Kiker Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$11.5M |
| 2 |
VanEck Digital Transformation ETF
DAPP
|
+$3.45M |
| 3 |
abrdn Physical Silver Shares ETF
SIVR
|
+$3.4M |
| 4 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$2.06M |
| 5 |
SUPV
Grupo Supervielle
SUPV
|
+$1.72M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Nasdaq Semiconductor ETF
FTXL
|
+$5.09M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
+$3.92M |
| 3 |
iShares MSCI Spain ETF
EWP
|
+$3.48M |
| 4 |
Royal Caribbean
RCL
|
+$1.61M |
| 5 |
Vertiv
VRT
|
+$1.47M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 6.93% |
| 2 | Technology | 5.94% |
| 3 | Industrials | 4.12% |
| 4 | Consumer Discretionary | 3.84% |
| 5 | Energy | 3.61% |
Similar funds
Kiker Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, Kiker Wealth Management held 804 positions worth $177M, up 21% from $147M the previous quarter. Its ten largest holdings account for 47% of the portfolio.
Kiker Wealth Management deployed $15.5M of net new capital in Q2 2025, opening 86 new positions and adding to 94 existing holdings. Its largest new stake was Grupo Supervielle: 127,005 shares worth $1.34M.
By sector, the portfolio is most concentrated in Financials at 6.9% of assets, up from 3.9% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was First Trust Nasdaq Semiconductor ETF, an estimated $5.09M trimmed.
- Kiker Wealth Management's largest Q2 2025 buy was Grupo Supervielle: 127,005 shares worth $1.34M.
- Kiker Wealth Management added most to Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q2 2025, an estimated $11.5M increase.
- Kiker Wealth Management's biggest Q2 2025 reduction was First Trust Nasdaq Semiconductor ETF, cutting an estimated $5.09M.
- Kiker Wealth Management fully exited Invesco NASDAQ 100 ETF in Q2 2025, selling an estimated $3.92M.
- Kiker Wealth Management's ten largest holdings make up 47% of its $177M portfolio in Q2 2025.
- Kiker Wealth Management opened 86 new positions and closed 171 in Q2 2025.
- Kiker Wealth Management's portfolio value rose 21% quarter-over-quarter to $177M.
Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.