Kdk Private Wealth Management, LLC New Holdings in Q4 2024

Kdk Private Wealth Management, LLC

  • $96.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EPD
Enterprise Products Partners L.P.

Energy
712K
New
$28.66 - $34.43 $20.4M - $24.5M
712K $22.3B
IWV
Ishares Russell 3000 ETF

ETFs
42.3K
New
$323.08 - $349.08 $13.7M - $14.8M
42.3K $14.1B
CCI
Crown Castle International Corp

Real Estate
76.2K
New
$89.78 - $119.11 $6.84M - $9.08M
76.2K $6.92B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
31.6K
New
$170.03 - $192.78 $5.38M - $6.1M
31.6K $5.85B
IVV
Ishares Core S&P 500 ETF

ETFs
9.8K
New
$570.51 - $610.59 $5.59M - $5.98M
9.8K $5.77B
IWF
Ishares Russell 1000 Gr ETF

ETFs
9.31K
New
$370.24 - $418.94 $3.45M - $3.9M
9.31K $3.74B
SHV
Ishares Tr

ETFs
27.1K
New
$109.92 - $110.57 $2.98M - $3M
27.1K $2.99B
AAPL
Apple Inc.

Technology
8.61K
New
$221.69 - $259.02 $1.91M - $2.23M
8.61K $2.16B
FIDU
Fidelity Covington Tr Msci Ind

ETFs
27.2K
New
$70.31 - $77.39 $1.91M - $2.1M
27.2K $1.91B
VGT
Vanguard Information Technolog

ETFs
3.06K
New
$571.78 - $647.97 $1.75M - $1.98M
3.06K $1.9B
FNCL
Fidelity Covington Tr Msci Fin

ETFs
27K
New
$63.19 - $73.31 $1.71M - $1.98M
27K $1.86B
FDIS
Fidelity Covington Tr Msci Con

ETFs
16.6K
New
$85.33 - $104.24 $1.42M - $1.73M
16.6K $1.62B
XLK
Technology Sector Spdr

ETFs
6.25K
New
$220.26 - $241.44 $1.38M - $1.51M
6.25K $1.45B
FCOM
Fidelity Covington Tr Msci Com

ETFs
21.2K
New
$54.65 - $61.96 $1.16M - $1.32M
21.2K $1.25B
FSTA
Fidelity Covington Tr Msci Con

ETFs
24.4K
New
$49.28 - $52.29 $1.2M - $1.28M
24.4K $1.21B
META
Meta Platforms, Inc.

Communication Services
2K
New
$554.08 - $632.68 $1.11M - $1.27M
2K $1.17B
VFH
Vanguard Financial ETF

ETFs
9.45K
New
$108.87 - $126.2 $1.03M - $1.19M
9.45K $1.12B
IBTX
Independent Bank Group, Inc.

Financial Services
17.2K
New
$55.72 - $67.74 $957K - $1.16M
17.2K $1.04B
VOX
Vanguard Communication Service

ETFs
6.71K
New
$144.31 - $163.57 $968K - $1.1M
6.71K $1.04B
VHT
Vanguard Health Care ETF

ETFs
3.73K
New
$250.81 - $283.3 $936K - $1.06M
3.73K $946M
XLY
Select Sector Spdr Consumer Di

ETFs
3.94K
New
$194.8 - $239.43 $767K - $943K
3.94K $884M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
21.5K
New
$40.38 - $44.35 $868K - $953K
21.5K $879M
HAL
Halliburton CO

Energy
30.9K
New
$25.77 - $31.99 $796K - $988K
30.9K $840M
NMRK
Newmark Group, Inc.

Real Estate
60K
New
$12.79 - $15.98 $767K - $959K
60K $769M
XOM
Exxon Mobil Corp

Energy
6.17K
New
$105.51 - $125.37 $650K - $773K
6.17K $663M
VCR
Vanguard Consumer Discretionar

ETFs
1.74K
New
$328.51 - $401.37 $571K - $698K
1.74K $653M
IEFA
Ishares Tr

ETFs
9.26K
New
$70.06 - $77.43 $649K - $717K
9.26K $651M
CVX
Chevron Corp

Energy
4.29K
New
$141.15 - $162.53 $605K - $697K
4.29K $621M
FENY
Fidelity Covington Tr Msci Ene

ETFs
26K
New
$23.14 - $26.91 $603K - $701K
26K $621M
IWN
Ishares Russell2000 Val ETF

ETFs
3.53K
New
$162.69 - $181.35 $574K - $639K
3.53K $579M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.8K
New
$278.19 - $315.36 $499K - $566K
1.8K $517M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
5.77K
New
$86.65 - $94.9 $500K - $547K
5.77K $501M
Sable Offshore Corp
17.2K
New
N/A
17.2K $394M
KRP
Kimbell Royalty Partners, LP

Energy
24K
New
$15.38 - $16.83 $370K - $405K
24K $390M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
7.6K
New
$47.92 - $55.17 $364K - $419K
7.6K $366M
XLC
Select Sector Spdr Tr Communic

ETFs
3.42K
New
$89.66 - $102.16 $306K - $349K
3.42K $331M
VBR
Vanguard Small Cap Value ETF

ETFs
1.64K
New
$197.36 - $217.3 $323K - $356K
1.64K $325M
IEMG
Ishares Inc

ETFs
6.04K
New
N/A
6.04K $316M
VIS
Vanguard Industrial ETF

ETFs
1.16K
New
$254.39 - $279.7 $294K - $324K
1.16K $294M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
6.04K
New
$48.17 - $53.38 $291K - $322K
6.04K $294M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.39K
New
$78.43 - $87.17 $266K - $296K
3.39K $272M
FREL
Fidelity Covington Tr Msci Rea

ETFs
9.96K
New
$26.61 - $29.85 $265K - $297K
9.96K $269M
VDE
Vanguard Energy ETF

ETFs
2.2K
New
$116.67 - $136.78 $256K - $300K
2.2K $266M
VPU
Vanguard Utilities ETF

ETFs
1.62K
New
$160.52 - $179.11 $260K - $290K
1.62K $264M
BKNG
Booking Holdings Inc.

Consumer Cyclical
52
New
$4100.99 - $5300.34 $213K - $276K
52 $258M
IWB
Ishares Tr Russell 1000 ETF

ETFs
753
New
$311.11 - $335.64 $234K - $253K
753 $243M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
3.5K
New
$65.31 - $74.15 $229K - $260K
3.5K $236M
KMI
Kinder Morgan, Inc.

Energy
8.38K
New
$22.59 - $28.54 $189K - $239K
8.38K $229M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.94K
New
$115.08 - $119.55 $223K - $231K
1.94K $223M
Activity Summary
Buys All Purchases 55 New Holdings 55 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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