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Home > Institutional Investor > Kassira Wealth Management Llc > Profile

Instuitional Investor - Kassira Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Kassira Wealth Management Llc
Portfolio Value $124,681,100
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 117,620 $11,840,808 9.5%
2.
Alphabet Inc.
 GOOGL 31,020 $11,085,702 8.89%
3.
Vanguard Index Fds - GROWTH ETF
 100,490 $8,656,226 6.94%
4.
Nvidia Corp
 NVDA 40,062 $8,016,075 6.43%
5.
Spdr Series Trust - ST STR BLO 1 ETF
 76,040 $6,968,288 5.59%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.