Kwmg, LLC Incresed Positions in Q1 2025

Kwmg, LLC

  • $969 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
115K
+ 333.84%
$206.38 - $242.18 $23.8M - $27.9M
150K $30.9M
XLV
Select Sector Spdr Fund Health

ETFs
39.9K
+ 68.56%
$137.61 - $149.68 $5.49M - $5.97M
98K $14.2M
VEA
Vanguard Ftse Developed Market

ETFs
7.27K
+ 0.75%
$47.4 - $52.99 $345K - $385K
978K $50.1M
TIP
Ishares Tr Tips Bd ETF

ETFs
4.82K
+ 1.78%
$106.22 - $111.09 $512K - $535K
276K $30.5M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.65K
+ 2.87%
$67.08 - $76.14 $379K - $430K
202K $15M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.45K
+ 2.27%
$71.17 - $73.66 $601K - $622K
381K $27.9M
AMGN
Amgen Inc

Healthcare
360
+ 1.85%
$258.59 - $327.36 $93.1K - $118K
19.8K $6.18M
DG
Dollar General Corp

Consumer Defensive
4.8K
+ 9.79%
$68.44 - $87.93 $329K - $422K
53.9K $4.74M
VLO
Valero Energy Corp

Energy
1.16K
+ 1.35%
$121.76 - $142.99 $141K - $166K
87.2K $11.5M
VNQ
Vanguard Specialized Funds Van

ETFs
8.39K
+ 2.47%
$85.55 - $94.34 $718K - $792K
348K $31.2M
DVN
Devon Energy Corp

Energy
7.44K
+ 5.87%
$33.15 - $38.55 $247K - $287K
134K $5.01M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.08K
+ 1.96%
$100.59 - $103.47 $310K - $319K
160K $16.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
186
+ 2.07%
$442.66 - $534.52 $82.3K - $99.4K
9.16K $4.81M
CTRA
Coterra Energy Inc.

Energy
637
+ 0.3%
$25.51 - $29.83 $16.2K - $19K
211K $6.08M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.69K
+ 1.41%
$87.68 - $94.52 $148K - $160K
121K $11.2M
KMB
Kimberly Clark Corp

Consumer Defensive
749
+ 1.61%
$124.46 - $147.4 $93.2K - $110K
47.2K $6.72M
BOND
Pimco Active Bond Exchange Tra

ETFs
3.31K
+ 2.5%
$89.27 - $92.9 $296K - $308K
136K $12.6M
HYG
Ishares Tr

ETFs
6.17K
+ 2.39%
$78.51 - $80.11 $484K - $494K
265K $20.9M
MPC
Marathon Petroleum Corp

Energy
737
+ 1.93%
$134.72 - $159.03 $99.3K - $117K
39K $5.68M
XLU
Utilities Sector Spdr

ETFs
872
+ 0.82%
$74.7 - $80.27 $65.1K - $70K
108K $8.41M
DVY
Ishares Tr

ETFs
873
+ 0.89%
$128.58 - $138.1 $112K - $121K
99K $13.1M
XLY
Select Sector Spdr Consumer Di

ETFs
1.61K
+ 73.07%
$192.6 - $233.2 $310K - $375K
3.81K $750K
VOE
Vanguard Mid Cap Value Index F

ETFs
4.32K
+ 2.38%
$156.61 - $168.02 $677K - $727K
186K $29.6M
XLP
Consumer Staples Sector Spdr

ETFs
1.8K
+ 1.83%
N/A
100K $7.61M
ABBV
Abb Vie Inc.

Healthcare
128
+ 10.29%
$169.2 - $216.66 $21.7K - $27.7K
1.37K $287K
META
Meta Platforms, Inc.

Communication Services
104
+ 25.43%
$576.36 - $736.67 $59.9K - $76.6K
513 $295K
V
Visa Inc.

Financial Services
37
+ 5.09%
$306.92 - $362.71 $11.4K - $13.4K
764 $267K
MCD
Mcdonalds Corp

Consumer Cyclical
48
+ 4.82%
$279.74 - $321.29 $13.4K - $15.4K
1.04K $326K
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.7%
$890.62 - $1076.86 $4.45K - $5.38K
723 $683K
PG
Procter & Gamble CO

Consumer Defensive
53
+ 0.92%
$158.56 - $176.26 $8.4K - $9.34K
5.84K $994K
GRMN
Garmin LTD

Technology
23
+ 1.79%
$204.55 - $241.93 $4.7K - $5.56K
1.31K $284K
SYK
Stryker Corp

Healthcare
3
+ 0.22%
$355.18 - $399.9 $1.07K - $1.2K
1.35K $502K
MUB
Ishares National Muni Bond ETF

ETFs
476
+ 1.78%
$104.71 - $107.69 $49.8K - $51.3K
27.1K $2.86M
JPM
Jpmorgan Chase & CO

Financial Services
17
+ 1.0%
$225.19 - $279.95 $3.83K - $4.76K
1.71K $419K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.56K
+ 2.21%
$72.7 - $84.32 $113K - $131K
71.9K $5.37M
WFC
Wells Fargo & Company

Financial Services
3
+ 0.1%
$66.78 - $81.42 $200 - $244
2.89K $207K
Smurfit Westrock PLC
864
+ 0.67%
N/A
130K $0
EMN
Eastman Chemical CO

Basic Materials
1.85K
+ 3.63%
$87.05 - $103.47 $161K - $191K
52.8K $4.65M
STX
Seagate Technology Holdings PLC

Technology
957
+ 1.52%
$84.92 - $108.42 $81.3K - $104K
64K $5.44M
PFE
Pfizer Inc

Healthcare
7.94K
+ 4.58%
$25.01 - $27.13 $199K - $215K
181K $4.59M
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 1.02%
$551.42 - $612.93 $5.51K - $6.13K
991 $554K
HOMB
Home Bancshares Inc

Financial Services
627
+ 0.26%
$27.23 - $31.23 $17.1K - $19.6K
242K $6.81M
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.78K
+ 4.68%
$69.82 - $78.67 $194K - $219K
62.2K $4.38M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
28
+ 0.25%
$57.21 - $65.8 $1.6K - $1.84K
11.3K $660K
BA
Boeing CO

Industrials
847
+ 2.76%
$148.15 - $186.25 $125K - $158K
31.5K $5.38M
UPRO
Proshares Trust Proshares Ultr

ETFs
390
+ 7.61%
$71.19 - $99.29 $27.8K - $38.7K
5.52K $400K
CNI
Canadian National Railway CO

Industrials
1.43K
+ 2.65%
$95.46 - $106.79 $136K - $152K
55.2K $5.38M
JNPR
Juniper Networks Inc

Technology
2.75K
+ 1.72%
$34.38 - $39.03 $94.4K - $107K
162K $5.88M
GOOGL
Alphabet Inc.

Communication Services
32
+ 1.04%
$154.33 - $206.19 $4.94K - $6.6K
3.12K $480K
Activity Summary
Buys All Purchases 84 New Holdings 8 Increased Positions 76 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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