KF
| |
KKM Financial LLC13F | |
| KKM Financial LLC | |
| Last update 2025-05-15 | 148 Stocks (5 new) |
| Value $237.00 Mil | Turnover 6 % |
KKM Financial LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESN | Essential 40 Stock ETF | 592,538 | 9,089.5 | +0.41% | 3.840 | +0.02% | 10.580 | +9.55% | +9.62% | 137.7 | ||
META | Meta Platforms Inc | 15,197 | 8,758.9 | -1.52% | 3.700 | -0.06% | 0.000 | +34.92% | +22.96% | 1,807,223.0 | Interactive Media | |
AAPL | Apple Inc | 39,672 | 8,720.5 | -6.95% | 3.690 | -0.31% | 0.000 | +3.30% | -13.95% | 3,210,733.6 | Hardware | |
SPY | SPDR S&P 500 ETF Trust | 14,293 | 8,001.9 | +25.42% | 3.380 | +0.69% | 0.000 | +16.65% | +9.13% | 656,022.5 | ||
MSFT | Microsoft Corp | 13,144 | 4,988.1 | +1.28% | 2.110 | +0.03% | 0.000 | +32.04% | +21.57% | 3,793,867.7 | Software | |
IGM | iShares Expanded Tech Sector ETF | 52,243 | 4,844.2 | -1.64% | 2.050 | -0.04% | 0.090 | +26.51% | +12.69% | 6,946.8 | ||
IGV |
iShares Expanded Tech-Software Sector ETF
iShares Expanded Tech-Software Sector ETF
| 49,246 | 4,557.6 | -1.26% | 1.930 | -0.03% | 0.040 | +20.20% | +11.90% | 12,099.6 | ||
BRK.B | Berkshire Hathaway Inc | 8,507 | 4,530.7 | -4.30% | 1.920 | -0.07% | 0.000 | -8.72% | +7.06% | 1,046,495.9 | Insurance | |
XLK | Technology Select Sector SPDR ETF | 18,748 | 4,009.4 | +0.93% | 1.700 | +0.02% | 0.010 | +27.30% | +12.67% | 82,959.7 | ||
IYF | iShares U.S. Financials ETF | 34,162 | 3,863.6 | -3.01% | 1.630 | -0.05% | 0.110 | +13.83% | +13.25% | 4,223.6 |
KKM Financial LLC's Historical Top Holdings Breakdowns
KKM Financial LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FCX | Freeport-McMoRan Inc | 2025-03-31 | New Buy New Buy | +0.95% | 34.5 ($38.26) 43.01 | $44.97 | 17.54% | New holding | 59,067 | 59,067 | |
INTC | Intel Corp | 2025-03-31 | Add Add | +0.71% | 19.1 ($21.88) 27.39 | $22.86 | 4.48% | Add 187.68% | 113,251 | 73,884 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.69% | 551.42 ($587.78) 612.93 | $635.73 | 8.16% | Add 25.42% | 14,293 | 2,897 | |
ADM | Archer-Daniels-Midland Co | 2025-03-31 | Sold Out Sold Out | -0.67% | 45.22 ($48.36) 52.17 | $56.11 | 16.03% | Sold Out | 0 | -31,673 | |
CVS | CVS Health Corp | 2025-03-31 | Add Add | +0.50% | 44.22 ($59.84) 68.64 | $60.68 | 1.40% | Add 71.29% | 41,955 | 17,461 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.33% | 190.26 ($217) 242.06 | $231.13 | 6.51% | Reduce -17.49% | 16,993 | -3,601 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.31% | 209.68 ($231.67) 247.1 | $214.97 | -7.21% | Reduce -6.95% | 39,672 | -2,962 | |
DAL | Delta Air Lines Inc | 2025-03-31 | Reduce Reduce | -0.30% | 43.6 ($59.28) 69.06 | $55.37 | -6.60% | Reduce -22.23% | 41,806 | -11,947 | |
ORCL | Oracle Corp | 2025-03-31 | Reduce Reduce | -0.28% | 139.81 ($162.81) 186.47 | $241.96 | 48.61% | Reduce -16.81% | 19,966 | -4,034 | |
SMCI | Super Micro Computer Inc | 2025-03-31 | New Buy New Buy | +0.28% | 26.85 ($37.94) 60.25 | $52.05 | 37.19% | New holding | 19,600 | 19,600 |
KKM Financial LLC Total Holding History ($B)
KKM Financial LLC's Asset Allocation
KKM Financial LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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KKM Financial LLC's Hypothetical Growth since 2025-03-31
KKM Financial LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
KKM Financial LLC's Holdings Heat Map
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KKM Financial LLC's Holdings Bubble Chart
KKM Financial LLC News
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