The Analysis of Kassira Wealth Management LLC's Holdings
Currently, Kassira Wealth Management LLC holds 53 types of securities in its portfolio with a total value $103.8M. In the most recent quarter, they have increased their positions in VUG (+20.6K shares, valued at $9.9M), GOOGL (+36.0K shares, valued at $8.7M), BIL (+89.0K shares, valued at $8.2M); initiated new positions in VUG (+20.6K shares, valued at $9.9M), GOOGL (+36.0K shares, valued at $8.7M), BIL (+89.0K shares, valued at $8.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS20.6K sharesnew addition2025-09-302025-11-07
GOOGL ALPHABET INC36.0K sharesnew addition2025-09-302025-11-07 BIL SPDR SERIES TRUST89.0K sharesnew addition2025-09-302025-11-07 NVDA NVIDIA CORPORATION38.9K sharesnew addition2025-09-302025-11-07 AMZN AMAZON COM INC22.0K sharesnew addition2025-09-302025-11-07 XOM EXXON MOBIL CORP37.1K sharesnew addition2025-09-302025-11-07 VGSH VANGUARD SCOTTSDALE FDS61.5K sharesnew addition2025-09-302025-11-07 BTI BRITISH AMERN TOB PLC60.1K sharesnew addition2025-09-302025-11-07 PFE PFIZER INC109.4K sharesnew addition2025-09-302025-11-07 GLD SPDR GOLD TR7.2K sharesnew addition2025-09-302025-11-07 VOT VANGUARD INDEX FDS8.2K sharesnew addition2025-09-302025-11-07 XBI SPDR SERIES TRUST23.2K sharesnew addition2025-09-302025-11-07 NET CLOUDFLARE INC10.4K sharesnew addition2025-09-302025-11-07 IJR ISHARES TR18.5K sharesnew addition2025-09-302025-11-07 VTI VANGUARD INDEX FDS6.7K sharesnew addition2025-09-302025-11-07 D DOMINION ENERGY INC35.0K sharesnew addition2025-09-302025-11-07 CEG CONSTELLATION ENERGY CORP6.2K sharesnew addition2025-09-302025-11-07 SLYV SPDR SERIES TRUST21.5K sharesnew addition2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL3.7K sharesnew addition2025-09-302025-11-07 VGIT VANGUARD SCOTTSDALE FDS30.5K sharesnew addition2025-09-302025-11-07 IHAK ISHARES TR34.6K sharesnew addition2025-09-302025-11-07 ABBV ABBVIE INC7.5K sharesnew addition2025-09-302025-11-07 ABR ARBOR REALTY TRUST INC132.0K sharesnew addition2025-09-302025-11-07 XLU SELECT SECTOR SPDR TR17.4K sharesnew addition2025-09-302025-11-07 AMD ADVANCED MICRO DEVICES INC9.0K sharesnew addition2025-09-302025-11-07 MGK VANGUARD WORLD FD3.3K sharesnew addition2025-09-302025-11-07 SMCI SUPER MICRO COMPUTER INC27.0K sharesnew addition2025-09-302025-11-07 MSFT MICROSOFT CORP2.4K sharesnew addition2025-09-302025-11-07 EFV ISHARES TR18.0K sharesnew addition2025-09-302025-11-07 WMT WALMART INC11.2K sharesnew addition2025-09-302025-11-07 URA GLOBAL X FDS23.5K sharesnew addition2025-09-302025-11-07 POWL POWELL INDS INC3.6K sharesnew addition2025-09-302025-11-07 VEA VANGUARD TAX-MANAGED FDS17.8K sharesnew addition2025-09-302025-11-07 VHT VANGUARD WORLD FD4.0K sharesnew addition2025-09-302025-11-07 GD GENERAL DYNAMICS CORP3.0K sharesnew addition2025-09-302025-11-07 CRSP CRISPR THERAPEUTICS AG15.7K sharesnew addition2025-09-302025-11-07 IVV ISHARES TR1.3K sharesnew addition2025-09-302025-11-07 VNQ VANGUARD INDEX FDS9.0K sharesnew addition2025-09-302025-11-07 IWM ISHARES TR2.3K sharesnew addition2025-09-302025-11-07 ETN EATON CORP PLC1.3K sharesnew addition2025-09-302025-11-07 HUBS HUBSPOT INC979 sharesnew addition2025-09-302025-11-07 VALE VALE S A42.0K sharesnew addition2025-09-302025-11-07 UROY URANIUM RTY CORP96.6K sharesnew addition2025-09-302025-11-07 BMY BRISTOL-MYERS SQUIBB CO8.7K sharesnew addition2025-09-302025-11-07 AMGN AMGEN INC1.1K sharesnew addition2025-09-302025-11-07 APP APPLOVIN CORP400 sharesnew addition2025-09-302025-11-07 AAPL APPLE INC1.0K sharesnew addition2025-09-302025-11-07 OKTA OKTA INC2.7K sharesnew addition2025-09-302025-11-07 VTV VANGUARD INDEX FDS1.3K sharesnew addition2025-09-302025-11-07 ESE ESCO TECHNOLOGIES INC1.1K sharesnew addition2025-09-302025-11-07 HWM HOWMET AEROSPACE INC1.1K sharesnew addition2025-09-302025-11-07 CAT CATERPILLAR INC460 sharesnew addition2025-09-302025-11-07 IJH ISHARES TR3.1K sharesnew addition2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available