Corrado Advisors, LLC
Corrado Advisors, LLC is an SEC-registered investment adviser based in Ramsey, New Jersey. Founded in 1999, the firm manages investments primarily for individual clients, including both high net worth individuals and other individual investors. The firm handles approximately $196.9 million in assets as of March 2024 and has a team of about 10 employees, the majority of whom focus on investment management. Corrado Advisors serves a range of private individuals and some pension/profit-sharing plans.
Investment Strategy
Corrado Advisors, LLC primarily manages portfolios for individual and high net worth clients, focusing on discretionary investment management. The firm utilizes a long-term approach, allocating capital across equities and fixed income securities based on client objectives and risk tolerance, aiming to balance capital appreciation and wealth preservation. Their filings suggest an emphasis on diversified U.S. public company holdings.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XLK | SELECT SECTOR SPDR TR | 2.70% | $4.4M | 17,414 | $90.79 | $253.23 | +$1.0M |
I IXP | ISHARES TR | 2.45% | $4.0M | 35,723 | $67.11 | $112.32 | +$779.3K |
G GOOGL | ALPHABET INC | 2.17% | $3.6M | 20,178 | $61.15 | $176.23 | +$204.4K |
C CIBR | FIRST TR EXCHANGE TRADED FD | 2.10% | $3.4M | 45,466 | $48.58 | $75.58 | +$740.3K |
E EJUL | INNOVATOR ETFS TRUST | 2.05% | $3.3M | 120,879 | $25.65 | $27.68 | +$1.1M |