Kassira Wealth Management LLC New Holdings in Q3 2025

Kassira Wealth Management LLC

  • $104 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
20.6K
New
$433.97 - $484.08 $8.94M - $9.98M
20.6K $9.88B
GOOGL
Alphabet Inc.

Communication Services
36K
New
$174.36 - $254.72 $6.27M - $9.16M
36K $8.74B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
89K
New
$91.44 - $91.77 $8.14M - $8.17M
89K $8.17B
NVDA
Nvidia Corp

Technology
38.9K
New
$153.3 - $186.58 $5.96M - $7.25M
38.9K $7.25B
AMZN
Amazon Com Inc

Consumer Cyclical
22K
New
$211.65 - $238.24 $4.66M - $5.24M
22K $4.83B
XOM
Exxon Mobil Corp

Energy
37.1K
New
$105.83 - $117.22 $3.92M - $4.35M
37.1K $4.18B
VGSH
Vanguard

ETFs
61.5K
New
$58.43 - $58.88 $3.6M - $3.62M
61.5K $3.62B
BTI
British American Tobacco P.L.C.

Consumer Defensive
60.1K
New
$46.69 - $59.27 $2.8M - $3.56M
60.1K $3.19B
PFE
Pfizer Inc

Healthcare
109K
New
$23.29 - $25.88 $2.55M - $2.83M
109K $2.79B
GLD
Spdr Gold Trust

ETFs
7.24K
New
$300.96 - $355.47 $2.18M - $2.57M
7.24K $2.57B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
23.2K
New
$83.08 - $100.2 $1.93M - $2.32M
23.2K $2.32B
NET
Cloudflare, Inc.

Technology
10.4K
New
$181.39 - $228.28 $1.88M - $2.37M
10.4K $2.23B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
18.5K
New
$108.46 - $120.63 $2.01M - $2.23M
18.5K $2.2B
VTI
Vanguard Total Stock Market Et

ETFs
6.68K
New
$303.93 - $329.86 $2.03M - $2.2M
6.68K $2.19B
D
Dominion Energy, Inc

Utilities
35K
New
$56.32 - $62.1 $1.97M - $2.17M
35K $2.14B
CEG
Constellation Energy Corp

Utilities
6.22K
New
$298.82 - $354.89 $1.86M - $2.21M
6.22K $2.05B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
21.5K
New
$79.39 - $90.39 $1.7M - $1.94M
21.5K $1.9B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.74K
New
$459.11 - $506.91 $1.72M - $1.9M
3.74K $1.88B
VGIT
Vanguard Intermediate Term Tre

ETFs
30.5K
New
$58.97 - $60.36 $1.8M - $1.84M
30.5K $1.83B
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
34.6K
New
$49.34 - $53.96 $1.71M - $1.87M
34.6K $1.81B
ABBV
Abb Vie Inc.

Healthcare
7.5K
New
$184.85 - $231.54 $1.39M - $1.74M
7.5K $1.74B
ABR
Arbor Realty Trust Inc

Real Estate
132K
New
$10.7 - $12.21 $1.41M - $1.61M
132K $1.61B
XLU
Utilities Sector Spdr

ETFs
17.4K
New
$81.14 - $87.32 $1.41M - $1.52M
17.4K $1.52B
AMD
Advanced Micro Devices Inc

Technology
8.98K
New
$134.8 - $184.42 $1.21M - $1.66M
8.98K $1.45B
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.25K
New
$362.31 - $405.74 $1.18M - $1.32M
3.25K $1.31B
Super Micro Computer Inc
27K
New
N/A
27K $1.29B
MSFT
Microsoft Corp

Technology
2.45K
New
$491.09 - $535.64 $1.2M - $1.31M
2.45K $1.27B
EFV
Msci Eafe Value ETF

ETFs
18K
New
$62.79 - $68.42 $1.13M - $1.23M
18K $1.22B
WMT
Walmart Inc.

Consumer Defensive
11.2K
New
$94.4 - $104.27 $1.06M - $1.17M
11.2K $1.15B
URA
Global X Uranium ETF

ETFs
23.5K
New
$36.45 - $50.4 $855K - $1.18M
23.5K $1.12B
POWL
Powell Industries Inc

Industrials
3.63K
New
$205.47 - $304.3 $747K - $1.11M
3.63K $1.11B
VEA
Vanguard Ftse Developed Market

ETFs
17.8K
New
$56.02 - $60.3 $997K - $1.07M
17.8K $1.07B
VHT
Vanguard Health Care ETF

ETFs
4.02K
New
$239.12 - $259.95 $962K - $1.05M
4.02K $1.04B
GD
General Dynamics Corp

Industrials
3K
New
$293.92 - $341.0 $881K - $1.02M
3K $1.02B
CRSP
Crispr Therapeutics Ag

Healthcare
15.7K
New
$48.51 - $68.14 $764K - $1.07M
15.7K $1.02B
IVV
Ishares Core S&P 500 ETF

ETFs
1.27K
New
$620.67 - $670.08 $790K - $853K
1.27K $852M
VNQ
Vanguard Specialized Funds Van

ETFs
8.99K
New
$88.47 - $93.24 $795K - $838K
8.99K $822M
IWM
Ishares Russell 2000 ETF

ETFs
2.3K
New
$214.92 - $244.84 $494K - $562K
2.3K $556M
ETN
Eaton Corp PLC

Industrials
1.34K
New
$342.99 - $392.76 $458K - $524K
1.34K $500M
HUBS
Hubspot Inc

Technology
979
New
$420.79 - $560.9 $412K - $549K
979 $458M
VALE
Vale S.A.

Basic Materials
42K
New
$9.53 - $10.95 $400K - $460K
42K $456M
Uranium Rty Corp
96.6K
New
N/A
96.6K $416M
BMY
Bristol Myers Squibb CO

Healthcare
8.66K
New
$43.31 - $48.98 $375K - $424K
8.66K $391M
AMGN
Amgen Inc

Healthcare
1.14K
New
$271.18 - $309.22 $310K - $353K
1.14K $323M
APP
App Lovin Corp

Technology
400
New
$335.1 - $718.54 $134K - $287K
400 $287M
AAPL
Apple Inc.

Technology
1.04K
New
$202.38 - $256.87 $210K - $267K
1.04K $264M
OKTA
Okta, Inc.

Technology
2.66K
New
$88.51 - $101.1 $235K - $268K
2.66K $243M
VTV
Vanguard Value ETF

ETFs
1.27K
New
$175.51 - $186.57 $223K - $237K
1.27K $237M
ESE
Esco Technologies Inc

Technology
1.08K
New
$185.22 - $217.75 $200K - $235K
1.08K $228M
Activity Summary
Buys All Purchases 53 New Holdings 53 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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