0001770532-23-000002.txt : 20230214 0001770532-23-000002.hdr.sgml : 20230214 20230214140058 ACCESSION NUMBER: 0001770532-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23626816 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 X0202 13F-HR LIVE false true false 0001770532 XXXXXXXX 12-31-2022 12-31-2022 Core Wealth Advisors, Inc.

124 SOUTH FLORIDA AVENUE SUITE 4 LAKELAND FL 33801

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MERCK & CO INC COM 58933Y105 103849 936 SH SOLE 0 0 936 META PLATFORMS INC CL A 30303M102 722 6 SH SOLE 0 0 6 METLIFE INC COM 59156R108 5500 76 SH SOLE 0 0 76 MICRON TECHNOLOGY INC COM 595112103 2999 60 SH SOLE 0 0 60 MICROSOFT CORP COM 594918104 157322 656 SH SOLE 0 0 656 MONDELEZ INTL INC CL A 609207105 7798 117 SH SOLE 0 0 117 MORGAN STANLEY COM NEW 617446448 12158 143 SH SOLE 0 0 143 MOSAIC CO NEW COM 61945C103 104542 2383 SH SOLE 0 0 2383 NATIONAL RETAIL PROPERTIES I COM 637417106 23887 522 SH SOLE 0 0 522 NETFLIX INC COM 64110L106 28308 96 SH SOLE 0 0 96 NEWMONT CORP COM 651639106 4720 100 SH SOLE 0 0 100 NEXTERA ENERGY INC COM 65339F101 9447 113 SH SOLE 0 0 113 NIKOLA CORP COM 654110105 4320 2000 SH SOLE 0 0 2000 NORFOLK SOUTHN CORP COM 655844108 7639 31 SH SOLE 0 0 31 NVIDIA CORPORATION COM 67066G104 91191 624 SH SOLE 0 0 624 NXP SEMICONDUCTORS N V COM N6596X109 5373 34 SH SOLE 0 0 34 ORACLE CORP COM 68389X105 61305 750 SH SOLE 0 0 750 PACCAR INC COM 693718108 12074 122 SH SOLE 0 0 122 PACER FDS TR DATA AND INFRAST 69374H741 9432 325 SH SOLE 0 0 325 PACER FDS TR LUNT LRG CP ALTR 69374H717 13944468 344646 SH SOLE 0 0 344646 PACER FDS TR LUNT LRGCP MULTI 69374H816 48169 1370 SH SOLE 0 0 1370 PACER FDS TR METAURUS CAP 400 69374H436 24627 862 SH SOLE 0 0 862 PACER FDS TR US CASH COWS 100 69374H881 14246622 308035 SH SOLE 0 0 308035 PALANTIR TECHNOLOGIES INC CL A 69608A108 64 10 SH SOLE 0 0 10 PARKER-HANNIFIN CORP COM 701094104 5820 20 SH SOLE 0 0 20 PEPSICO INC COM 713448108 193668 1072 SH SOLE 0 0 1072 PFIZER INC COM 717081103 70096 1368 SH SOLE 0 0 1368 PHILIP MORRIS INTL INC COM 718172109 14675 145 SH SOLE 0 0 145 PLUG POWER INC COM NEW 72919P202 24740 2000 SH SOLE 0 0 2000 PPG INDS INC COM 693506107 8425 67 SH SOLE 0 0 67 PROCTER AND GAMBLE CO COM 742718109 129129 852 SH SOLE 0 0 852 PROSHARES TR PSHS ULTRA QQQ 74347R206 2593 74 SH SOLE 0 0 74 PROSPECT CAP CORP COM 74348T102 15507 2218 SH SOLE 0 0 2218 PRUDENTIAL FINL INC COM 744320102 5669 57 SH SOLE 0 0 57 RAYTHEON TECHNOLOGIES CORP COM 75513E101 14028 139 SH SOLE 0 0 139 REALTY INCOME CORP COM 756109104 18141 286 SH SOLE 0 0 286 REGENCY CTRS CORP COM 758849103 6250 100 SH SOLE 0 0 100 ROYAL CARIBBEAN GROUP COM V7780T103 9886 200 SH SOLE 0 0 200 SCHWAB CHARLES CORP COM 808513105 5578 67 SH SOLE 0 0 67 SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 19732 375 SH SOLE 0 0 375 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 19940 445 SH SOLE 0 0 445 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 785562 10399 SH SOLE 0 0 10399 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 10260 300 SH SOLE 0 0 300 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 21396 287 SH SOLE 0 0 287 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 69963 515 SH SOLE 0 0 515 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 10575 150 SH SOLE 0 0 150 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 44923 361 SH SOLE 0 0 361 SMUCKER J M CO COM NEW 832696405 7765 49 SH SOLE 0 0 49 SOUTHSTATE CORPORATION COM 840441109 1145 15 SH SOLE 0 0 15 SOUTHWEST AIRLS CO COM 844741108 17340 515 SH SOLE 0 0 515 SPDR GOLD TR GOLD SHS 78463V107 10518 62 SH SOLE 0 0 62 SPDR S&P 500 ETF TR TR UNIT 78462F103 1021471 2671 SH SOLE 0 0 2671 SPDR SER TR BBG CONV SEC ETF 78464A359 16085 250 SH SOLE 0 0 250 SPDR SER TR PORTFOLIO INTRMD 78464A375 5093 160 SH SOLE 0 0 160 SPDR SER TR RUSSELL YIELD 78468R770 14155200 151069 SH SOLE 0 0 151069 SPDR SER TR S&P BIOTECH 78464A870 114540 1380 SH SOLE 0 0 1380 STARBUCKS CORP COM 855244109 4960 50 SH SOLE 0 0 50 SYSCO CORP COM 871829107 8410 110 SH SOLE 0 0 110 TEXAS INSTRS INC COM 882508104 35522 215 SH SOLE 0 0 215 TIDAL ETF TR NOBLE ABSOLUTE 886364454 523 20 SH SOLE 0 0 20 TJX COS INC NEW COM 872540109 9234 116 SH SOLE 0 0 116 UBER TECHNOLOGIES INC COM 90353T100 2226 90 SH SOLE 0 0 90 ULTA BEAUTY INC COM 90384S303 7505 16 SH SOLE 0 0 16 UNION PAC CORP COM 907818108 22778 110 SH SOLE 0 0 110 UNITED PARCEL SERVICE INC CL B 911312106 9040 52 SH SOLE 0 0 52 UNITED STATES STL CORP NEW COM 912909108 50 2 SH SOLE 0 0 2 UNITEDHEALTH GROUP INC COM 91324P102 1697228 3201 SH SOLE 0 0 3201 US BANCORP DEL COM NEW 902973304 20148 462 SH SOLE 0 0 462 USANA HEALTH SCIENCES INC COM 90328M107 10640 200 SH SOLE 0 0 200 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 945 39 SH SOLE 0 0 39 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 16641 82 SH SOLE 0 0 82 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 2173 30 SH SOLE 0 0 30 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 28089 391 SH SOLE 0 0 391 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 49490 1010 SH SOLE 0 0 1010 VANGUARD INDEX FDS GROWTH ETF 922908736 4049 19 SH SOLE 0 0 19 VANGUARD INDEX FDS LARGE CAP ETF 922908637 658476 3780 SH SOLE 0 0 3780 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5815 43 SH SOLE 0 0 43 VANGUARD INDEX FDS MID CAP ETF 922908629 31998 157 SH SOLE 0 0 157 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 19630 238 SH SOLE 0 0 238 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 32053967 91233 SH SOLE 0 0 91233 VANGUARD INDEX FDS SML CP GRW ETF 922908595 5014 25 SH SOLE 0 0 25 VANGUARD INDEX FDS TOTAL STK MKT 922908769 191190 1000 SH SOLE 0 0 1000 VANGUARD INDEX FDS VALUE ETF 922908744 10247 73 SH SOLE 0 0 73 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6588 169 SH SOLE 0 0 169 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1131 11 SH SOLE 0 0 11 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 923285 18656 SH SOLE 0 0 18656 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1229 27 SH SOLE 0 0 27 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3384 45 SH SOLE 0 0 45 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 28852 190 SH SOLE 0 0 190 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 16620 396 SH SOLE 0 0 396 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 14717 136 SH SOLE 0 0 136 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 24788 356 SH SOLE 0 0 356 VANGUARD WORLD FDS INF TECH ETF 92204A702 9902 31 SH SOLE 0 0 31 VANGUARD WORLD FDS MATERIALS ETF 92204A801 4936 29 SH SOLE 0 0 29 VERIZON 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