Kwmg, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $927 Million distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $45.9M, Vanguard Mid Cap Growth Index with a value of $30.6M, Vanguard Specialized Funds Van with a value of $28.5M, Ishares Tr Tips Bd ETF with a value of $27.8M, and Vanguard Mid Cap Value Index F with a value of $27.6M.

Examining the 13F form we can see an increase of $13.5M in the current position value, from $914M to 927M.

Below you can find more details about Kwmg, LLC portfolio as well as his latest detailed transactions.

Portfolio value $927 Million
ETFs: $617 Million
Consumer Cyclical: $54.1 Million
Technology: $48.8 Million
Industrials: $41.8 Million
Financial Services: $41.3 Million
Energy: $35.2 Million
Healthcare: $29.2 Million
Consumer Defensive: $24.8 Million
Other: $35.7 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $927 Million
  • Prior Value $914 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 9 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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