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 $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
LXRX Lexicon Pharmaceuticals, Inc. Healthcare	$130M	$30,000 0.0% of portfolio	40,640	Q4 2023 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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