StockDriftsStockDriftsTop 33 Core Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | 12.37% | 341.8K | $16.1M | new | $47.27(-1.06%) | 2026-03-31 | |
| IVV | ISHARES TR | 10.78% | 21.5K | $14.0M | new | $669.08(+11.46%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 7.46% | 49.5K | $9.7M | new | $193.60(+7.63%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 6.64% | 148.3K | $8.6M | new | $59.50(+11.67%) | 2026-03-31 | |
| IVW | ISHARES TR | 6.11% | 70.3K | $7.9M | new | $118.19(+16.13%) | 2026-03-31 | |
| IEMG | ISHARES INC | 6% | 111.8K | $7.8M | new | $68.49(+19.81%) | 2026-03-31 | |
| EFV | ISHARES TR | 5.72% | 100.1K | $7.4M | new | $72.88(+7.77%) | 2026-03-31 | |
| TLH | ISHARES TR | 4.45% | 57.5K | $5.8M | new | $101.19(-2.11%) | 2026-03-31 | |
| MBB | ISHARES TR | 3.92% | 53.7K | $5.1M | new | $95.08(-0.77%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.88% | 26.3K | $5.0M | new | $195.21(+8.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -9.11% | -24.92% |
| Top 20 Holdings Unweighted | -7.37% | -20.51% |
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