Ckw Financial Group Portfolio Holdings
Ckw Financial Group
- $800 Million
- Q1 2025
Ckw Financial Group has filed its 13F form on May 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $800 Million distributed in 197 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 $378M, Ishares Tr with a value of $165M, Ishares Core S&P Mid Cap ETF with a value of $49.9M, Mcdonalds Corp with a value of $44.4M, and Ishares Inc with a value of $37.8M.
Examining the 13F form we can see an decrease of $12.5M in the current position value, from $813M to 800M.
Below you can find more details about Ckw Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$800 Million
ETFs: $714 Million
Consumer Cyclical: $50.4 Million
Technology: $15.3 Million
Financial Services: $6.84 Million
Industrials: $5.15 Million
Communication Services: $3.51 Million
Consumer Defensive: $1.51 Million
Healthcare: $1.3 Million
Other: $1.54 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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