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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
XOP icon
376
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.65B
$8.81K 0.01%
70
– –
HODL icon
377
VanEck Bitcoin Trust
HODL
$1.05B
$8.65K ﹤0.01%
284
– –
PAG icon
378
Penske Automotive Group
PAG
$14.3B
$8.59K ﹤0.01%
50
– –
ROP icon
379
Roper Technologies
ROP
$38.8B
$8.5K ﹤0.01%
15
– –
SGDJ icon
380
Sprott Junior Gold Miners ETF
SGDJ
$267M
$8.4K ﹤0.01%
169
– –
CRWD icon
381
CrowdStrike
CRWD
$194B
$8.15K ﹤0.01%
64
-96
-60% -$10.4K
MSTY icon
382
YieldMax MSTR Option Income Strategy ETF
MSTY
$715M
$7.88K ﹤0.01%
71
+15
+27% +$1.65K
REMX icon
383
VanEck Rare Earth/Strategic Metals ETF
REMX
$1.95B
$7.87K ﹤0.01%
194
-100
-34% -$3.82K
ZM icon
384
Zoom
ZM
$28.2B
$7.8K ﹤0.01%
100
– –
XYL icon
385
Xylem
XYL
$27.3B
$7.76K ﹤0.01%
60
– –
HPQ icon
386
HP
HPQ
$24.9B
$7.73K ﹤0.01%
316
– –
URNM icon
387
Sprott Uranium Miners ETF
URNM
$1.76B
$7.69K ﹤0.01%
160
-228
-59% -$8.65K
BAC icon
388
Bank of America
BAC
$435B
$7.57K ﹤0.01%
160
-50
-24% -$2.1K
IBDT icon
389
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$7.45K ﹤0.01%
293
-31
-10% -$781
VWO icon
390
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$7.42K ﹤0.01%
150
-2,013
-93% -$93.4K
PRMB
391
Primo Brands
PRMB
$8.24B
$7.41K ﹤0.01%
250
– –
ONEQ icon
392
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.4B
$7.29K ﹤0.01%
+91
New +$6.56K
BTG icon
393
B2Gold
BTG
$5B
$7.22K ﹤0.01%
2,000
+1,000
+100% +$3.28K
WFC icon
394
Wells Fargo
WFC
$261B
$7.19K ﹤0.01%
90
-45
-33% -$3.25K
LULU icon
395
lululemon athletica
LULU
$13.5B
$7.13K ﹤0.01%
30
– –
WDS icon
396
Woodside Energy
WDS
$44.6B
$6.97K ﹤0.01%
452
– –
EIS icon
397
iShares MSCI Israel ETF
EIS
$889M
$6.83K ﹤0.01%
72
– –
MDLZ icon
398
Mondelez International
MDLZ
$79.5B
$6.74K ﹤0.01%
100
– –
BC icon
399
Brunswick
BC
$5.13B
$6.63K ﹤0.01%
120
– –
SBLK icon
400
Star Bulk Carriers
SBLK
$3.21B
$6.55K ﹤0.01%
380
– –
14 15
16
17 18

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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.