Kwb Wealth Purchases in Q2 2025

Kwb Wealth

  • $847 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
137K
New
$152.42 - $182.82 $20.8M - $25M
137K $25M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
375K
+ 101.77%
$43.53 - $54.46 $16.3M - $20.4M
744K $40.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
196K
+ 77.0%
$45.12 - $46.23 $8.85M - $9.07M
451K $20.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
119K
+ 25.84%
$34.72 - $42.74 $4.15M - $5.11M
582K $24.9M
HEFA
Ishares Currency Hedged Msci E

ETFs
122K
New
$32.11 - $38.21 $3.93M - $4.68M
122K $4.65M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
209K
New
$18.21 - $18.97 $3.81M - $3.97M
209K $3.97M
RECS
Columbia ETF Tr I

ETFs
86.6K
+ 57.88%
$29.4 - $36.79 $2.55M - $3.19M
236K $8.69M
FDVV
Fidelity High Dividend ETF

ETFs
70K
New
$43.6 - $52.02 $3.05M - $3.64M
70K $3.64M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
87.2K
+ 33.42%
$39.34 - $40.41 $3.43M - $3.52M
348K $14M
CGDV
Capital Group Divid Value ETF

ETFs
73.6K
+ 58.24%
$31.93 - $39.49 $2.35M - $2.91M
200K $7.9M
LVHI
Franklin International Low Vol

ETFs
86.7K
New
$28.91 - $33.28 $2.51M - $2.88M
86.7K $2.82M
SPTL
Spdr Portfolio Long Term Treas

ETFs
106K
+ 107.73%
$25.48 - $27.78 $2.7M - $2.95M
204K $5.44M
GLDM
World Gold Trust

ETFs
36.8K
+ 90.14%
$58.96 - $67.97 $2.17M - $2.5M
77.6K $5.09M
FLSP
Franklin Templeton ETF Tr Lib

ETFs
106K
New
$23.0 - $24.7 $2.43M - $2.61M
106K $2.55M
CGGO
Capital Group Global Growth Eq

ETFs
54.5K
+ 44.82%
$25.31 - $32.17 $1.38M - $1.75M
176K $5.63M
CTA
Simplify Exch Traded Fds Simpl

ETFs
75.5K
New
$26.61 - $29.9 $2.01M - $2.26M
75.5K $2.02M
CGGR
Capital Group Growth ETF Shs C

ETFs
36.5K
+ 44.72%
$30.53 - $40.65 $1.11M - $1.48M
118K $4.8M
LPLA
Lpl Financial Holdings Inc.

Financial Services
3
+ 0.01%
$283.31 - $388.96 $850 - $1.17K
28.4K $10.7M
RLY
Ssga Active ETF Tr

ETFs
45.7K
New
$25.82 - $29.59 $1.18M - $1.35M
45.7K $1.33M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
911
+ 1.53%
$82.32 - $112.47 $75K - $102K
60.6K $6.82M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
23
+ 0.12%
$456.74 - $568.03 $10.5K - $13.1K
19.2K $10.9M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
21.9K
New
$30.25 - $38.85 $662K - $850K
21.9K $847K
JPEM
Jp Morgan Diversified Return

ETFs
2.28K
+ 1.51%
$48.41 - $56.7 $110K - $129K
153K $8.62M
ACN
Accenture PLC

Technology
1.75K
New
$279.23 - $323.21 $489K - $567K
1.75K $523K
AVUS
American Centy ETF Tr Avantis

ETFs
1.38K
+ 3.98%
$81.38 - $100.82 $112K - $139K
36K $3.63M
NVDA
Nvidia Corp

Technology
80
+ 0.94%
$94.31 - $157.99 $7.54K - $12.6K
8.59K $1.36M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.76K
New
$171.4 - $227.1 $302K - $400K
1.76K $400K
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
9.68K
New
$27.1 - $33.57 $262K - $325K
9.68K $321K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
735
+ 5.28%
$83.67 - $109.12 $61.5K - $80.2K
14.7K $1.6M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.41K
New
$49.79 - $50.75 $270K - $275K
5.41K $274K
FIW
First Trust Water ETF

ETFs
2.53K
New
$90.26 - $108.05 $228K - $273K
2.53K $272K
EMB
Ishares Tr

ETFs
2.57K
New
$86.54 - $92.62 $223K - $238K
2.57K $238K
PHYL
Pgim ETF Tr

ETFs
6.7K
New
$33.41 - $35.49 $224K - $238K
6.7K $237K
EMHC
Spdr Bloomberg Emerging Market
8.97K
New
$23.06 - $24.61 $207K - $221K
8.97K $220K
VXF
Vanguard Extended Market ETF

ETFs
126
+ 1.39%
$150.43 - $192.71 $19K - $24.3K
9.21K $1.78M
USXF
Ishares Esg Advanced Msci Usa

Technology
2.85K
+ 54.05%
$41.54 - $53.93 $118K - $154K
8.12K $437K
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.02%
$82.96 - $110.1 $166 - $220
9.71K $1.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
718
+ 14.29%
$483.48 - $539.8 $347K - $388K
5.74K $2.79M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
1.84K
+ 1.14%
N/A
163K $12.2M
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
3.11K
+ 53.87%
$32.04 - $38.14 $99.6K - $119K
8.88K $338K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
597
+ 3.43%
$89.28 - $103.8 $53.3K - $62K
18K $1.87M
BA
Boeing CO

Industrials
268
+ 15.15%
$136.59 - $217.51 $36.6K - $58.3K
2.04K $426K
IBM
International Business Machines Corp

Technology
53
+ 2.26%
$221.03 - $294.78 $11.7K - $15.6K
2.39K $705K
PULS
Pgim ETF Tr

ETFs
2.13K
+ 40.93%
$49.39 - $49.76 $105K - $106K
7.35K $365K
IXUS
Ishares Tr

ETFs
1.08K
+ 34.68%
$62.37 - $77.63 $67.4K - $83.8K
4.19K $324K
JPSE
J P Morgan Diversified Return

ETFs
964
+ 3.76%
$38.2 - $45.49 $36.8K - $43.9K
26.6K $1.21M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
42
+ 2.01%
$201.28 - $266.34 $8.45K - $11.2K
2.14K $568K
TSLA
Tesla, Inc.

Consumer Cyclical
33
+ 2.45%
$221.86 - $362.89 $7.32K - $12K
1.38K $438K
BAC
Bank Of America Corp

Financial Services
41
+ 0.39%
$34.39 - $47.46 $1.41K - $1.95K
10.6K $500K
Activity Summary
Buys All Purchases 76 New Holdings 20 Increased Positions 56 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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