KP
| |
Kore Private Wealth LLC13F | |
Kore Private Wealth LLC | |
Last update 2022-11-15 | 262 Stocks (15 new) |
Value $554.00 Mil | Turnover 6 % |
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)
Kore Private Wealth LLC's Asset Allocation
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
Size field:
Kore Private Wealth LLC's Holdings Bubble Chart
Kore Private Wealth LLC News
- 1