StockDriftsStockDriftsTop 50 Kore Private Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| OMFL | INVESCO EXCH TRD SLF IDX FD | 8.32% | 1.18M | $46K | new | — | 2022-09-30 | |
| AAPL | APPLE INC | 6.73% | 269.6K | $37K | new | — | 2022-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 6.35% | 98.4K | $35K | new | — | 2022-09-30 | |
| NEAR | ISHARES U S ETF TR | 4.73% | 531.1K | $26K | new | — | 2022-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 3% | 140.0K | $17K | new | — | 2022-09-30 | |
| TSLA | TESLA INC | 2.9% | 60.6K | $16K | new | — | 2022-09-30 | |
| IAU | ISHARES GOLD TR | 2.87% | 503.7K | $16K | new | — | 2022-09-30 | |
| IVV | ISHARES TR | 2.57% | 39.6K | $14K | new | — | 2022-09-30 | |
| ET | ENERGY TRANSFER L P | 2.39% | 1.20M | $13K | new | — | 2022-09-30 | |
| MSFT | MICROSOFT CORP | 2.23% | 52.9K | $12K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Kore Private Wealth Llc reports $553.63K in US-listed equity holdings across 263 positions in its most recent 13F filing. Its largest disclosed positions are OMFL (8.3%), AAPL (6.7%) and SPY (6.3%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Kore Private Wealth Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1762776). View Kore Private Wealth Llc’s 13F filings on SEC