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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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