Kwb Wealth Purchases in Q1 2025

Kwb Wealth

  • $785 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
144K
+ 123.48%
$38.99 - $40.37 $5.62M - $5.82M
261K $10.5M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
155K
+ 37.5%
$28.25 - $31.5 $4.39M - $4.89M
569K $17.2M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
59.7K
New
$91.76 - $103.26 $5.48M - $6.17M
59.7K $5.51M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
88.9K
+ 17.64%
$26.71 - $31.58 $2.37M - $2.81M
593K $18.1M
PG
Procter & Gamble CO

Consumer Defensive
25.3K
+ 2116.12%
$158.56 - $176.26 $4.02M - $4.46M
26.5K $4.52M
CGDV
Capital Group Divid Value ETF

ETFs
100K
+ 386.81%
$34.95 - $37.36 $3.51M - $3.75M
126K $4.48M
RECS
Columbia ETF Tr I

ETFs
109K
+ 264.48%
$32.64 - $36.08 $3.54M - $3.92M
150K $4.94M
CGGO
Capital Group Global Growth Eq

ETFs
89.1K
+ 274.18%
$28.33 - $30.84 $2.52M - $2.75M
122K $3.45M
GLDM
World Gold Trust

ETFs
40.8K
New
$52.19 - $61.89 $2.13M - $2.53M
40.8K $2.49M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
38.1K
+ 15.07%
$65.27 - $71.18 $2.49M - $2.71M
291K $19.1M
XCEM
Columbia ETF Tr Ii

ETFs
41.4K
+ 17.89%
$29.18 - $30.72 $1.21M - $1.27M
273K $8.08M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
38.8K
+ 11.76%
$48.06 - $53.73 $1.86M - $2.08M
369K $17.9M
JMBS
Janus Detroit Str Tr Henderson

ETFs
16.8K
+ 22.28%
$43.53 - $45.42 $729K - $761K
92K $4.15M
SPTL
Spdr Portfolio Long Term Treas

ETFs
16K
+ 19.37%
$25.54 - $27.64 $408K - $441K
98.4K $2.66M
XLI
Industrial Sector Spdr

ETFs
3.59K
New
$128.78 - $141.67 $462K - $508K
3.59K $467K
XLY
Select Sector Spdr Consumer Di

ETFs
2.18K
New
$192.6 - $233.2 $419K - $508K
2.18K $429K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
6.77K
New
$58.32 - $65.09 $395K - $441K
6.77K $402K
JPEM
Jp Morgan Diversified Return

ETFs
4.86K
+ 3.33%
$50.81 - $54.04 $247K - $262K
151K $7.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
33
+ 0.66%
$442.66 - $534.52 $14.6K - $17.6K
5.02K $2.64M
BA
Boeing CO

Industrials
1.77K
New
$148.15 - $186.25 $262K - $329K
1.77K $301K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
3.87K
+ 2.46%
N/A
161K $12M
COST
Costco Wholesale Corp

Consumer Defensive
249
+ 14.3%
$890.62 - $1076.86 $222K - $268K
1.99K $1.88M
CVBF
Cvb Financial Corp

Financial Services
13.8K
New
$18.42 - $21.2 $253K - $292K
13.8K $253K
USXF
Ishares Esg Advanced Msci Usa

Technology
5.27K
New
$46.38 - $52.65 $244K - $278K
5.27K $245K
IXUS
Ishares Tr

ETFs
3.11K
New
$65.06 - $72.31 $203K - $225K
3.11K $218K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.19K
New
$95.85 - $99.25 $210K - $217K
2.19K $215K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
5.77K
New
$35.66 - $38.5 $206K - $222K
5.77K $208K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.18K
New
$90.0 - $96.32 $196K - $210K
2.18K $199K
SRE
Sempra Energy

Utilities
2.38K
New
$67.85 - $87.67 $162K - $209K
2.38K $170K
ABBV
Abb Vie Inc.

Healthcare
560
+ 41.09%
$169.2 - $216.66 $94.8K - $121K
1.92K $402K
V
Visa Inc.

Financial Services
114
+ 3.33%
$306.92 - $362.71 $35K - $41.3K
3.54K $1.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
272
+ 71.02%
$551.42 - $612.93 $150K - $167K
655 $366K
WM
Waste Management Inc

Industrials
104
+ 3.01%
$200.54 - $233.78 $20.9K - $24.3K
3.56K $824K
IEFA
Ishares Tr

ETFs
563
+ 6.99%
$69.57 - $78.65 $39.2K - $44.3K
8.61K $658K
IBM
International Business Machines Corp

Technology
103
+ 4.6%
$217.4 - $264.74 $22.4K - $27.3K
2.34K $582K
PAVE
Global X Fds Us Infrastructure

ETFs
5.71K
+ 12.84%
$37.31 - $43.82 $213K - $250K
50.1K $1.89M
KRE
Spdr S&P Regional Banking ETF

ETFs
2.03K
+ 32.22%
$55.11 - $65.5 $112K - $133K
8.34K $470K
URA
Global X Uranium ETF

ETFs
5.45K
+ 49.12%
$22.92 - $30.98 $125K - $169K
16.5K $382K
NURE
Nuveen Short Term Reit ETF

ETFs
3.08K
+ 17.44%
$30.4 - $32.64 $93.6K - $100K
20.7K $641K
LPLA
Lpl Financial Holdings Inc.

Financial Services
144
+ 0.51%
$308.87 - $383.33 $44.5K - $55.2K
28.4K $9.3M
MCD
Mcdonalds Corp

Consumer Cyclical
7
+ 0.26%
$279.74 - $321.29 $1.96K - $2.25K
2.75K $859K
MMM
3 M CO

Industrials
10
+ 0.35%
$129.7 - $155.12 $1.3K - $1.55K
2.83K $415K
EUSB
Ishares Tr Esg Advanced Total

Technology
981
+ 10.38%
$42.05 - $43.43 $41.3K - $42.6K
10.4K $451K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
907
+ 5.5%
$97.76 - $107.35 $88.7K - $97.4K
17.4K $1.74M
QQQ
Invesco Qqq Trust, Series 1

ETFs
138
+ 20.2%
$468.34 - $539.52 $64.6K - $74.5K
821 $384K
DHS
Wisdomtree Tr U.S

ETFs
75
+ 2.97%
$91.55 - $99.74 $6.87K - $7.48K
2.6K $254K
AVIG
American Centy ETF Tr Avantis

ETFs
298
+ 5.13%
$40.06 - $41.55 $11.9K - $12.4K
6.11K $252K
XLRE
Select Sector Spdr Tr Real Est

ETFs
208
+ 2.64%
$39.18 - $43.52 $8.15K - $9.05K
8.08K $334K
IEMG
Ishares Inc

ETFs
265
+ 3.59%
N/A
7.65K $410K
Activity Summary
Buys All Purchases 84 New Holdings 13 Increased Positions 71 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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