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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
HUBS icon
501
HubSpot
HUBS
$12.2B
$1.67K ﹤0.01%
+3
New +$1.76K
FSLR icon
502
First Solar
FSLR
$22.7B
$1.66K ﹤0.01%
10
– –
CBOE icon
503
Cboe Global Markets
CBOE
$32.5B
$1.63K ﹤0.01%
7
– –
VERI icon
504
Veritone
VERI
$101M
$1.61K ﹤0.01%
1,281
-390
-23% -$708
DJT icon
505
Trump Media & Technology Group
DJT
$2.73B
$1.59K ﹤0.01%
88
– –
VEGI icon
506
iShares MSCI Agriculture Producers ETF
VEGI
$148M
$1.59K ﹤0.01%
39
– –
XES icon
507
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$374M
$1.59K ﹤0.01%
25
– –
MARA icon
508
Marathon Digital Holdings
MARA
$4.32B
$1.57K ﹤0.01%
100
+40
+67% +$573
NGG icon
509
National Grid
NGG
$80.4B
$1.56K ﹤0.01%
21
-1
-5% -$69
AAL icon
510
American Airlines Group
AAL
$10.1B
$1.53K ﹤0.01%
136
– –
BALL icon
511
Ball Corp
BALL
$17.3B
$1.51K ﹤0.01%
27
– –
FN icon
512
Fabrinet
FN
$15.6B
$1.47K ﹤0.01%
5
– –
CGAU
513
Centerra Gold
CGAU
$3.36B
$1.44K ﹤0.01%
200
– –
SYM icon
514
Symbotic
SYM
$5.48B
$1.44K ﹤0.01%
37
– –
UTHR icon
515
United Therapeutics
UTHR
$25.8B
$1.44K ﹤0.01%
5
– –
FXO icon
516
First Trust Financials AlphaDEX Fund
FXO
$1.13B
$1.4K ﹤0.01%
25
– –
PCY icon
517
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$1.39K ﹤0.01%
68
– –
HLN icon
518
Haleon
HLN
$43.5B
$1.3K ﹤0.01%
125
-500
-80% -$5.27K
SOBO
519
South Bow Corp
SOBO
$7.74B
$1.27K ﹤0.01%
49
– –
EMX
520
DELISTED
EMX Royalty
EMX
$1.26K ﹤0.01%
500
– –
AEP icon
521
American Electric Power
AEP
$69.6B
$1.25K ﹤0.01%
+12
New +$1.25K
XEL icon
522
Xcel Energy
XEL
$48.8B
$1.23K ﹤0.01%
+18
New +$1.25K
TMO icon
523
Thermo Fisher Scientific
TMO
$213B
$1.22K ﹤0.01%
3
– –
CRTO icon
524
Criteo S.A. Ordinary Shares
CRTO
$1.1B
$1.2K ﹤0.01%
+50
New +$1.41K
FXN icon
525
First Trust Energy AlphaDEX Fund
FXN
$388M
$1.19K ﹤0.01%
79
+1
+1% +$15
19 20
21
22 23

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HFRG
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CIA
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EBWM
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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.