Kassira Wealth Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KW Kassira Wealth Management LLC | Institutional Filer | ▲ 3.28% | $108.9M | 59 |
Current Portfolio Holdings
Showing all 59 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | — | 108K | $10.9M | 10.02% |
| 2 | GOOGL | Alphabet Inc. | Technology | 35K | $10.1M | 9.24% |
| 3 | VUG | VANGUARD INDEX FDS | — | 19K | $8.1M | 7.46% |
| 4 | NVDA | NVIDIA Corporation | Technology | 40K | $7.0M | 6.47% |
| 5 | BIL | SPDR SERIES TRUST | — | 64K | $5.9M | 5.39% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 21K | $4.3M | 3.93% |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | — | 72K | $4.2M | 3.85% |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 8K | $4.0M | 3.67% |
| 9 | PFE | Pfizer Inc. | Healthcare | 108K | $3.0M | 2.80% |
| 10 | D | Dominion Energy, Inc. | Utilities | 40K | $2.5M | 2.28% |
| 11 | VGIT | VANGUARD SCOTTSDALE FDS | — | 38K | $2.3M | 2.09% |
| 12 | GLD | SPDR GOLD TR | — | 5K | $2.3M | 2.07% |
| 13 | VOT | VANGUARD INDEX FDS | — | 8K | $2.1M | 1.92% |
| 14 | VTI | VANGUARD INDEX FDS | — | 6K | $2.1M | 1.89% |
| 15 | XBI | SPDR SERIES TRUST | — | 16K | $2.0M | 1.86% |
Showing 1 to 15 of 59 holdings