Kore Private Wealth LLC Incresed Positions in Q3 2022

Kore Private Wealth LLC

  • $554 Million
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
23.7K
+ 63.08%
$179.47 - $216.24 $4.26M - $5.13M
61.3K $11M
TSLA
Tesla, Inc.

Consumer Cyclical
40.6K
+ 203.35%
$265.25 - $927.96 $10.8M - $37.7M
60.6K $16.1M
XLE
Energy Sector Spdr

ETFs
34.3K
+ 254.31%
$67.49 - $84.09 $2.32M - $2.88M
47.8K $3.44M
UBER
Uber Technologies, Inc

Technology
4.12K
+ 2.48%
$20.65 - $33.13 $85K - $136K
170K $4.5M
VT
Vanguard Total World Stk Index

ETFs
14K
+ 92.18%
$78.88 - $94.48 $1.1M - $1.32M
29.1K $2.3M
XLY
Select Sector Spdr Consumer Di

ETFs
4.5K
+ 9.41%
$140.01 - $172.97 $630K - $779K
52.3K $7.46M
NFLX
Netflix Inc

Communication Services
840
+ 11.84%
$174.45 - $249.11 $147K - $209K
7.93K $1.87M
VFH
Vanguard Financial ETF

ETFs
5.9K
+ 23.04%
$74.44 - $88.21 $439K - $521K
31.5K $2.35M
VCR
Vanguard Consumer Discretionar

ETFs
1.06K
+ 61.99%
$231.64 - $287.67 $246K - $305K
2.77K $651K
VGT
Vanguard Information Technolog

ETFs
1.11K
+ 15.55%
$307.37 - $391.03 $342K - $435K
8.26K $2.54M
XLV
Select Sector Spdr Fund Health

ETFs
2.56K
+ 12.42%
$121.11 - $134.29 $310K - $344K
23.2K $2.81M
VIS
Vanguard Industrial ETF

ETFs
1.01K
+ 29.04%
$157.54 - $190.84 $159K - $193K
4.49K $708K
OCSL
Oaktree Specialty Lending Corp

Financial Services
24.6K
+ 91.26%
$5.94 - $7.22 $146K - $178K
51.6K $310K
IYE
Ishares Tr

ETFs
1.84K
+ 4.29%
$36.07 - $45.64 $66.4K - $84.1K
44.8K $1.76M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
4.13K
+ 47.63%
$30.53 - $37.41 $126K - $154K
12.8K $393K
RYT
Invesco S&P 500 Equal Weight T

ETFs
469
+ 20.23%
$232.2 - $282.75 $109K - $133K
2.79K $631K
AMRS
Amyris, Inc.

Basic Materials
11.9K
+ 30.43%
$1.7 - $4.05 $20.2K - $48.2K
51K $149K
ABNB
Airbnb, Inc.

Consumer Cyclical
263
+ 8.43%
$91.05 - $126.8 $23.9K - $33.3K
3.38K $355K
EWJ
Ishares Msci Japan ETF

ETFs
5.5K
+ 11.37%
$48.82 - $57.26 $268K - $315K
53.9K $2.63M
OVV
Ovintiv Inc.

Energy
704
+ 4.54%
$39.14 - $55.07 $27.6K - $38.8K
16.2K $746K
F
Ford Motor CO

Consumer Cyclical
4.92K
+ 30.48%
$11.06 - $25.12 $54.4K - $124K
21.1K $236K
CTRA
Coterra Energy Inc.

Energy
1.36K
+ 4.18%
$25.32 - $32.23 $34.4K - $43.7K
33.8K $884K
VHT
Vanguard Health Care ETF

ETFs
385
+ 11.31%
$223.7 - $250.44 $86.1K - $96.4K
3.79K $848K
CVS
Cvs Health Corp

Healthcare
395
+ 14.68%
$92.53 - $106.43 $36.5K - $42K
3.09K $294K
MSI
Motorola Solutions, Inc.

Technology
73
+ 3.98%
$208.17 - $256.59 $15.2K - $18.7K
1.91K $427K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
1K
+ 2.61%
$7.94 - $12.36 $7.94K - $12.4K
39.2K $390K
MCK
Mckesson Corp

Healthcare
49
+ 5.93%
$321.25 - $373.84 $15.7K - $18.3K
875 $297K
LIN
Linde PLC

Basic Materials
132
+ 14.98%
$264.25 - $312.29 $34.9K - $41.2K
1.01K $273K
AMD
Advanced Micro Devices Inc

Technology
1.07K
+ 29.4%
$63.36 - $103.91 $67.8K - $111K
4.71K $298K
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.36%
$211.07 - $260.94 $844 - $1.04K
1.1K $249K
CRM
Salesforce, Inc.

Technology
322
+ 22.13%
$143.84 - $191.27 $46.3K - $61.6K
1.78K $256K
DIS
Walt Disney CO

Communication Services
151
+ 0.71%
$91.84 - $124.96 $13.9K - $18.9K
21.5K $2.03M
BA
Boeing CO

Industrials
289
+ 18.6%
$121.08 - $172.08 $35K - $49.7K
1.84K $223K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.37K
+ 17.9%
$36.49 - $42.54 $49.8K - $58.1K
8.99K $328K
WFC
Wells Fargo & Company

Financial Services
33
+ 0.39%
$1.55 - $45.53 $51.2 - $1.5K
8.41K $338K
AME
Ametek Inc

Industrials
6
+ 0.28%
$109.1 - $130.31 $655 - $782
2.15K $244K
TXN
Texas Instruments Inc

Technology
30
+ 1.91%
$148.54 - $185.4 $4.46K - $5.56K
1.6K $247K
AGI
Alamos Gold Inc

Basic Materials
42
+ 0.33%
$6.48 - $8.12 $272 - $341
12.6K $93K
EPP
Ishares Inc

ETFs
3.13K
+ 11.34%
$37.52 - $44.33 $117K - $139K
30.7K $1.15M
LLY
Eli Lilly & CO

Healthcare
15
+ 0.61%
$296.48 - $337.87 $4.45K - $5.07K
2.47K $797K
ML
Moneylion Inc.

Technology
18.4K
+ 52.69%
$0.28 - $2.42 $5.16K - $44.6K
53.4K $48K
UNH
Unitedhealth Group Inc

Healthcare
17
+ 1.75%
$501.24 - $549.95 $8.52K - $9.35K
987 $499K
GS
Goldman Sachs Group Inc

Financial Services
17
+ 0.59%
$19.27 - $342.58 $328 - $5.82K
2.91K $851K
ADI
Analog Devices Inc

Technology
66
+ 2.45%
$139.34 - $179.89 $9.2K - $11.9K
2.76K $384K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.04%
$79.54 - $95.9 $79.5 - $95.9
2.7K $215K
APO
Apollo Global Management, Inc.

Financial Services
8
+ 0.1%
$46.5 - $61.48 $372 - $492
7.76K $361K
ACN
Accenture PLC

Technology
11
+ 1.26%
$256.34 - $320.78 $2.82K - $3.53K
884 $227K
AMGN
Amgen Inc

Healthcare
1
+ 0.09%
$224.46 - $253.15 $224 - $253
1.14K $258K
ABBV
Abb Vie Inc.

Healthcare
375
+ 9.92%
$134.21 - $153.93 $50.3K - $57.7K
4.15K $558K
Activity Summary
Buys All Purchases 107 New Holdings 16 Increased Positions 91 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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