Kassira Wealth Management LLC
Top Portfolio Positions
38 positions ·
$57,748,003 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
34,981 | $10,059,136 | 17.42% | |
| NVDA |
Nvidia Corp
Technology
|
40,383 | $7,042,795 | 12.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,536 | $4,277,032 | 7.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
8,344 | $3,998,444 | 6.92% | |
| PFE |
Pfizer Inc
Healthcare
|
108,463 | $3,045,641 | 5.27% | |
| D |
Dominion Energy, Inc
Utilities
|
40,191 | $2,484,607 | 4.30% | |
| GLD |
Spdr Gold Trust
|
5,241 | $2,255,149 | 3.91% | |
| CEG |
Constellation Energy Corp
Utilities
|
6,964 | $1,944,697 | 3.37% | |
| BA |
Boeing Co
Industrials
|
9,561 | $1,902,925 | 3.30% | |
| ABBV |
AbbVie Inc.
Healthcare
|
7,746 | $1,684,677 | 2.92% |
Portfolio Trend
3 quarters · across all stocks
Holdings in EGAN
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,143,750 | 144,962 | Shares | Sole | 2026-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||