Equal-WT
WhaleScore 2.0
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Corrado Advisors is based out of Ramsey. Corrado Advisors is a large advisory firm with 377 clients and discretionary assets under management (AUM) of $175,192,532 (Form ADV from 2023-11-21). Their last reported 13F filing for Q4 2023 included $122,233,938 in managed 13F securities
and a top 10 holdings concentration of 26.89%. Corrado Advisors's largest holding is Alphabet Inc. Class A with shares held of 30,549. Whalewisdom has at least 78 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
PNOV Innovator U.S. Equit | 1.53% |
POCT Innovator U.S. Equit | 1.37% |
XOCT FT Cboe Vest U.S. Eq | 1.35% |
BEPC Brookfield Renewable | 0.77% |
NEP NextEra Energy Partn | 0.63% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
IAU iShares Gold Trust | 2.33% |
XBAP Innovator U.S. Equit | 1.58% |
FFEB FT Cboe Vest U.S. Eq | 1.5% |
BAC Bank of America Corp | 1.32% |
IYH iShares U.S. Healthc | 1.18% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
GOOGL Alphabet Inc. Class | 3.49% |
IAPR Innovator Internatio | 3.16% |
PAUG Innovator U.S. Equit | 3.15% |
IJUL Innovator Internatio | 2.78% |
XLK The Technology Selec | 2.74% |
2023-12-31
13F Activity
Market Value | $122m, Prior: $145m |
New Purchases | 9 stocks |
Added To | 16 stocks |
Sold out of | 45 stocks |
Reduced holdings in | 47 stocks |
Top 10 Holdings % | 26.89% |
Turnover %[1] | 69.23% |
Turnover Alt %[2] | 8.47% |
Time Held Top 20 | 5.15 quarters |
Time Held Top 10 | 4.5 quarters |
Time Held All | 13.09 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31