Kwb Wealth Portfolio Holdings

Kwb Wealth

  • $785 Million
  • Q1 2025

Kwb Wealth has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $785 Million distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $91.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $89.2M, Spdr Portfolio S&P 500 Value E with a value of $77M, Spdr Portfolio Aggregate Bond with a value of $62.5M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $40.3M.

Examining the 13F form we can see an decrease of $3.98M in the current position value, from $789M to 785M.

Kwb Wealth is based out at Redlands, CA

Below you can find more details about Kwb Wealth portfolio as well as his latest detailed transactions.

Portfolio value $785 Million
ETFs: $739 Million
Financial Services: $17.5 Million
Technology: $10.9 Million
Consumer Defensive: $9.02 Million
Consumer Cyclical: $2.49 Million
Industrials: $1.74 Million
Healthcare: $1.3 Million
Utilities: $1.04 Million
Other: $883,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$91.7 Million 11.69% of portfolio
1,144,816
Q1 2025 Reduced 5.56%
$0
$89.2 Million 11.37% of portfolio
1,364,601
Q1 2025 Added 2.63%
$0
$77 Million 9.81% of portfolio
1,519,859
Q1 2025 Reduced 3.91%
$0
$62.5 Million 7.96% of portfolio
2,451,771
Q1 2025 Reduced 2.16%
$0
$40.3 Million 5.13% of portfolio
1,096,005
Q1 2025 Reduced 5.01%
$0
$36.5 Million 4.65% of portfolio
779,345
Q1 2025 Reduced 0.49%
$0
$19.1 Million 2.44% of portfolio
291,139
Q1 2025 Added 15.07%
$0
$18.2 Million 2.32% of portfolio
462,278
Q1 2025 Reduced 1.53%
$0
$18.1 Million 2.31% of portfolio
592,723
Q1 2025 Added 17.64%
$0
$17.9 Million 2.28% of portfolio
368,667
Q1 2025 Added 11.76%
$0
$17.2 Million 2.2% of portfolio
569,126
Q1 2025 Added 37.5%
$0
$17 Million 2.17% of portfolio
218,103
Q1 2025 Reduced 6.35%
$0
$15.7 Million 2.0% of portfolio
191,333
Q1 2025 Reduced 7.15%
$0
$13.8 Million 1.76% of portfolio
180,099
Q1 2025 Reduced 5.24%
$0
$12.6 Million 1.6% of portfolio
158,571
Q1 2025 Reduced 4.91%
$0
$12 Million 1.53% of portfolio
160,962
Q1 2025 Added 2.46%
$0
$10.5 Million 1.34% of portfolio
260,912
Q1 2025 Added 123.48%
$0
$9.79 Million 1.25% of portfolio
19,143
Q1 2025 Reduced 2.06%
$0
$9.45 Million 1.2% of portfolio
232,744
Q1 2025 Reduced 7.57%
$26.1B
$9.3 Million 1.19% of portfolio
28,438
Q1 2025 Added 0.51%
$0
$8.37 Million 1.07% of portfolio
14,997
Q1 2025 Reduced 0.12%
$0
$8.08 Million 1.03% of portfolio
272,694
Q1 2025 Added 17.89%
$0
$7.95 Million 1.01% of portfolio
150,560
Q1 2025 Added 3.33%
$0
$7.35 Million 0.94% of portfolio
384,133
Q1 2025 Reduced 6.84%
$0
$7.35 Million 0.94% of portfolio
144,079
Q1 2025 Reduced 8.14%
$0
$6.24 Million 0.8% of portfolio
44,375
Q1 2025 Added 7.57%
$0
$5.94 Million 0.76% of portfolio
269,723
Q1 2025 Reduced 53.32%
$0
$5.51 Million 0.7% of portfolio
59,714
Q1 2025 New
$0
$4.94 Million 0.63% of portfolio
149,661
Q1 2025 Added 264.48%
$2.8T
$4.59 Million 0.59% of portfolio
12,238
Q1 2025 Added 3.04%
$404B
$4.52 Million 0.58% of portfolio
26,527
Q1 2025 Added 2,116.12%
$0
$4.48 Million 0.57% of portfolio
126,424
Q1 2025 Added 386.81%
$0
$4.15 Million 0.53% of portfolio
91,954
Q1 2025 Added 22.28%
$0
$4.16 Million 0.53% of portfolio
61,582
Q1 2025 Reduced 26.47%
$3.57T
$3.87 Million 0.49% of portfolio
17,434
Q1 2025 Added 1.9%
$0
$3.45 Million 0.44% of portfolio
121,540
Q1 2025 Added 274.18%
$0
$3.18 Million 0.41% of portfolio
34,654
Q1 2025 Reduced 3.3%
$0
$3.13 Million 0.4% of portfolio
78,230
Q1 2025 Reduced 3.91%
$0
$2.82 Million 0.36% of portfolio
53,797
Q1 2025 Reduced 10.35%
$0
$2.8 Million 0.36% of portfolio
81,561
Q1 2025 Added 211.97%
$683B
$2.64 Million 0.34% of portfolio
5,024
Q1 2025 Added 0.66%
$0
$2.66 Million 0.34% of portfolio
98,436
Q1 2025 Added 19.37%
$201B
$2.7 Million 0.34% of portfolio
10,041
Q1 2025 Added 0.1%
$0
$2.49 Million 0.32% of portfolio
49,772
Q1 2025 Reduced 3.48%
$8.96B
$2.49 Million 0.32% of portfolio
40,822
Q1 2025 New
$0
$2.25 Million 0.29% of portfolio
110,864
Q1 2025 Reduced 12.12%
$0
$2.25 Million 0.29% of portfolio
13,124
Q1 2025 Reduced 3.36%
$0
$2.19 Million 0.28% of portfolio
95,522
Q1 2025 Reduced 29.38%
$0
$1.9 Million 0.24% of portfolio
56,415
Q1 2025 Reduced 10.42%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $785 Million
  • Prior Value $789 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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