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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
GLDM icon
401
SPDR Gold MiniShares Trust
GLDM
$27.5B
$6.55K ﹤0.01%
100
-400
-80% -$26K
WTRG icon
402
Essential Utilities
WTRG
$11.3B
$6.5K ﹤0.01%
175
– –
SPYG icon
403
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.7B
$6.48K ﹤0.01%
68
-130
-66% -$11.1K
HPE icon
404
Hewlett Packard
HPE
$63.4B
$6.46K ﹤0.01%
316
– –
SPPP
405
Sprott Physical Platinum and Palladium Trust
SPPP
$585M
$6.45K ﹤0.01%
550
– –
CVS icon
406
CVS Health
CVS
$133B
$6.35K ﹤0.01%
92
-9
-9% -$590
WMB icon
407
Williams Companies
WMB
$87.5B
$6.28K ﹤0.01%
100
– –
BCI icon
408
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.95B
$6.23K ﹤0.01%
300
– –
PANW icon
409
Palo Alto Networks
PANW
$270B
$6.14K ﹤0.01%
30
– –
PAYX icon
410
Paychex
PAYX
$41.6B
$6.11K ﹤0.01%
42
-22
-34% -$3.31K
RIOT icon
411
Riot Platforms
RIOT
$7.63B
$6.1K ﹤0.01%
540
+40
+8% +$340
PNR icon
412
Pentair
PNR
$10.4B
$6.06K ﹤0.01%
59
– –
EEM icon
413
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$5.88K ﹤0.01%
122
-130
-52% -$5.85K
IHG icon
414
InterContinental Hotels
IHG
$23.9B
$5.77K ﹤0.01%
50
– –
HL icon
415
Hecla Mining
HL
$9.47B
$5.73K ﹤0.01%
957
– –
SMOG icon
416
VanEck Low Carbon Energy ETF
SMOG
$129M
$5.72K ﹤0.01%
52
– –
VEA icon
417
Vanguard FTSE Developed Markets ETF
VEA
$229B
$5.7K ﹤0.01%
100
-1,292
-93% -$69.2K
EXK
418
Endeavour Silver
EXK
$2.23B
$5.68K ﹤0.01%
1,154
– –
OLN icon
419
Olin
OLN
$2.11B
$5.64K ﹤0.01%
+281
New +$5.84K
BIDU icon
420
Baidu
BIDU
$37.7B
$5.49K ﹤0.01%
64
– –
ROBT icon
421
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$721M
$5.46K ﹤0.01%
113
– –
DOW icon
422
Dow Inc
DOW
$21.9B
$5.3K ﹤0.01%
200
– –
AGQ icon
423
ProShares Ultra Silver
AGQ
$1.13B
$5.27K ﹤0.01%
111
– –
ACHR icon
424
Archer Aviation
ACHR
$3.54B
$5.23K ﹤0.01%
482
+444
+1,168% +$4.16K
CCI icon
425
Crown Castle
CCI
$33.3B
$5.14K ﹤0.01%
50
– –
15 16
17
18 19

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HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
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.