Kassira Wealth Management LLC
Quarter-over-quarter position changes
| Action | Company | Flow |
|---|---|---|
| New | 46436E718 | $11.84M |
| Added | 922908736 | $7.03M |
| Exited | EXXON MOBIL CORP | $4.57M |
| Exited | 110448107 | $3.32M |
| Added | 78463V107 | $3.02M |
| Added | The Boeing Company | $1.80M |
| Added | Warren E. Buffett | $1.73M |
| Trimmed | Alphabet Inc. | $1.44M |
| New | CIENA CORP | $1.30M |
| Added | 921910816 | $1.14M |
| Trimmed | Cloudflare, Inc. | $996.8K |
| Trimmed | 78468R663 | $970.7K |
| New | CECO ENVIRONMENTAL CORPCECO | $927.6K |
| New | eGain Corp | $919.4K |
| Trimmed | Amazon.com Inc | $805.8K |
| New | HONEYWELL INTERNATIONAL INC | $728.3K |
| New | Honeywell Aerospace Inc.HONA | $719.2K |
| New | Argan, Inc. | $716.4K |
| Trimmed | 464287804 | $655.8K |
| Added | Super Micro Computer, Inc. | $576.5K |
| Added | MICROSOFT CORP | $567.7K |
| Trimmed | POWELL INDUSTRIES INC | $537.2K |
| Exited | Vale S.A.VALE | $527.2K |
| Trimmed | 46435U135 | $513.5K |
| New | APPLIED MATERIALS INC /DE | $506.1K |
| New | Fastenal Co | $493.8K |
| Added | Duke Energy Corp | $467.8K |
| Exited | HUBSPOT INC | $406.1K |
| Added | 92206C706 | $388.0K |
| New | CELESTICA INCCLS | $370.6K |
| New | Willdan Group, Inc. | $349.8K |
| Added | Constellation Energy Corp | $288.6K |
| Exited | Globalstar, Inc.GSAT | $288.5K |
| Added | Arbor Realty Trust Inc | $276.8K |
| Exited | CATERPILLAR INC | $264.7K |
| New | TE Connectivity PLC | $263.9K |
| Added | 92206C102 | $236.1K |
| New | Primoris Services Corp | $234.9K |
| Exited | Howmet Aerospace Inc. | $234.5K |
| New | KROGER CO | $231.1K |
| Exited | Okta, Inc. | $229.6K |
| Added | 922908553 | $221.0K |
| New | Beam Therapeutics Inc. | $205.9K |
| Added | UNITEDHEALTH GROUP INC | $177.5K |
| Trimmed | 922908769 | $134.3K |
| Trimmed | Apple Inc. | $99.5K |
| Added | AbbVie Inc. | $77.8K |
| Added | DOMINION ENERGY, INC | $77.1K |
| Added | NVIDIA Corp | $71.4K |
| Added | 921943858 | $60.4K |