Kdk Private Wealth Management, LLC Reduced Holdings in Q1 2025

Kdk Private Wealth Management, LLC

  • $87.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-205
- 0.65%
$161.27 - $192.3 $33.1K - $39.4K
31.4K $5.06B
META
Meta Platforms, Inc.

Communication Services
-1K
- 50.0%
$576.36 - $736.67 $576K - $737K
1K $576M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2
- 0.02%
$360.07 - $417.26 $720 - $835
9.31K $3.36B
AAPL
Apple Inc.

Technology
-404
- 4.69%
$209.68 - $247.1 $84.7K - $99.8K
8.21K $1.82B
IVV
Ishares Core S&P 500 ETF

ETFs
-82
- 0.84%
$554.06 - $615.85 $45.4K - $50.5K
9.72K $5.46B
VGT
Vanguard Information Technolog

ETFs
-33
- 1.08%
$542.38 - $646.34 $17.9K - $21.3K
3.03K $1.64B
FDIS
Fidelity Covington Tr Msci Con

ETFs
-109
- 0.66%
$82.77 - $101.84 $9.02K - $11.1K
16.5K $1.39B
VCR
Vanguard Consumer Discretionar

ETFs
-68
- 3.91%
$318.51 - $391.75 $21.7K - $26.6K
1.67K $544M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-266
- 0.98%
$67.43 - $75.54 $17.9K - $20.1K
26.9K $1.84B
VOX
Vanguard Communication Service

ETFs
-154
- 2.3%
$147.73 - $169.24 $22.8K - $26.1K
6.55K $973M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-133
- 0.63%
$55.97 - $64.13 $7.44K - $8.53K
21.1K $1.19B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1
- 0.06%
$254.58 - $302.92 $255 - $303
1.79K $458M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-129
- 2.24%
$77.91 - $92.26 $10.1K - $11.9K
5.64K $448M
SHV
Ishares Tr

ETFs
-437
- 1.61%
$110.11 - $110.51 $48.1K - $48.3K
26.7K $2.94B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-118
- 3.48%
$75.47 - $84.24 $8.91K - $9.94K
3.28K $252M
VIS
Vanguard Industrial ETF

ETFs
-4
- 0.35%
$243.63 - $273.99 $975 - $1.1K
1.15K $285M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-132
- 1.74%
$47.6 - $51.91 $6.28K - $6.85K
7.47K $361M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-59
- 3.05%
$114.57 - $118.14 $6.76K - $6.97K
1.88K $219M
IEMG
Ishares Inc

ETFs
-226
- 3.74%
N/A
5.82K $313M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-1.25K
- 4.37%
$65.44 - $70.64 $81.5K - $87.9K
27.2K $1.86B
FSTA
Fidelity Covington Tr Msci Con

ETFs
-857
- 3.51%
$48.3 - $52.85 $41.4K - $45.3K
23.6K $1.21B
FREL
Fidelity Covington Tr Msci Rea

ETFs
-209
- 2.1%
$25.98 - $28.59 $5.43K - $5.98K
9.75K $268M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-311
- 1.15%
$66.3 - $74.17 $20.6K - $23.1K
26.7K $1.85B
VFH
Vanguard Financial ETF

ETFs
-81
- 0.86%
$114.07 - $127.34 $9.24K - $10.3K
9.37K $1.12B
VPU
Vanguard Utilities ETF

ETFs
-12
- 0.74%
$161.24 - $173.33 $1.93K - $2.08K
1.61K $274M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-14
- 0.23%
$48.13 - $51.78 $674 - $725
6.02K $307M
VHT
Vanguard Health Care ETF

ETFs
-41
- 1.1%
$254.06 - $273.83 $10.4K - $11.2K
3.69K $976M
CVX
Chevron Corp

Energy
-380
- 8.86%
$146.71 - $167.97 $55.7K - $63.8K
3.91K $654M
IEFA
Ishares Tr

ETFs
-115
- 1.24%
$69.57 - $78.65 $8K - $9.04K
9.14K $689M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-113
- 0.43%
$23.24 - $26.16 $2.63K - $2.96K
25.9K $663M
XOM
Exxon Mobil Corp

Energy
-148
- 2.4%
$105.44 - $118.93 $15.6K - $17.6K
6.02K $716M
Activity Summary
Buys All Purchases 5 New Holdings 1 Increased Positions 4 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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