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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
+12.59%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$177M
AUM Growth
+$30.8M
Cap. Flow
+$15.5M
Cap. Flow %
8.72%
Top 10 Hldgs %
46.54%
Holding
804
New
86
Increased
94
Reduced
165
Closed
171

Top Buys

Rank Stock Value
1
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$11.5M
2
DAPP icon
VanEck Digital Transformation ETF
DAPP
+$3.45M
3
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$3.4M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.06M
5
SUPV
Grupo Supervielle
SUPV
+$1.72M

Top Sells

Rank Stock Value
1
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$5.09M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$3.92M
3
EWP icon
iShares MSCI Spain ETF
EWP
+$3.48M
4
RCL icon
Royal Caribbean
RCL
+$1.61M
5
VRT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORLY icon
326
O'Reilly Automotive
ORLY
$72.9B
$13.5K 0.01%
150
– –
UNH icon
327
UnitedHealth
UNH
$376B
$13.4K 0.01%
43
-23
-35% -$8.79K
TGT icon
328
Target
TGT
$65.6B
$13.2K 0.01%
134
+91
+212% +$8.74K
SJM icon
329
J.M. Smucker
SJM
$12.7B
$13.1K 0.01%
133
-15
-10% -$1.65K
CCJ icon
330
Cameco
CCJ
$37.6B
$13K 0.01%
175
-71
-29% -$3.79K
SM icon
331
SM Energy
SM
$7.8B
$12.9K 0.01%
523
-39,324
-99% -$952K
PALL icon
332
abrdn Physical Palladium Shares ETF
PALL
$618M
$12.6K 0.01%
+625
New +$11.3K
DGRW icon
333
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$12.6K 0.01%
150
– –
GEM icon
334
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.67B
$12.5K 0.01%
337
-125
-27% -$4.29K
PPLT
335
abrdn Physical Platinum Shares ETF
PPLT
$1.88B
$12.3K 0.01%
1,000
+350
+54% +$3.42K
UHS icon
336
Universal Health Services
UHS
$10.2B
$12.1K 0.01%
67
– –
PFE icon
337
Pfizer
PFE
$143B
$12.1K 0.01%
500
-526
-51% -$12.3K
SLYV icon
338
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
$12.1K 0.01%
152
-38
-20% -$2.88K
ZIM icon
339
ZIM Integrated Shipping Services
ZIM
$3.04B
$12K 0.01%
746
– –
GD icon
340
General Dynamics
GD
$104B
$12K 0.01%
41
+25
+156% +$6.88K
SCHB icon
341
Schwab US Broad Market ETF
SCHB
$43.2B
$11.9K 0.01%
+500
New +$11K
QCOM icon
342
Qualcomm
QCOM
$155B
$11.6K 0.01%
+73
New +$10.7K
TFPM icon
343
Triple Flag Precious Metals
TFPM
$5.94B
$11.5K 0.01%
484
– –
RIVN icon
344
Rivian
RIVN
$22B
$11.4K 0.01%
827
– –
IVT icon
345
InvenTrust Properties
IVT
$2.76B
$11.2K 0.01%
408
– –
XLY icon
346
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$10.9K 0.01%
100
– –
BP icon
347
BP
BP
$116B
$10.8K 0.01%
363
– –
CCEP icon
348
Coca-Cola Europacific Partners
CCEP
$48.3B
$10.8K 0.01%
116
-33
-22% -$2.96K
AG icon
349
First Majestic Silver
AG
$7.41B
$10.8K 0.01%
1,300
+600
+86% +$4.04K
ENB icon
350
Enbridge
ENB
$119B
$10.7K 0.01%
235
– –
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 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.