Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Kore Private Wealth LLC INSTITUTION : Kore Private Wealth LLC
Kore Private Wealth LLC Portfolio (reported on 2020-02-14)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 30,244,000 601,871 5.74%
ENERGY TRANSFER LP    (COM UT LTD PTN) ETE 22,910,000 1,785,675 4.35%
APPLE INC    (COM) AAPL 20,350,000 69,299 3.86%
INVESCO EXCH TRD SLF IDX FD    (RUSL 1000 DYNM) 20,159,000 602,124 3.82%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 17,089,000 104,446 3.24%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 16,506,000 180,056 3.13%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 14,806,000 46,002 2.81%
VANGUARD WORLD FDS    (CONSUM STP ETF) VDC 9,626,000 59,714 1.82%
NOBLE MIDSTREAM PARTNERS LP    (COM UNIT REPST) 8,986,000 338,345 1.70%
ISHARES INC    (MSCI EURZONE ETF) EZU 8,972,000 214,034 1.70%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 8,931,000 317,135 1.69%
MICROSOFT CORP    (COM) MSFT 8,371,000 53,084 1.58%
UBER TECHNOLOGIES INC    (COM) 8,254,000 277,541 1.56%
INVESCO EXCHNG TRADED FD TR    (FTSE RAFI EMNG) 8,155,000 365,698 1.54%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 7,615,000 247,391 1.44%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 7,560,000 74,421 1.43%
AMAZON COM INC    (COM) AMZN 7,349,000 3,977 1.39%
KINDER MORGAN INC DEL    (COM) KMI 6,993,000 330,330 1.32%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 6,983,000 55,675 1.32%
ISHARES GOLD TRUST    (ISHARES) IAU 6,799,000 468,878 1.29%
TALLGRASS ENERGY LP    (CLASS A SHS) 6,768,000 305,956 1.28%
FACEBOOK INC    (CL A) FB 6,734,000 32,811 1.27%
SUNOCO LP    (COM UT REP LP) SUN 5,744,000 187,718 1.09%
MAGELLAN MIDSTREAM PRTNRS LP    (COM UNIT RP LP) MMP 5,454,000 86,744 1.03%
SPDR SERIES TRUST    (S&P REGL BKG) KRE 5,410,000 92,884 1.02%
ISHARES TR    (MSCI ACWI EX US) ACWX 5,220,000 106,268 0.99%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 5,185,000 82,326 0.98%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 5,147,000 116,810 0.97%
FIRST TR EXCHANGE TRADED FD    (HLTH CARE ALPH) FXH 5,094,000 60,500 0.96%
JPMORGAN CHASE & CO    (COM) JPM 5,046,000 36,200 0.95%
MPLX LP    (COM UNIT REP LTD) MPLX 4,748,000 186,503 0.90%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 4,566,000 56,049 0.86%
TWILIO INC    (CL A) 4,542,000 46,219 0.86%
DCP MIDSTREAM LP    (COM UT LTD PTN) DPM 4,026,000 164,401 0.76%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 3,972,000 13,428 0.75%
ISHARES INC    (MSCI JPN ETF NEW) 3,957,000 66,799 0.75%
FLAGSTAR BANCORP INC    (COM PAR .001) FBC 3,825,000 100,000 0.72%
VERIZON COMMUNICATIONS INC    (COM) VZ 3,683,000 59,988 0.69%
ISHARES TR    (CORE S&P500 ETF) IVV 3,408,000 10,542 0.64%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 2,704,000 26,542 0.51%
BLACKSTONE GROUP INC    (COM CL A) 2,621,000 46,847 0.49%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 2,561,000 33,569 0.48%
ISHARES TR    (MSCI UK ETF NEW) 2,483,000 72,821 0.47%
ISHARES TR    (MSCI ARGENTINA) 2,339,000 102,540 0.44%
GLOBAL NET LEASE INC    (COM NEW) 2,255,000 111,212 0.42%
ISHARES TR    (CORE US AGGBD ET) AGG 2,194,000 19,528 0.41%
ALPHABET INC    (CAP STK CL C) GOOG 2,175,000 1,627 0.41%
VANECK VECTORS ETF TRUST    (GOLD MINERS ETF) GDX 2,133,000 72,845 0.40%
LOOP INDS INC    (COM) 2,058,000 207,911 0.39%
ISHARES INC    (MSCI PAC JP ETF) EPP 1,986,000 42,903 0.37%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 1,979,000 8,736 0.37%
PROCTER & GAMBLE CO    (COM) PG 1,942,000 15,546 0.36%
VANGUARD GROUP    (DIV APP ETF) VIG 1,935,000 15,520 0.36%
SPDR GOLD TRUST    (GOLD SHS) GLD 1,907,000 13,348 0.36%
NETFLIX INC    (COM) NFLX 1,898,000 5,867 0.36%
PEPSICO INC    (COM) PEP 1,869,000 13,673 0.35%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 1,862,000 9,709 0.35%
BLACKROCK TAX MUNICPAL BD TR    (SHS) BBN 1,835,000 75,408 0.34%
2U INC    (COM) TWOU 1,799,000 75,000 0.34%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 1,736,000 10,483 0.32%
VANGUARD WORLD FDS    (ENERGY ETF) VDE 1,694,000 20,782 0.32%
ALPHABET INC    (CAP STK CL A) GOOGL 1,606,000 1,199 0.30%
COMCAST CORP NEW    (CL A) CMCSA 1,600,000 35,585 0.30%
CHERRY HILL MTG INVT CORP    (COM) CHMI 1,592,000 109,142 0.30%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 1,553,000 24,033 0.29%
ORACLE CORP    (COM) ORCL 1,517,000 28,626 0.28%
COSTCO WHSL CORP NEW    (COM) COST 1,494,000 5,083 0.28%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,487,000 33,435 0.28%
ISHARES TR    (MSCI ACWI ETF) ACWI 1,487,000 18,761 0.28%
VANGUARD INDEX FDS    (VALUE ETF) VTV 1,459,000 12,174 0.27%
HOME DEPOT INC    (COM) HD 1,450,000 6,642 0.27%
DISNEY WALT CO    (COM DISNEY) DIS 1,429,000 9,882 0.27%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 1,424,000 10,623 0.27%
SELECT SECTOR SPDR TR    (SBI MATERIALS) XLB 1,400,000 22,799 0.26%
WALMART INC    (COM) WMT 1,309,000 11,016 0.24%
AMERICAN FIN TR INC    (COM CLASS A) 1,302,000 98,167 0.24%
INTEL CORP    (COM) INTC 1,301,000 21,736 0.24%
JOHNSON & JOHNSON    (COM) JNJ 1,300,000 8,911 0.24%
TORTOISE ENERGY INFRA CORP    (COM) TYG 1,292,000 72,063 0.24%
EXXON MOBIL CORP    (COM) XOM 1,282,000 18,379 0.24%
VEREIT INC    (COM) 1,253,000 135,575 0.23%
ISHARES TR    (MSCI EAFE ETF) EFA 1,250,000 17,997 0.23%
ALPS ETF TR    (ALERIAN MLP) AMLP 1,179,000 138,648 0.22%
LOCKHEED MARTIN CORP    (COM) LMT 1,133,000 2,911 0.21%
GLOBAL X FDS    (GB MSCI AR ETF) ARGT 1,115,000 41,920 0.21%
SELECT SECTOR SPDR TR    (RL EST SEL SEC) 1,096,000 28,337 0.20%
AT&T INC    (COM) T 1,095,000 28,025 0.20%
NOVO-NORDISK A S    (ADR) NVO 1,076,000 18,588 0.20%
KAYNE ANDERSN MLP MIDS INVT    (COM) KYN 1,069,000 76,776 0.20%
ISHARES TR    (IBOXX HI YD ETF) HYG 1,059,000 12,040 0.20%
BANK AMER CORP    (COM) BAC 1,054,000 29,926 0.20%
UNITED TECHNOLOGIES CORP    (COM) UTX 1,052,000 7,026 0.19%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 1,037,000 4,235 0.19%
MCDONALDS CORP    (COM) MCD 999,000 5,053 0.18%
CSX CORP    (COM) CSX 962,000 13,296 0.18%
RAYTHEON CO    (COM NEW) RTN 960,000 4,370 0.18%
WILLIAMS COS INC DEL    (COM) WMB 951,000 40,078 0.18%
REALTY INCOME CORP    (COM) O 941,000 12,776 0.17%
CHEVRON CORP NEW    (COM) CVX 934,000 7,748 0.17%
CISCO SYS INC    (COM) CSCO 931,000 19,418 0.17%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 913,000 5,014 0.17%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 912,000 5,348 0.17%
ESSEX PPTY TR INC    (COM) ESS 909,000 3,021 0.17%
INVESCO QQQ TR    (UNIT SER 1) 864,000 4,065 0.16%
SELECT SECTOR SPDR TR    (ENERGY) XLE 827,000 13,774 0.15%
VISA INC    (COM CL A) V 820,000 4,366 0.15%
VENTAS INC    (COM) VTR 804,000 13,923 0.15%
SELECT SECTOR SPDR TR    (COMMUNICATION) 771,000 14,378 0.14%
VANGUARD WORLD FDS    (INDUSTRIAL ETF) VIS 756,000 4,911 0.14%
WISDOMTREE TR    (EUROPE HEDGED EQ) HEDJ 748,000 10,601 0.14%
FIDELITY NATL INFORMATION SV    (COM) FIS 747,000 5,374 0.14%
HENRY SCHEIN INC    (COM) HSIC 726,000 10,882 0.13%
UNION PACIFIC CORP    (COM) UNP 721,000 3,989 0.13%
ISHARES TR    (RUS MD CP GR ETF) IWP 715,000 4,685 0.13%
GOLDMAN SACHS GROUP INC    (COM) GS 709,000 3,083 0.13%
ISHARES TR    (S&P SML 600 GWT) IJT 689,000 3,562 0.13%
FIRST BANCORP P R    (COM NEW) FBP 678,000 63,980 0.12%
ISHARES TR    (SH TR CRPORT ETF) CSJ 676,000 12,605 0.12%
OCEANFIRST FINL CORP    (COM) OCFC 659,000 25,791 0.12%
STEEL PARTNERS HLDGS L P    (LTD PRTRSHIP U) SPLP 656,000 54,170 0.12%
AON PLC    (SHS CL A) AON 641,000 3,078 0.12%
PFIZER INC    (COM) PFE 630,000 16,086 0.11%
COCA COLA CO    (COM) KO 605,000 10,933 0.11%
UNITED PARCEL SERVICE INC    (CL B) UPS 601,000 5,136 0.11%
ASSURED GUARANTY LTD    (COM) AGO 596,000 12,151 0.11%
SHELL MIDSTREAM PARTNERS L P    (UNIT LTD INT) SHLX 582,000 28,793 0.11%
ISHARES TR    (RUS MDCP VAL ETF) IWS 575,000 6,067 0.10%
DBX ETF TR    (XTRCK EURZON EQT) 561,000 23,954 0.10%
WHITE MTNS INS GROUP LTD    (COM) WTM 558,000 500 0.10%
AIR PRODS & CHEMS INC    (COM) APD 557,000 2,370 0.10%
BANK NEW YORK MELLON CORP    (COM) BK 540,000 10,721 0.10%
HSBC HLDGS PLC    (ADR A 1/40PF A) HBC/PA 538,000 20,000 0.10%
AMARIN CORP PLC    (SPONS ADR NEW) AMRN 535,000 24,972 0.10%
MERCK & CO INC    (COM) MRK 527,000 5,799 0.10%
ISHARES TR    (SP SMCP600VL ETF) IJS 514,000 3,196 0.09%
BOEING CO    (COM) BA 509,000 1,564 0.09%
VANGUARD WORLD FDS    (CONSUM DIS ETF) VCR 508,000 2,682 0.09%
WELLS FARGO CO NEW    (COM) WFC 504,000 9,373 0.09%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 503,000 2,370 0.09%
MASTERCARD INC    (CL A) MA 494,000 1,653 0.09%
STARWOOD PPTY TR INC    (COM) STWD 485,000 19,519 0.09%
LILLY ELI & CO    (COM) LLY 479,000 3,647 0.09%
MBIA INC    (COM) MBI 461,000 49,551 0.08%
3M CO    (COM) MMM 460,000 2,606 0.08%
ISHARES TR    (US AER DEF ETF) ITA 456,000 2,052 0.08%
BROADCOM INC    (COM) 446,000 1,410 0.08%
L3HARRIS TECHNOLOGIES INC    (COM) 444,000 2,245 0.08%
INVESCO ACTIVELY MANAGD ETF    (ULTRA SHRT DUR) 438,000 8,695 0.08%
WILEY JOHN & SONS INC    (CL A) JW-A 427,000 8,800 0.08%
ROYAL DUTCH SHELL PLC    (SPON ADR B) RDS-B 426,000 7,103 0.08%
SIRIUS XM HLDGS INC    (COM) SIRI 425,000 59,500 0.08%
KIMBERLY CLARK CORP    (COM) KMB 424,000 3,082 0.08%
EMERSON ELEC CO    (COM) EMR 423,000 5,550 0.08%
ADOBE INC    (COM) ADBE 423,000 1,284 0.08%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 421,000 5,201 0.07%
SPDR INDEX SHS FDS    (SOLACTIVE JAPAN) QJPN 419,000 5,355 0.07%
PNC FINL SVCS GROUP INC    (COM) PNC 419,000 2,623 0.07%
SYSCO CORP    (COM) SYY 417,000 4,877 0.07%
SERVICENOW INC    (COM) NOW 417,000 1,478 0.07%
ESQUIRE FINL HLDGS INC    (COM) 417,000 16,000 0.07%
DOMINION ENERGY INC    (COM) D 414,000 5,002 0.07%
NEXTERA ENERGY INC    (COM) NEE 402,000 1,658 0.07%
ISHARES TR    (INTRM TR CRP ETF) CIU 397,000 6,846 0.07%
ISHARES TR    (IBOXX INV CP ETF) LQD 395,000 3,089 0.07%
UNITEDHEALTH GROUP INC    (COM) UNH 393,000 1,336 0.07%
BRISTOL MYERS SQUIBB CO    (COM) BMY 391,000 6,088 0.07%
ALLEGHANY CORP DEL    (COM) Y 389,000 487 0.07%
MOTOROLA SOLUTIONS INC    (COM NEW) MSI 384,000 2,380 0.07%
DATADOG INC    (CL A COM) 378,000 10,000 0.07%
ANALOG DEVICES INC    (COM) ADI 378,000 3,177 0.07%
PAYCHEX INC    (COM) PAYX 374,000 4,399 0.07%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 369,000 3,977 0.07%
KKR REAL ESTATE FIN TR INC    (COM) 368,000 18,000 0.06%
COLGATE PALMOLIVE CO    (COM) CL 360,000 5,231 0.06%
DELTA AIR LINES INC DEL    (COM NEW) DAL 353,000 6,030 0.06%
CUMMINS INC    (COM) CMI 349,000 1,951 0.06%
ISHARES TR    (MSCI AC ASIA ETF) 348,000 4,736 0.06%
BOSTON PROPERTIES INC    (COM) BXP 345,000 2,506 0.06%
MONDELEZ INTL INC    (CL A) MDLZ 344,000 6,240 0.06%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 340,000 1 0.06%
BERKLEY W R CORP    (COM) WRB 337,000 4,875 0.06%
CATERPILLAR INC DEL    (COM) CAT 336,000 2,273 0.06%
ARES CAP CORP    (COM) ARCC 331,000 17,761 0.06%
ARAMARK    (COM) ARMK 329,000 7,577 0.06%
TRANSUNION    (COM) 326,000 3,809 0.06%
MID AMER APT CMNTYS INC    (COM) MAA 326,000 2,471 0.06%
CITIGROUP INC    (COM NEW) C 322,000 4,026 0.06%
AMERICAN EXPRESS CO    (COM) AXP 319,000 2,562 0.06%
T MOBILE US INC    (COM) TMUS 315,000 4,017 0.05%
MONGODB INC    (CL A) 315,000 2,395 0.05%
CINEDIGM CORP    (COM NEW) 314,000 448,134 0.05%
LIVE NATION ENTERTAINMENT IN    (COM) LYV 312,000 4,371 0.05%
IAC INTERACTIVECORP    (COM) IACI 305,000 1,225 0.05%
ENABLE MIDSTREAM PARTNERS LP    (COM UNIT RP IN) ENBL 301,000 30,000 0.05%
PHILIP MORRIS INTL INC    (COM) PM 301,000 3,543 0.05%
INVESCO EXCHNG TRADED FD TR    (SOLAR ETF) 298,000 9,667 0.05%
TELEFLEX INC    (COM) TFX 297,000 789 0.05%
MEDTRONIC PLC    (SHS) MDT 295,000 2,602 0.05%
AMGEN INC    (COM) AMGN 288,000 1,193 0.05%
INGERSOLL-RAND PLC    (SHS) IR 287,000 2,156 0.05%
1 2 3 4 5 6 Next >Full Portfolio View
Total Value As 2019-12-31: 526,561,000 SEC FILING
* Portfolios do not reflect changes after reporting
LATEST NEWS OR LINKS >Contribute a new link
Investing Just Like
Kore Private Wealth LLC

Matching performance of Kore Private Wealth LLC by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*