Ckw Financial Group Portfolio Holdings
Ckw Financial Group
- $917 Million
- Q3 2025
Ckw Financial Group has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $917 Million distributed in 189 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 $423M, Ishares Tr with a value of $191M, Ishares Inc with a value of $82.1M, Ishares Core S&P Mid Cap ETF with a value of $59.4M, and Goldman Sachs Tr Eql Weight Us with a value of $41.2M.
Examining the 13F form we can see an increase of $47.9M in the current position value, from $869M to 917M.
Below you can find more details about Ckw Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$917 Million
ETFs: $830 Million
Consumer Cyclical: $46.3 Million
Technology: $21.8 Million
Financial Services: $7.27 Million
Industrials: $4.16 Million
Communication Services: $2.68 Million
Consumer Defensive: $1.5 Million
Healthcare: $1.44 Million
Other: $1.03 Million