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The Analysis of Coral Wealth Management, LLC's Holdings & P&L

Currently, Coral Wealth Management, LLC holds 16 types of securities in its portfolio with a total value $89.4M. In the most recent quarter, they have increased their positions in SPY (+23.1K shares, valued at $15.1M), N/A (+25.1K shares, valued at $14.5M), ONEV (+372.4K shares, valued at $9.3M); initiated new positions in SPY (+23.1K shares, valued at $15.1M), N/A (+25.1K shares, valued at $14.5M), ONEV (+372.4K shares, valued at $9.3M).

1M P&L

+1.4M+1.08%

3M P&L

+3.5M+2.74%

HY P&L

+5.7M+4.52%

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/A74.0M

99.3%

2Auto Manufacturers558.0K

0.7%

Top Industries by Stock Count

1N/A13 stocks

92.9%

2Auto Manufacturers1 stocks

7.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T23.1K sharesnew addition2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR25.1K sharesnew addition2026-03-312026-05-15

ONEV SPDR SERIES TRUST372.4K sharesnew addition2026-03-312026-05-15

BIL SPDR SERIES TRUST222.3K sharesnew addition2026-03-312026-05-15

BKLN INVESCO EXCH TRADED FD TR II428.8K sharesnew addition2026-03-312026-05-15

IEFA ISHARES TR73.4K sharesnew addition2026-03-312026-05-15

TBF PROSHARES TR138.0K sharesnew addition2026-03-312026-05-15

IEMG ISHARES INC84.4K sharesnew addition2026-03-312026-05-15

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XLE SELECT SECTOR SPDR TR63.3K sharesnew addition2026-03-312026-05-15

IJR ISHARES TR30.7K sharesnew addition2026-03-312026-05-15

IJH ISHARES TR56.2K sharesnew addition2026-03-312026-05-15

XLRE SELECT SECTOR SPDR TR21.4K sharesnew addition2026-03-312026-05-15

TSLA TESLA INC1.5K sharesnew addition2026-03-312026-05-15

PFF ISHARES TR18.2K sharesnew addition2026-03-312026-05-15

FLOT ISHARES TR10.5K sharesnew addition2026-03-312026-05-15

ALPHABET INC ALPHABET INC1.3K sharesnew addition2026-03-312026-05-15

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SPY

STATE STR SPDR S&P 500 ETF T

New

Shares23.1K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

New

Shares25.1K

Event2026-03-31

Filed2026-05-15

ONEV

SPDR SERIES TRUST

New

Shares372.4K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

New

Shares222.3K

Event2026-03-31

Filed2026-05-15

BKLN

INVESCO EXCH TRADED FD TR II

New

Shares428.8K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

New

Shares73.4K

Event2026-03-31

Filed2026-05-15

TBF

PROSHARES TR

New

Shares138.0K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

New

Shares84.4K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

New

Shares63.3K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

New

Shares30.7K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

New

Shares56.2K

Event2026-03-31

Filed2026-05-15

XLRE

SELECT SECTOR SPDR TR

New

Shares21.4K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

PFF

ISHARES TR

New

Shares18.2K

Event2026-03-31

Filed2026-05-15

FLOT

ISHARES TR

New

Shares10.5K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available