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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
HPE icon
451
Hewlett Packard
HPE
$70.5B
$4.88K ﹤0.01%
+316
New +$6.29K
SPAB icon
452
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
$4.85K ﹤0.01%
190
– –
DKNG icon
453
DraftKings
DKNG
$10.8B
$4.82K ﹤0.01%
+145
New +$5.96K
SCHI icon
454
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
$4.81K ﹤0.01%
+214
New +$4.76K
UMC icon
455
United Microelectronic
UMC
$48.4B
$4.79K ﹤0.01%
+670
New +$4.27K
QUAL icon
456
iShares MSCI USA Quality Factor ETF
QUAL
$47.7B
$4.79K ﹤0.01%
+28
New +$5.01K
AG icon
457
First Majestic Silver
AG
$8.68B
$4.68K ﹤0.01%
+700
New +$4.17K
SPDW icon
458
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.3B
$4.66K ﹤0.01%
+128
New +$4.63K
MRVL icon
459
Marvell Technology
MRVL
$189B
$4.62K ﹤0.01%
+75
New +$7.28K
ROBT icon
460
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$762M
$4.6K ﹤0.01%
113
– –
TLH icon
461
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$4.57K ﹤0.01%
44
– –
DSU icon
462
BlackRock Debt Strategies Fund
DSU
$593M
$4.52K ﹤0.01%
+433
New +$4.62K
CHRD icon
463
Chord Energy
CHRD
$7.32B
$4.51K ﹤0.01%
+40
New +$4.54K
TGT icon
464
Target
TGT
$67.1B
$4.51K ﹤0.01%
+43
New +$5.37K
XLE icon
465
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$4.49K ﹤0.01%
+96
New +$4.33K
SGDM icon
466
Sprott Gold Miners ETF
SGDM
$611M
$4.48K ﹤0.01%
+118
New +$3.88K
FNDA icon
467
Schwab Fundamental US Small Company Index ETF
FNDA
$9.34B
$4.38K ﹤0.01%
+160
New +$4.68K
GD icon
468
General Dynamics
GD
$104B
$4.36K ﹤0.01%
+16
New +$4.16K
NCLH icon
469
Norwegian Cruise Line
NCLH
$9.32B
$4.36K ﹤0.01%
+230
New +$5.54K
AI icon
470
C3.ai
AI
$1.54B
$4.36K ﹤0.01%
+207
New +$5.87K
SID icon
471
Companhia Siderúrgica Nacional
SID
$1.3B
$4.33K ﹤0.01%
+2,595
New +$3.99K
PJAN icon
472
Innovator US Equity Power Buffer ETF January
PJAN
$1.45B
$4.31K ﹤0.01%
+104
New +$4.41K
FSM icon
473
Fortuna Silver Mines
FSM
$2.91B
$4.27K ﹤0.01%
+700
New +$3.48K
C icon
474
Citigroup
C
$231B
$4.26K ﹤0.01%
+60
New +$4.58K
OR icon
475
OR Royalties Inc
OR
$6.04B
$4.22K ﹤0.01%
+200
New +$3.84K
17 18
19
20 21

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HFRG
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CIA
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EBWM
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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.