Kwb Wealth Reduced Holdings in Q2 2025

Kwb Wealth

  • $847 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-478K
- 19.49%
$24.98 - $25.66 $11.9M - $12.3M
1.97M $50.5M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-370K
- 96.39%
$18.11 - $18.97 $6.71M - $7.02M
13.9K $261K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-243K
- 42.76%
$27.24 - $33.15 $6.63M - $8.07M
326K $10.7M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-75.9K
- 34.81%
$67.03 - $80.35 $5.09M - $6.1M
142K $11.3M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-62.6K
- 34.76%
$66.87 - $79.47 $4.19M - $4.98M
117K $9.33M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-131K
- 22.02%
$26.69 - $33.44 $3.48M - $4.36M
462K $15.2M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-56.7K
- 24.35%
$35.35 - $42.68 $2M - $2.42M
176K $7.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-84.4K
- 88.4%
$22.54 - $23.17 $1.9M - $1.96M
11.1K $254K
SPMD
Spdr Portfolio

ETFs
-29.1K
- 20.18%
$44.89 - $54.38 $1.31M - $1.58M
115K $6.25M
XCEM
Columbia ETF Tr Ii

ETFs
-67.8K
- 24.85%
$26.68 - $34.18 $1.81M - $2.32M
205K $7M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-22.4K
- 20.16%
N/A
88.5K $1.79M
AAPL
Apple Inc.

Technology
-601
- 3.45%
$172.42 - $223.89 $104K - $135K
16.8K $3.45M
GTO
Invesco Actively Managed ETF T

ETFs
-9.2K
- 1.18%
$45.73 - $47.2 $421K - $434K
770K $36.1M
AVUV
American Centy ETF Tr Avantis

ETFs
-4.66K
- 24.36%
$75.17 - $91.21 $350K - $425K
14.5K $1.32M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-16.9K
- 8.81%
$72.61 - $88.75 $1.22M - $1.5M
174K $15.5M
PRU
Prudential Financial Inc

Financial Services
-2K
- 43.16%
$95.12 - $112.71 $190K - $226K
2.64K $283K
FLCH
Franklin Templeton ETF Tr

ETFs
-10.1K
- 38.69%
$17.74 - $21.96 $179K - $222K
16K $347K
XLC
Select Sector Spdr Tr Communic

ETFs
-2.61K
- 39.74%
$86.13 - $108.53 $225K - $283K
3.96K $429K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-8.37K
- 13.59%
$60.34 - $74.89 $505K - $627K
53.2K $3.98M
EIX
Edison International

Utilities
-1.26K
- 8.54%
$48.32 - $59.92 $60.8K - $75.4K
13.5K $696K
KRE
Spdr S&P Regional Banking ETF

ETFs
-2.98K
- 35.68%
$48.81 - $59.48 $145K - $177K
5.36K $318K
QPFF
American Centy ETF Tr Quality
-3.75K
- 23.41%
$33.63 - $35.38 $126K - $133K
12.3K $434K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-2.47K
- 36.44%
$54.27 - $63.01 $134K - $156K
4.3K $269K
IGV
Ishares Expanded Tech Software

ETFs
-2.9K
- 30.81%
$80.15 - $109.5 $232K - $317K
6.51K $712K
XLU
Utilities Sector Spdr

ETFs
-1.78K
- 35.22%
$73.09 - $82.77 $130K - $147K
3.28K $267K
XLI
Industrial Sector Spdr

ETFs
-1.26K
- 35.08%
$116.42 - $147.52 $147K - $186K
2.33K $343K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-6.99K
- 8.93%
$35.77 - $42.27 $250K - $295K
71.2K $3.01M
XLY
Select Sector Spdr Consumer Di

ETFs
-754
- 34.62%
$176.34 - $218.59 $133K - $165K
1.42K $309K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-4.72K
- 16.3%
$33.13 - $40.67 $156K - $192K
24.2K $985K
XLK
Technology Sector Spdr

ETFs
-875
- 33.95%
$179.73 - $253.23 $157K - $222K
1.7K $430K
MCD
Mcdonalds Corp

Consumer Cyclical
-145
- 5.27%
$285.55 - $321.23 $41.4K - $46.6K
2.61K $761K
PEP
Pepsico Inc

Consumer Defensive
-99
- 2.48%
$128.02 - $151.37 $12.7K - $15K
3.9K $514K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.06K
- 8.11%
$152.93 - $181.74 $163K - $193K
12.1K $2.19M
EUSB
Ishares Tr Esg Advanced Total

Technology
-972
- 9.31%
$42.54 - $43.56 $41.3K - $42.3K
9.46K $412K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-50.3K
- 3.31%
$45.11 - $52.34 $2.27M - $2.63M
1.47M $76.9M
CHD
Church & Dwight CO Inc

Consumer Defensive
-22
- 0.96%
$91.57 - $110.76 $2.01K - $2.44K
2.28K $218K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-616
- 7.63%
$37.08 - $42.26 $22.8K - $26K
7.46K $308K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-625
- 14.33%
$97.68 - $121.38 $61.1K - $75.9K
3.74K $453K
AVIG
American Centy ETF Tr Avantis

ETFs
-617
- 10.1%
$40.41 - $41.62 $24.9K - $25.7K
5.49K $228K
MMM
3 M CO

Industrials
-217
- 7.67%
$126.09 - $154.15 $27.4K - $33.5K
2.61K $397K
DHS
Wisdomtree Tr U.S

ETFs
-17
- 0.65%
$87.71 - $98.37 $1.49K - $1.67K
2.58K $247K
CGMS
Capital Grp Core Plus Income E
-68.8K
- 40.62%
N/A
101K $0
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1
- 0.05%
$81.46 - $94.63 $81.5 - $94.6
2.18K $206K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-129
- 2.17%
$162.65 - $188.71 $21K - $24.3K
5.82K $1.1M
IEFA
Ishares Tr

ETFs
-531
- 6.16%
$67.83 - $84.09 $36K - $44.7K
8.08K $674K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-195
- 2.01%
$90.56 - $109.49 $17.7K - $21.4K
9.51K $1.04M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-4.1K
- 7.62%
$46.22 - $57.51 $190K - $236K
49.7K $2.85M
WFC
Wells Fargo & Company

Financial Services
-195
- 3.4%
$60.98 - $80.12 $11.9K - $15.6K
5.54K $443K
JSML
Janus Detroit Str Tr Henderson

ETFs
-29
- 0.46%
$54.0 - $67.45 $1.57K - $1.96K
6.22K $419K
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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