAL ETF
464287408
595
4570
SH
SOLE
0
0
4570
ISHARES TR
MSCI EAFE ETF
464287465
269
3868
SH
SOLE
0
0
3868
ISHARES TR
RUS MD CP GR ETF
464287481
18
120
SH
SOLE
0
0
120
ISHARES TR
RUS MID CAP ETF
464287499
41
688
SH
SOLE
0
0
688
ISHARES TR
CORE S&P MCP ETF
464287507
9849
47851
SH
SOLE
0
0
47851
ISHARES TR
RUS 1000 VAL ETF
464287598
5604
41064
SH
SOLE
0
0
41064
ISHARES TR
RUS 1000 GRW ETF
464287614
75
428
SH
SOLE
0
0
428
ISHARES TR
RUSSELL 2000 ETF
464287655
2999
18103
SH
SOLE
0
0
18103
ISHARES TR
CORE S&P SCP ETF
464287804
1109
13221
SH
SOLE
0
0
13221
ISHARES TR
MSCI AC ASIA ETF
464288182
6977
94928
SH
SOLE
0
0
94928
ISHARES TR
EAFE SML CP ETF
464288273
50
810
SH
SOLE
0
0
810
ISHARES TR
NATIONAL MUN ETF
464288414
234
2050
SH
SOLE
0
0
2050
ISHARES TR
INTL SEL DIV ETF
464288448
42
1242
SH
SOLE
0
0
1242
ISHARES TR
SH TR CRPORT ETF
464288646
5503
102617
SH
SOLE
0
0
102617
ISHARES TR
3 7 YR TREAS BD
464288661
5737
45625
SH
SOLE
0
0
45625
ISHARES TR
PFD AND INCM SEC
464288687
1816
48317
SH
SOLE
0
0
48317
ISHARES TR
CORE HIGH DV ETF
46429B663
2388
24347
SH
SOLE
0
0
24347
ISHARES TR
MSCI CHINA ETF
46429B671
56
871
SH
SOLE
0
0
871
ISHARES TR
MIN VOL EAFE ETF
46429B689
13941
187026
SH
SOLE
0
0
187026
ISHARES TR
MSCI MIN VOL ETF
46429B697
6765
103132
SH
SOLE
0
0
103132
ISHARES US ETF TR
SHT MAT MUN ETF
46431W838
40
799
SH
SOLE
0
0
799
ISHARES TR
CORE 1 5 YR USD
46432F859
4623
91731
SH
SOLE
0
0
91731
ISHARES INC
CORE MSCI EMKT
46434G103
27
501
SH
SOLE
0
0
501
ISHARES TR
MULTIFACTOR GLBL
46434V316
30
975
SH
SOLE
0
0
975
ISHARES TR
CORE MSCI PAC
46434V696
27
456
SH
SOLE
0
0
456
ISHARES TR
CONV BD ETF
46435G102
304
4853
SH
SOLE
0
0
4853
JPMORGAN CHASE & CO
COM
46625H100
173
1244
SH
SOLE
0
0
1244
JPMORGAN CHASE & CO
ALERIAN ML ETN
46625H365
28
1302
SH
SOLE
0
0
1302
JOHNSON & JOHNSON
COM
478160104
70
480
SH
SOLE
0
0
480
KROGER CO
COM
501044101
42
1456
SH
SOLE
0
0
1456
LOCKHEED MARTIN CORP
COM
539830109
4
10
SH
SOLE
0
0
10
LOWES COS INC
COM
548661107
49
407
SH
SOLE
0
0
407
MARATHON OIL CORP
COM
565849106
0
21
SH
SOLE
0
0
21
MARATHON PETE CORP
COM
56585A102
1
22
SH
SOLE
0
0
22
MCDONALDS CORP
COM
580135101
3
14
SH
SOLE
0
0
14
MERCK & CO INC
COM
58933Y105
113
1240
SH
SOLE
0
0
1240
MICROSOFT CORP
COM
594918104
61
384
SH
SOLE
0
0
384
MICRON TECHNOLOGY INC
COM
595112103
2
42
SH
SOLE
0
0
42
NETFLIX INC
COM
64110L106
10
32
SH
SOLE
0
0
32
NVIDIA CORP
COM
67066G104
56
236
SH
SOLE
0
0
236
ORACLE CORP
COM
68389X105
40
750
SH
SOLE
0
0
750
PACER FDS TR
BNCHMRK INFRA
69374H741
11
325
SH
SOLE
0
0
325
PAYCHEX INC
COM
704326107
2
19
SH
SOLE
0
0
19
PEPSICO INC
COM
713448108
198
1448
SH
SOLE
0
0
1448
PFIZER INC
COM
717081103
47
1194
SH
SOLE
0
0
1194
PROCTER & GAMBLE CO
COM
742718109
106
845
SH
SOLE
0
0
845
PROSHARES TR
PSHS ULT HLTHCRE
74347R735
23
184
SH
SOLE
0
0
184
PROSHARES TR
ULTRA FNCLS NEW
74347X633
10
180
SH
SOLE
0
0
180
PROSPECT CAPITAL CORPORATION
COM
74348T102
11
1700
SH
SOLE
0
0
1700
PRUDENTIAL FINL INC
COM
744320102
5
57
SH
SOLE
0
0
57
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1688
5245
SH
SOLE
0
0
5245
SPDR SERIES TRUST
BLMBRG BRC CNVRT
78464A359
210
3788
SH
SOLE
0
0
3788
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
7
95
SH
SOLE
0
0
95
SELECT SECTOR SPDR TR
ENERGY
81369Y506
3
55
SH
SOLE
0
0
55
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
6057
156633
SH
SOLE
0
0
156633
SLACK TECHNOLOGIES INC
COM CL A
83088V102
16
700
SH
SOLE
0
0
700
STARBUCKS CORP
COM
855244109
1
10
SH
SOLE
0
0
10
SYKES ENTERPRISES INC
COM
871237103
0
1
SH
SOLE
0
0
1
SYSCO CORP
COM
871829107
13
151
SH
SOLE
0
0
151
TARGET CORP
COM
87612E106
3
22
SH
SOLE
0
0
22
TESLA INC
COM
88160R101
15
37
SH
SOLE
0
0
37
TEXAS INSTRS INC
COM
882508104
2
16
SH
SOLE
0
0
16
TORONTO DOMINION BK ONT
COM NEW
891160509
2
35
SH
SOLE
0
0
35
TWITTER INC
COM
90184L102
5
145
SH
SOLE
0
0
145
USANA HEALTH SCIENCES INC
COM
90328M107
16
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
1
5
SH
SOLE
0
0
5
UNITED STATES STL CORP NEW
COM
912909108
0
2
SH
SOLE
0
0
2
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
4
23
SH
SOLE
0
0
23
VERIZON COMMUNICATIONS INC
COM
92343V104
46
755
SH
SOLE
0
0
755
WALMART INC
COM
931142103
128
1075
SH
SOLE
0
0
1075
ASA GOLD AND PRECIOUS MTLS L
SHS
G3156P103
0
30
SH
SOLE
0
0
30
MEDTRONIC PLC
SHS
G5960L103
1
12
SH
SOLE
0
0
12
CHUBB LIMITED
COM
H1467J104
2
15
SH
SOLE
0
0
15