Kassira Wealth Management LLC
Top Portfolio Positions
37 positions ·
$53,749,559 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
34,981 | $10,059,136 | 18.71% |
| NVDA |
Nvidia Corp
Technology
|
40,383 | $7,042,795 | 13.10% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,536 | $4,277,032 | 7.96% |
| PFE |
Pfizer Inc
Healthcare
|
108,463 | $3,045,641 | 5.67% |
| D |
Dominion Energy, Inc
Utilities
|
40,191 | $2,484,607 | 4.62% |
| GLD |
Spdr Gold Trust
|
5,241 | $2,255,149 | 4.20% |
| CEG |
Constellation Energy Corp
Utilities
|
6,964 | $1,944,697 | 3.62% |
| BA |
Boeing Co
Industrials
|
9,561 | $1,902,925 | 3.54% |
| ABBV |
AbbVie Inc.
Healthcare
|
7,746 | $1,684,677 | 3.13% |
| WMT |
Walmart Inc.
Consumer Defensive
|
11,340 | $1,409,335 | 2.62% |
Portfolio Trend
Holdings in PSIX
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $581,343 | 9,549 | Shares | Sole | 2026-05-01 | |
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