Kb Financial Partners, LLC Portfolio Holdings

Kb Financial Partners, LLC

  • $350 Million
  • Q3 2023

Kb Financial Partners, LLC has filed its 13F form on November 15, 2023 for Q3 2023 where it was disclosed a total value porftolio of $350 Million distributed in 581 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $60.5M, Ishares Core S&P 500 ETF with a value of $32.9M, Ishares Tr with a value of $32.7M, Wisdomtree Tr Us Quality Divid with a value of $29.4M, and Goldman Sachs ETF Tr Activebet with a value of $24.7M.

Examining the 13F form we can see an decrease of $14.3M in the current position value, from $364M to 350M.

Kb Financial Partners, LLC is based out at Princeton, NJ

Below you can find more details about Kb Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $350 Million
ETFs: $239 Million
Financial Services: $22.4 Million
Industrials: $21.9 Million
Technology: $17.6 Million
Consumer Cyclical: $17.3 Million
Healthcare: $7.45 Million
Energy: $6.96 Million
Communication Services: $6.51 Million
Other: $5.73 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$77.7M
$426,000 0.12% of portfolio
94,954
Q3 2023 Added 0.11%
$204M
$280,000 0.08% of portfolio
17,747
Q3 2023 Added 0.74%
$253M
$230,000 0.07% of portfolio
19,078
Q3 2023 Added 1.71%
$260M
$187,000 0.05% of portfolio
15,654
Q3 2023 Added 1.93%
$69.4M
$12,000 0.0% of portfolio
57,243
Q2 2023 Reduced 0.13%

Summary

  • Portfolio
  • No. of Stocks 581
  • Current Value $350 Million
  • Prior Value $364 Million
  • Filing
  • Period Q3 2023
  • Filing Date November 15, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 18 stocks
  • Additional Purchases 162 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 159 stocks
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