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Coral Wealth Management LLC

Portfolio Manager
Coral Wealth Management LLC
Performance
0% (N/A)
AUM (13F)
$89.42M
# of Holdings
16
Performance Rank
N/A
Allocation (Top 20)
99.99%

Coral Wealth Management LLC Holdings Map

Top 16 Coral Wealth Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
16.83%23.1K$15.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 23.1K shares
$666.13(+11.81%)
2026-03-31
QQQ
INVESCO QQQ TR
16.2%25.1K$14.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 25.1K shares
$595.74(+19.61%)
2026-03-31
ONEV
SPDR SERIES TRUST
10.4%372.4K$9.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 372.4K shares
$133.68(+9.28%)
2026-03-31
BIL
SPDR SERIES TRUST
9.98%222.3K$8.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 222.3K shares
$91.51(-0.08%)
2026-03-31
BKLN
INVESCO EXCH TRADED FD TR II
9.79%428.8K$8.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 428.8K shares
$20.70(-1.71%)
2026-03-31
IEFA
ISHARES TR
7.43%73.4K$6.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 73.4K shares
$89.99(+8.12%)
2026-03-31
TBF
PROSHARES TR
6.69%138.0K$6.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 138.0K shares
$24.18(+0.72%)
2026-03-31
IEMG
ISHARES INC
6.59%84.4K$5.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 84.4K shares
$68.49(+16.58%)
2026-03-31
XLE
SELECT SECTOR SPDR TR
4.33%63.3K$3.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 63.3K shares
$52.98(+0.44%)
2026-03-31
IJR
ISHARES TR
4.27%30.7K$3.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 30.7K shares
$122.24(+19.82%)
2026-03-31

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