Kondo Wealth Advisors, Inc. Reduced Holdings in Q1 2025

Kondo Wealth Advisors, Inc.

  • $203 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Morgan Stanley ETF Trust
-6.72K
- 21.4%
N/A
24.7K $1.7B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2K
- 1.75%
$59.61 - $66.71 $119K - $133K
113K $6.81B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-17.3K
- 11.49%
$24.6 - $24.99 $426K - $432K
133K $3.33B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-144
- 0.21%
$58.81 - $68.2 $8.47K - $9.82K
67.3K $4.02B
NVDA
Nvidia Corp

Technology
-249
- 2.5%
$106.98 - $149.43 $26.6K - $37.2K
9.72K $1.05B
UPS
United Parcel Service Inc

Industrials
-530
- 5.33%
$109.66 - $136.26 $58.1K - $72.2K
9.41K $1.03B
CATY
Cathay General Bancorp

Financial Services
-567
- 1.07%
$42.27 - $48.78 $24K - $27.7K
52.5K $2.26B
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.36K
- 5.47%
$50.44 - $58.1 $68.7K - $79.1K
23.5K $1.21B
Morgan Stanley ETF Trust
-3.55K
- 16.37%
N/A
18.1K $1.05B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.41K
- 14.82%
$78.0 - $84.37 $110K - $119K
8.09K $646M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-3.88K
- 19.38%
$25.69 - $26.89 $99.7K - $104K
16.1K $434M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-694
- 2.75%
$31.63 - $35.22 $22K - $24.4K
24.5K $784M
CAT
Caterpillar Inc

Industrials
-154
- 17.28%
$326.75 - $407.63 $50.3K - $62.8K
737 $243M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-80
- 9.23%
$468.34 - $539.52 $37.5K - $43.2K
787 $369M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-813
- 4.16%
$76.94 - $78.28 $62.6K - $63.6K
18.7K $1.47B
CVNA
Carvana Co.

Consumer Cyclical
-277
- 8.02%
$166.52 - $285.33 $46.1K - $79K
3.18K $664M
IVV
Ishares Core S&P 500 ETF

ETFs
-3
- 0.25%
$554.06 - $615.85 $1.66K - $1.85K
1.21K $680M
SPY
Spdr S&P 500 ETF Trust

ETFs
-21
- 2.73%
$551.42 - $612.93 $11.6K - $12.9K
748 $419M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-1.17K
- 8.6%
$34.14 - $37.91 $39.9K - $44.3K
12.4K $443M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.24K
- 0.83%
$39.96 - $43.3 $49.6K - $53.7K
148K $6.1B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-579
- 2.18%
$76.77 - $82.22 $44.4K - $47.6K
26K $2.06B
IEMG
Ishares Inc

ETFs
-147
- 1.09%
N/A
13.4K $722M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-371
- 8.54%
$208.48 - $244.03 $77.3K - $90.5K
3.97K $970M
DFIV
Dimensional ETF Tr

ETFs
-2.09K
- 1.14%
$35.33 - $40.77 $73.8K - $85.2K
181K $7.12B
Activity Summary
Buys All Purchases 32 New Holdings 2 Increased Positions 30 Sells All Sells 26 Reductions 25 Sold out 1 Options Calls 0 Puts 0
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