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KWM
Kiker Wealth Management Portfolio holdings
AUM
$256M
1-Year Est. Return
28.91%
This Fund
S&P 500
This Quarter
Est. Return
+1.15%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$147M
AUM Growth
+$23.2M
(+19%)
Cap. Flow
+$24.6M
Cap. Flow
% of AUM
16.75%
Top 10 Holdings %
Top 10 Hldgs %
41.34%
Holding
735
New
556
Increased
44
Reduced
64
Closed
18
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Jabil
JBL
|
+$1.62M |
| 2 |
Equinor
EQNR
|
+$1.5M |
| 3 |
TGNA
TEGNA Inc
TGNA
|
+$1.44M |
| 4 |
SM Energy
SM
|
+$1.43M |
| 5 |
Energizer
ENR
|
+$1.33M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Comfort Systems
FIX
|
+$1.12M |
| 2 |
Edgewell Personal Care
EPC
|
+$1.06M |
| 3 |
Burlington
BURL
|
+$1.05M |
| 4 |
RLJ Lodging Trust
RLJ
|
+$699K |
| 5 |
Palantir
PLTR
|
+$547K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.73% |
| 2 | Energy | 4.5% |
| 3 | Financials | 3.87% |
| 4 | Industrials | 3.55% |
| 5 | Consumer Discretionary | 3.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
State Street SPDR Dow Jones REIT ETF
RWR
$1.98B
| $23.3K | 0.02% |
235
+221
| +1,579% | +$22.1K |
|
277
HCA Healthcare
HCA
$88.7B
| $23.2K | 0.02% |
+67
| New | +$21.5K |
|
278
Quanta Services
PWR
$103B
| $22.9K | 0.02% |
+90
| New | +$26K |
|
279
Travelers Companies
TRV
$79.8B
| $22.7K | 0.02% |
+86
| New | +$21.4K |
|
280
Blackrock
BLK
$176B
| $22.7K | 0.02% |
+24
| New | +$23.5K |
|
281
State Street SPDR S&P Software & Services ETF
XSW
$478M
| $22.7K | 0.02% |
142
| – | – |
|
282
Honeywell
HON
$78.6B
| $22.7K | 0.02% |
+114
| New | +$23.1K |
|
283
United States Oil Fund
USO
$1.79B
| $22.6K | 0.02% |
+292
| New | +$22.3K |
|
284
Ford
F
$56.3B
| $22.3K | 0.02% |
+2,219
| New | +$21.7K |
|
285
iShares Core US Aggregate Bond ETF
AGG
$138B
| $22.3K | 0.02% |
225
-26
| -10% | -$2.54K |
|
286
United States Brent Oil Fund
BNO
$704M
| $22.2K | 0.02% |
+715
| New | +$21.9K |
|
|
AXON
287
Axon Enterprise
AXON
$49.1B
| $22.1K | 0.02% |
+42
| New | +$24.6K |
|
288
Twilio
TWLO
$29.3B
| $21.8K | 0.01% |
+223
| New | +$26.4K |
|
289
PayPal
PYPL
$49.6B
| $21.7K | 0.01% |
+333
| New | +$25.9K |
|
290
State Street SPDR S&P Telecom ETF
XTL
$590M
| $21.7K | 0.01% |
217
+200
| +1,176% | +$21.4K |
|
291
TE Connectivity
TEL
$63.2B
| $21.2K | 0.01% |
+150
| New | +$22.2K |
|
292
ProShares Bitcoin Strategy ETF
BITO
$1.45B
| $20.9K | 0.01% |
+1,143
| New | +$24.8K |
|
293
Merck
MRK
$317B
| $20.6K | 0.01% |
+229
| New | +$21.4K |
|
294
Delek Logistics
DKL
$3.04B
| $20.5K | 0.01% |
+475
| New | +$20.2K |
|
295
Global X Uranium ETF
URA
$5.94B
| $20.2K | 0.01% |
+883
| New | +$23.5K |
|
296
Constellation Energy
CEG
$94.7B
| $20.2K | 0.01% |
+100
| New | +$26.8K |
|
297
iShares Gold Trust
IAU
$65.9B
| $20K | 0.01% |
+340
| New | +$18.4K |
|
298
Robinhood
HOOD
$83.4B
| $19.7K | 0.01% |
+474
| New | +$22.5K |
|
299
GSK
GSK
$103B
| $19.4K | 0.01% |
+500
| New | +$18.3K |
|
300
Vanguard Morningstar Growth ETF
VUG
$230B
| $19.3K | 0.01% |
312
| – | – |
|
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Kiker Wealth Management's Q1 2025 Portfolio in Review
As of Q1 2025, Kiker Wealth Management held 735 positions worth $147M, up 19% from $123M the previous quarter. Its ten largest holdings account for 41% of the portfolio.
Kiker Wealth Management deployed $24.6M of net new capital in Q1 2025, opening 556 new positions and adding to 44 existing holdings. Its largest new stake was Jabil: 10,520 shares worth $1.43M.
By sector, the portfolio is most concentrated in Technology at 7.7% of assets, up from 6.7% a quarter earlier, followed by Energy and Financials.
On the sell side, the largest reduction was Edgewell Personal Care, an estimated $1.06M trimmed.
- Kiker Wealth Management's largest Q1 2025 buy was Jabil: 10,520 shares worth $1.43M.
- Kiker Wealth Management added most to iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025, an estimated $1.16M increase.
- Kiker Wealth Management's biggest Q1 2025 reduction was Edgewell Personal Care, cutting an estimated $1.06M.
- Kiker Wealth Management fully exited Comfort Systems in Q1 2025, selling an estimated $1.12M.
- Kiker Wealth Management's ten largest holdings make up 41% of its $147M portfolio in Q1 2025.
- Kiker Wealth Management opened 556 new positions and closed 18 in Q1 2025.
- Kiker Wealth Management's portfolio value rose 19% quarter-over-quarter to $147M.
Based on Kiker Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.