Kwb Wealth Incresed Positions in Q2 2025

Kwb Wealth

  • $847 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
RECS
Columbia ETF Tr I

ETFs
86.6K
+ 57.88%
$29.4 - $36.79 $2.55M - $3.19M
236K $8.69M
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
IYW
Ishares Dj Us Tech ETF

ETFs
9.03K
+ 20.35%
$122.57 - $173.27 $1.11M - $1.56M
53.4K $9.25M
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
CGGO
Capital Group Global Growth Eq

ETFs
54.5K
+ 44.82%
$25.31 - $32.17 $1.38M - $1.75M
176K $5.63M
LPLA
Lpl Financial Holdings Inc.

Financial Services
3
+ 0.01%
$283.31 - $388.96 $850 - $1.17K
28.4K $10.7M
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
JPEM
Jp Morgan Diversified Return

ETFs
2.28K
+ 1.51%
$48.41 - $56.7 $110K - $129K
153K $8.62M
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
QGRO
American Centy ETF Tr Stoxx Us

ETFs
735
+ 5.28%
$83.67 - $109.12 $61.5K - $80.2K
14.7K $1.6M
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
IXUS
Ishares Tr

ETFs
1.08K
+ 34.68%
$62.37 - $77.63 $67.4K - $83.8K
4.19K $324K
PULS
Pgim ETF Tr

ETFs
2.13K
+ 40.93%
$49.39 - $49.76 $105K - $106K
7.35K $365K
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
GOOGL
Alphabet Inc.

Communication Services
33
+ 1.71%
$144.7 - $178.6 $4.78K - $5.89K
1.96K $346K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
23
+ 1.24%
$113.67 - $150.4 $2.61K - $3.46K
1.87K $281K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
577
+ 10.72%
$68.13 - $74.77 $39.3K - $43.1K
5.96K $433K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.53K
+ 8.75%
$25.57 - $26.34 $39.1K - $40.2K
19K $494K
V
Visa Inc.

Financial Services
46
+ 1.3%
$308.27 - $373.31 $14.2K - $17.2K
3.58K $1.27M
NURE
Nuveen Short Term Reit ETF

ETFs
1.48K
+ 7.13%
$26.98 - $31.41 $39.9K - $46.5K
22.2K $658K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
16
+ 0.33%
$42.56 - $50.32 $681 - $805
4.92K $247K
VTV
Vanguard Value ETF

ETFs
3
+ 0.17%
$153.67 - $176.74 $461 - $530
1.75K $309K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
100
+ 1.21%
$49.98 - $50.26 $5K - $5.03K
8.39K $420K
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 0.36%
$335.24 - $380.78 $2.68K - $3.05K
2.21K $810K
SHV
Ishares Tr

ETFs
15
+ 0.19%
$110.06 - $110.46 $1.65K - $1.66K
7.77K $858K
WM
Waste Management Inc

Industrials
47
+ 1.32%
$216.47 - $242.1 $10.2K - $11.4K
3.61K $825K
IEMG
Ishares Inc

ETFs
14
+ 0.18%
N/A
7.67K $411K
Pgim ETF Tr
11.4K
+ 28.09%
N/A
51.8K $0
Capital Group International
36.2K
+ 42.91%
N/A
121K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
14.8K
+ 37.8%
N/A
53.9K $0
J P Morgan Exchange Traded F
52.2K
+ 95.28%
N/A
107K $0
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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