KP
| |
KDK Private Wealth Management, LLC13F | |
| KDK Private Wealth Management, LLC | |
| Last update 2025-05-06 | 52 Stocks (1 new) |
| Value $88.00 Mil | Turnover 2 % |
KDK Private Wealth Management,... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPD | Enterprise Products Partners LP | 726,545 | 24,804.3 | +2.02% | 28.260 | +0.56% | 0.030 | +6.93% | +3.23% | 67,908.3 | Oil & Gas | |
IWV | iShares Russell 3000 ETF | 44,557 | 14,153.1 | +5.26% | 16.120 | +0.81% | 0.100 | +23.83% | +6.27% | 15,937.2 | ||
IVV | iShares Core S&P 500 ETF | 9,715 | 5,459.1 | -0.84% | 6.220 | -0.05% | 0.000 | +23.58% | +6.63% | 619,462.7 | ||
FTEC |
Fidelity MSCI Information Technology Index ETF
Fidelity MSCI Information Technology Index ETF
| 31,432 | 5,062.8 | -0.65% | 5.770 | -0.04% | 0.050 | +39.06% | +7.77% | 12,774.9 | ||
IWF | iShares Russell 1000 Growth ETF | 9,310 | 3,362.1 | -0.02% | 3.830 | 0% | 0.000 | +30.56% | +6.11% | 111,906.5 | ||
SHV | iShares Short Treasury Bond ETF | 26,701 | 2,937.4 | -1.61% | 3.350 | -0.05% | 0.010 | +0.99% | +2.11% | 20,620.7 | ||
FHLC | Fidelity MSCI Health Care Index ETF | 27,218 | 1,857.5 | -4.37% | 2.120 | -0.08% | 0.070 | +1.85% | -1.78% | 2,390.5 | ||
FNCL | Fidelity MSCI Financials Index ETF | 26,710 | 1,854.8 | -1.15% | 2.110 | -0.02% | 0.090 | +22.41% | +9.74% | 2,211.6 | ||
FIDU | Fidelity MSCI Industrials Index ETF | 26,920 | 1,843.2 | -0.98% | 2.100 | -0.02% | 0.160 | +27.70% | +12.22% | 1,339.0 | ||
AAPL | Apple Inc | 8,207 | 1,823.0 | -4.69% | 2.080 | -0.11% | 0.000 | +15.85% | -15.96% | 3,135,776.7 | Hardware |
KDK Private Wealth Management, LLC's Historical Top Holdings Breakdowns
KDK Private Wealth Management, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
CCI | Crown Castle Inc | 2025-03-31 | Sold Out Sold Out | -7.18% | 84.33 ($93.37) 106.39 | $101.85 | 9.08% | Sold Out | 0 | -76,241 | |
SSB | SouthState Corp | 2025-03-31 | New Buy New Buy | +1.09% | 89.4 ($98.45) 108.33 | $95.94 | -2.55% | New holding | 10,305 | 10,305 | |
| IBTX Unlock Delisted | Independent Bank Group Inc | 2025-03-31 | Sold Out Sold Out | -1.08% | 60.67 ($60.67) 60.67 | $60.67 | 0% | Sold Out | 0 | -17,175 | |
IWV | iShares Russell 3000 ETF | 2025-03-31 | Add Add | +0.81% | 313.1 ($335.28) 349.83 | $353.37 | 5.40% | Add 5.26% | 44,557 | 2,228 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.61% | 576.36 ($645.17) 736.67 | $718.35 | 11.34% | Reduce -50% | 1,000 | -1,000 | |
EPD | Enterprise Products Partners LP | 2025-03-31 | Add Add | +0.56% | 31.75 ($33.3) 34.14 | $31.31 | -5.98% | Add 2.02% | 726,545 | 14,397 | |
VNQ | Vanguard Real Estate Index Fund ETF | 2025-03-31 | Sold Out Sold Out | -0.21% | 85.55 ($90.76) 94.34 | $89.25 | -1.66% | Sold Out | 0 | -2,263 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.11% | 209.68 ($231.67) 247.1 | $209.95 | -9.38% | Reduce -4.69% | 8,207 | -404 | |
FHLC | Fidelity MSCI Health Care Index ETF | 2025-03-31 | Reduce Reduce | -0.08% | 65.44 ($68.65) 70.64 | $63.69 | -7.23% | Reduce -4.37% | 27,218 | -1,245 | |
CVX | Chevron Corp | 2025-03-31 | Reduce Reduce | -0.06% | 146.71 ($156.54) 167.97 | $147.40 | -5.84% | Reduce -8.86% | 3,908 | -380 |
KDK Private Wealth Management, LLC Total Holding History ($B)
KDK Private Wealth Management, LLC's Asset Allocation
KDK Private Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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KDK Private Wealth Management, LLC's Hypothetical Growth since 2025-03-31
KDK Private Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
KDK Private Wealth Management, LLC's Holdings Heat Map
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KDK Private Wealth Management, LLC's Holdings Bubble Chart
KDK Private Wealth Management, LLC News
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