Ckw Financial Group Portfolio Holdings
Ckw Financial Group
- $869 Million
- Q2 2025
Ckw Financial Group has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $869 Million distributed in 191 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 $414M, Ishares Tr with a value of $180M, Ishares Core S&P Mid Cap ETF with a value of $53.8M, Mcdonalds Corp with a value of $42M, and Ishares Inc with a value of $41.7M.
Examining the 13F form we can see an increase of $69.2M in the current position value, from $800M to 869M.
Below you can find more details about Ckw Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$869 Million
ETFs: $781 Million
Consumer Cyclical: $48.7 Million
Technology: $18.9 Million
Financial Services: $7.28 Million
Industrials: $4.7 Million
Communication Services: $3.8 Million
Consumer Defensive: $1.56 Million
Healthcare: $1.27 Million
Other: $1.21 Million