Kassira Wealth Management LLC 13F Holdings
CIK 0002095972 · KNOXVILLE, TN
As of Sep 30, 2025, Kassira Wealth Management LLC reported 53 positions worth
CIK 0002095972 · KNOXVILLE, TN
As of Sep 30, 2025, Kassira Wealth Management LLC reported 53 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 20,607 | $9.9M | 9.52% |
| ALPHABET INC | GOOGL | Equity | 35,962 | $8.7M | 8.42% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 89,035 | $8.2M | 7.87% |
| NVIDIA CORP | NVDA | Technology | 38,872 | $7.3M | 6.99% |
| AMAZON.COM INC | AMZN | Equity | 22,010 | $4.8M | 4.66% |
| EXXON MOBIL CORP | XOM | Energy | 37,069 | $4.2M | 4.03% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 61,538 | $3.6M | 3.49% |
| BRITISH AMERICAN TOBACCO PLC | BTI | Consumer Defensive | 60,077 | $3.2M | 3.07% |
| PFIZER INC | PFE | Healthcare | 109,388 | $2.8M | 2.68% |
| SPDR GOLD TRUST | GQ9 | — | 7,237 | $2.6M | 2.48% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 8,185 | $2.4M | 2.32% |
| STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF | XBI | — | 23,203 | $2.3M | 2.24% |
| CLOUDFLARE INC | NET | Technology | 10,379 | $2.2M | 2.15% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 18,526 | $2.2M | 2.12% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 6,679 | $2.2M | 2.11% |
| DOMINION ENERGY INC | D | Utilities | 34,968 | $2.1M | 2.06% |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 6,217 | $2.0M | 1.97% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF | SLYV | — | 21,461 | .9M | 1.83% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 3,742 | .9M | 1.81% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 30,540 | .8M | 1.77% |
| ISHARES CYBERSECURITY AND TECH ETF | IHAK | — | 34,646 | .8M | 1.75% |
| ABBVIE INC | ABBV | Equity | 7,498 | .7M | 1.67% |
| ARBOR REALTY TRUST INC | ABR | Real Estate | 132,027 | .6M | 1.55% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 17,432 | .5M | 1.46% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 8,979 | .5M | 1.40% |