KA
| |
KDT Advisors, LLC13F | |
| KDT Advisors, LLC | |
| Last update 2025-05-15 | 73 Stocks (7 new) |
| Value $68.00 Mil | Turnover 7 % |
KDT Advisors, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 14,365 | 7,382.3 | +14.69% | 10.850 | +1.39% | 0.000 | +23.23% | +8.41% | 664,692.1 | ||
MSFT | Microsoft Corp | 12,144 | 4,558.7 | -2.49% | 6.700 | -0.19% | 0.000 | +42.55% | +21.70% | 3,797,955.6 | Software | |
AAPL | Apple Inc | 19,764 | 4,390.2 | -3.14% | 6.450 | -0.24% | 0.000 | +10.72% | -14.51% | 3,189,993.7 | Hardware | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 27,539 | 3,551.4 | +7.43% | 5.220 | +0.36% | 0.010 | +14.82% | +7.52% | 59,110.5 | ||
BRK.B | Berkshire Hathaway Inc | 6,208 | 3,306.3 | -1.63% | 4.860 | -0.07% | 0.000 | -5.74% | +5.41% | 1,030,927.2 | Insurance | |
VIG | Vanguard Dividend Appreciation FTF | 9,940 | 1,928.3 | +14.25% | 2.840 | +0.35% | 0.000 | +15.48% | +6.76% | 89,817.4 | ||
GOOGL | Alphabet Inc | 11,130 | 1,721.1 | -11.22% | 2.530 | -0.39% | 0.000 | +28.38% | +0.27% | 2,302,691.2 | Interactive Media | |
PG | Procter & Gamble Co | 9,879 | 1,683.6 | -6.92% | 2.480 | -0.18% | 0.000 | -5.56% | -5.48% | 364,506.0 | Consumer Packaged Goods | |
GLW | Corning Inc | 35,740 | 1,636.2 | 0% | 2.410 | 0% | 0.000 | +34.39% | +15.76% | 46,583.5 | Hardware | |
V | Visa Inc | 3,862 | 1,353.5 | -10.79% | 1.990 | -0.22% | 0.000 | +10.44% | +12.04% | 689,429.3 | Credit Services |
KDT Advisors, LLC's Historical Top Holdings Breakdowns
KDT Advisors, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +1.39% | 507.05 ($540.58) 563.67 | $580.34 | 7.36% | Add 14.69% | 14,365 | 1,840 | |
WFC | Wells Fargo & Co | 2025-03-31 | New Buy New Buy | +1.06% | 66.78 ($75.08) 81.42 | $81.17 | 8.12% | New holding | 10,000 | 10,000 | |
MRP | Millrose Properties Inc | 2025-03-31 | New Buy New Buy | +0.88% | 21.22 ($23.41) 26.74 | $31.07 | 32.72% | New holding | 22,699 | 22,699 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-03-31 | New Buy New Buy | +0.72% | 56.51 ($60.25) 62.98 | $67.73 | 12.42% | New holding | 8,059 | 8,059 | |
VBR | Vanguard Small Cap Value ETF | 2025-03-31 | Add Add | +0.71% | 182.99 ($197.54) 207.75 | $200.91 | 1.71% | Add 181.4% | 4,010 | 2,585 | |
URTH | iShares MSCI World ETF | 2025-03-31 | New Buy New Buy | +0.70% | 151.24 ($158.32) 164.09 | $171.89 | 8.57% | New holding | 3,100 | 3,100 | |
HWM | Howmet Aerospace Inc | 2025-03-31 | Reduce Reduce | -0.64% | 110.79 ($127.01) 139.39 | $190.38 | 49.89% | Reduce -28.05% | 10,260 | -4,000 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.39% | 154.33 ($181.36) 206.38 | $189.38 | 4.42% | Reduce -11.22% | 11,130 | -1,406 | |
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 2025-03-31 | New Buy New Buy | +0.37% | 65.06 ($69.34) 72.31 | $78.06 | 12.58% | New holding | 3,570 | 3,570 | |
ODFL | Old Dominion Freight Line Inc | 2025-03-31 | Sold Out Sold Out | -0.37% | 161.13 ($181.79) 209.29 | $164.38 | -9.57% | Sold Out | 0 | -1,410 |
KDT Advisors, LLC Total Holding History ($B)
KDT Advisors, LLC's Asset Allocation
KDT Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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KDT Advisors, LLC's Hypothetical Growth since 2025-03-31
KDT Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
KDT Advisors, LLC's Holdings Heat Map
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KDT Advisors, LLC's Holdings Bubble Chart
KDT Advisors, LLC News
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