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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
Cap. Flow
+$24.6M
Cap. Flow %
16.75%
Top 10 Hldgs %
41.34%
Holding
735
New
556
Increased
44
Reduced
64
Closed
18

Top Buys

Rank Stock Value
1
JBL icon
Jabil
JBL
+$1.62M
2
EQNR icon
Equinor
EQNR
+$1.5M
3
TGNA
TEGNA Inc
TGNA
+$1.44M
4
SM icon
SM Energy
SM
+$1.43M
5
ENR icon
Energizer
ENR
+$1.33M

Top Sells

Rank Stock Value
1
FIX icon
Comfort Systems
FIX
+$1.12M
2
EPC icon
Edgewell Personal Care
EPC
+$1.06M
3
BURL icon
Burlington
BURL
+$1.05M
4
RLJ icon
RLJ Lodging Trust
RLJ
+$699K
5
PLTR icon
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
PM icon
326
Philip Morris
PM
$294B
$15.9K 0.01%
+100
New +$14.2K
PKG icon
327
Packaging Corp of America
PKG
$22.8B
$15.8K 0.01%
+80
New +$17.1K
PNC icon
328
PNC Financial Services
PNC
$102B
$15.8K 0.01%
+90
New +$17K
CFO icon
329
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$424M
$15.6K 0.01%
+228
New +$15.9K
XNTK icon
330
State Street SPDR NYSE Technology ETF
XNTK
$2.21B
$15.5K 0.01%
+81
New +$16.9K
BIL icon
331
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
$15.4K 0.01%
168
-3,875
-96% -$355K
VTWO icon
332
Vanguard Russell 2000 ETF
VTWO
$17.8B
$15.4K 0.01%
+191
New +$16.8K
GEM icon
333
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.71B
$15.3K 0.01%
+462
New +$15.2K
EPI icon
334
WisdomTree India Earnings Fund ETF
EPI
$2.05B
$15.1K 0.01%
+345
New +$14.8K
NFLX icon
335
Netflix
NFLX
$309B
$14.9K 0.01%
+160
New +$15.2K
SLYV icon
336
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.02B
$14.9K 0.01%
190
– –
DRLL icon
337
Strive US Energy ETF
DRLL
$282M
$14.8K 0.01%
+500
New +$14.3K
TJX icon
338
TJX Companies
TJX
$177B
$14.6K 0.01%
+120
New +$14.6K
GME icon
339
GameStop
GME
$8.53B
$14.5K 0.01%
+650
New +$17K
ORLY icon
340
O'Reilly Automotive
ORLY
$76.3B
$14.3K 0.01%
+150
New +$13K
ORCL icon
341
Oracle
ORCL
$416B
$14.1K 0.01%
+101
New +$16.4K
XME icon
342
State Street SPDR S&P Metals & Mining ETF
XME
$4.28B
$14.1K 0.01%
252
– –
CRWD icon
343
CrowdStrike
CRWD
$214B
$14.1K 0.01%
+160
New +$15.2K
ITA icon
344
iShares US Aerospace & Defense ETF
ITA
$14.8B
$14.1K 0.01%
92
– –
CMCL icon
345
Caledonia Mining Corp
CMCL
$400M
$14K 0.01%
+1,120
New +$11.5K
COR icon
346
Cencora
COR
$61.7B
$13.9K 0.01%
+50
New +$12.6K
IEF icon
347
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$13.5K 0.01%
142
+56
+65% +$5.24K
DDLS icon
348
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$427M
$13.4K 0.01%
+378
New +$13.4K
OXY.WS icon
349
Occidental Petroleum Corp Warrants
OXY.WS
$29.9B
$13.2K 0.01%
+478
New +$13K
CCEP icon
350
Coca-Cola Europacific Partners
CCEP
$48B
$13K 0.01%
+149
New +$12.2K
12 13
14
15 16

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HFRG
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CIA
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EBWM
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KAM
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GCCM
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ACM
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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.