0001770532-22-000003.txt : 20220516
0001770532-22-000003.hdr.sgml : 20220516
20220516131423
ACCESSION NUMBER: 0001770532-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220516
DATE AS OF CHANGE: 20220516
EFFECTIVENESS DATE: 20220516
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: 22927336
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
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0001770532
XXXXXXXX
03-31-2022
03-31-2022
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
05-15-2022
0
195
178278
false
INFORMATION TABLE
2
2022Q2.xml
AT&T INC
COM
00206R102
11
475
SH
SOLE
0
0
475
ARK ETF TR
GENOMIC REV ETF
00214Q302
95
2078
SH
SOLE
0
0
2078
ABBOTT LABS
COM
002824100
24
200
SH
SOLE
0
0
200
ACADEMY SPORTS & OUTDOORS IN
COM
00402L107
18
450
SH
SOLE
0
0
450
AIRBNB INC
COM CL A
009066101
26
154
SH
SOLE
0
0
154
ALASKA AIR GROUP INC
COM
011659109
16
269
SH
SOLE
0
0
269
ALPHABET INC
CAP STK CL C
02079K107
1137
407
SH
SOLE
0
0
407
ALPHABET INC
CAP STK CL A
02079K305
962
346
SH
SOLE
0
0
346
ALTERYX INC
COM CL A
02156B103
23
326
SH
SOLE
0
0
326
AMAZON COM INC
COM
023135106
310
95
SH
SOLE
0
0
95
AMERICAN CENTY ETF TR
DIVERSIFIED MU
025072505
51
987
SH
SOLE
0
0
987
AMERICAN EXPRESS CO
COM
025816109
1
7
SH
SOLE
0
0
7
AMPLIFY ETF TR
ONLIN RETL ETF
032108102
48
724
SH
SOLE
0
0
724
AMPLIFY ETF TR
BLOCKCHAIN LDR
032108607
34
1008
SH
SOLE
0
0
1008
AMPLIFY ETF TR
AMPLIFY LITHIUM
032108805
325
18908
SH
SOLE
0
0
18908
ANNALY CAPITAL MANAGEMENT IN
COM
035710409
42
5960
SH
SOLE
0
0
5960
APPLE INC
COM
037833100
2057
11782
SH
SOLE
0
0
11782
AURORA INNOVATION INC
CLASS A COM
051774107
1
100
SH
SOLE
0
0
100
AXCELIS TECHNOLOGIES INC
COM NEW
054540208
6
77
SH
SOLE
0
0
77
BALLARD PWR SYS INC NEW
COM
058586108
23
2000
SH
SOLE
0
0
2000
BK OF AMERICA CORP
COM
060505104
39
939
SH
SOLE
0
0
939
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
76
216
SH
SOLE
0
0
216
BLACKROCK INVT QUALITY MUN T
COM
09247D105
39
2735
SH
SOLE
0
0
2735
BLACKSTONE INC
COM
09260D107
34
265
SH
SOLE
0
0
265
BOEING CO
COM
097023105
27
141
SH
SOLE
0
0
141
BOISE CASCADE CO DEL
COM
09739D100
7
100
SH
SOLE
0
0
100
BROADCOM INC
COM
11135F101
935
1485
SH
SOLE
0
0
1485
CF INDS HLDGS INC
COM
125269100
8
75
SH
SOLE
0
0
75
CVS HEALTH CORP
COM
126650100
6
60
SH
SOLE
0
0
60
CAMPBELL SOUP CO
COM
134429109
30
665
SH
SOLE
0
0
665
CAPITOL SER TR
FAIRLEAD TACTICA
14064D550
1
20
SH
SOLE
0
0
20
CARNIVAL CORP
COMMON STOCK
143658300
64
3168
SH
SOLE
0
0
3168
CHIPOTLE MEXICAN GRILL INC
COM
169656105
8
5
SH
SOLE
0
0
5
CINCINNATI FINL CORP
COM
172062101
46
335
SH
SOLE
0
0
335
CISCO SYS INC
COM
17275R102
73
1305
SH
SOLE
0
0
1305
CITIGROUP INC
COM NEW
172967424
6
120
SH
SOLE
0
0
120
COCA COLA CO
COM
191216100
3
45
SH
SOLE
0
0
45
COINBASE GLOBAL INC
COM CL A
19260Q107
6
31
SH
SOLE
0
0
31
COLGATE PALMOLIVE CO
COM
194162103
42
558
SH
SOLE
0
0
558
COLUMBIA ETF TR I
MULTI SEC MUNI
19761L607
51
2435
SH
SOLE
0
0
2435
CONOCOPHILLIPS
COM
20825C104
1251
12509
SH
SOLE
0
0
12509
CORNING INC
COM
219350105
14
373
SH
SOLE
0
0
373
D R HORTON INC
COM
23331A109
7
100
SH
SOLE
0
0
100
DANAHER CORPORATION
COM
235851102
110
375
SH
SOLE
0
0
375
DATADOG INC
CL A COM
23804L103
1295
8549
SH
SOLE
0
0
8549
DELTA AIR LINES INC DEL
COM NEW
247361702
4
100
SH
SOLE
0
0
100
DISNEY WALT CO
COM
254687106
52
379
SH
SOLE
0
0
379
DOLLAR GEN CORP NEW
COM
256677105
4
20
SH
SOLE
0
0
20
DRAFTKINGS INC
COM CL A
26142R104
25
1300
SH
SOLE
0
0
1300
DROPBOX INC
CL A
26210C104
2
100
SH
SOLE
0
0
100
DUPONT DE NEMOURS INC
COM
26614N102
1
18
SH
SOLE
0
0
18
EPR PPTYS
COM SH BEN INT
26884U109
4
75
SH
SOLE
0
0
75
ETF SER SOLUTIONS
NATIONWIDE NASDQ
26922A172
163
6623
SH
SOLE
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0
6623
ETF SER SOLUTIONS
AAM LW DUR PFD
26922A198
487
20481
SH
SOLE
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20481
ETF SER SOLUTIONS
DEFIANCE NEXT
26922A289
286
7621
SH
SOLE
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ETF SER SOLUTIONS
APTUS DEFINED
26922A388
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2776
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SOLE
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0
2776
ETF SER SOLUTIONS
DEFIANCE NEXT
26922B600
20
1189
SH
SOLE
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0
1189
ETF MANAGERS TR
PRIME MOBILE PAY
26924G409
17
324
SH
SOLE
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324
ENTERPRISE BANCORP INC MASS
COM
293668109
12
300
SH
SOLE
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300
EXCHANGE TRADED CONCEPTS TR
ROBO GLB ETF
301505707
125
2141
SH
SOLE
0
0
2141
EXCHANGE TRADED CONCEPTS TR
VSPR US LC ETF
301505749
283
10427
SH
SOLE
0
0
10427
EXXON MOBIL CORP
COM
30231G102
48
576
SH
SOLE
0
0
576
META PLATFORMS INC
CL A
30303M102
119
534
SH
SOLE
0
0
534
FIDELITY COMWLTH TR
NASDAQ COMPSIT
315912808
10
180
SH
SOLE
0
0
180
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
17
140
SH
SOLE
0
0
140
FIDELITY COVINGTON TRUST
HIGH DIVID ETF
316092840
33
782
SH
SOLE
0
0
782
FIRST TR EXCHANGE TRADED FD
INDXX NEXTG ETF
33737K205
28
369
SH
SOLE
0
0
369
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
60
1139
SH
SOLE
0
0
1139
FORD MTR CO DEL
COM
345370860
55
3247
SH
SOLE
0
0
3247
FUELCELL ENERGY INC
COM
35952H601
12
2000
SH
SOLE
0
0
2000
GABELLI DIVID & INCOME TR
COM
36242H104
2
100
SH
SOLE
0
0
100
GAP INC
COM
364760108
0
3
SH
SOLE
0
0
3
GENERAL ELECTRIC CO
COM NEW
369604301
2
26
SH
SOLE
0
0
26
GLOBAL X FDS
GLB X MLP ENRG I
37954Y293
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198
SH
SOLE
0
0
198
GLOBAL X FDS
CYBRSCURTY ETF
37954Y384
31
1000
SH
SOLE
0
0
1000
GLOBAL X FDS
S&P 500 COVERED
37954Y475
30
613
SH
SOLE
0
0
613
GLOBAL X FDS
US INFR DEV ETF
37954Y673
166
5872
SH
SOLE
0
0
5872
GLOBAL X FDS
LITHIUM BTRY ETF
37954Y855
58
747
SH
SOLE
0
0
747
HANCOCK JOHN PFD INCOME FD I
COM
41021P103
2
100
SH
SOLE
0
0
100
HIVE BLOCKCHAIN TECHNLGIES L
COM
43366H100
5
2500
SH
SOLE
0
0
2500
HOME DEPOT INC
COM
437076102
4
15
SH
SOLE
0
0
15
HUTTIG BLDG PRODS INC
COM
448451104
1725
161820
SH
SOLE
0
0
161820
ILLINOIS TOOL WKS INC
COM
452308109
21
100
SH
SOLE
0
0
100
INDEXIQ ACTIVE ETF TR
IQ MACKAY INSRED
45409F843
1044
40801
SH
SOLE
0
0
40801
INNOVATOR ETFS TR
S&P INVT GRD PFD
45783Y822
94
4300
SH
SOLE
0
0
4300
INTEL CORP
COM
458140100
64
1288
SH
SOLE
0
0
1288
INVESCO QQQ TR
UNIT SER 1
46090E103
8
21
SH
SOLE
0
0
21
INTUIT
COM
461202103
1178
2450
SH
SOLE
0
0
2450
INVESCO EXCH TRADED FD TR II
NASDAQNXTGEN100
46138G631
40
1368
SH
SOLE
0
0
1368
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
46138G649
111
744
SH
SOLE
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0
744
INVESCO EXCH TRADED FD TR II
SOLAR ETF
46138G706
22
298
SH
SOLE
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0
298
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
46138G870
18
750
SH
SOLE
0
0
750
ISHARES TR
MORNINGSTR US EQ
464287127
19
308
SH
SOLE
0
0
308
ISHARES TR
SELECT DIVID ETF
464287168
42
325
SH
SOLE
0
0
325
ISHARES TR
CORE S&P500 ETF
464287200
66737
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SH
SOLE
0
0
147098
ISHARES TR
MSCI EMG MKT ETF
464287234
8
178
SH
SOLE
0
0
178
ISHARES TR
IBOXX INV CP ETF
464287242
63
520
SH
SOLE
0
0
520
ISHARES TR
S&P 500 GRWT ETF
464287309
99
1292
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SOLE
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0
1292
ISHARES TR
CORE S&P MCP ETF
464287507
13471
50200
SH
SOLE
0
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50200
ISHARES TR
ISHARES BIOTECH
464287556
4
33
SH
SOLE
0
0
33
ISHARES TR
RUS 1000 VAL ETF
464287598
1004
6051
SH
SOLE
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6051
ISHARES TR
RUS 1000 GRW ETF
464287614
50
178
SH
SOLE
0
0
178
ISHARES TR
RUSSELL 2000 ETF
464287655
1137
5538
SH
SOLE
0
0
5538
ISHARES TR
CORE S&P SCP ETF
464287804
13174
122116
SH
SOLE
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122116
ISHARES TR
DOW JONES US ETF
464287846
9
80
SH
SOLE
0
0
80
ISHARES TR
NATIONAL MUN ETF
464288414
134
1221
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SOLE
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1221
ISHARES TR
IBOXX HI YD ETF
464288513
14
175
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SOLE
0
0
175
ISHARES TR
ISHS 1-5YR INVS
464288646
6180
119499
SH
SOLE
0
0
119499
ISHARES TR
PFD AND INCM SEC
464288687
12
335
SH
SOLE
0
0
335
ISHARES TR
CORE HIGH DV ETF
46429B663
53
493
SH
SOLE
0
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493
ISHARES TR
MSCI EAFE MIN VL
46429B689
41
573
SH
SOLE
0
0
573
ISHARES TR
CORE MSCI EAFE
46432F842
18177
261497
SH
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261497
ISHARES INC
CORE MSCI EMKT
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16292
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16292
ISHARES TR
0-5YR HI YL CP
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SH
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0
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141971
ISHARES TR
CORE DIV GRWTH
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526
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ISHARES TR
CYBERSECURITY
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6562
JPMORGAN CHASE & CO
COM
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131
964
SH
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0
0
964
JPMORGAN CHASE & CO
ALERIAN ML ETN
46625H365
35
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SH
SOLE
0
0
1692
JOHNSON & JOHNSON
COM
478160104
109
614
SH
SOLE
0
0
614
KLA CORP
COM NEW
482480100
1241
3389
SH
SOLE
0
0
3389
KAYNE ANDERSON ENERGY INFRST
COM
486606106
1
100
SH
SOLE
0
0
100
KROGER CO
COM
501044101
84
1456
SH
SOLE
0
0
1456
THE LION ELECTRIC COMPANY
COMMON STOCK
536221104
0
46
SH
SOLE
0
0
46
LISTED FD TR
ROUNDHILL BALL
53656F417
25
2082
SH
SOLE
0
0
2082
LIVE NATION ENTERTAINMENT IN
COM
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4
35
SH
SOLE
0
0
35
LOCKHEED MARTIN CORP
COM
539830109
66
150
SH
SOLE
0
0
150
LOWES COS INC
COM
548661107
881
4358
SH
SOLE
0
0
4358
LUMINAR TECHNOLOGIES INC
COM CL A
550424105
21
1332
SH
SOLE
0
0
1332
MARATHON OIL CORP
COM
565849106
1
21
SH
SOLE
0
0
21
MARATHON PETE CORP
COM
56585A102
2
22
SH
SOLE
0
0
22
MARRIOTT INTL INC NEW
CL A
571903202
27
151
SH
SOLE
0
0
151
MARVELL TECHNOLOGY INC
COM
573874104
12
164
SH
SOLE
0
0
164
MERCK & CO INC
COM
58933Y105
65
789
SH
SOLE
0
0
789
MICROSOFT CORP
COM
594918104
1053
3415
SH
SOLE
0
0
3415
MICRON TECHNOLOGY INC
COM
595112103
5
60
SH
SOLE
0
0
60
MOSAIC CO NEW
COM
61945C103
133
2000
SH
SOLE
0
0
2000
NETFLIX INC
COM
64110L106
49
131
SH
SOLE
0
0
131
NEWMONT CORP
COM
651639106
8
100
SH
SOLE
0
0
100
NIKOLA CORP
COM
654110105
21
2000
SH
SOLE
0
0
2000
NVIDIA CORPORATION
COM
67066G104
320
1171
SH
SOLE
0
0
1171
ORACLE CORP
COM
68389X105
62
750
SH
SOLE
0
0
750
PACCAR INC
COM
693718108
11
122
SH
SOLE
0
0
122
PACER FDS TR
METAURUS CAP 400
69374H436
163
4705
SH
SOLE
0
0
4705
PACER FDS TR
LUNT LRG CP ALTR
69374H717
11304
252322
SH
SOLE
0
0
252322
PACER FDS TR
BNCHMRK INFRA
69374H741
13
325
SH
SOLE
0
0
325
PACER FDS TR
LUNT LRGCP MULTI
69374H816
11068
280555
SH
SOLE
0
0
280555
PACER FDS TR
US CASH COWS 100
69374H881
151
3033
SH
SOLE
0
0
3033
PALANTIR TECHNOLOGIES INC
CL A
69608A108
0
10
SH
SOLE
0
0
10
PAYPAL HLDGS INC
COM
70450Y103
105
909
SH
SOLE
0
0
909
PEPSICO INC
COM
713448108
174
1041
SH
SOLE
0
0
1041
PETCO HEALTH & WELLNESS CO I
COM
71601V105
11
550
SH
SOLE
0
0
550
PFIZER INC
COM
717081103
58
1125
SH
SOLE
0
0
1125
PLUG POWER INC
COM NEW
72919P202
57
2000
SH
SOLE
0
0
2000
PREFERRED APT CMNTYS INC
COM
74039L103
12
500
SH
SOLE
0
0
500
PROCTER AND GAMBLE CO
COM
742718109
123
805
SH
SOLE
0
0
805
PROSHARES TR
PSHS ULTSH 20YRS
74347B201
6
300
SH
SOLE
0
0
300
PROSHARES TR
PSHS ULTRA QQQ
74347R206
14
200
SH
SOLE
0
0
200
PROSPECT CAP CORP
COM
74348T102
17
2056
SH
SOLE
0
0
2056
PRUDENTIAL FINL INC
COM
744320102
7
57
SH
SOLE
0
0
57
REGENCY CTRS CORP
COM
758849103
7
100
SH
SOLE
0
0
100
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1208
2675
SH
SOLE
0
0
2675
SPDR GOLD TR
GOLD SHS
78463V107
11
62
SH
SOLE
0
0
62
SPDR SER TR
BLOOMBERG CONV
78464A359
19
250
SH
SOLE
0
0
250
SPDR SER TR
S&P BIOTECH
78464A870
50
560
SH
SOLE
0
0
560
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
10
190
SH
SOLE
0
0
190
SCHWAB STRATEGIC TR
SCHWAB FDT US BM
808524789
22
375
SH
SOLE
0
0
375
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
660
8361
SH
SOLE
0
0
8361
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
52
327
SH
SOLE
0
0
327
SOUTHSTATE CORPORATION
COM
840441109
1
15
SH
SOLE
0
0
15
SOUTHWEST AIRLS CO
COM
844741108
24
515
SH
SOLE
0
0
515
STARBUCKS CORP
COM
855244109
5
50
SH
SOLE
0
0
50
STRATEGY SHS
NS 7HANDL IDX
86280R506
173
7168
SH
SOLE
0
0
7168
SYNOPSYS INC
COM
871607107
1367
4102
SH
SOLE
0
0
4102
TEXAS INSTRS INC
COM
882508104
3
16
SH
SOLE
0
0
16
USANA HEALTH SCIENCES INC
COM
90328M107
16
200
SH
SOLE
0
0
200
UBER TECHNOLOGIES INC
COM
90353T100
3
90
SH
SOLE
0
0
90
ULTA BEAUTY INC
COM
90384S303
18
46
SH
SOLE
0
0
46
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
VANECK ETF TRUST
SEMICONDUCTR ETF
92189F676
22
82
SH
SOLE
0
0
82
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
31
190
SH
SOLE
0
0
190
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
15
136
SH
SOLE
0
0
136
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
51
989
SH
SOLE
0
0
989
VERIZON COMMUNICATIONS INC
COM
92343V104
26
516
SH
SOLE
0
0
516
VISA INC
COM CL A
92826C839
191
860
SH
SOLE
0
0
860
WP CAREY INC
COM
92936U109
18
225
SH
SOLE
0
0
225
WALMART INC
COM
931142103
142
952
SH
SOLE
0
0
952
YUM BRANDS INC
COM
988498101
3
25
SH
SOLE
0
0
25
ZOETIS INC
CL A
98978V103
2
9
SH
SOLE
0
0
9
ZSCALER INC
COM
98980G102
1188
4925
SH
SOLE
0
0
4925
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
880
2608
SH
SOLE
0
0
2608
ASA GOLD AND PRECIOUS MTLS L
SHS
G3156P103
1
30
SH
SOLE
0
0
30
MEDTRONIC PLC
SHS
G5960L103
8
75
SH
SOLE
0
0
75
INMODE LTD
SHS
M5425M103
18
500
SH
SOLE
0
0
500
ROYAL CARIBBEAN GROUP
COM
V7780T103
36
431
SH
SOLE
0
0
431