Kwb Wealth Portfolio Holdings

Kwb Wealth

$806 Million
Q3 2024

Kwb Wealth has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $806 Million distributed in 132 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 $91.8M, Spdr Portfolio S&P 500 Value E with a value of $86.7M, Spdr Portfolio Aggregate Bond with a value of $66.8M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $45M.

Examining the 13F form we can see an increase of $71.6M in the current position value, from $734M to 806M.

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 $806 Million

ETFs: $769 Million

Financial Services: $13.3 Million

Technology: $11.3 Million

Consumer Defensive: $3.95 Million

Consumer Cyclical: $2.56 Million

Industrials: $1.77 Million

Healthcare: $1.58 Million

Utilities: $1.3 Million

Other: $480,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
LXRX Lexicon Pharmaceuticals, Inc. Healthcare	$134M	$63,000 0.01% of portfolio	40,640	Q4 2023 New

Summary

Portfolio
No. of Stocks 132
Current Value $806 Million
Prior Value $734 Million
Filing
Period Q3 2024
Filing Date October 07, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 11 stocks
Additional Purchases 62 stocks
Sold out of 0 stocks
Reduced holdings in 45 stocks

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