Kwb Wealth Incresed Positions in Q3 2025

Kwb Wealth

  • $882 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
314K
+ 54.05%
$42.67 - $46.91 $13.4M - $14.8M
896K $42M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
159K
+ 10.83%
$52.12 - $55.33 $8.29M - $8.8M
1.63M $90.1M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
337K
+ 72.98%
$32.53 - $35.69 $11M - $12M
800K $28.4M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
60.4K
+ 34.6%
$87.69 - $96.0 $5.29M - $5.79M
235K $22.1M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
102K
+ 205.14%
$50.85 - $51.35 $5.18M - $5.23M
151K $7.76M
CGDV
Capital Group Divid Value ETF

ETFs
102K
+ 51.17%
$39.59 - $42.21 $4.05M - $4.32M
302K $12.7M
FLSP
Franklin Templeton ETF Tr Lib

ETFs
175K
+ 165.11%
$23.9 - $26.52 $4.17M - $4.63M
280K $7.25M
RECS
Columbia ETF Tr I

ETFs
93.6K
+ 39.62%
$36.82 - $40.35 $3.45M - $3.78M
330K $13.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.4K
+ 8.34%
$182.33 - $194.5 $2.08M - $2.22M
148K $28.8M
CGGO
Capital Group Global Growth Eq

ETFs
73.1K
+ 41.55%
$31.71 - $34.17 $2.32M - $2.5M
249K $8.51M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
38.7K
+ 8.58%
$45.6 - $46.92 $1.76M - $1.81M
490K $22.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
36.4K
+ 30.84%
$40.2 - $44.58 $1.46M - $1.62M
154K $6.78M
LVHI
Franklin International Low Vol

ETFs
36.2K
+ 41.81%
$32.69 - $35.19 $1.18M - $1.28M
123K $4.27M
GLDM
World Gold Trust

ETFs
6.26K
+ 8.07%
$64.73 - $76.45 $405K - $479K
83.9K $6.41M
SPTL
Spdr Portfolio Long Term Treas

ETFs
35.6K
+ 17.41%
$25.67 - $27.21 $914K - $969K
240K $6.47M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
24K
+ 7.36%
$31.73 - $33.71 $761K - $809K
350K $11.8M
CTA
Simplify Exch Traded Fds Simpl

ETFs
32.8K
+ 43.48%
$26.46 - $28.43 $868K - $933K
108K $3.03M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.87K
+ 6.38%
$110.74 - $122.12 $428K - $472K
64.5K $7.81M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
146
+ 0.76%
$567.77 - $614.76 $82.9K - $89.8K
19.3K $11.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.76K
+ 1.57%
$42.26 - $47.16 $117K - $130K
179K $8.28M
JPEM
Jp Morgan Diversified Return

ETFs
4.64K
+ 3.03%
$56.25 - $59.87 $261K - $278K
157K $9.29M
JMBS
Janus Detroit Str Tr Henderson

ETFs
6.83K
+ 8.71%
$44.34 - $45.94 $303K - $314K
85.2K $3.89M
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.56K
+ 3.59%
$42.04 - $45.23 $108K - $116K
73.8K $3.34M
RLY
Ssga Active ETF Tr

ETFs
6.58K
+ 14.4%
$29.22 - $30.91 $192K - $204K
52.3K $1.62M
JSML
Janus Detroit Str Tr Henderson

ETFs
2.12K
+ 34.06%
$67.04 - $77.09 $142K - $163K
8.33K $623K
AVUV
American Centy ETF Tr Avantis

ETFs
395
+ 2.73%
$90.37 - $102.12 $35.7K - $40.3K
14.9K $1.48M
GOOGL
Alphabet Inc.

Communication Services
96
+ 4.89%
$174.36 - $254.72 $16.7K - $24.5K
2.06K $500K
JPSE
J P Morgan Diversified Return

ETFs
59
+ 0.22%
$45.04 - $50.93 $2.66K - $3K
26.7K $1.33M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1
+ 0.0%
$40.68 - $46.33 $40.7 - $46.3
24.2K $1.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
70
+ 0.58%
$181.56 - $190.33 $12.7K - $13.3K
12.1K $2.3M
EMHC
Spdr Bloomberg Emerging Market
4.04K
+ 44.96%
$24.31 - $25.33 $98.1K - $102K
13K $327K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
1.1K
+ 5.01%
$38.52 - $41.26 $42.2K - $45.2K
23K $944K
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 0.36%
$357.4 - $423.42 $2.86K - $3.39K
2.22K $898K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
7
+ 0.04%
$103.48 - $109.86 $724 - $769
18K $1.95M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
198
+ 11.23%
$225.11 - $247.9 $44.6K - $49.1K
1.96K $484K
IEFA
Ishares Tr

ETFs
393
+ 4.86%
$81.7 - $87.53 $32.1K - $34.4K
8.48K $740K
IXUS
Ishares Tr

ETFs
448
+ 10.68%
$76.35 - $82.58 $34.2K - $37K
4.64K $383K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
430
+ 19.74%
$94.17 - $99.95 $40.5K - $43K
2.61K $260K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
645
+ 7.26%
$37.49 - $40.7 $24.2K - $26.3K
9.53K $387K
BAC
Bank Of America Corp

Financial Services
37
+ 0.35%
$44.92 - $52.42 $1.66K - $1.94K
10.6K $547K
EMB
Ishares Tr

ETFs
380
+ 14.77%
$91.52 - $95.59 $34.8K - $36.3K
2.95K $281K
USXF
Ishares Esg Advanced Msci Usa

Technology
103
+ 1.27%
$53.69 - $57.31 $5.53K - $5.9K
8.22K $471K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.24K
+ 11.18%
$22.64 - $23.22 $28.1K - $28.8K
12.3K $284K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
863
+ 4.55%
$25.83 - $26.47 $22.3K - $22.8K
19.8K $522K
FIW
First Trust Water ETF

ETFs
89
+ 3.52%
$107.54 - $115.08 $9.57K - $10.2K
2.62K $294K
WFC
Wells Fargo & Company

Financial Services
12
+ 0.22%
$77.05 - $85.16 $925 - $1.02K
5.55K $465K
PULS
Pgim ETF Tr

ETFs
371
+ 5.05%
$49.58 - $49.83 $18.4K - $18.5K
7.72K $384K
MRK
Merck & Co., Inc.

Healthcare
19
+ 0.72%
$77.6 - $87.37 $1.47K - $1.66K
2.67K $223K
MMM
3 M CO

Industrials
12
+ 0.46%
$144.41 - $160.2 $1.73K - $1.92K
2.62K $407K
Activity Summary
Buys All Purchases 74 New Holdings 7 Increased Positions 67 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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