StockDriftsStockDriftsTop 50 Kassira Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 10.02% | 108.4K | $10.9M | new | $100.52(-0.01%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 9.24% | 35.0K | $10.1M | -0.19%(-66) | $209.67(+92.03%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 7.46% | 18.6K | $8.1M | -1.76%(-332) | $76.50(+14.39%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.47% | 40.4K | $7.0M | +1.71%(+678) | $172.72(+30.75%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 5.39% | 64.0K | $5.9M | -26.09%(-22.61K) | $91.74(-0.27%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.93% | 20.5K | $4.3M | -5.46%(-1.19K) | $219.48(+23.08%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 3.85% | 71.6K | $4.2M | +3.91%(+2.70K) | $58.81(-0.91%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.67% | 8.3K | $4.0M | +53.86%(+2.92K) | $488.93(-0.70%) | 2026-03-31 | |
| PFE | PFIZER INC | 2.8% | 108.5K | $3.0M | +0.91%(+982) | $24.87(+4.36%) | 2026-03-31 | |
| D | DOMINION ENERGY INC | 2.28% | 40.2K | $2.5M | +2.69%(+1.05K) | $58.99(+6.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.94% | +29.31% |
| Top 20 Holdings Unweighted | +9.23% | +30.31% |
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