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KA
KDT Advisors Portfolio holdings
AUM
$62.8M
1-Year Est. Return
25.12%
This Fund
S&P 500
This Quarter
Est. Return
+1.79%
1 Year Est. Return
+25.12%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$68.1M
AUM Growth
–
Cap. Flow
+$69M
Cap. Flow
% of AUM
101.26%
Top 10 Holdings %
Top 10 Hldgs %
47.5%
Holding
72
New
72
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$6.78M |
| 2 |
Microsoft
MSFT
|
+$5.3M |
| 3 |
Apple
AAPL
|
+$4.81M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$3.34M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$2.91M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.08% |
| 2 | Financials | 9.78% |
| 3 | Industrials | 8.83% |
| 4 | Healthcare | 7.19% |
| 5 | Communication Services | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Vanguard S&P 500 ETF
VOO
$973B
| $6.75M | 9.91% |
+12,525
| New | +$6.78M |
|
|
2
Microsoft
MSFT
$2.99T
| $5.25M | 7.71% |
+12,454
| New | +$5.3M |
|
|
3
Apple
AAPL
$4.8T
| $5.11M | 7.5% |
+20,405
| New | +$4.81M |
|
|
4
Vanguard High Dividend Yield ETF
VYM
$79.7B
| $3.27M | 4.8% |
+25,634
| New | +$3.34M |
|
|
5
Berkshire Hathaway Class B
BRK.B
$1.06T
| $2.86M | 4.2% |
+6,311
| New | +$2.91M |
|
6
Alphabet (Google) Class A
GOOGL
$4.3T
| $2.37M | 3.48% |
+12,536
| New | +$2.19M |
|
7
Procter & Gamble
PG
$347B
| $1.78M | 2.61% |
+10,613
| New | +$1.81M |
|
8
Vanguard Dividend Appreciation ETF
VIG
$110B
| $1.7M | 2.5% |
+8,700
| New | +$1.74M |
|
9
Corning
GLW
$132B
| $1.7M | 2.49% |
+35,740
| New | +$1.69M |
|
10
Howmet Aerospace
HWM
$109B
| $1.56M | 2.29% |
+14,260
| New | +$1.56M |
|
11
Visa
V
$686B
| $1.37M | 2.01% |
+4,329
| New | +$1.3M |
|
12
NVIDIA
NVDA
$4.92T
| $1.17M | 1.72% |
+8,704
| New | +$1.2M |
|
13
Oracle
ORCL
$350B
| $1.13M | 1.66% |
+6,773
| New | +$1.2M |
|
14
ExxonMobil
XOM
$615B
| $1.09M | 1.59% |
+10,094
| New | +$1.18M |
|
15
Union Pacific
UNP
$176B
| $1.05M | 1.54% |
+4,589
| New | +$1.09M |
|
16
Chevron
CVX
$378B
| $1.02M | 1.49% |
+7,015
| New | +$1.07M |
|
17
Amazon
AMZN
$2.69T
| $1.02M | 1.49% |
+4,630
| New | +$947K |
|
18
Tenet Healthcare
THC
$16.7B
| $1.01M | 1.48% |
+8,000
| New | +$1.19M |
|
19
Qualcomm
QCOM
$180B
| $916K | 1.34% |
+5,963
| New | +$976K |
|
20
AT&T
T
$153B
| $911K | 1.34% |
+40,000
| New | +$900K |
|
21
Cisco
CSCO
$436B
| $903K | 1.33% |
+15,259
| New | +$871K |
|
22
JPMorgan Chase
JPM
$901B
| $890K | 1.31% |
+3,712
| New | +$865K |
|
23
Honeywell
HON
$71.7B
| $864K | 1.27% |
+4,057
| New | +$846K |
|
24
Johnson & Johnson
JNJ
$599B
| $815K | 1.2% |
+5,638
| New | +$874K |
|
25
Goldman Sachs
GS
$311B
| $814K | 1.19% |
+1,421
| New | +$793K |
|
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KDT Advisors's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for KDT Advisors, which disclosed 72 positions worth $68.1M. Its ten largest holdings account for 48% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 12,525 shares worth $6.75M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, followed by Financials and Industrials.
- KDT Advisors's largest Q4 2024 buy was Vanguard S&P 500 ETF: 12,525 shares worth $6.75M.
- KDT Advisors's ten largest holdings make up 48% of its $68.1M portfolio in Q4 2024.
- KDT Advisors disclosed 72 positions in Q4 2024, its first 13F filing on record.
Based on KDT Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.