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| Name: |
CORA CAPITAL ADVISORS LLC |
| City: |
MARLTON |
| State: |
NJ |
| Zip: |
08053 |
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data |
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| Holdings
Found :
23 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
USMV |
iShares MSCI USA Minimum Vo... |
14 |
- |
$0.00 |
$3,488,000 |
41,738 |
1.86% |
231,000 |
0 |
0.001 |
N/A |
|
|
VGT |
Vanguard I T VIPERS |
20 |
- |
$571.52 |
$2,564,000 |
4,890 |
1.37% |
197,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IVV |
iShares Core S&P 500 Etf |
26 |
- |
$542.53 |
$1,497,000 |
2,848 |
0.8% |
137,000 |
0 |
0 |
Closed - End Fund - E... |
|
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XOM |
Exxon Mobil Corp |
36 |
- |
$110.93 |
$1,010,000 |
8,692 |
0.54% |
141,000 |
0 |
0 |
Integrated Oil & Gas |
|
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ITB |
iShares Dow Jones U.S. Home... |
40 |
- |
$0.00 |
$917,000 |
7,923 |
0.49% |
111,000 |
0 |
0.02 |
Closed - End Fund - E... |
|
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RWL |
Oppenheimer Large Cap Rev ETF |
41 |
- |
$51.28 |
$880,000 |
9,389 |
0.47% |
79,000 |
0 |
0.044 |
N/A |
|
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DLN |
WisdomTree LargeCap Dividen... |
45 |
- |
$70.09 |
$772,000 |
10,694 |
0.41% |
62,000 |
0 |
0.005 |
Closed - End Fund - E... |
|
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BRK.B |
Berkshire Hathaway B |
53 |
- |
$408.77 |
$600,000 |
1,426 |
0.32% |
91,000 |
0 |
0 |
Property & Casualty I... |
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HD |
Home Depot Inc |
55 |
- |
$344.14 |
$573,000 |
1,494 |
0.31% |
55,000 |
0 |
0 |
Home Improvement Stores |
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VPU |
Vanguard Utilities VIPERS |
63 |
- |
$151.51 |
$355,000 |
2,492 |
0.19% |
13,000 |
0 |
0.008 |
Closed - End Fund - E... |
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TY |
Tri-Continental Corp |
65 |
- |
$30.68 |
$320,000 |
10,388 |
0.17% |
21,000 |
0 |
0.015 |
Closed - End Fund - Debt |
|
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IBMM |
Ishares Ibonds Dec 2024 Ter... |
66 |
- |
$0.00 |
$318,000 |
12,270 |
0.17% |
0 |
0 |
0.018 |
N/A |
|
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IBMO |
Ishares Ibonds Dec 2026 Ter... |
67 |
- |
$0.00 |
$317,000 |
12,500 |
0.17% |
-2,000 |
0 |
0.014 |
N/A |
|
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IBMN |
Ishares Ibonds Dec 2025 Ter... |
68 |
- |
$0.00 |
$316,000 |
11,950 |
0.17% |
-1,000 |
0 |
0.013 |
N/A |
|
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VGSH |
Vanguard Scottsdale Funds |
70 |
- |
$57.84 |
$305,000 |
5,250 |
0.16% |
-1,000 |
0 |
0.001 |
Closed - End Fund - Debt |
|
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IBMP |
Ishares Ibonds Dec 2027 Ter... |
71 |
- |
$0.00 |
$302,000 |
12,000 |
0.16% |
-3,000 |
0 |
0.013 |
N/A |
|
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AZN |
AstraZeneca Plc (ADR) |
73 |
- |
$80.07 |
$284,000 |
4,186 |
0.15% |
2,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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VLUE |
Ishares Msci Usa Value Factor |
76 |
- |
$0.00 |
$274,000 |
2,532 |
0.15% |
18,000 |
0 |
0 |
N/A |
|
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IYE |
iShares Tr Enrgy Sector Indx |
77 |
- |
$47.11 |
$272,000 |
5,500 |
0.15% |
29,000 |
0 |
0.007 |
Closed - End Fund - E... |
|
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COST |
Costco Wholesale Corp |
78 |
- |
$847.81 |
$268,000 |
366 |
0.14% |
26,000 |
0 |
0 |
Discount, Variety Stores |
|
|
DVY |
iShares Dow Select Div |
82 |
- |
$120.23 |
$238,000 |
1,935 |
0.13% |
11,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
IVE |
iShares S&P 500/BARRA Value |
83 |
- |
$181.40 |
$235,000 |
1,257 |
0.13% |
16,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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LNKB |
Linkbancorp, Inc. |
93 |
- |
$0.00 |
$103,000 |
14,864 |
0.05% |
-15,000 |
0 |
0.099 |
N/A |
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