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Cora Capital Advisors

Latest statistics and disclosures from Cora Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are LRGF, TCAF, COWZ, VUG, VTV, and represent 47.75% of Cora Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: TCAF, JEPI, LRGF, JEPQ, IDGT, ARTY, VUG, JPEF, VTV, VZ.
Started 7 new stock positions in IDGT, VZ, AWK, RTX, GCOW, CGGR, AGNC.
Reduced shares in these 10 stocks: BITQ, JAAA, DIS, , VB, , VXUS, IHAK, VHT, CEG.
Sold out of its positions in DIS, BITQ, MDY, NOW, VB.
Cora Capital Advisors was a net buyer of stock by $9.0M.
Cora Capital Advisors has $209M in assets under management (AUM), dropping by 0.57%.
Central Index Key (CIK): 0001964530

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Portfolio Holdings for Cora Capital Advisors

Cora Capital Advisors holds 107 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr U S Equity Factr (LRGF)	13.4	$28M	+4%	483k	57.88	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	12.3	$26M	+18%	793k	32.28	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	11.3	$24M		432k	54.76	View chart
Vanguard Index Fds Growth Etf (VUG)	6.7	$14M	+2%	38k	370.82	View chart
Vanguard Index Fds Value Etf (VTV)	4.0	$8.4M	+2%	49k	172.74	View chart
Apple (AAPL)	3.6	$7.5M		34k	222.13	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.8	$5.9M		35k	170.89	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	2.6	$5.4M	+2%	87k	62.16	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.1	$4.5M	+4%	23k	193.99	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.9	$3.9M	+4%	38k	102.18	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.7	$3.6M		38k	93.66	View chart
Ishares Msci Emrg Chn (EMXC)	1.6	$3.4M		62k	55.09	View chart
Vanguard World Health Car Etf (VHT)	1.6	$3.3M	-3%	12k	264.72	View chart
Microsoft Corporation (MSFT)	1.5	$3.0M		8.1k	375.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$3.0M		5.8k	513.89	View chart
Ishares Tr Core High Dv Etf (HDV)	1.3	$2.8M	+6%	23k	121.12	View chart
Vanguard World Inf Tech Etf (VGT)	1.3	$2.7M		4.9k	542.38	View chart
Amazon (AMZN)	1.3	$2.6M		14k	190.26	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$2.5M	+381%	44k	57.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$2.5M		5.3k	468.92	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$2.1M		20k	104.57	View chart
JPMorgan Chase & Co. (JPM)	0.9	$2.0M		8.0k	245.30	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.9	$1.8M	+63%	57k	31.45	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$1.6M		2.8k	561.92	View chart
Procter & Gamble Company (PG)	0.7	$1.5M		8.7k	170.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$1.5M		25k	58.35	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.7	$1.4M	+245%	27k	51.78	View chart
NVIDIA Corporation (NVDA)	0.6	$1.3M	+14%	12k	108.38	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.6	$1.3M		25k	51.55	View chart
Visa Com Cl A (V)	0.6	$1.2M		3.5k	350.44	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$1.1M		2.0k	559.32	View chart
United Parcel Service CL B (UPS)	0.5	$1.1M		10k	109.99	View chart
Ishares Tr Cybersecurity (IHAK)	0.5	$1.0M	-10%	22k	46.98	View chart
Exxon Mobil Corporation (XOM)	0.5	$1.0M		8.6k	118.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$974k		6.2k	156.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$955k		5.5k	173.24	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$953k	-15%	15k	62.10	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.4	$933k		9.4k	99.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$920k		3.3k	274.84	View chart
M&T Bank Corporation (MTB)	0.4	$914k		5.1k	178.75	View chart
Ishares Tr Genomics Immun (IDNA)	0.4	$888k	-2%	43k	20.49	View chart
Eli Lilly & Co. (LLY)	0.4	$853k	+2%	1.0k	826.09	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.4	$849k		11k	79.37	View chart
Vanguard World Energy Etf (VDE)	0.4	$819k		6.3k	129.71	View chart
Meta Platforms Cl A (META)	0.4	$796k		1.4k	576.38	View chart
Advanced Micro Devices (AMD)	0.4	$791k	+2%	7.7k	102.74	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.4	$784k	+57%	12k	63.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$755k		1.4k	532.58	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.4	$754k		7.9k	95.21	View chart
Ishares Tr Us Digital Infra (IDGT)	0.4	$742k	NEW	10k	73.80	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$683k		3.1k	218.82	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$652k	-3%	14k	45.26	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.3	$623k	-11%	17k	37.50	View chart
Sei Exchange Traded Funds Select Intl Equi (SEIE)	0.3	$615k		23k	26.25	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$614k	-33%	12k	50.71	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$560k		16k	35.65	View chart
Exelon Corporation (EXC)	0.3	$550k		12k	46.08	View chart
Constellation Energy (CEG)	0.3	$548k	-15%	2.7k	201.63	View chart
Comcast Corp Cl A (CMCSA)	0.3	$547k		15k	36.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$537k		3.5k	154.65	View chart
Home Depot (HD)	0.3	$530k		1.4k	366.40	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.3	$523k		14k	36.52	View chart
Pgim Etf Tr Active Aggregate (PAB)	0.2	$518k		12k	42.36	View chart
Johnson & Johnson (JNJ)	0.2	$497k		3.0k	165.85	View chart
Merck & Co (MRK)	0.2	$468k		5.2k	89.76	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$441k		1.7k	258.66	View chart
Uber Technologies (UBER)	0.2	$412k		5.6k	72.86	View chart
Consolidated Edison (ED)	0.2	$344k		3.1k	110.60	View chart
Tri-Continental Corporation (TY)	0.2	$338k		11k	30.67	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$335k		3.8k	87.17	View chart
Amgen (AMGN)	0.2	$329k		1.1k	311.55	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.2	$320k		12k	26.75	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.2	$320k		13k	25.56	View chart
Costco Wholesale Corporation (COST)	0.2	$318k		336.00	945.78	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$309k		4.2k	73.50	View chart
Vanguard World Utilities Etf (VPU)	0.1	$308k		1.8k	170.81	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$308k		5.3k	58.69	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$303k		12k	25.28	View chart
McDonald's Corporation (MCD)	0.1	$303k		970.00	312.31	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$289k		2.1k	139.78	View chart
Tesla Motors (TSLA)	0.1	$282k	+23%	1.1k	259.16	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$271k		5.5k	49.30	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.1	$271k	+21%	6.5k	41.74	View chart
Abbvie (ABBV)	0.1	$269k	-2%	1.3k	209.46	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$268k		2.5k	106.66	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$260k		833.00	312.00	View chart
Sei Exchange Traded Funds Select Small Cap (SEIS)	0.1	$251k		11k	23.78	View chart
Bank of America Corporation (BAC)	0.1	$248k	+2%	6.0k	41.73	View chart
Cisco Systems (CSCO)	0.1	$247k		4.0k	61.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$234k		1.2k	190.58	View chart
Verizon Communications (VZ)	0.1	$227k	NEW	5.0k	45.36	View chart
Sei Exchange Traded Funds Select Emerging (SEEM)	0.1	$226k		9.1k	24.77	View chart
UnitedHealth (UNH)	0.1	$225k		429.00	523.75	View chart
American Water Works (AWK)	0.1	$224k	NEW	1.5k	147.52	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$223k	NEW	6.5k	34.25	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$216k		4.4k	49.73	View chart
Wal-Mart Stores (WMT)	0.1	$215k	+3%	2.4k	87.78	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$211k	-8%	1.6k	127.90	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$210k	NEW	5.7k	36.98	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$204k		1.7k	117.49	View chart
Raytheon Technologies Corp (RTX)	0.1	$204k	NEW	1.5k	132.46	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$200k		2.6k	76.50	View chart
Sinclair Cl A (SBGI)	0.1	$199k		13k	15.93	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$107k	NEW	11k	9.58	View chart
Linkbancorp (LNKB)	0.0	$101k		15k	6.78	View chart
Ocugen (OCGN)	0.0	$12k		17k	0.71	View chart
Amarin Corp Spons Adr New (AMRN)	0.0	$4.5k		10k	0.45	View chart

Past Filings by Cora Capital Advisors

SEC 13F filings are viewable for Cora Capital Advisors going back to 2022

Cora Capital Advisors 2025 Q1 filed April 11, 2025
Cora Capital Advisors 2024 Q4 filed Jan. 21, 2025
Cora Capital Advisors 2024 Q3 filed Oct. 7, 2024
Cora Capital Advisors 2024 Q2 filed Aug. 2, 2024
Cora Capital Advisors 2024 Q1 filed April 18, 2024
Cora Capital Advisors 2023 Q4 filed Feb. 5, 2024
Cora Capital Advisors 2023 Q3 filed Oct. 10, 2023
Cora Capital Advisors 2023 Q2 filed July 18, 2023
Cora Capital Advisors 2023 Q1 filed May 4, 2023
Cora Capital Advisors 2022 Q4 filed Feb. 13, 2023

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