Kdk Private Wealth Management, LLC Reduced Holdings in Q3 2025

Kdk Private Wealth Management, LLC

  • $98.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TCBX
Third Coast Bancshares, Inc.

Financial Services
-8.35K
- 57.19%
$33.06 - $41.0 $276K - $342K
6.25K $237M
Sable Offshore Corp
-858
- 3.66%
N/A
22.6K $395M
META
Meta Platforms, Inc.

Communication Services
-107
- 9.35%
$695.21 - $791.73 $74.4K - $84.7K
1.04K $762M
FSTA
Fidelity Covington Tr Msci Con

ETFs
-206
- 0.92%
$49.57 - $52.57 $10.2K - $10.8K
22.3K $1.11B
KMI
Kinder Morgan, Inc.

Energy
-964
- 11.35%
$26.23 - $28.5 $25.3K - $27.5K
7.53K $213M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.89%
$5364.25 - $5815.92 $5.36K - $5.82K
52 $281M
SHV
Ishares Tr

ETFs
-241
- 0.93%
$110.06 - $110.49 $26.5K - $26.6K
25.7K $2.84B
VIS
Vanguard Industrial ETF

ETFs
-103
- 9.41%
$281.0 - $296.29 $28.9K - $30.5K
992 $294M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-465
- 4.98%
$26.84 - $28.32 $12.5K - $13.2K
8.88K $247M
CVX
Chevron Corp

Energy
-345
- 8.47%
$145.57 - $161.83 $50.2K - $55.8K
3.73K $579M
VPU
Vanguard Utilities ETF

ETFs
-60
- 3.86%
$175.25 - $189.41 $10.5K - $11.4K
1.5K $283M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-667
- 2.56%
$72.91 - $77.23 $48.6K - $51.5K
25.4K $1.94B
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-172
- 2.37%
$49.48 - $53.78 $8.51K - $9.25K
7.09K $372M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-27
- 0.83%
$78.88 - $85.2 $2.13K - $2.3K
3.22K $268M
VDE
Vanguard Energy ETF

ETFs
-19
- 0.87%
$118.37 - $129.65 $2.25K - $2.46K
2.16K $272M
VHT
Vanguard Health Care ETF

ETFs
-87
- 2.61%
$239.12 - $259.95 $20.8K - $22.6K
3.25K $843M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-121
- 2.09%
$52.31 - $56.47 $6.33K - $6.83K
5.66K $319M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-648
- 2.57%
$23.27 - $25.46 $15.1K - $16.5K
24.6K $608M
XLC
Select Sector Spdr Tr Communic

ETFs
-136
- 4.05%
$105.99 - $119.41 $14.4K - $16.2K
3.22K $382M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-53
- 0.95%
$87.07 - $93.06 $4.61K - $4.93K
5.55K $508M
VFH
Vanguard Financial ETF

ETFs
-116
- 1.24%
$125.23 - $132.78 $14.5K - $15.4K
9.21K $1.21B
IEFA
Ishares Tr

ETFs
-85
- 0.95%
$81.7 - $87.53 $6.94K - $7.44K
8.85K $773M
IEMG
Ishares Inc

ETFs
-58
- 1.02%
N/A
5.62K $370M
XLY
Select Sector Spdr Consumer Di

ETFs
-172
- 4.51%
$216.09 - $242.18 $37.2K - $41.7K
3.64K $872M
VCR
Vanguard Consumer Discretionar

ETFs
-28
- 1.69%
$359.61 - $401.35 $10.1K - $11.2K
1.63K $645M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-30
- 1.7%
$284.45 - $324.95 $8.53K - $9.75K
1.73K $554M
IWN
Ishares Russell2000 Val ETF

ETFs
-32
- 0.96%
$157.1 - $178.94 $5.03K - $5.73K
3.3K $583M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-177
- 0.67%
$61.56 - $66.95 $10.9K - $11.9K
26.4K $1.76B
FCOM
Fidelity Covington Tr Msci Com

ETFs
-737
- 3.57%
$63.98 - $72.59 $47.2K - $53.5K
19.9K $1.41B
VOX
Vanguard Communication Service

ETFs
-93
- 1.45%
$169.0 - $192.17 $15.7K - $17.9K
6.33K $1.19B
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-208
- 0.78%
$77.92 - $81.94 $16.2K - $17K
26.4K $2.17B
HAL
Halliburton CO

Energy
-22
- 0.07%
$20.5 - $25.11 $451 - $552
30.9K $760M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-77
- 0.47%
$93.41 - $104.11 $7.19K - $8.02K
16.3K $1.67B
XLK
Technology Sector Spdr

ETFs
-55
- 0.88%
$250.97 - $282.66 $13.8K - $15.5K
6.2K $1.75B
VGT
Vanguard Information Technolog

ETFs
-31
- 1.03%
$656.44 - $753.15 $20.3K - $23.3K
2.97K $2.22B
AAPL
Apple Inc.

Technology
-754
- 8.53%
$202.38 - $256.87 $153K - $194K
8.09K $2.06B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-164
- 1.76%
$420.11 - $472.68 $68.9K - $77.5K
9.15K $4.28B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-985
- 3.24%
$195.29 - $223.85 $192K - $220K
29.4K $6.53B
Activity Summary
Buys All Purchases 10 New Holdings 3 Increased Positions 7 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Kdk Private Wealth Management, LLC Portfolio

Follow Kdk Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kdk Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kdk Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email