Portfolio (Quarterly)
Guide ↗
CORA CAPITAL ADVISORS LLC
· CIK 0001964530| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IHAK | ISHARES TR | — | 22,049 | $1.1M | 0.41% | SOLD |
| 2 | IDGT | ISHARES TR | — | 10,432 | $887K | 0.34% | SOLD |
| 3 | AGG | ISHARES TR | — | 6,345 | $634K | 0.25% | SOLD |
| 4 | — | ASTRAZENECA PLC | — | 4,370 | $402K | 0.16% | SOLD |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | — | 5,250 | $308K | 0.12% | SOLD |
| 6 | IEFA | ISHARES TR | — | 3,254 | $291K | 0.11% | SOLD |
| 7 | IYE | ISHARES TR | — | 5,500 | $261K | 0.10% | SOLD |
| 8 | ORCL | ORACLE CORP | Technology | 1,225 | $239K | 0.09% | SOLD |
| 9 | ACN | ACCENTURE PLC IRELAND | Technology | 877 | $235K | 0.09% | SOLD |
| 10 | — | CIDARA THERAPEUTICS INC | — | 1,016 | $224K | 0.09% | SOLD |
| 11 | WFC | WELLS FARGO CO NEW | Financial Services | 2,389 | $223K | 0.09% | SOLD |
| 12 | SHOP | SHOPIFY INC | Technology | 1,316 | $212K | 0.08% | SOLD |
| 13 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 628 | $207K | 0.08% | SOLD |
| 14 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,998 | $204K | 0.08% | SOLD |
| 15 | CRM | SALESFORCE INC | Technology | 765 | $203K | 0.08% | SOLD |
Sector Allocation
Technology
33.8%
Financial Services
26.5%
Consumer Cyclical
9.7%
Communication Services
8.4%
Healthcare
6.8%
Utilities
4.1%
Energy
3.9%
Consumer Defensive
3.5%
Industrials
3.1%
Real Estate
0.2%