Kwb Wealth Reduced Holdings in Q4 2024

Kwb Wealth

  • $789 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-238K
- 29.15%
$21.43 - $22.55 $5.09M - $5.36M
578K $12.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-59.4K
- 3.62%
$51.09 - $55.27 $3.03M - $3.28M
1.58M $80.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-43.2K
- 3.61%
$34.13 - $37.35 $1.47M - $1.61M
1.15M $39.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-70.3K
- 13.03%
$38.37 - $42.82 $2.7M - $3.01M
469K $18M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-50.7K
- 1.98%
$24.94 - $26.14 $1.27M - $1.33M
2.51M $62.6M
GTO
Invesco Actively Managed ETF T

ETFs
-11.7K
- 1.47%
$46.33 - $48.41 $543K - $567K
783K $36.3M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-9.35K
- 2.21%
$28.33 - $31.77 $265K - $297K
414K $11.7M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-35.9K
- 30.33%
$26.05 - $29.17 $935K - $1.05M
82.5K $2.16M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-7.59K
- 3.55%
$89.9 - $100.66 $683K - $764K
206K $18.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-20.4K
- 7.51%
$44.33 - $49.55 $906K - $1.01M
252K $11.3M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-9.33K
- 2.21%
$19.47 - $20.95 $182K - $196K
412K $8.04M
IYW
Ishares Dj Us Tech ETF

ETFs
-6.56K
- 13.72%
$148.14 - $166.23 $972K - $1.09M
41.3K $6.58M
SPMD
Spdr Portfolio

ETFs
-10.7K
- 6.37%
$54.13 - $59.56 $577K - $635K
157K $8.58M
PAVE
Global X Fds Us Infrastructure

ETFs
-13.2K
- 22.89%
$40.41 - $45.95 $533K - $606K
44.4K $1.8M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-21.1K
- 13.48%
$22.39 - $23.45 $472K - $494K
135K $3.11M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-5.57K
- 8.5%
$47.66 - $51.84 $266K - $289K
60K $2.87M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-7.17K
- 2.99%
$84.34 - $95.14 $604K - $682K
233K $20.3M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-12.2K
- 13.0%
$40.15 - $42.9 $488K - $522K
81.4K $3.28M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-4.12K
- 2.41%
$86.65 - $94.9 $357K - $391K
167K $14.5M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-9.14K
- 13.56%
$28.56 - $30.02 $261K - $274K
58.3K $1.67M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-17.2K
- 12.02%
N/A
126K $2.56M
AMAT
Applied Materials Inc

Technology
-1.3K
- 43.65%
$161.44 - $213.89 $210K - $278K
1.68K $273K
XLK
Technology Sector Spdr

ETFs
-1.26K
- 28.98%
$220.26 - $241.44 $278K - $304K
3.09K $718K
FLCH
Franklin Templeton ETF Tr

ETFs
-9.72K
- 22.96%
$18.27 - $23.64 $178K - $230K
32.6K $600K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-4.66K
- 2.39%
$78.43 - $87.17 $365K - $406K
190K $15.2M
XLC
Select Sector Spdr Tr Communic

ETFs
-2.84K
- 25.8%
$89.66 - $102.16 $255K - $290K
8.18K $791K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-7.07K
- 27.82%
$25.25 - $26.34 $179K - $186K
18.4K $464K
SPYG
Spdr Portfolio

ETFs
-75K
- 5.82%
$81.74 - $91.38 $6.13M - $6.85M
1.21M $107M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-4.47K
- 11.87%
$40.82 - $45.39 $182K - $203K
33.2K $1.38M
IBB
Ishares Biotechnology ETF

ETFs
-945
- 22.8%
$131.21 - $148.85 $124K - $141K
3.2K $423K
FLIN
Franklin Templeton ETF Tr

ETFs
-2.89K
- 24.95%
$37.75 - $41.62 $109K - $120K
8.7K $329K
XLB
Select Sector Spdr Fd Material

ETFs
-952
- 20.4%
$83.8 - $97.58 $79.8K - $92.9K
3.71K $312K
EIX
Edison International

Utilities
-348
- 2.34%
$77.93 - $88.36 $27.1K - $30.7K
14.5K $1.16M
URA
Global X Uranium ETF

ETFs
-3.32K
- 23.06%
$26.78 - $33.46 $89K - $111K
11.1K $296K
KRE
Spdr S&P Regional Banking ETF

ETFs
-2.41K
- 27.61%
$54.6 - $68.9 $131K - $166K
6.31K $380K
XLF
Financial Sector Spdr

ETFs
-2.75K
- 25.03%
$44.89 - $51.34 $123K - $141K
8.22K $397K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-29.7K
- 2.18%
$66.77 - $71.52 $1.98M - $2.12M
1.33M $91.7M
PEP
Pepsico Inc

Consumer Defensive
-128
- 2.97%
$151.29 - $176.1 $19.4K - $22.5K
4.18K $635K
MCD
Mcdonalds Corp

Consumer Cyclical
-175
- 5.99%
$288.47 - $316.54 $50.5K - $55.4K
2.75K $795K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.74K
- 20.88%
$50.37 - $50.6 $87.8K - $88.2K
6.61K $332K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-193
- 1.4%
$174.22 - $187.62 $33.6K - $36.2K
13.6K $2.38M
IEFA
Ishares Tr

ETFs
-118
- 1.44%
$70.06 - $77.43 $8.27K - $9.14K
8.05K $565K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-41
- 0.81%
$442.29 - $483.08 $18.1K - $19.8K
4.99K $2.26M
PULS
Pgim ETF Tr

ETFs
-995
- 13.85%
$49.51 - $49.79 $49.3K - $49.5K
6.19K $306K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-9
- 0.15%
$184.21 - $199.29 $1.66K - $1.79K
5.95K $1.1M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-31
- 0.39%
$40.06 - $45.21 $1.24K - $1.4K
7.87K $319K
IEMG
Ishares Inc

ETFs
-587
- 7.36%
N/A
7.39K $396K
MMM
3 M CO

Industrials
-63
- 2.19%
$124.74 - $137.12 $7.86K - $8.64K
2.82K $363K
ABT
Abbott Laboratories

Healthcare
-232
- 8.43%
$111.93 - $119.39 $26K - $27.7K
2.52K $285K
Activity Summary
Buys All Purchases 55 New Holdings 20 Increased Positions 35 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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