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 $300 Millions to $2 Billions

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

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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