Kw Wealth Management LLC New Holdings in Q3 2025

Kw Wealth Management LLC

  • $58.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
17K
New
$202.38 - $256.87 $3.44M - $4.37M
17K $4.33B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
84K
New
$50.82 - $51.09 $4.27M - $4.29M
84K $4.29B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
8.88K
New
$435.72 - $463.74 $3.87M - $4.12M
8.88K $4.12B
MSFT
Microsoft Corp

Technology
7.45K
New
$491.09 - $535.64 $3.66M - $3.99M
7.45K $3.86B
BND
Vanguard Bd Index Fd Inc Total

ETFs
30.4K
New
$72.57 - $74.72 $2.2M - $2.27M
30.4K $2.26B
COST
Costco Wholesale Corp

Consumer Defensive
2.05K
New
$915.95 - $994.57 $1.87M - $2.03M
2.05K $1.89B
GOOG
Alphabet Inc.

Communication Services
7.69K
New
$175.16 - $255.24 $1.35M - $1.96M
7.69K $1.87B
AMZN
Amazon Com Inc

Consumer Cyclical
7.4K
New
$211.65 - $238.24 $1.57M - $1.76M
7.4K $1.63B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.16K
New
$617.65 - $666.84 $1.33M - $1.44M
2.16K $1.44B
NVDA
Nvidia Corp

Technology
7.31K
New
$153.3 - $186.58 $1.12M - $1.36M
7.31K $1.36B
V
Visa Inc.

Financial Services
3.58K
New
$332.09 - $358.86 $1.19M - $1.29M
3.58K $1.22B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
24K
New
N/A
24K $1.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.28K
New
$459.11 - $506.91 $1.05M - $1.16M
2.28K $1.15B
VUG
Vanguard Growth ETF

ETFs
2.26K
New
$433.97 - $484.08 $981K - $1.09M
2.26K $1.08B
VV
Vanguard Large Cap ETF

ETFs
3.28K
New
$285.05 - $309.14 $936K - $1.02M
3.28K $1.01B
VTI
Vanguard Total Stock Market Et

ETFs
2.99K
New
$303.93 - $329.86 $908K - $986K
2.99K $981M
ABBV
Abb Vie Inc.

Healthcare
4.16K
New
$184.85 - $231.54 $769K - $963K
4.16K $963M
UNH
Unitedhealth Group Inc

Healthcare
2.68K
New
$237.77 - $353.61 $637K - $947K
2.68K $924M
XLU
Utilities Sector Spdr

ETFs
9.84K
New
$81.14 - $87.32 $799K - $860K
9.84K $859M
WMT
Walmart Inc.

Consumer Defensive
8.13K
New
$94.4 - $104.27 $767K - $848K
8.13K $838M
JPM
Jpmorgan Chase & CO

Financial Services
2.55K
New
$282.78 - $316.06 $720K - $804K
2.55K $803M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.33K
New
$546.99 - $602.2 $725K - $799K
1.33K $796M
PG
Procter & Gamble CO

Consumer Defensive
4.8K
New
$150.47 - $161.22 $723K - $774K
4.8K $738M
RIO
Rio Tinto PLC

Basic Materials
10.3K
New
$57.66 - $66.01 $594K - $680K
10.3K $680M
JNJ
Johnson & Johnson

Healthcare
3.62K
New
$155.17 - $185.42 $562K - $672K
3.62K $672M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.1K
New
$108.46 - $120.63 $553K - $615K
5.1K $606M
SHEL
Shell PLC

Energy
8.24K
New
$69.82 - $73.93 $575K - $609K
8.24K $589M
CVX
Chevron Corp

Energy
3.6K
New
$145.57 - $161.83 $525K - $583K
3.6K $560M
SCHX
Schwab Strategic Tr Us Large C

ETFs
20.7K
New
$24.46 - $26.5 $506K - $548K
20.7K $545M
META
Meta Platforms, Inc.

Communication Services
697
New
$695.21 - $791.73 $485K - $552K
697 $512M
NRG
Nrg Energy, Inc.

Utilities
3.12K
New
$144.77 - $173.91 $451K - $542K
3.12K $504M
BAC
Bank Of America Corp

Financial Services
9.55K
New
$44.92 - $52.42 $429K - $500K
9.55K $492M
MRVL
Marvell Technology, Inc.

Technology
5.6K
New
$62.31 - $84.07 $349K - $470K
5.6K $470M
VZ
Verizon Communications Inc

Communication Services
10.6K
New
$40.84 - $45.06 $432K - $476K
10.6K $465M
IAU
Ishares Gold Trust

ETFs
6.28K
New
$61.62 - $72.77 $387K - $457K
6.28K $457M
AMGN
Amgen Inc

Healthcare
1.55K
New
$271.18 - $309.22 $420K - $479K
1.55K $437M
KO
Coca Cola CO

Consumer Defensive
6.58K
New
$65.67 - $71.67 $432K - $471K
6.58K $436M
ABT
Abbott Laboratories

Healthcare
3.22K
New
$120.51 - $136.62 $388K - $440K
3.22K $431M
LMT
Lockheed Martin Corp

Industrials
788
New
$410.74 - $499.21 $324K - $393K
788 $394M
VIG
Vanguard Dividend Appreciation

ETFs
1.69K
New
N/A
1.69K $364M
XLE
Energy Sector Spdr

ETFs
3.91K
New
$84.25 - $91.99 $329K - $360K
3.91K $349M
GOOGL
Alphabet Inc.

Communication Services
1.41K
New
$174.36 - $254.72 $245K - $358K
1.41K $342M
VGT
Vanguard Information Technolog

ETFs
453
New
$656.44 - $753.15 $297K - $341K
453 $338M
IWM
Ishares Russell 2000 ETF

ETFs
1.37K
New
$214.92 - $244.84 $294K - $335K
1.37K $332M
XYLD
Global X Fds S&P 500 Covered C

ETFs
7.99K
New
$38.52 - $39.39 $308K - $315K
7.99K $314M
PANW
Palo Alto Networks Inc

Technology
1.53K
New
$167.06 - $208.19 $256K - $319K
1.53K $312M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.24K
New
$72.01 - $74.44 $305K - $315K
4.24K $311M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
17.3K
New
$16.46 - $17.1 $285K - $296K
17.3K $295M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.47K
New
$49.78 - $50.75 $272K - $278K
5.47K $277M
Activity Summary
Buys All Purchases 78 New Holdings 78 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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