KF

KB FINANCIAL PARTNERS, LLC

13F
KB FINANCIAL PARTNERS, LLC
Last update 2023-11-21 581 Stocks (17 new)
Value $350.00 Mil Turnover 0 %
Countries:
Top Holdings: GSLC(17.31%)IVV(9.41%)MBB(9.35%)DGRW(8.41%)GSIE(7.08%)
Summary Stock Picks Current Portfolio
KB FINANCIAL PARTNERS, LLC Top Holdings of 2023-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
718,609
60,530.0
-1.26%
17.310
-0.22%
0.540
+16.41%
+7.31%
13,991.6
 
IVV
iShares Core S&P 500 ETF
76,597
32,890.0
-0.07%
9.410
-0.01%
0.010
+16.68%
+7.37%
623,772.3
 
MBB
iShares MBS ETF
367,979
32,680.0
+0.28%
9.350
+0.03%
0.130
-0.13%
+3.73%
39,022.6
 
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
457,422
29,400.0
-0.01%
8.410
0%
0.350
+10.73%
+6.09%
16,022.3
 
GSIE
Goldman Sachs ActiveBeta International Equity ETF
Goldman Sachs ActiveBeta International Equity ETF
823,875
24,740.0
+0.12%
7.080
+0.01%
0.820
+14.61%
+21.40%
4,089.9
 
JPST
JPMorgan Ultra-Short Income ETF
379,229
19,030.0
-0.12%
5.440
-0.01%
0.080
+1.11%
+2.54%
31,756.9
 
IAU
iShares Gold Trust
475,781
16,650.0
-0.23%
4.760
-0.01%
0.060
+7.29%
+26.98%
47,365.6
 
PULS
PGIM Ultra Short Bond ETF
84,090
4,160.0
0%
1.190
0%
0.100
+1.27%
+2.48%
11,661.0
 
VIG
Vanguard Dividend Appreciation FTF
25,427
3,950.0
0%
1.130
0%
0.010
+11.15%
+7.09%
87,948.4
 
IEFA
iShares Core MSCI EAFE ETF
52,315
3,370.0
0%
0.960
0%
0.000
+14.34%
+21.05%
143,058.9
 

KB FINANCIAL PARTNERS, LLC's Historical Top Holdings Breakdowns

KB FINANCIAL PARTNERS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
2023-09-30
Reduce
Reduce
-0.22%
●
83.87 ($87.55) 90.06
$122.89
40.37%
Reduce -1.26%
718,609
-9,174
CVS
CVS Health Corp
2023-09-30
Reduce
Reduce
-0.10%
●
65.17 ($70.86) 76.41
$67.43
-4.84%
Reduce -78.95%
1,432
-5,370
QUOT Unlock Delisted
Quotient Technology Inc
2023-09-30
Sold Out
Sold Out
-0.09%
●
3.78 ($3.92) 3.99
$3.99
1.79%
Sold Out
0
-84,224
SPG
Simon Property Group Inc
2023-09-30
Sold Out
Sold Out
-0.08%
●
108.03 ($117.12) 125.44
$166.74
42.37%
Sold Out
0
-2,602
FRG
Franchise Group Inc
2023-09-30
Sold Out
Sold Out
-0.07%
●
28.6 ($29.57) 29.88
$29.88
1.05%
Sold Out
0
-8,226
NVDA
NVIDIA Corp
2023-09-30
Reduce
Reduce
-0.04%
●
40.86 ($44.8) 49.36
$159.34
255.67%
Reduce -28.71%
7,820
-315
AMZN
Amazon.com Inc
2023-09-30
Add
Add
+0.03%
●
125.98 ($134) 144.85
$223.41
66.72%
Add 6.7%
14,446
907
MBB
iShares MBS ETF
2023-09-30
Add
Add
+0.03%
●
88.51 ($91.4) 93.81
$93.11
1.87%
Add 0.28%
367,979
1,015
JNJ
Johnson & Johnson
2023-09-30
Reduce
Reduce
-0.03%
●
155.75 ($165.01) 174.48
$156.01
-5.45%
Reduce -38.72%
918
-580
EQR
Equity Residential
2023-09-30
Sold Out
Sold Out
-0.03%
●
58.44 ($64.61) 69.06
$66.88
3.51%
Sold Out
0
-1,499

KB FINANCIAL PARTNERS, LLC Total Holding History ($B)

To

KB FINANCIAL PARTNERS, LLC's Asset Allocation

To

KB FINANCIAL PARTNERS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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KB FINANCIAL PARTNERS, LLC's Hypothetical Growth since 2023-09-30

KB FINANCIAL PARTNERS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

KB FINANCIAL PARTNERS, LLC's Holdings Heat Map

Size field:

KB FINANCIAL PARTNERS, LLC's Holdings Bubble Chart

KB FINANCIAL PARTNERS, LLC News

  • 1

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