Ckw Financial Group has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $813 Million distributed in 251 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $397M, Ishares Tr with a value of $150M, Ishares Core S&P Mid Cap ETF with a value of $50.8M, Mcdonalds Corp with a value of $39.3M, and Ishares Inc with a value of $35.9M.
Examining the 13F form we can see an decrease of $13.8M in the current position value, from $827M to 813M.
Also it can be appreciated an additional of 30 stocks purchases and 2 closed positions.
Below you can find more details about Ckw Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$813 Million
ETFs: $715 Million
Consumer Cyclical: $47.2 Million
Technology: $19.9 Million
Financial Services: $8.01 Million
Industrials: $6.39 Million
Communication Services: $4.97 Million
Healthcare: $4.29 Million
Consumer Defensive: $3.36 Million
Other: $2.24 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
