Kiker Wealth Management, LLC Portfolio Holdings by Sector
Kiker Wealth Management, LLC
- $123 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWM OUNZ NLR IGSB CIBR TLT QQQM DAPP 107 stocks |
$73.4 Million
63.01% of portfolio
|
107
|
- |
107
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CEF IVZ PHYS PSLV 4 stocks |
$3.88 Million
3.32% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
ILF EEM 2 stocks |
$3.34 Million
2.86% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR MSFT PAGS 3 stocks |
$2.27 Million
1.94% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
GM TSLA 2 stocks |
$2 Million
1.72% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM ASX 2 stocks |
$1.9 Million
1.63% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER MSTR 2 stocks |
$1.84 Million
1.57% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
CNO 1 stocks |
$1.82 Million
1.56% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$1.75 Million
1.5% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL 1 stocks |
$1.75 Million
1.5% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO WEC 2 stocks |
$1.55 Million
1.33% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
EPC PG 2 stocks |
$1.44 Million
1.24% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM 2 stocks |
$1.43 Million
1.23% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
HAE 1 stocks |
$1.23 Million
1.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FIX 1 stocks |
$1.18 Million
1.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
BURL 1 stocks |
$1.05 Million
0.9% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$876,916
0.75% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
GFF 1 stocks |
$868,083
0.74% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS CAG 2 stocks |
$841,614
0.72% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB RF 2 stocks |
$822,247
0.71% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
DVA 1 stocks |
$817,739
0.7% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV BMY 2 stocks |
$799,334
0.69% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
HES 1 stocks |
$788,903
0.68% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
RLJ 1 stocks |
$760,902
0.65% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
MAA UDR 2 stocks |
$698,384
0.6% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$657,520
0.56% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$651,363
0.56% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$624,005
0.54% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
IPG 1 stocks |
$613,363
0.53% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
DRI 1 stocks |
$585,921
0.5% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$544,307
0.47% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$535,499
0.46% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT 1 stocks |
$529,684
0.45% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET EPD 2 stocks |
$526,925
0.45% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
BBY 1 stocks |
$405,267
0.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$356,190
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI RWR 2 stocks |
$310,032
0.27% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$292,161
0.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$259,037
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$238,536
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$210,412
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
EQX TRX 2 stocks |
$61,503
0.05% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
NINE 1 stocks |
$11,928
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|