The Analysis of Kassira Wealth Management LLC's Holdings
Currently, Kassira Wealth Management LLC holds 55 types of securities in its portfolio with a total value $105.4M. In the most recent quarter, they have increased their positions in UNH (+4.7K shares, valued at $1.6M), N/A (+1.7K shares, valued at $845.0K), XLU (+17.8K shares, valued at $761.5K); decreased their positions in XBI (-7.3K shares, valued at $885.2K), VUG (-1.7K shares, valued at $825.5K), URA (-18.4K shares, valued at $786.0K); initiated new positions in UNH (+4.7K shares, valued at $1.6M), GSAT (+4.7K shares, valued at $288.5K), BA (+1.3K shares, valued at $274.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ALPHABET INC ALPHABET INC35.0K shares-2.54%2025-12-312026-02-03
VUG VANGUARD INDEX FDS18.9K shares-8.21%2025-12-312026-02-03 BIL SPDR SERIES TRUST86.6K shares-2.70%2025-12-312026-02-03 NVDA NVIDIA CORPORATION39.7K shares2.14%2025-12-312026-02-03 AMZN AMAZON COM INC21.7K shares-1.30%2025-12-312026-02-03 XOM EXXON MOBIL CORP37.9K shares2.36%2025-12-312026-02-03 VGSH VANGUARD SCOTTSDALE FDS68.9K shares11.92%2025-12-312026-02-03 BTI BRITISH AMERN TOB PLC58.7K shares-2.29%2025-12-312026-02-03 GLD SPDR GOLD TR7.3K shares0.65%2025-12-312026-02-03 PFE PFIZER INC107.5K shares-1.74%2025-12-312026-02-03 VOT VANGUARD INDEX FDS8.2K shares0.38%2025-12-312026-02-03 D DOMINION ENERGY INC39.1K shares11.93%2025-12-312026-02-03 VTI VANGUARD INDEX FDS6.7K shares0.67%2025-12-312026-02-03 IJR ISHARES TR18.5K shares0.06%2025-12-312026-02-03 CEG CONSTELLATION ENERGY CORP6.0K shares-2.78%2025-12-312026-02-03 VGIT VANGUARD SCOTTSDALE FDS34.5K shares12.98%2025-12-312026-02-03 NET CLOUDFLARE INC10.0K shares-3.22%2025-12-312026-02-03 XBI SPDR SERIES TRUST15.9K shares-31.29%2025-12-312026-02-03 SLYV SPDR SERIES TRUST21.1K shares-1.91%2025-12-312026-02-03 ABBV ABBVIE INC7.4K shares-1.40%2025-12-312026-02-03 IHAK ISHARES TR34.8K shares0.52%2025-12-312026-02-03 UNH UNITEDHEALTH GROUP INC4.7K sharesnew addition2025-12-312026-02-03 XLU SELECT SECTOR SPDR TR35.3K shares102.32%2025-12-312026-02-03 MSFT MICROSOFT CORP2.8K shares14.72%2025-12-312026-02-03 MGK VANGUARD WORLD FD3.3K shares0.00%2025-12-312026-02-03 EFV ISHARES TR18.0K shares-0.01%2025-12-312026-02-03 WMT WALMART INC11.3K shares0.92%2025-12-312026-02-03 VEA VANGUARD TAX-MANAGED FDS19.1K shares7.57%2025-12-312026-02-03 POWL POWELL INDS INC3.5K shares-2.61%2025-12-312026-02-03 VNQ VANGUARD INDEX FDS12.1K shares34.88%2025-12-312026-02-03 ABR ARBOR REALTY TRUST INC129.1K shares-2.24%2025-12-312026-02-03 IVV ISHARES TR1.3K shares0.00%2025-12-312026-02-03 CRSP CRISPR THERAPEUTICS AG15.2K shares-3.54%2025-12-312026-02-03 IWM ISHARES TR2.3K shares-0.04%2025-12-312026-02-03 VALE VALE S A40.5K shares-3.65%2025-12-312026-02-03 BMY BRISTOL-MYERS SQUIBB CO8.4K shares-3.07%2025-12-312026-02-03 HUBS HUBSPOT INC1.0K shares3.37%2025-12-312026-02-03 AMGN AMGEN INC1.2K shares0.96%2025-12-312026-02-03 GSAT GLOBALSTAR INC4.7K sharesnew addition2025-12-312026-02-03 AAPL APPLE INC1.0K shares0.00%2025-12-312026-02-03 BA BOEING CO1.3K sharesnew addition2025-12-312026-02-03 APP APPLOVIN CORP400 shares0.00%2025-12-312026-02-03 CAT CATERPILLAR INC462 shares0.43%2025-12-312026-02-03 VTV VANGUARD INDEX FDS1.3K shares0.00%2025-12-312026-02-03 HWM HOWMET AEROSPACE INC1.1K shares0.88%2025-12-312026-02-03 ESE ESCO TECHNOLOGIES INC1.2K shares9.62%2025-12-312026-02-03 CMI CUMMINS INC450 sharesnew addition2025-12-312026-02-03 OKTA OKTA INC2.7K shares0.00%2025-12-312026-02-03 URA GLOBAL X FDS5.1K shares-78.38%2025-12-312026-02-03 IJH ISHARES TR3.1K shares0.00%2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available