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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
ATRC icon
426
AtriCure
ATRC
$2B
$6.42K ﹤0.01%
+199
New +$7.39K
NINE
427
DELISTED
Nine Energy Service
NINE
$6.38K ﹤0.01%
5,650
-5,000
-47% -$6.14K
CHE icon
428
Chemed
CHE
$7.14B
$6.15K ﹤0.01%
+10
New +$5.68K
DJP icon
429
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$783M
$6.04K ﹤0.01%
+171
New +$5.86K
WMB icon
430
Williams Companies
WMB
$87.8B
$5.98K ﹤0.01%
+100
New +$5.72K
PPLT
431
abrdn Physical Platinum Shares ETF
PPLT
$2B
$5.94K ﹤0.01%
+650
New +$5.76K
SBLK icon
432
Star Bulk Carriers
SBLK
$3.12B
$5.91K ﹤0.01%
+380
New +$5.93K
BIDU icon
433
Baidu
BIDU
$37.7B
$5.89K ﹤0.01%
+64
New +$5.75K
AFRM icon
434
Affirm
AFRM
$26.3B
$5.88K ﹤0.01%
+130
New +$7.7K
NEWT icon
435
NewtekOne
NEWT
$437M
$5.76K ﹤0.01%
+482
New +$6.09K
MSTY icon
436
YieldMax MSTR Option Income Strategy ETF
MSTY
$767M
$5.73K ﹤0.01%
+56
New +$6.92K
LSAT icon
437
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$64.8M
$5.49K ﹤0.01%
+137
New +$5.53K
IHG icon
438
InterContinental Hotels
IHG
$23.9B
$5.48K ﹤0.01%
+50
New +$6.22K
SPPP
439
Sprott Physical Platinum and Palladium Trust
SPPP
$617M
$5.47K ﹤0.01%
+550
New +$5.25K
SCHX icon
440
Schwab US Large- Cap ETF
SCHX
$74.1B
$5.37K ﹤0.01%
+243
New +$5.66K
EIS icon
441
iShares MSCI Israel ETF
EIS
$884M
$5.35K ﹤0.01%
72
– –
HL icon
442
Hecla Mining
HL
$11.1B
$5.32K ﹤0.01%
+957
New +$5.31K
SMOG icon
443
VanEck Low Carbon Energy ETF
SMOG
$133M
$5.26K ﹤0.01%
52
– –
CCI icon
444
Crown Castle
CCI
$32.3B
$5.21K ﹤0.01%
+50
New +$4.67K
PNR icon
445
Pentair
PNR
$11B
$5.16K ﹤0.01%
+59
New +$5.62K
AGQ icon
446
ProShares Ultra Silver
AGQ
$1.29B
$5.12K ﹤0.01%
+111
New +$4.55K
PANW icon
447
Palo Alto Networks
PANW
$296B
$5.12K ﹤0.01%
+30
New +$5.55K
HIGH icon
448
Simplify Enhanced Income ETF
HIGH
$70.9M
$5K ﹤0.01%
+228
New +$5.21K
PARR icon
449
Par Pacific Holdings
PARR
$3.51B
$4.99K ﹤0.01%
+350
New +$5.49K
EXK
450
Endeavour Silver
EXK
$2.65B
$4.93K ﹤0.01%
+1,154
New +$4.64K
16 17
18
19 20

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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.