Kwb Wealth Reduced Holdings in Q3 2025

Kwb Wealth

  • $882 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-279K
- 21.86%
$72.65 - $78.68 $20.3M - $22M
999K $78.2M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-148K
- 97.46%
$87.07 - $93.06 $12.9M - $13.8M
3.86K $353K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-113K
- 96.16%
$78.88 - $85.2 $8.91M - $9.63M
4.52K $376K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-204K
- 10.31%
$25.21 - $25.99 $5.13M - $5.29M
1.77M $45.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-96K
- 9.11%
$39.8 - $42.86 $3.82M - $4.12M
958K $41M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-25.7K
- 7.38%
$39.58 - $40.74 $1.02M - $1.05M
322K $13.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.32K
- 30.61%
$62.09 - $66.51 $454K - $487K
16.6K $1.08M
IGV
Ishares Expanded Tech Software

ETFs
-3.7K
- 56.91%
$105.96 - $117.79 $392K - $436K
2.81K $322K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-4.45K
- 2.73%
N/A
158K $11.8M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-7.91K
- 14.87%
$74.93 - $80.73 $593K - $639K
45.3K $3.65M
PG
Procter & Gamble CO

Consumer Defensive
-764
- 2.88%
$150.47 - $161.22 $115K - $123K
25.8K $3.96M
XLC
Select Sector Spdr Tr Communic

ETFs
-2.1K
- 52.93%
$105.99 - $119.41 $222K - $250K
1.86K $220K
XLK
Technology Sector Spdr

ETFs
-905
- 53.17%
$250.97 - $282.66 $227K - $256K
797 $224K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-16.1K
- 11.3%
$79.39 - $90.39 $1.28M - $1.45M
126K $11.2M
V
Visa Inc.

Financial Services
-285
- 7.95%
$332.09 - $358.86 $94.6K - $102K
3.3K $1.13M
IBM
International Business Machines Corp

Technology
-284
- 11.86%
$234.77 - $292.47 $66.7K - $83.1K
2.11K $595K
IEMG
Ishares Inc

ETFs
-1.92K
- 25.06%
N/A
5.75K $308K
GTO
Invesco Actively Managed ETF T

ETFs
-12.2K
- 1.58%
$46.43 - $47.91 $565K - $583K
758K $36M
SPMD
Spdr Portfolio

ETFs
-7.34K
- 6.38%
$54.43 - $58.29 $399K - $428K
108K $6.16M
WM
Waste Management Inc

Industrials
-285
- 7.9%
$213.88 - $237.1 $61K - $67.6K
3.32K $733K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-289
- 13.54%
$259.44 - $278.65 $75K - $80.5K
1.85K $478K
PRU
Prudential Financial Inc

Financial Services
-532
- 20.19%
$100.68 - $109.89 $53.6K - $58.5K
2.1K $218K
VO
Vanguard Mid Cap ETF

ETFs
-266
- 21.08%
$279.83 - $293.74 $74.4K - $78.1K
996 $292K
DVA
Davita Inc.

Healthcare
-295
- 13.7%
$127.69 - $151.32 $37.7K - $44.6K
1.86K $246K
SPY
Spdr S&P 500 ETF Trust

ETFs
-95
- 14.5%
$617.65 - $666.84 $58.7K - $63.3K
560 $373K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-1.18K
- 1.34%
N/A
87.3K $1.77M
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
-434
- 4.48%
$32.29 - $34.3 $14K - $14.9K
9.24K $314K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-207
- 3.61%
$459.11 - $506.91 $95K - $105K
5.54K $2.78M
BA
Boeing CO

Industrials
-91
- 4.47%
$209.79 - $237.38 $19.1K - $21.6K
1.95K $420K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-227
- 3.04%
$40.94 - $42.85 $9.29K - $9.73K
7.23K $304K
AVIG
American Centy ETF Tr Avantis

ETFs
-82
- 1.49%
$41.02 - $42.32 $3.36K - $3.47K
5.41K $227K
Pgim ETF Tr
-1.42K
- 2.74%
N/A
50.4K $0
Goldman Sachs ETF Tr
-62
- 1.07%
N/A
5.76K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-750
- 7.88%
$108.46 - $120.63 $81.3K - $90.5K
8.76K $1.04M
EUSB
Ishares Tr Esg Advanced Total

Technology
-32
- 0.34%
$42.97 - $44.2 $1.38K - $1.41K
9.43K $414K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-143
- 2.9%
$49.55 - $52.25 $7.09K - $7.47K
4.78K $249K
DHS
Wisdomtree Tr U.S

ETFs
-67
- 2.59%
$96.42 - $101.82 $6.46K - $6.82K
2.52K $253K
PEP
Pepsico Inc

Consumer Defensive
-173
- 4.44%
$133.81 - $152.16 $23.1K - $26.3K
3.72K $522K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-95
- 5.07%
$148.97 - $165.88 $14.2K - $15.8K
1.78K $292K
CAT
Caterpillar Inc

Industrials
-88
- 14.19%
$390.92 - $477.15 $34.4K - $42K
532 $253K
EIX
Edison International

Utilities
-602
- 4.46%
$50.42 - $56.35 $30.4K - $33.9K
12.9K $712K
MCD
Mcdonalds Corp

Consumer Cyclical
-38
- 1.46%
$291.67 - $316.99 $11.1K - $12K
2.57K $780K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-486
- 3.32%
$107.5 - $115.86 $52.2K - $56.3K
14.2K $1.62M
ABBV
Abb Vie Inc.

Healthcare
-245
- 12.74%
$184.85 - $231.54 $45.3K - $56.7K
1.68K $388K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-14
- 0.37%
$121.46 - $130.92 $1.7K - $1.83K
3.72K $485K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-141
- 2.42%
$187.97 - $199.47 $26.5K - $28.1K
5.68K $1.13M
PDN
Invesco Fd Tr

ETFs
-670
- 1.31%
$38.58 - $41.85 $25.8K - $28K
50.6K $2.08M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-68
- 1.89%
$393.18 - $439.39 $26.7K - $29.9K
3.53K $1.51M
WMT
Walmart Inc.

Consumer Defensive
-96
- 0.49%
$94.4 - $104.27 $9.06K - $10K
19.6K $2.02M
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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