KP
| |
KITCHING PARTNERS, LLC13F | |
KITCHING PARTNERS, LLC | |
Last update 2025-05-15 | 35 Stocks (7 new) |
Value $87.00 Mil | Turnover 10 % |
KITCHING PARTNERS, LLC Top Holdings of 2025-03-31
View Full List
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VIG | Vanguard Dividend Appreciation FTF | 74,984 | 14,546.2 | +9.39% | 16.730 | +1.44% | 0.020 | +12.58% | +7.35% | 90,302.9 | ||
SDY | SPDR Dividend ETF | 71,834 | 9,746.5 | +11.65% | 11.210 | +1.17% | 0.050 | +8.70% | +7.44% | 20,523.7 | ||
VUSB | Vanguard Ultra-Short Bond ETF | 193,677 | 9,655.7 | +0.59% | 11.110 | +0.07% | 0.190 | +1.01% | +2.38% | 5,299.9 | ||
SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
| 214,639 | 9,126.5 | -0.28% | 10.500 | -0.03% | 0.150 | +4.37% | +4.77% | 6,891.2 | ||
VEA | Vanguard FTSE Developed Markets ETF | 160,783 | 8,172.6 | +12.96% | 9.400 | +1.08% | 0.010 | +14.16% | +23.88% | 163,588.6 | ||
VOO | Vanguard S&P 500 ETF | 14,339 | 7,368.8 | +49.13% | 8.480 | +2.79% | 0.000 | +18.82% | +8.89% | 663,622.4 | ||
IAU | iShares Gold Trust | 101,963 | 6,011.7 | +8.40% | 6.920 | +0.54% | 0.010 | +2.88% | +29.09% | 48,710.5 | ||
VGLT |
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
| 75,661 | 4,358.8 | +0.81% | 5.010 | +0.04% | 0.040 | -0.08% | +1.28% | 9,765.3 | ||
VWOB |
Vanguard Emerging Markets Government Bond ETF
Vanguard Emerging Markets Government Bond ETF
| 67,065 | 4,305.6 | +0.90% | 4.950 | +0.04% | 0.080 | +4.94% | +6.61% | 5,026.8 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 79,202 | 3,584.7 | +16.81% | 4.120 | +0.59% | 0.000 | +15.56% | +16.78% | 86,562.3 |
KITCHING PARTNERS, LLC's Historical Top Holdings Breakdowns
KITCHING 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 |
---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +2.79% | 507.05 ($540.58) 563.67 | $582.86 | 7.82% | Add 49.13% | 14,339 | 4,724 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Add Add | +1.44% | 190.34 ($198.85) 205.23 | $208.32 | 4.76% | Add 9.39% | 74,984 | 6,434 | |
SDY | SPDR Dividend ETF | 2025-03-31 | Add Add | +1.17% | 128.74 ($134.5) 138.67 | $140.09 | 4.16% | Add 11.65% | 71,834 | 7,498 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +1.08% | 47.4 ($50.6) 52.99 | $58.50 | 15.61% | Add 12.96% | 160,783 | 18,446 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.65% | 369.1 ($404.54) 427.61 | $450.40 | 11.34% | Add 100.46% | 3,029 | 1,518 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +0.59% | 42.5 ($45.01) 46.71 | $51.23 | 13.82% | Add 16.81% | 79,202 | 11,397 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +0.54% | 49.74 ($54.09) 58.96 | $63.91 | 18.15% | Add 8.4% | 101,963 | 7,902 | |
GOOGL | Alphabet Inc | 2025-03-31 | Sold Out Sold Out | -0.33% | 154.33 ($181.36) 206.38 | $190.23 | 4.89% | Sold Out | 0 | -1,375 | |
APLD | Applied Digital Corp | 2025-03-31 | Sold Out Sold Out | -0.30% | 5.62 ($7.85) 10.65 | $10.93 | 39.24% | Sold Out | 0 | -30,272 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | New Buy New Buy | +0.29% | 461.52 ($511.2) 548.18 | $292.51 | -42.78% | New holding | 485 | 485 |
KITCHING PARTNERS, LLC Total Holding History ($B)
KITCHING PARTNERS, LLC's Asset Allocation
KITCHING PARTNERS, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
KITCHING PARTNERS, LLC's Hypothetical Growth since 2025-03-31
KITCHING PARTNERS, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
KITCHING PARTNERS, LLC's Holdings Heat Map
Size field:
KITCHING PARTNERS, LLC's Holdings Bubble Chart
KITCHING PARTNERS, LLC News
- 1