Managed by Core Wealth Management, Inc. • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $119.9M | 3.03M | 0.00% | — |
| 2 | ? N/A — | $117.3M | 3.04M | 0.00% | — |
| 3 | ? N/A — | $107.2M | 2.99M | 0.00% | — |
| 4 | ? N/A — | $102.1M | 2.95M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
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| $97.8M |
| 3.03M |
| 0.00% |
| — |
| 6 | ? N/A — | $97.8M | 3.03M | 0.00% | — |
| 7 | ? N/A — | $97.3M | 2.95M | 0.00% | — |
| 8 | ? N/A — | $94.7M | 2.96M | 0.00% | — |
| 9 | ? N/A — | $84.1M | 2.88M | 0.00% | — |
| 10 | X XOM — | $78.5M | 2.40M | 0.00% | — |
| 11 | ? N/A — | $78.5M | 2.89M | 0.00% | — |
| 12 | ? N/A — | $77.2M | 2.95M | 0.00% | — |
| 13 | X XOM — | $75.9M | 2.42M | 0.00% | — |
| 14 | ? N/A — | $72.9M | 1.71M | 0.00% | — |
| 15 | X XOM — | $70.5M | 2.40M | 0.00% | — |
| 16 | ? N/A — | $69.8M | 1.63M | 0.00% | — |
| 17 | ? N/A — | $64.1M | 1.52M | 0.00% | — |
| 18 | X XOM — | $61.1M | 2.33M | 0.00% | — |
| 19 | ? N/A — | $59.8M | 1.42M | 0.00% | — |
| 20 | X XOM — | $57.5M | 2.26M | 0.00% | — |