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CORRADO ADVISORS, LLC

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RAMSEY NJ Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

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)

2023-12-31

Top Sells (13F)

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

Portfolio Performance