Kassira Wealth Management LLC Portfolio Holdings
Q3 2025•53 long positions•$103.8M portfolio value
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Holding53 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $9.9M 9.52% | +$9.9M New | — 20.6K shares | 0 → 20.6K +$9.9M | New | — — | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $8.7M 8.42% | +$8.7M New | 0.0% 36.0K shares | 0 → 36.0K +$8.7M | New | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $8.2M 7.87% | +$8.2M New | — 89.0K shares | 0 → 89.0K +$8.2M | New | — — | Q3 2025 Held for 2 months | |
Semiconductors Technology | $7.3M 6.99% | +$7.3M New | 0.0% 38.9K shares | 0 → 38.9K +$7.3M | New | $4.54T Mega Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $4.8M 4.66% | +$4.8M New | 0.0% 22.0K shares | 0 → 22.0K +$4.8M | New | $2.34T Mega Cap | Q3 2025 Held for 2 months | |
Oil & Gas Integrated Energy | $4.2M 4.03% | +$4.2M New | 0.001% 37.1K shares | 0 → 37.1K +$4.2M | New | $480.68B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $3.6M 3.49% | +$3.6M New | — 61.5K shares | 0 → 61.5K +$3.6M | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $3.2M 3.07% | +$3.2M New | — 60.1K shares | 0 → 60.1K +$3.2M | New | — — | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $2.8M 2.68% | +$2.8M New | 0.002% 109.4K shares | 0 → 109.4K +$2.8M | New | $144.87B Large Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $2.6M 2.48% | +$2.6M New | — 7.2K shares | 0 → 7.2K +$2.6M | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $2.4M 2.32% | +$2.4M New | — 8.2K shares | 0 → 8.2K +$2.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.3M 2.24% | +$2.3M New | — 23.2K shares | 0 → 23.2K +$2.3M | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $2.2M 2.15% | +$2.2M New | 0.003% 10.4K shares | 0 → 10.4K +$2.2M | New | $74.8B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $2.2M 2.12% | +$2.2M New | — 18.5K shares | 0 → 18.5K +$2.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.2M 2.11% | +$2.2M New | — 6.7K shares | 0 → 6.7K +$2.2M | New | — — | Q3 2025 Held for 2 months | |
Regulated Electric Utilities | $2.1M 2.06% | +$2.1M New | 0.004% 35.0K shares | 0 → 35.0K +$2.1M | New | $52.2B Large Cap | Q3 2025 Held for 2 months | |
Renewable Utilities Utilities | $2.0M 1.97% | +$2.0M New | 0.002% 6.2K shares | 0 → 6.2K +$2.0M | New | $102.80B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.9M 1.83% | +$1.9M New | — 21.5K shares | 0 → 21.5K +$1.9M | New | — — | Q3 2025 Held for 2 months | |
Insurance - Diversified Financial Services | $1.9M 1.81% | +$1.9M New | 0.0% 3.7K shares | 0 → 3.7K +$1.9M | New | $1.08T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.8M 1.77% | +$1.8M New | — 30.5K shares | 0 → 30.5K +$1.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.8M 1.75% | +$1.8M New | — 34.6K shares | 0 → 34.6K +$1.8M | New | — — | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $1.7M 1.67% | +$1.7M New | 0.0% 7.5K shares | 0 → 7.5K +$1.7M | New | $409.03B Mega Cap | Q3 2025 Held for 2 months | |
REIT - Mortgage Real Estate | $1.6M 1.55% | +$1.6M New | 0.069% 132.0K shares | 0 → 132.0K +$1.6M | New | $2.3B Mid Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.5M 1.46% | +$1.5M New | — 17.4K shares | 0 → 17.4K +$1.5M | New | — — | Q3 2025 Held for 2 months | |
Semiconductors Technology | $1.5M 1.4% | +$1.5M New | 0.001% 9.0K shares | 0 → 9.0K +$1.5M | New | $262.56B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.3M 1.26% | +$1.3M New | — 3.3K shares | 0 → 3.3K +$1.3M | New | — — | Q3 2025 Held for 2 months | |
Computer Hardware Technology | $1.3M 1.25% | +$1.3M New | 0.005% 27.0K shares | 0 → 27.0K +$1.3M | New | $28.5B Large Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $1.3M 1.22% | +$1.3M New | 0.0% 2.4K shares | 0 → 2.4K +$1.3M | New | $3.85T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.2M 1.18% | +$1.2M New | — 18.0K shares | 0 → 18.0K +$1.2M | New | — — | Q3 2025 Held for 2 months | |
Discount Stores Consumer Defensive | $1.2M 1.11% | +$1.2M New | 0.0% 11.2K shares | 0 → 11.2K +$1.2M | New | $821.68B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.1M 1.08% | +$1.1M New | — 23.5K shares | 0 → 23.5K +$1.1M | New | — — | Q3 2025 Held for 2 months | |
Electrical Equipment & Parts Industrials | $1.1M 1.07% | +$1.1M New | 0.03% 3.6K shares | 0 → 3.6K +$1.1M | New | $3.7B Mid Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.1M 1.03% | +$1.1M New | — 17.8K shares | 0 → 17.8K +$1.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.0M 1.01% | +$1.0M New | — 4.0K shares | 0 → 4.0K +$1.0M | New | — — | Q3 2025 Held for 2 months | |
Aerospace & Defense Industrials | $1.0M 0.984% | +$1.0M New | 0.001% 3.0K shares | 0 → 3.0K +$1.0M | New | $91.7B Large Cap | Q3 2025 Held for 2 months | |
Biotechnology Healthcare | $1.0M 0.983% | +$1.0M New | 0.017% 15.7K shares | 0 → 15.7K +$1.0M | New | $5.9B Mid Cap | Q3 2025 Held for 2 months | |
ETF ETF | $852.0K 0.821% | +$852.0K New | — 1.3K shares | 0 → 1.3K +$852.0K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $821.5K 0.791% | +$821.5K New | — 9.0K shares | 0 → 9.0K +$821.5K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $555.8K 0.535% | +$555.8K New | — 2.3K shares | 0 → 2.3K +$555.8K | New | — — | Q3 2025 Held for 2 months | |
Industrial - Machinery Industrials | $499.6K 0.481% | +$499.6K New | 0.0% 1.3K shares | 0 → 1.3K +$499.6K | New | $145.70B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $458.0K 0.441% | +$458.0K New | 0.002% 979.0 shares | 0 → 979.0 +$458.0K | New | $24.6B Large Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $456.0K 0.439% | +$456.0K New | — 42.0K shares | 0 → 42.0K +$456.0K | New | — — | Q3 2025 Held for 2 months | |
Uranium Energy | $415.6K 0.4% | +$415.6K New | 0.072% 96.6K shares | 0 → 96.6K +$415.6K | New | $574.6M Small Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $390.7K 0.376% | +$390.7K New | 0.0% 8.7K shares | 0 → 8.7K +$390.7K | New | $91.8B Large Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $322.6K 0.311% | +$322.6K New | 0.0% 1.1K shares | 0 → 1.1K +$322.6K | New | $151.93B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $287.4K 0.277% | +$287.4K New | 0.0% 400.0 shares | 0 → 400.0 +$287.4K | New | $243.05B Mega Cap | Q3 2025 Held for 2 months | |
Consumer Electronics Technology | $264.3K 0.255% | +$264.3K New | 0.0% 1.0K shares | 0 → 1.0K +$264.3K | New | $3.78T Mega Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $243.5K 0.235% | +$243.5K New | 0.002% 2.7K shares | 0 → 2.7K +$243.5K | New | $16.2B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $236.8K 0.228% | +$236.8K New | — 1.3K shares | 0 → 1.3K +$236.8K | New | — — | Q3 2025 Held for 2 months | |
Hardware, Equipment & Parts Technology | $228.2K 0.22% | +$228.2K New | 0.004% 1.1K shares | 0 → 1.1K +$228.2K | New | $5.5B Mid Cap | Q3 2025 Held for 2 months |
