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
718,609
60,530.0
-1.26%
17.310
-0.22%
0.540
-0.05%
+1.52%
13,272.9
 
IVV 		iShares Core S&P 500 ETF
76,597
32,890.0
-0.07%
9.410
-0.01%
0.010
+0.07%
+1.49%
585,022.7
 
MBB 		iShares MBS ETF
367,979
32,680.0
+0.28%
9.350
+0.03%
0.130
-1.17%
+1.80%
38,013.1
 
DGRW 		WisdomTree U.S. Dividend Growth Fund
457,422
29,400.0
-0.01%
8.410
0%
0.350
-2.67%
+0.15%
15,192.8
 
GSIE 		Goldman Sachs ActiveBeta International Equity ETF
823,875
24,740.0
+0.12%
7.080
+0.01%
0.820
+11.41%
+19.23%
4,040.0
 
JPST 		JPMorgan Ultra-Short Income ETF
379,229
19,030.0
-0.12%
5.440
-0.01%
0.080
+0.71%
+1.67%
31,006.6
 
IAU 		iShares Gold Trust
475,781
16,650.0
-0.23%
4.760
-0.01%
0.060
+18.38%
+28.80%
46,934.9
 
PULS 		PGIM Ultra Short Bond ETF
84,090
4,160.0
0%
1.190
0%
0.100
+0.70%
+1.57%
11,286.3
 
VIG 		Vanguard Dividend Appreciation FTF
25,427
3,950.0
0%
1.130
0%
0.010
-1.67%
+2.00%
86,584.9
 
IEFA 		iShares Core MSCI EAFE ETF
52,315
3,370.0
0%
0.960
0%
0.000
+10.77%
+18.81%
141,145.4
 

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 ETF2023-09-30Reduce
-0.22%
●
83.87 ($87.55) 90.06
$116.58
33.16%
Reduce -1.26%
718,609
-9,174
CVS 		CVS Health Corp2023-09-30Reduce
-0.10%
●
65.17 ($70.86) 76.41
$63.60
-10.25%
Reduce -78.95%
1,432
-5,370
QUOT Unlock Delisted Quotient Technology Inc2023-09-30Sold Out
-0.09%
●
3.78 ($3.92) 3.99
$3.99
1.79%
Sold Out
0
-84,224
SPG 		Simon Property Group Inc2023-09-30Sold Out
-0.08%
●
108.03 ($117.12) 125.44
$162.91
39.10%
Sold Out
0
-2,602
FRG 		Franchise Group Inc2023-09-30Sold Out
-0.07%
●
28.6 ($29.57) 29.88
$29.88
1.05%
Sold Out
0
-8,226
NVDA 		NVIDIA Corp2023-09-30Reduce
-0.04%
●
40.86 ($44.8) 49.36
$137.38
206.65%
Reduce -28.71%
7,820
-315
AMZN 		Amazon.com Inc2023-09-30Add
+0.03%
●
125.98 ($134) 144.85
$206.65
54.22%
Add 6.7%
14,446
907
MBB 		iShares MBS ETF2023-09-30Add
+0.03%
●
88.51 ($91.4) 93.81
$92.02
0.68%
Add 0.28%
367,979
1,015
JNJ 		Johnson & Johnson2023-09-30Reduce
-0.03%
●
155.75 ($165.01) 174.48
$155.40
-5.82%
Reduce -38.72%
918
-580
EQR 		Equity Residential2023-09-30Sold Out
-0.03%
●
58.44 ($64.61) 69.06
$69.93
8.23%
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

  • 1

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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