CORA CAPITAL ADVISORS LLC

MARLTON, NJ · CIK 1964530 · 13F filing filed 2023-05-04

SEC-registered investment adviser since 2022 · limited liability company

Assets managed$722.9m
Staff13 · 8 in investment roles
Main clients (by assets)High net worth individuals 71%, Individuals 20%, Pension plans 8%
Websitecoracap.com
Form ADV · 2026-03-23SEC adviser record

Kindwealth
Others nearbyMarlton, NJ, Fort Washington, PA, Villa Park, IL

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Marlton, NJ (main office)United States	United States	about 6
Fort Washington, PAUnited States	United States	1
Oakbrook Terrace, ILUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$134.3m reported value -7.6% vs Q4 2022

91positions

55.1%in top 10

18 new 24 added 37 reduced 4 sold out vs Q4 2022

Holdings, Q1 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR U S EQUITY FACTR LRGF	LRGF	426,817	$17.7m13.17%	13.17%	Reduced -19.4k	-19,406 -4.3%
2	PACER FDS TR US CASH COWS 100 COWZ	COWZ	333,327	$15.6m11.65%	11.65%	Reduced -16.2k	-16,229 -4.6%
3	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	33,959	$8.5m6.31%	6.31%	Reduced -352	-352 -1.0%
4	VANGUARD INDEX FDS VALUE ETF VTV	VTV	42,956	$5.9m4.42%	4.42%	Reduced -3.0k	-2,953 -6.4%
5	APPLE INC COM AAPL	AAPL	33,854	$5.6m4.16%	4.16%	Reduced -620	-620 -1.8%
6	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	37,295	$4.6m3.45%	3.45%	Reduced -2.7k	-2,679 -6.7%
7	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	17,820	$4.2m3.16%	3.16%	Reduced -39.3k	-39,254 -68.8%
8	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	55,528	$4.1m3.06%	3.06%	New
9	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	41,929	$3.8m2.85%	2.85%	New
10	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	24,737	$3.8m2.84%	2.84%	Added +16.6k	+16,649 205.8%
11	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	9,356	$3.5m2.62%	2.62%	Reduced -740	-740 -7.3%
12	ISHARES TR MSCI USA MIN VOL USMV	USMV	44,598	$3.2m2.42%	2.42%	Added +764	+764 1.7%
13	ISHARES TR CORE S&P SCP ETF IJR	IJR	30,407	$2.9m2.19%	2.19%	Reduced -96.4k	-96,422 -76.0%
14	ISHARES TR US SML CAP EQT SMLF	SMLF	50,022	$2.6m1.91%	1.91%	Added +9.0k	+9,020 22.0%
15	ISHARES TR CORE HIGH DV ETF HDV	HDV	25,042	$2.5m1.90%	1.90%	New
16	ISHARES INC MSCI MEXICO ETF EWW	EWW	42,315	$2.5m1.88%	1.88%	New
17	MICROSOFT CORP COM MSFT	MSFT	8,376	$2.4m1.80%	1.80%	Reduced -97	-97 -1.1%
18	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	6,076	$1.9m1.45%	1.45%	Reduced -1.3k	-1,274 -17.3%
19	UNITED PARCEL SERVICE INC CL B UPS	UPS	9,978	$1.9m1.44%	1.44%	Reduced -56	-56 -0.6%
20	VANGUARD WORLD FD INF TECH ETF VGT	VGT	4,890	$1.9m1.40%	1.40%	Unchanged
21	ISHARES INC MSCI EMRG CHN EMXC	EMXC	36,937	$1.8m1.36%	1.36%	Reduced -3.9k	-3,869 -9.5%
22	AMAZON COM INC COM AMZN	AMZN	13,814	$1.4m1.06%	1.06%	Added +127	+127 0.9%
23	PROCTER AND GAMBLE CO COM PG	PG	9,161	$1.4m1.01%	1.01%	Reduced -154	-154 -1.6%
24	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	24,356	$1.3m1.00%	1.00%	Reduced -1.7k	-1,677 -6.4%
25	ISHARES TR CORE S&P MCP ETF IJH	IJH	5,038	$1.3m0.94%	0.94%	Reduced -225	-225 -4.3%
26	ISHARES TR CORE S&P500 ETF IVV	IVV	2,776	$1.1m0.85%	0.85%	Added +6	+6 0.2%
27	JPMORGAN CHASE & CO COM JPM	JPM	8,377	$1.1m0.81%	0.81%	Reduced -148	-148 -1.7%
28	VISA INC COM CL A V	V	4,686	$1.1m0.79%	0.79%	Reduced -198	-198 -4.0%
29	VANGUARD WORLD FD ENERGY ETF VDE	VDE	9,225	$1.1m0.78%	0.78%	Reduced -79.1k	-79,131 -89.6%
30	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	5,748	$831.2k0.62%	0.62%	Reduced -19	-19 -0.3%
31	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,952	$799.2k0.60%	0.60%	Added +63	+63 3.3%
32	COMCAST CORP NEW CL A CMCSA	CMCSA	20,455	$775.5k0.58%	0.58%	Added +6.8k	+6,803 49.8%
33	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	18,861	$762.0k0.57%	0.57%	Reduced -968	-968 -4.9%
34	INVESCO EXCH TRADED FD TR II S&P 500 REVENUE RWL	RWL	9,389	$714.5k0.53%	0.53%	Unchanged
35	ALPHABET INC CAP STK CL C GOOG	GOOG	6,785	$705.6k0.53%	0.53%	Reduced -10.9k	-10,912 -61.7%
36	WISDOMTREE TR US LARGECAP DIVD DLN	DLN	10,694	$661.5k0.49%	0.49%	Unchanged
37	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	3,355	$649.2k0.48%	0.48%	Reduced -132	-132 -3.8%
38	ISHARES TR GL CLEAN ENE ETF ICLN	ICLN	31,678	$626.6k0.47%	0.47%	New
39	M & T BK CORP COM MTB	MTB	5,120	$612.2k0.46%	0.46%	Added +9	+9 0.2%
40	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	19,262	$593.4k0.44%	0.44%	Reduced -83	-83 -0.4%
41	CVS HEALTH CORP COM CVS	CVS	7,932	$589.4k0.44%	0.44%	Reduced -903	-903 -10.2%
42	JOHNSON & JOHNSON COM JNJ	JNJ	3,776	$585.3k0.44%	0.44%	Added +142	+142 3.9%
43	EXXON MOBIL CORP COM XOM	XOM	5,155	$565.3k0.42%	0.42%	Added +193	+193 3.9%
44	ISHARES TR US HOME CONS ETF ITB	ITB	7,923	$556.9k0.41%	0.41%	Unchanged
45	HOME DEPOT INC COM HD	HD	1,673	$493.7k0.37%	0.37%	Reduced -213	-213 -11.3%
46	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	3,297	$486.4k0.36%	0.36%	Unchanged
47	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,368	$483.3k0.36%	0.36%	Reduced -61	-61 -2.5%
48	MERCK & CO INC COM MRK	MRK	4,368	$464.7k0.35%	0.35%	Added +90	+90 2.1%
49	ISHARES TR IBONDS DEC2023 IBONDS DEC2023		16,000	$406.9k0.30%	0.30%	New
50	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,305	$402.9k0.30%	0.30%	Added +15	+15 1.2%
51	ISHARES TR GENOMICS IMMUN IDNA	IDNA	16,334	$380.1k0.28%	0.28%	New
52	BLACKSTONE INC COM BX	BX	4,288	$376.7k0.28%	0.28%	Reduced -70	-70 -1.6%
53	DISNEY WALT CO COM DIS	DIS	3,738	$374.2k0.28%	0.28%	Reduced -250	-250 -6.3%
54	TRI CONTL CORP COM TY	TY	13,332	$354.0k0.26%	0.26%	Unchanged
55	META PLATFORMS INC CL A META	META	1,656	$351.0k0.26%	0.26%	Reduced -6.5k	-6,504 -79.7%
56	ELI LILLY & CO COM LLY	LLY	956	$328.3k0.24%	0.24%	Added +26	+26 2.8%
57	ISHARES TR IBONDS DEC 25 IBONDS DEC 25		11,950	$318.0k0.24%	0.24%	New
58	ISHARES TR IBONDS DEC IBONDS DEC		12,270	$317.4k0.24%	0.24%	New
59	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,044	$315.8k0.24%	0.24%	Reduced -10	-10 -0.3%
60	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	5,250	$307.3k0.23%	0.23%	Unchanged
61	ISHARES TR IBONDS DEC 27 IBMP	IBMP	12,000	$305.5k0.23%	0.23%	New
62	ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR		4,328	$300.4k0.22%	0.22%	Added +23	+23 0.5%
63	ISHARES TR IBONDS DEC 26 IBMO	IBMO	11,700	$298.7k0.22%	0.22%	New
64	CONSOLIDATED EDISON INC COM ED	ED	3,103	$296.8k0.22%	0.22%	Added +11	+11 0.4%
65	ISHARES TR FUTURE AI & TECH ARTY	ARTY	9,445	$296.4k0.22%	0.22%	New
66	ISHARES TR CYBERSECURITY IHAK	IHAK	8,073	$293.5k0.22%	0.22%	New
67	STARBUCKS CORP COM SBUX	SBUX	2,689	$280.0k0.21%	0.21%	Reduced -152	-152 -5.3%
68	VERIZON COMMUNICATIONS INC COM VZ	VZ	6,997	$272.1k0.20%	0.20%	Reduced -1.6k	-1,621 -18.8%
69	VANGUARD INDEX FDS MID CAP ETF VO	VO	1,266	$267.1k0.20%	0.20%	Reduced -246	-246 -16.3%
70	MCDONALDS CORP COM MCD	MCD	954	$266.7k0.20%	0.20%	Added +7	+7 0.7%
71	AMGEN INC COM AMGN	AMGN	1,079	$260.8k0.19%	0.19%	Added +50	+50 4.9%
72	ISHARES TR AGGRES ALLOC ETF AOA	AOA	4,081	$259.5k0.19%	0.19%	Reduced -105	-105 -2.5%
73	ISHARES TR GRWT ALLOCAT ETF AOR	AOR	4,919	$246.1k0.18%	0.18%	Added +33	+33 0.7%
74	ISHARES TR U.S. ENERGY ETF IYE	IYE	5,500	$240.6k0.18%	0.18%	Unchanged
75	UNITEDHEALTH GROUP INC COM UNH	UNH	509	$240.6k0.18%	0.18%	Added +11	+11 2.2%
76	CISCO SYS INC COM CSCO	CSCO	4,602	$240.6k0.18%	0.18%	New
77	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	1,621	$237.5k0.18%	0.18%	Unchanged
78	ISHARES TR MSCI USA VALUE VLUE	VLUE	2,532	$234.4k0.17%	0.17%	Added +1	+1 0.0%
79	PFIZER INC COM PFE	PFE	5,742	$234.3k0.17%	0.17%	Added +102	+102 1.8%
80	UBER TECHNOLOGIES INC COM UBER	UBER	7,371	$233.7k0.17%	0.17%	New
81	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	812	$232.0k0.17%	0.17%	Added +5	+5 0.6%
82	ISHARES TR SELECT DIVID ETF DVY	DVY	1,935	$226.7k0.17%	0.17%	Unchanged
83	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,243	$221.8k0.17%	0.17%	Reduced -440	-440 -26.1%
84	KRAFT HEINZ CO COM KHC	KHC	5,475	$211.7k0.16%	0.16%	Reduced -8	-8 -0.1%
85	NVIDIA CORPORATION COM NVDA	NVDA	762	$211.7k0.16%	0.16%	New
86	ABBVIE INC COM ABBV	ABBV	1,257	$200.4k0.15%	0.15%	New
87	SINCLAIR BROADCAST GROUP INC CL A SBGI	SBGI	11,360	$194.9k0.15%	0.15%	Unchanged
88	EXCHANGE TRADED CONCEPTS TRU BITWISE CRYPTO BITWISE CRYPTO		19,022	$111.7k0.08%	0.08%	New
89	PARTNERS BANCORP COM COM		11,621	$91.0k0.07%	0.07%	Added +52	+52 0.5%
90	SOFI TECHNOLOGIES INC COM SOFI	SOFI	10,292	$62.5k0.05%	0.05%	Added +217	+217 2.1%
91	AMARIN CORP PLC SPONS ADR NEW SPONS ADR NEW		10,000	$15.0k0.01%	0.01%	Unchanged

Sold out since Q4 2022

Security	Ticker	Shares held before	Value then
KB HOME KBH	KBH	40,215	$1.3m40.2k shares
PAYPAL HLDGS INC PYPL	PYPL	17,389	$1.2m17.4k shares
BOOKING HOLDINGS INC BKNG	BKNG	573	$1.2m573 shares
NEXTERA ENERGY INC NEE	NEE	2,456	$205.3k2.5k shares