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CoreCap Advisors, LLC

SEC CIK
0001902501
Latest filing
Jul 6, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 8, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
1,605
−923 vs. Q1 2024
Portfolio value
$962.6M
−$925.3M (−49.0%) vs. Q1 2024
Filed
Aug 8, 2024
SEC
Holdings of CoreCap Advisors, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF1,225,780$98.2M10.2%+156,807+14.7%Added–
SPYSPDR S&P 500 ETF TrustETF117,586$64.0M6.6%−28,475−19.5%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF242,537$54.9M5.7%−9,461−3.8%Reduced–
NVDANVIDIA CorpStock290,030$36.3M3.8%+33,500+13.1%AddedConverted for a 10-for-1 splitHistory
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF726,295$35.4M3.7%−161,058−18.2%Reduced–
State Street Energy Select Sector SPDR ETF81369Y506ETF234,597$21.4M2.2%−1,182−0.5%Reduced–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF157,005$15.8M1.6%+153,866+4,901.8%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF304,838$15.4M1.6%+277,529+1,016.3%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF221,453$14.2M1.5%+5,771+2.7%Added–
Pgim ETF Tr69344A107PGIM ULTRA SH BD283,364$14.1M1.5%+282,791+49,352.7%Added–
Vanguard Information Technology ETF92204A702ETF20,852$12.0M1.2%−145−0.7%Reduced–
First Tr Exchng Traded FD VI33740U752FT VEST NASD ETF357,884$10.6M1.1%−34,425−8.8%Reduced–
SPDR Series Trust78468R101ST SHO TREAS ETF356,869$10.3M1.1%+18,598+5.5%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF99,205$9.11M0.9%+18,651+23.2%Added–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF99,072$8.49M0.9%+920+0.9%Added–
Innovator ETFs Trust45783Y673QUITY MANAGD FLR271,371$8.38M0.9%+37,956+16.3%Added–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF322,073$7.87M0.8%+1,711+0.5%Added–
WisdomTree Tr97717X594ITL HDG QTLY DIV161,945$7.38M0.8%+5,761+3.7%Added–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF242,400$7.01M0.7%+50,254+26.2%Added–
Invesco Nasdaq 100 ETF46138G649ETF35,549$7.01M0.7%−53,923−60.3%Reduced–
NFLXNetflix IncStock10,267$6.93M0.7%+4,719+85.1%AddedHistory
GOOGLAlphabet Inc.Stock37,665$6.86M0.7%+6,086+19.3%AddedHistory
METAMeta Platforms, Inc.Stock13,211$6.66M0.7%+54+0.4%AddedHistory
Innovator ETFs Trust45782C813US EQTY PWR BUF167,674$6.51M0.7%+1,088+0.7%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF154,179$6.34M0.7%−11,601−7.0%Reduced–
GLDSPDR Gold TrustETF29,062$6.25M0.6%−6,639−18.6%ReducedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF33,353$5.70M0.6%+1,497+4.7%Added–
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF39,002$5.46M0.6%+2,036+5.5%Added–
JPMJPMorgan Chase & CoStock26,407$5.34M0.6%+167+0.6%AddedHistory
TSLATesla, Inc.Stock25,640$5.07M0.5%−289−1.1%ReducedHistory
AVGOBroadcom Inc.Stock3,142$5.04M0.5%−2,250−41.7%ReducedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF40,726$4.96M0.5%−4,585−10.1%Reduced–
COSTCostco Wholesale CorpStock5,712$4.85M0.5%+60+1.1%AddedHistory
Innovator ETFs Trust45782C680US EQTY PWR BF131,247$4.79M0.5%−3,514−2.6%Reduced–
GOOGAlphabet Inc.Stock25,775$4.73M0.5%+135+0.5%AddedHistory
Innovator ETFs Trust45782C508US EQTY PWR BUF117,230$4.72M0.5%−7,285−5.9%Reduced–
SPDR Series Trust78468R523ST STR BL 12 ETF46,610$4.63M0.5%−1,062−2.2%Reduced–
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF120,676$4.62M0.5%−2,949−2.4%Reduced–
Flexshares Tr33939L407MORNSTAR UPSTR114,256$4.59M0.5%+2,639+2.4%Added–
DJPBarclays Bank PLCDJUBS CMDT ETN36139,868$4.48M0.5%+2,896+2.1%AddedHistory
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM313,128$4.40M0.5%+620+0.2%AddedHistory
Innovator ETFs Trust45782C383US EQTY PWR BUF111,777$4.24M0.4%−8,421−7.0%Reduced–
SPDR Series Trust78468R622ST BLOO HIGH ETF43,627$4.11M0.4%−7,222−14.2%Reduced–
State Street SPDR S&P Semiconductor ETF78464A862ETF16,091$3.98M0.4%+1,843+12.9%Added–
THWabrdn World Healthcare FundBEN INT SHS302,590$3.97M0.4%+13,500+4.7%AddedHistory
Innovator ETFs Trust45782C748US EQTY PWR BUF109,630$3.91M0.4%+29,518+36.8%Added–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF50,593$3.87M0.4%−8,506−14.4%Reduced–
VanEck ETF Trust92189H748CLO ETF72,573$3.84M0.4%+67,094+1,224.6%Added–
ETF Opportunities Trust26923N678IDX DYNAMIC INNO133,029$3.83M0.4%−6,050−4.4%Reduced–
Innovator ETFs Trust45782C318US EQTY PWR BUF111,156$3.79M0.4%+17,535+18.7%Added–
State Street Utilities Select Sector SPDR ETF81369Y886ETF54,279$3.70M0.4%−202,272−78.8%Reduced–
Franklin Templeton ETF Tr35473P595SENIOR LOAN ETF150,051$3.66M0.4%+86,822+137.3%Added–
Pacer US Cash Cows 100 ETF69374H881ETF63,961$3.48M0.4%−34,537−35.1%Reduced–
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF91,909$3.44M0.4%−2,618−2.8%Reduced–
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM401,218$3.39M0.4%+36,775+10.1%AddedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF22,974$3.35M0.3%−21,115−47.9%Reduced–
ASMLASML Holding NVADR3,270$3.34M0.3%+371+12.8%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT20,234$3.32M0.3%−255−1.2%Reduced–
Innovator ETFs Trust45782C573US EQTY PWR BUF89,166$3.24M0.3%−9,818−9.9%Reduced–
State Street Materials Select Sector SPDR ETF81369Y100ETF36,221$3.20M0.3%−1,235−3.3%Reduced–
CSCOCisco Systems, Inc.Stock65,875$3.13M0.3%−590−0.9%ReducedHistory
BNY Mellon ETF Trust09661T800HIGH YIELD ETF65,193$3.08M0.3%+20,704+46.5%Added–
Innovator ETFs Trust45782C870US EQT PWR BUF88,518$3.07M0.3%+19,223+27.7%Added–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD70,996$3.06M0.3%+57,619+430.7%Added–
SPDR Series Trust78464A664ST LON TREAS ETF108,655$2.96M0.3%+507+0.5%Added–
iShares Inc46434G764MSCI EMRG CHN49,424$2.93M0.3%+5,717+13.1%Added–
Goldman Sachs ETF Tr38149W101ACCESS US AGRAT71,104$2.90M0.3%−4,525−6.0%Reduced–
Innovator ETFs Trust45782C417US EQTY PWR BUF82,345$2.89M0.3%−3,853−4.5%Reduced–
UNHUnitedHealth Group IncStock5,639$2.87M0.3%+642+12.8%AddedHistory
APOApollo Global Management, Inc.COM24,167$2.85M0.3%+18,539+329.4%AddedHistory
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD197,700$2.78M0.3%−45,675−18.8%Reduced–
First Tr Exchange-Traded Alp33735K108COM SHS22,513$2.76M0.3%−189−0.8%Reduced–
XOMExxonMobil Holdings CorpCOM23,876$2.75M0.3%−51−0.2%ReducedHistory
ORLYO Reilly Automotive IncStock2,598$2.74M0.3%+2,381+1,097.2%AddedHistory
MOAltria Group, Inc.Stock59,789$2.72M0.3%+4,564+8.3%AddedHistory
iShares Tr46435G425ESG AWR MSCI USA22,396$2.67M0.3%−8,599−27.7%Reduced–
VVisa Inc.Stock9,941$2.61M0.3%+172+1.8%AddedHistory
Vanguard Energy ETF92204A306ETF19,860$2.53M0.3%+522+2.7%Added–
ETEnergy Transfer LPCOM UT LTD PTN155,700$2.53M0.3%−1,202−0.8%ReducedHistory
IRMIron Mountain IncCOM28,093$2.52M0.3%−802−2.8%ReducedHistory
ETNEaton Corp plcStock7,920$2.48M0.3%+776+10.9%AddedHistory
Innovator ETFs Trust45782C540US EQTY PWR BUF65,393$2.45M0.3%−3,589−5.2%Reduced–
MRKMerck & Co., Inc.Stock19,721$2.44M0.3%+11,947+153.7%AddedHistory
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF78,167$2.35M0.2%−72,945−48.3%Reduced–
CRMSalesforce, Inc.Stock9,137$2.35M0.2%+781+9.3%AddedHistory
ABBVAbbVie Inc.Stock13,352$2.29M0.2%+134+1.0%AddedHistory
BlackRock ETF Trust09290C103ISHARES US EQUIT48,439$2.27M0.2%+23,287+92.6%Added–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF12,413$2.26M0.2%−17,159−58.0%Reduced–
SCCOSouthern Copper CorpStock20,751$2.24M0.2%−3,013−12.7%ReducedHistory
Vanguard Health Care ETF92204A504ETF8,338$2.22M0.2%+1,374+19.7%Added–
MDYSPDR S&P Midcap 400 ETF TrustETF4,026$2.15M0.2%+3,318+468.6%AddedHistory
First Tr Exchng Traded FD VI33740F276FT ENER INCO ETF115,896$2.15M0.2%+115,896New–
First Tr Exchange-Traded FD33734X176TECH ALPHADEX15,779$2.15M0.2%−68−0.4%Reduced–
iShares MSCI USA Min Vol Factor ETF46429B697ETF25,567$2.15M0.2%−1,253−4.7%Reduced–
iShares Inc46434G848MSCI GBL ETF NEW52,330$2.14M0.2%−14,928−22.2%Reduced–
ARESAres Management CorpCL A COM STK15,842$2.11M0.2%−308−1.9%ReducedHistory
WisdomTree Tr97717W281EMG MKTS SMCAP40,919$2.10M0.2%+2,318+6.0%Added–
CAHCardinal Health IncStock21,271$2.09M0.2%+906+4.4%AddedHistory
iShares Inc46434G822MSCI JAPAN ETF30,465$2.08M0.2%+789+2.7%Added–
SPDR Series Trust78464A763ST STR SP DIV16,337$2.08M0.2%−3,528−17.8%Reduced–

Sold out since Q1 2024 (1,077)

Positions held at the end of Q1 2024 that are gone from this filing.

The largest 100 of 1,077 by value last quarter.

Positions of CoreCap Advisors, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
Vanguard Morningstar Total Stock Market ETF922908769ETF416,107$108.1M5.7%–
Invesco QQQ Trust Series I46090E103ETF125,782$55.8M3.0%–
Vanguard S&P 500 ETF922908363ETF113,937$54.8M2.9%–
iShares Core S&P 500 ETF464287200ETF73,331$38.6M2.0%–
Vanguard Total Bond Market ETF921937835ETF447,025$32.5M1.7%–
AAPLApple Inc.Stock173,360$29.7M1.6%History
Vanguard Morningstar Growth ETF922908736ETF70,048$24.1M1.3%–
Goldman Sachs ETF Tr381430123MARKETBETA US EQ329,336$23.6M1.3%–
Vanguard Malvern FDS922020805STRM INFPROIDX418,604$20.0M1.1%–
AMZNAmazon Com IncStock104,437$18.8M1.0%History
Schwab U.S. Small-Cap ETF808524607ETF300,479$14.8M0.8%–
MSFTMicrosoft CorpStock34,344$14.4M0.8%History
Goldman Sachs ETF Tr381430107ACTIVEBETA INT395,395$13.6M0.7%–
Schwab U.S. Large-Cap Growth ETF808524300ETF139,246$12.9M0.7%–
iShares Core S&P Mid-Cap ETF464287507ETF201,792$12.3M0.6%–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG117,366$12.2M0.6%–
Vanguard Ftse Developed Markets ETF921943858ETF232,806$11.7M0.6%–
iShares Tr464288513IBOXX HI YD ETF139,266$10.8M0.6%–
Schwab US Dividend Equity ETF808524797ETF111,433$8.98M0.5%–
iShares Core S&P Small Cap ETF464287804ETF73,956$8.17M0.4%–
GLDMWorld Gold TrustSPDR GLD MINIS180,103$7.93M0.4%History
Vanguard Morningstar Value ETF922908744ETF45,896$7.47M0.4%–
iShares Tr464287341GLOBAL ENERG ETF160,602$6.90M0.4%–
Vanguard Ftse Emerging Markets ETF922042858ETF161,892$6.76M0.4%–
Vanguard Morningstar Mid-Cap ETF922908629ETF26,218$6.55M0.3%–
PGProcter & Gamble CoStock39,992$6.49M0.3%History
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF56,657$6.26M0.3%–
iShares Russell 2000 ETF464287655ETF29,543$6.21M0.3%–
QCOMQualcomm IncStock36,023$6.10M0.3%History
iShares Tips Bond ETF464287176ETF54,779$5.88M0.3%–
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX57,897$5.88M0.3%–
Vanguard Mun BD FDS922907746TAX EXEMPT BD111,979$5.67M0.3%–
iShares Tr46428743220 YR TR BD ETF56,969$5.39M0.3%–
IBMInternational Business Machines CorpStock27,821$5.31M0.3%History
FASTFastenal CoStock63,844$4.92M0.3%History
LLYEli Lilly & CoStock6,207$4.83M0.3%History
AMDAdvanced Micro Devices IncStock26,595$4.80M0.3%History
Vanguard BD Index FDS921937793LONG TERM BOND64,418$4.66M0.2%–
CVXChevron CorpStock29,018$4.58M0.2%History
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF41,505$4.52M0.2%–
Vanguard High Dividend Yield Index ETF921946406ETF36,969$4.47M0.2%–
iShares Tr464287150CORE S&P TTL STK36,342$4.19M0.2%–
Fidelity MSCI Information Technology Index ETF316092808ETF26,520$4.13M0.2%–
Goldman Sachs ETF Tr381430206ACTIVEBETA EME130,430$4.09M0.2%–
iShares Tr464287119MORNINGSTAR GRWT53,530$4.04M0.2%–
TJXTJX Companies IncStock39,221$3.98M0.2%History
INTCIntel CorpStock87,952$3.88M0.2%History
Vanguard Intermediate-Term Bond ETF921937819ETF51,413$3.88M0.2%–
iShares Tr464288281JPMORGAN USD EMG41,129$3.69M0.2%–
TGTTarget CorpStock20,586$3.65M0.2%History
KLACKLA CorpCOM NEW4,916$3.43M0.2%History
DISWalt Disney CoStock28,035$3.43M0.2%History
iShares Tr464288521CRE U S REIT ETF62,329$3.35M0.2%–
HDHome Depot, Inc.Stock8,665$3.32M0.2%History
Vanguard Morningstar Small-Cap ETF922908751ETF14,512$3.32M0.2%–
DTEDte Energy CoCOM29,480$3.31M0.2%History
iShares Tr464287721U.S. TECH ETF24,403$3.30M0.2%–
iShares S&P 500 Growth ETF464287309ETF38,654$3.26M0.2%–
MCDMcDonalds CorpStock11,570$3.26M0.2%History
AMGNAmgen IncStock11,436$3.25M0.2%History
iShares Tr464288885EAFE GRWTH ETF31,214$3.24M0.2%–
Goldman Sachs ETF Tr381430602ACTIVEBETA US49,285$3.23M0.2%–
CATCaterpillar IncStock8,780$3.22M0.2%History
iShares Tr464288877EAFE VALUE ETF58,932$3.21M0.2%–
CMGChipotle Mexican Grill IncCOM1,055$3.07M0.2%History
CUBECubeSmartREIT65,879$2.98M0.2%History
iShares S&P 500 Value ETF464287408ETF15,679$2.93M0.2%–
AXPAmerican Express CoStock12,782$2.91M0.2%History
CMICummins IncStock9,785$2.88M0.2%History
BRK.BBerkshire Hathaway IncStock6,459$2.72M0.1%History
LOWLowes Companies IncStock10,459$2.66M0.1%History
KOCoca Cola CoStock42,632$2.61M0.1%History
PCARPaccar IncCOM21,040$2.61M0.1%History
EPDEnterprise Products Partners L.P.Stock88,133$2.57M0.1%History
ROSTRoss Stores, Inc.COM16,970$2.49M0.1%History
CTASCintas CorpStock3,516$2.42M0.1%History
JNJJohnson & JohnsonStock15,229$2.41M0.1%History
PEPPepsiCo IncStock13,758$2.41M0.1%History
HOMBHome Bancshares IncCOM97,933$2.41M0.1%History
PHParker-Hannifin CorpStock4,232$2.35M0.1%History
iShares Tr464288638ISHS 5-10YR INVT43,418$2.24M0.1%–
TMUST-Mobile US, Inc.Stock13,480$2.20M0.1%History
iShares Tr4642874571 3 YR TREAS BD26,838$2.19M0.1%–
LMTLockheed Martin CorpStock4,794$2.18M0.1%History
MSMorgan StanleyStock23,095$2.17M0.1%History
UNPUnion Pacific CorpStock8,787$2.16M0.1%History
GEGeneral Electric CoStock11,990$2.10M0.1%History
AFLAflac IncStock24,222$2.08M0.1%History
FST Tr New Opport MLP & Ene33739M100COM267,275$2.05M0.1%–
DLTRDollar Tree, Inc.COM15,325$2.04M0.1%History
Vanguard World FD921910816MEGA GRWTH IND7,113$2.04M0.1%–
iShares Tr464287861EUROPE ETF36,012$2.00M0.1%–
ORIOld Republic International CorpCOM64,929$1.99M0.1%History
SYKStryker CorpStock5,556$1.99M0.1%History
PAYXPaychex IncStock15,668$1.92M0.1%History
First Trust Dow Jones Internet Index Fund33733E302ETF9,205$1.89M0.1%–
TRVTravelers Companies, Inc.Stock8,162$1.88M0.1%History
iShares Tr464289842MSCI PERU GL ETF47,418$1.86M0.1%–
Global X FDS37950E259GB MSCI AR ETF34,192$1.84M0.1%–
ABTAbbott LaboratoriesStock16,046$1.82M0.1%History