Kwb Wealth Portfolio Holdings

Kwb Wealth

  • $789 Million
  • Q4 2024

Kwb Wealth has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $789 Million distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $107M, Spdr Portfolio S&P 500 ETF (Ma with a value of $91.7M, Spdr Portfolio S&P 500 Value E with a value of $80.9M, Spdr Portfolio Aggregate Bond with a value of $62.6M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $39.4M.

Examining the 13F form we can see an decrease of $17.2M in the current position value, from $806M to 789M.

Kwb Wealth is based out at Redlands, CA

Below you can find more details about Kwb Wealth portfolio as well as his latest detailed transactions.

Portfolio value $789 Million
ETFs: $747 Million
Financial Services: $17.1 Million
Technology: $12 Million
Consumer Defensive: $4.49 Million
Consumer Cyclical: $2.66 Million
Healthcare: $1.4 Million
Industrials: $1.28 Million
Utilities: $1.16 Million
Other: $869,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.2T
$5.01 Million 0.63% of portfolio
11,877
Q4 2024 Added 6.57%
$3.7T
$4.28 Million 0.54% of portfolio
17,109
Q4 2024 Added 3.65%
$234B
$2.98 Million 0.38% of portfolio
10,031
Q4 2024 Added 16.26%
$609B
$2.26 Million 0.29% of portfolio
4,991
Q4 2024 Reduced 0.81%
$250B
$1.82 Million 0.23% of portfolio
20,117
Q4 2024 Added 18.96%
$417B
$1.6 Million 0.2% of portfolio
1,741
Q4 2024 Reduced 3.01%
$343B
$1.14 Million 0.14% of portfolio
8,470
Q3 2024 New
$523B
$1.08 Million 0.14% of portfolio
3,424
Q4 2024 Added 20.9%
$207B
$795,000 0.1% of portfolio
2,745
Q4 2024 Reduced 5.99%
$419B
$813,000 0.1% of portfolio
2,091
Q4 2024 Added 0.34%
$204B
$635,000 0.08% of portfolio
4,181
Q4 2024 Reduced 2.97%
$293B
$589,000 0.07% of portfolio
8,390
Q4 2024 Added 0.39%
$1.35T
$544,000 0.07% of portfolio
1,348
Q2 2023 New
$373B
$453,000 0.06% of portfolio
10,310
Q4 2024 Reduced 1.49%
$325B
$490,000 0.06% of portfolio
1,467
Q4 2024 Added 87.6%
$201B
$491,000 0.06% of portfolio
2,238
Q4 2024 Reduced 1.24%
$316B
$290,000 0.04% of portfolio
2,007
Q4 2024 Added 12.06%
$434B
$284,000 0.04% of portfolio
1,710
Q1 2024 New
$382B
$200,000 0.03% of portfolio
1,197
Q4 2024 New
$248B
$260,000 0.03% of portfolio
2,620
Q4 2024 Added 0.42%
$384B
$276,000 0.03% of portfolio
1,911
Q4 2024 Added 1.33%
$303B
$242,000 0.03% of portfolio
1,363
Q4 2023 New
$204B
$224,000 0.03% of portfolio
620
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $789 Million
  • Prior Value $806 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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