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

Currently, Coral Wealth Management, LLC holds 17 types of securities in its portfolio with a total value $122.1M. In the most recent quarter, they have increased their positions in SHYG (+213.5K shares, valued at $9.1M), JAAA (+173.4K shares, valued at $8.8M), LQD (+79.5K shares, valued at $8.7M); decreased their positions in GOOGL (-280 shares, valued at $100.1K), N/A (-3 shares, valued at $2.2K); initiated new positions in SHYG (+213.5K shares, valued at $9.1M), JAAA (+173.4K shares, valued at $8.8M), LQD (+79.5K shares, valued at $8.7M).

1M P&L

-178.2K-0.18%

3M P&L

+347.0K+0.34%

HY P&L

+11.5M+12.78%

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/A91.1M

98.6%

2Auto Manufacturers919.0K

1.0%

3Internet Content & Information368.4K

0.4%

Top Industries by Stock Count

1N/A12 stocks

85.7%

2Internet Content & Information1 stocks

7.1%

3Auto Manufacturers1 stocks

7.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TR26.9K shares7.32%2026-06-302026-08-04

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T23.1K shares-0.01%2026-06-302026-08-04

SHYG ISHARES TR213.5K sharesnew addition2026-06-302026-08-04

JAAA JANUS DETROIT STR TR173.4K sharesnew addition2026-06-302026-08-04

PFF ISHARES TR285.9K shares1471.37%2026-06-302026-08-04

LQD ISHARES TR79.5K sharesnew addition2026-06-302026-08-04

IEMG ISHARES INC95.3K shares12.83%2026-06-302026-08-04

ISHARES TR ISHARES TR77.6K shares5.62%2026-06-302026-08-04

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IJR ISHARES TR50.3K shares63.79%2026-06-302026-08-04

IJH ISHARES TR93.5K shares66.55%2026-06-302026-08-04

SOXX ISHARES TR11.2K sharesnew addition2026-06-302026-08-04

ALPS ETF TR ALPS ETF TR94.8K sharesnew addition2026-06-302026-08-04

ISPY PROSHARES TR95.4K sharesnew addition2026-06-302026-08-04

XLRE SELECT SECTOR SPDR TR21.4K shares0.00%2026-06-302026-08-04

TSLA TESLA INC2.2K shares45.67%2026-06-302026-08-04

FLOT ISHARES TR15.6K shares48.63%2026-06-302026-08-04

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GOOGL ALPHABET INC1.0K shares-21.36%2026-06-302026-08-04

QQQ

INVESCO QQQ TR

7.32%

Shares26.9K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

-0.01%

Shares23.1K

Event2026-06-30

Filed2026-08-04

SHYG

ISHARES TR

New

Shares213.5K

Event2026-06-30

Filed2026-08-04

JAAA

JANUS DETROIT STR TR

New

Shares173.4K

Event2026-06-30

Filed2026-08-04

PFF

ISHARES TR

1471.37%

Shares285.9K

Event2026-06-30

Filed2026-08-04

LQD

ISHARES TR

New

Shares79.5K

Event2026-06-30

Filed2026-08-04

IEMG

ISHARES INC

12.83%

Shares95.3K

Event2026-06-30

Filed2026-08-04

ISHARES TR

5.62%

Shares77.6K

Event2026-06-30

Filed2026-08-04

IJR

ISHARES TR

63.79%

Shares50.3K

Event2026-06-30

Filed2026-08-04

IJH

ISHARES TR

66.55%

Shares93.5K

Event2026-06-30

Filed2026-08-04

SOXX

ISHARES TR

New

Shares11.2K

Event2026-06-30

Filed2026-08-04

ALPS ETF TR

New

Shares94.8K

Event2026-06-30

Filed2026-08-04

ISPY

PROSHARES TR

New

Shares95.4K

Event2026-06-30

Filed2026-08-04

XLRE

SELECT SECTOR SPDR TR

0.00%

Shares21.4K

Event2026-06-30

Filed2026-08-04

TSLA

TESLA INC

45.67%

Shares2.2K

Event2026-06-30

Filed2026-08-04

FLOT

ISHARES TR

48.63%

Shares15.6K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

-21.36%

Shares1.0K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

Coral Wealth Management, LLC Institutional Holdings, Portfolio & P&L — TradeFomo