KP

Kore Private Wealth LLC

13F
Kore Private Wealth LLC
Last update 2022-11-15 262 Stocks (15 new)
Value $554.00 Mil Turnover 6 %
Countries:
Top Holdings: OMFL(8.32%)AAPL(6.73%)SPY(6.35%)NEAR(4.73%)XLK(3.00%)
Summary Stock Picks Current Portfolio
Kore Private Wealth LLC Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
Invesco Russell 1000 Dynamic Multifactor ETF
1,179,637
46,077.0
+2.19%
8.320
+0.18%
2.320
+10.44%
+7.45%
4,978.6
 
AAPL
Apple Inc
269,567
37,254.0
-3.55%
6.730
-0.21%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
SPY
S&P 500 ETF TRUST ETF
98,396
35,145.0
+1.06%
6.350
+0.07%
0.010
+16.39%
+8.89%
654,583.2
 
NEAR
BlackRock Short Maturity Bond ETF
531,103
26,162.0
-1.87%
4.730
-0.08%
0.620
+0.12%
+0.89%
3,398.2
 
XLK
Technology Select Sector SPDR ETF
140,004
16,630.0
+0.80%
3.000
+0.02%
0.050
+27.45%
+12.80%
83,058.2
 
TSLA
Tesla Inc
60,576
16,068.0
+1.12%
2.900
+0.03%
0.000
+17.64%
-24.40%
984,729.5
Vehicles & Parts
IAU
iShares Gold Trust
503,710
15,882.0
-27.28%
2.870
-1.00%
0.070
+0.78%
+28.32%
48,420.9
 
IVV
iShares Core S&P 500 ETF
39,625
14,212.0
+1.32%
2.570
+0.03%
0.010
+16.09%
+8.31%
642,461.0
 
ET
Energy Transfer LP
1,197,292
13,206.0
-8.63%
2.390
-0.17%
0.040
+2.67%
-6.31%
60,811.1
Oil & Gas
MSFT
Microsoft Corp
52,907
12,322.0
-2.27%
2.230
-0.05%
0.000
+32.15%
+21.67%
3,797,138.0
Software

Kore Private Wealth LLC's Historical Top Holdings Breakdowns

Kore Private Wealth LLC Total Holding History ($B)

To

Kore Private Wealth LLC's Asset Allocation

To

Kore Private Wealth LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Kore Private Wealth LLC's Hypothetical Growth since 2022-09-30

Kore Private Wealth LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Kore Private Wealth LLC's Holdings Heat Map

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Kore Private Wealth LLC's Holdings Bubble Chart

Kore Private Wealth LLC News

  • 1

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