Kdk Private Wealth Management, LLC Portfolio Holdings

Kdk Private Wealth Management, LLC

  • $87.8 Billion
  • Q1 2025

Kdk Private Wealth Management, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $87.8 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Enterprise Products Partners L.P. with a value of $24.8B, Ishares Russell 3000 ETF with a value of $14.2B, Ishares Core S&P 500 ETF with a value of $5.46B, Fidelity Covington Tr Msci Inf with a value of $5.06B, and Ishares Russell 1000 Gr ETF with a value of $3.36B.

Examining the 13F form we can see an decrease of $8.56B in the current position value, from $96.3B to 87.8B.

Kdk Private Wealth Management, LLC is based out at Houston, TX

Below you can find more details about Kdk Private Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $87.8 Billion
ETFs: $55.4 Billion
Energy: $27.5 Billion
Technology: $1.82 Billion
Financial Services: $957 Million
Real Estate: $730 Million
Communication Services: $576 Million
Consumer Cyclical: $240 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$830M
$337 Million 0.38% of portfolio
24,041
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $87.8 Billion
  • Prior Value $96.3 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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