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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
KMB icon
526
Kimberly-Clark
KMB
$36.5B
$2.42K ﹤0.01%
+17
New +$2.29K
ATR icon
527
AptarGroup
ATR
$8.64B
$2.37K ﹤0.01%
+16
New +$2.41K
CINF icon
528
Cincinnati Financial
CINF
$27.4B
$2.36K ﹤0.01%
+16
New +$2.25K
SPEM icon
529
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$2.36K ﹤0.01%
+60
New +$2.35K
LIN icon
530
Linde
LIN
$226B
$2.33K ﹤0.01%
+5
New +$2.25K
FXED icon
531
Sound Enhanced Fixed Income ETF
FXED
$39.5M
$2.25K ﹤0.01%
+124
New +$2.27K
PLD icon
532
Prologis
PLD
$131B
$2.24K ﹤0.01%
+20
New +$2.31K
PFFV icon
533
Global X Variable Rate Preferred ETF
PFFV
$304M
$2.22K ﹤0.01%
+94
New +$2.24K
VGIT icon
534
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$2.2K ﹤0.01%
+37
New +$2.16K
GRMN
535
Garmin
GRMN
$59B
$2.17K ﹤0.01%
+10
New +$2.16K
FTXN icon
536
First Trust Nasdaq Oil & Gas ETF
FTXN
$156M
$2.15K ﹤0.01%
71
– –
BTZ icon
537
BlackRock Credit Allocation Income Trust
BTZ
$937M
$2.14K ﹤0.01%
+200
New +$2.14K
UBS icon
538
UBS Group
UBS
$176B
$2.11K ﹤0.01%
+69
New +$2.3K
DIVY icon
539
Sound Equity Dividend Income ETF
DIVY
$29.3M
$2.1K ﹤0.01%
+82
New +$2.12K
NG icon
540
NovaGold Resources
NG
$3.1B
$2.04K ﹤0.01%
+700
New +$2.25K
AL
541
DELISTED
Air Lease Corp
AL
$1.98K ﹤0.01%
+41
New +$1.92K
LIT icon
542
Global X Lithium & Battery Tech ETF
LIT
$1.57B
$1.94K ﹤0.01%
+50
New +$2.05K
SCHR
543
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$1.94K ﹤0.01%
+78
New +$1.91K
DELL icon
544
Dell
DELL
$306B
$1.91K ﹤0.01%
+21
New +$2.22K
SCZ icon
545
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$1.91K ﹤0.01%
30
– –
CW icon
546
Curtiss-Wright
CW
$28B
$1.9K ﹤0.01%
+6
New +$2.02K
RSPT icon
547
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.84B
$1.88K ﹤0.01%
55
– –
JPST icon
548
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$1.87K ﹤0.01%
+37
New +$1.87K
FOXA icon
549
Fox Class A
FOXA
$24.5B
$1.87K ﹤0.01%
+33
New +$1.75K
NVT icon
550
nVent Electric
NVT
$26.6B
$1.83K ﹤0.01%
+35
New +$2.21K
20 21
22
23 24

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PHAM
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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.