Sponsored

The Analysis of CORA CAPITAL ADVISORS LLC's Holdings & P&L

Currently, CORA CAPITAL ADVISORS LLC holds 134 types of securities in its portfolio with a total value $302.0M. In the most recent quarter, they have increased their positions in N/A (+49.7K shares, valued at $29.7M), EMXC (+151.9K shares, valued at $12.0M), VEA (+180.9K shares, valued at $11.6M); decreased their positions in TCAF (-119.6K shares, valued at $4.3M), COWZ (-55.7K shares, valued at $3.5M), LRGF (-43.2K shares, valued at $2.9M); initiated new positions in CNEQ (+90.1K shares, valued at $2.8M), IBIT (+36.2K shares, valued at $1.4M), NYF (+23.7K shares, valued at $1.3M).

1M P&L

+8.7M+3.05%

3M P&L

-134.9M-31.59%

HY P&L

-134.7M-31.55%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A212.2M

83.5%

2Consumer Electronics8.7M

3.4%

3Semiconductors4.9M

1.9%

Top Industries by Stock Count

1N/A74 stocks

61.7%

2Drug Manufacturers - General4 stocks

3.3%

3Semiconductors4 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS61.6K shares420.38%2026-03-312026-04-17

LRGF ISHARES TR474.7K shares-8.34%2026-03-312026-04-17

TCAF T ROWE PRICE ETF INC782.7K shares-13.26%2026-03-312026-04-17

VUG VANGUARD INDEX FDS57.1K shares45.80%2026-03-312026-04-17

EMXC ISHARES INC216.8K shares234.08%2026-03-312026-04-17

VTV VANGUARD INDEX FDS75.2K shares48.17%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS185.0K shares4448.78%2026-03-312026-04-17

COWZ PACER FDS TR160.7K shares-25.73%2026-03-312026-04-17

Sponsored

AAPL APPLE INC34.3K shares-0.79%2026-03-312026-04-17

SMLF ISHARES TR89.1K shares0.40%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS28.9K shares19.47%2026-03-312026-04-17

QUAL ISHARES TR32.4K shares-0.49%2026-03-312026-04-17

ARTY ISHARES TR88.5K shares10.71%2026-03-312026-04-17

MSFT MICROSOFT CORP9.5K shares3.19%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR6.0K shares-1.13%2026-03-312026-04-17

AMZN AMAZON COM INC16.4K shares3.22%2026-03-312026-04-17

Sponsored

USMV ISHARES TR35.7K shares-2.26%2026-03-312026-04-17

VHT VANGUARD WORLD FD11.9K shares0.00%2026-03-312026-04-17

CNEQ THE ALGER ETF TRUST90.1K sharesnew addition2026-03-312026-04-17

NVDA NVIDIA CORPORATION15.8K shares6.70%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO8.8K shares-2.13%2026-03-312026-04-17

CGGR CAPITAL GROUP GROWTH ETF55.4K shares11.06%2026-03-312026-04-17

VGT VANGUARD WORLD FD3.1K shares0.19%2026-03-312026-04-17

IJR ISHARES TR15.6K shares-3.12%2026-03-312026-04-17

Sponsored

ALPHABET INC ALPHABET INC6.3K shares4.32%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T2.7K shares-0.11%2026-03-312026-04-17

XOM EXXON MOBIL CORP10.1K shares6.76%2026-03-312026-04-17

IJH ISHARES TR24.5K shares-3.01%2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC7.9K shares3.80%2026-03-312026-04-17

NOBL PROSHARES TR14.8K shares-64.41%2026-03-312026-04-17

VXUS VANGUARD STAR FDS19.9K shares12.37%2026-03-312026-04-17

IVV ISHARES TR2.3K shares0.00%2026-03-312026-04-17

Sponsored

HDV ISHARES TR10.8K shares-60.67%2026-03-312026-04-17

IBIT ISHARES BITCOIN TRUST ETF36.2K sharesnew addition2026-03-312026-04-17

NYF ISHARES TR23.7K sharesnew addition2026-03-312026-04-17

LLY ELI LILLY & CO1.3K shares5.17%2026-03-312026-04-17

META META PLATFORMS INC2.2K shares2.96%2026-03-312026-04-17

PG PROCTER & GAMBLE CO8.5K shares-2.50%2026-03-312026-04-17

JPEF J P MORGAN EXCHANGE TRADED F17.0K shares14.84%2026-03-312026-04-17

ALPHABET INC ALPHABET INC4.1K shares1.48%2026-03-312026-04-17

Sponsored

V VISA INC3.8K shares-0.13%2026-03-312026-04-17

VTI VANGUARD INDEX FDS3.5K shares0.49%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.2K shares30.35%2026-03-312026-04-17

MTB M & T BK CORP5.1K shares0.23%2026-03-312026-04-17

MUNI PIMCO ETF TR19.1K shares68.57%2026-03-312026-04-17

ETHA ISHARES ETHEREUM TR60.8K shares522.29%2026-03-312026-04-17

HD HOME DEPOT INC2.9K shares-1.81%2026-03-312026-04-17

VTEI VANGUARD MUN BD FDS8.8K sharesnew addition2026-03-312026-04-17

Sponsored

VDE VANGUARD WORLD FD5.0K shares-4.70%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON3.4K shares-4.12%2026-03-312026-04-17

SEIE SEI EXCHANGE TRADED FUNDS25.4K shares-7.41%2026-03-312026-04-17

TBIL RBB FD INC15.4K sharesnew addition2026-03-312026-04-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.0K shares0.03%2026-03-312026-04-17

BROADCOM INC BROADCOM INC2.4K shares9.44%2026-03-312026-04-17

UPS UNITED PARCEL SVCS INC6.9K shares0.32%2026-03-312026-04-17

JAAA JANUS DETROIT STR TR13.4K shares-44.97%2026-03-312026-04-17

Sponsored

GSIE GOLDMAN SACHS ETF TR15.4K shares-1.85%2026-03-312026-04-17

VDC VANGUARD WORLD FD2.9K shares0.00%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F11.9K shares0.00%2026-03-312026-04-17

JEPI J P MORGAN EXCHANGE TRADED F10.7K shares-74.81%2026-03-312026-04-17

CEG CONSTELLATION ENERGY CORP2.2K shares-10.67%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC5.0K shares1.97%2026-03-312026-04-17

EXC EXELON CORP12.2K shares0.62%2026-03-312026-04-17

QDPL PACER FDS TR14.7K shares0.00%2026-03-312026-04-17

Sponsored

RTX RTX CORPORATION3.0K shares0.94%2026-03-312026-04-17

VTEB VANGUARD MUN BD FDS11.6K shares176.41%2026-03-312026-04-17

RWL INVESCO EXCH TRADED FD TR II4.5K shares0.00%2026-03-312026-04-17

VO VANGUARD INDEX FDS1.7K shares-11.19%2026-03-312026-04-17

VPU VANGUARD WORLD FD2.5K shares0.00%2026-03-312026-04-17

JEPQ J P MORGAN EXCHANGE TRADED F8.8K shares-67.37%2026-03-312026-04-17

TSLA TESLA INC1.2K shares-2.30%2026-03-312026-04-17

EFA ISHARES TR4.7K shares0.00%2026-03-312026-04-17

Sponsored

DLN WISDOMTREE TR5.0K shares0.00%2026-03-312026-04-17

CSCO CISCO SYS INC5.4K shares2.02%2026-03-312026-04-17

WMT WALMART INC3.3K shares-5.79%2026-03-312026-04-17

ABBV ABBVIE INC1.9K shares12.47%2026-03-312026-04-17

UBER UBER TECHNOLOGIES INC5.7K shares-0.14%2026-03-312026-04-17

GDX VANECK ETF TRUST4.4K shares0.00%2026-03-312026-04-17

VB VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-04-17

QALT SEI EXCHANGE TRADED FUNDS15.7K shares1.31%2026-03-312026-04-17

Sponsored

AMGN AMGEN INC1.1K shares0.83%2026-03-312026-04-17

SLV ISHARES SILVER TR5.6K sharesnew addition2026-03-312026-04-17

TY TRI CONTL CORP12.0K shares0.00%2026-03-312026-04-17

AVUV AMERICAN CENTY ETF TR3.3K shares0.00%2026-03-312026-04-17

BAC BANK AMERICA CORP7.3K shares-3.87%2026-03-312026-04-17

ED CONSOLIDATED EDISON INC3.2K shares0.32%2026-03-312026-04-17

USXF ISHARES TR6.5K shares0.00%2026-03-312026-04-17

SEEM SEI EXCHANGE TRADED FUNDS10.9K shares-1.65%2026-03-312026-04-17

Sponsored

SEIS SEI EXCHANGE TRADED FUNDS12.4K shares-0.02%2026-03-312026-04-17

MCD MCDONALDS CORP1.1K shares1.59%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION338 shares-6.37%2026-03-312026-04-17

CMCSA COMCAST CORP NEW11.2K shares1.98%2026-03-312026-04-17

ITB ISHARES TR3.5K shares0.00%2026-03-312026-04-17

IBMO ISHARES TR12.5K shares0.00%2026-03-312026-04-17

MU MICRON TECHNOLOGY INC941 shares21.26%2026-03-312026-04-17

PAB PGIM ETF TR7.2K shares-2.87%2026-03-312026-04-17

Sponsored

CITIGROUP INC CITIGROUP INC2.6K shares3.08%2026-03-312026-04-17

AMAT APPLIED MATLS INC850 shares-0.47%2026-03-312026-04-17

GCOW PACER FDS TR6.0K shares0.00%2026-03-312026-04-17

REGN REGENERON PHARMACEUTICALS359 shares35.98%2026-03-312026-04-17

PTRB PGIM ETF TR6.7K shares5.45%2026-03-312026-04-17

NEE NEXTERA ENERGY INC2.9K shares1.56%2026-03-312026-04-17

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO5.1K shares0.00%2026-03-312026-04-17

GLD SPDR GOLD TR615 sharesnew addition2026-03-312026-04-17

Sponsored

TJX TJX COS INC NEW1.6K shares1.68%2026-03-312026-04-17

CGXU CAPITAL GROUP INTL FOCUS EQT8.8K shares0.07%2026-03-312026-04-17

IVE ISHARES TR1.2K shares0.00%2026-03-312026-04-17

XVV ISHARES TR5.2K shares8.29%2026-03-312026-04-17

EATON CORP PLC EATON CORP PLC712 shares4.55%2026-03-312026-04-17

BITB BITWISE BITCOIN ETF TR6.9K shares51.84%2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFAC725 sharesnew addition2026-03-312026-04-17

BLACKSTONE INC BLACKSTONE INC2.1K shares0.52%2026-03-312026-04-17

Sponsored

GEV GE VERNOVA INC277 sharesnew addition2026-03-312026-04-17

IBMP ISHARES TR9.5K shares0.00%2026-03-312026-04-17

IWM ISHARES TR974 shares0.00%2026-03-312026-04-17

GE AEROSPACE GE AEROSPACE850 shares-10.53%2026-03-312026-04-17

IWP ISHARES TR1.9K shares8.05%2026-03-312026-04-17

AOA ISHARES TR2.6K shares0.00%2026-03-312026-04-17

IEMG ISHARES INC3.3K shares-5.89%2026-03-312026-04-17

CVX CHEVRON CORPORATION1.1K sharesnew addition2026-03-312026-04-17

Sponsored

IXUS ISHARES TR2.6K shares0.00%2026-03-312026-04-17

CGGO CAPITAL GROUP GBL GROWTH EQT6.8K shares-0.06%2026-03-312026-04-17

VLO VALERO ENERGY CORP892 sharesnew addition2026-03-312026-04-17

PFG PRINCIPAL FINANCIAL GROUP IN2.4K shares0.00%2026-03-312026-04-17

AWK AMERICAN WTR WKS CO INC NEW1.6K shares0.78%2026-03-312026-04-17

VYM VANGUARD WHITEHALL FDS1.4K shares0.00%2026-03-312026-04-17

SCHG SCHWAB STRATEGIC TR7.1K sharesnew addition2026-03-312026-04-17

NFLX NETFLIX INC.2.1K shares-4.71%2026-03-312026-04-17

Sponsored

SINCLAIR INC SINCLAIR INC12.5K shares0.00%2026-03-312026-04-17

LNKB LINKBANCORP INC14.9K shares0.00%2026-03-312026-04-17

AGNC AGNC INVT CORP10.6K shares0.26%2026-03-312026-04-17

OCGN OCUGEN INC44.7K shares48.36%2026-03-312026-04-17

PTON PELOTON INTERACTIVE INC10.1K sharesnew addition2026-03-312026-04-17

SLMT BRERA HOLDINGS PLC10.0K sharesnew addition2026-03-312026-04-17

VANGUARD INDEX FDS

420.38%

Shares61.6K

Event2026-03-31

Filed2026-04-17

LRGF

ISHARES TR

-8.34%

Shares474.7K

Event2026-03-31

Filed2026-04-17

TCAF

T ROWE PRICE ETF INC

-13.26%

Shares782.7K

Event2026-03-31

Filed2026-04-17

VUG

VANGUARD INDEX FDS

45.80%

Shares57.1K

Event2026-03-31

Filed2026-04-17

EMXC

ISHARES INC

234.08%

Shares216.8K

Event2026-03-31

Filed2026-04-17

VTV

VANGUARD INDEX FDS

48.17%

Shares75.2K

Event2026-03-31

Filed2026-04-17

VEA

VANGUARD TAX-MANAGED FDS

4448.78%

Shares185.0K

Event2026-03-31

Filed2026-04-17

COWZ

PACER FDS TR

-25.73%

Shares160.7K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

-0.79%

Shares34.3K

Event2026-03-31

Filed2026-04-17

SMLF

ISHARES TR

0.40%

Shares89.1K

Event2026-03-31

Filed2026-04-17

VIG

VANGUARD SPECIALIZED FUNDS

19.47%

Shares28.9K

Event2026-03-31

Filed2026-04-17

QUAL

ISHARES TR

-0.49%

Shares32.4K

Event2026-03-31

Filed2026-04-17

ARTY

ISHARES TR

10.71%

Shares88.5K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

3.19%

Shares9.5K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

-1.13%

Shares6.0K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

3.22%

Shares16.4K

Event2026-03-31

Filed2026-04-17

USMV

ISHARES TR

-2.26%

Shares35.7K

Event2026-03-31

Filed2026-04-17

VHT

VANGUARD WORLD FD

0.00%

Shares11.9K

Event2026-03-31

Filed2026-04-17

CNEQ

THE ALGER ETF TRUST

New

Shares90.1K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

6.70%

Shares15.8K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

-2.13%

Shares8.8K

Event2026-03-31

Filed2026-04-17

CGGR

CAPITAL GROUP GROWTH ETF

11.06%

Shares55.4K

Event2026-03-31

Filed2026-04-17

VGT

VANGUARD WORLD FD

0.19%

Shares3.1K

Event2026-03-31

Filed2026-04-17

IJR

ISHARES TR

-3.12%

Shares15.6K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

4.32%

Shares6.3K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

-0.11%

Shares2.7K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

6.76%

Shares10.1K

Event2026-03-31

Filed2026-04-17

IJH

ISHARES TR

-3.01%

Shares24.5K

Event2026-03-31

Filed2026-04-17

AMD

ADVANCED MICRO DEVICES INC

3.80%

Shares7.9K

Event2026-03-31

Filed2026-04-17

NOBL

PROSHARES TR

-64.41%

Shares14.8K

Event2026-03-31

Filed2026-04-17

VXUS

VANGUARD STAR FDS

12.37%

Shares19.9K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-17

HDV

ISHARES TR

-60.67%

Shares10.8K

Event2026-03-31

Filed2026-04-17

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares36.2K

Event2026-03-31

Filed2026-04-17

NYF

ISHARES TR

New

Shares23.7K

Event2026-03-31

Filed2026-04-17

LLY

ELI LILLY & CO

5.17%

Shares1.3K

Event2026-03-31

Filed2026-04-17