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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
+11.7%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$198M
AUM Growth
+$20.6M
Cap. Flow
+$3.83M
Cap. Flow %
1.94%
Top 10 Hldgs %
50.43%
Holding
678
New
52
Increased
71
Reduced
52
Closed
455

Top Buys

Rank Stock Value
1
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$2.45M
2
ILF icon
iShares Latin America 40 ETF
ILF
+$2.33M
3
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$1.97M
4
FRO icon
Frontline
FRO
+$1.7M
5
SUPV
Grupo Supervielle
SUPV
+$1.65M

Top Sells

Rank Stock Value
1
EAT icon
Brinker International
EAT
+$1.61M
2
KMPR icon
Kemper
KMPR
+$1.55M
3
HES
Hess
HES
+$785K
4
DVA icon
DaVita
DVA
+$720K
5
IPG
Interpublic Group of Companies
IPG
+$699K

Sector Composition

Rank Sector Weight
1 Financials 7.16%
2 Technology 4.83%
3 Energy 4.01%
4 Industrials 3.57%
5 Consumer Discretionary 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OXY icon
526
Occidental Petroleum
OXY
$54.8B
– –
-1,014
Closed -$42.6K
OXY.WS icon
527
Occidental Petroleum Corp Warrants
OXY.WS
$31B
– –
-478
Closed -$9.9K
PAAS icon
528
Pan American Silver
PAAS
$18.9B
– –
-2,014
Closed -$57.2K
PAG icon
529
Penske Automotive Group
PAG
$14.4B
– –
-50
Closed -$8.59K
PALL icon
530
abrdn Physical Palladium Shares ETF
PALL
$652M
– –
-625
Closed -$12.6K
PANW icon
531
Palo Alto Networks
PANW
$299B
– –
-30
Closed -$6.14K
PARR icon
532
Par Pacific Holdings
PARR
$4.16B
– –
-350
Closed -$9.29K
PAYX icon
533
Paychex
PAYX
$42.2B
– –
-42
Closed -$6.11K
PBR icon
534
Petrobras
PBR
$121B
– –
-5,718
Closed -$71.5K
PCY icon
535
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
– –
-68
Closed -$1.39K
PECO icon
536
Phillips Edison & Co
PECO
$5.34B
– –
-1,400
Closed -$49K
PEO
537
Adams Natural Resources Fund
PEO
$732M
– –
-2,966
Closed -$63.4K
PEP icon
538
PepsiCo
PEP
$190B
– –
-636
Closed -$84K
PFE icon
539
Pfizer
PFE
$145B
– –
-500
Closed -$12.1K
PICK icon
540
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.29B
– –
-851
Closed -$32K
PJAN icon
541
Innovator US Equity Power Buffer ETF January
PJAN
$1.45B
– –
-104
Closed -$4.58K
PLD icon
542
Prologis
PLD
$130B
– –
-20
Closed -$2.1K
PM icon
543
Philip Morris
PM
$291B
– –
-100
Closed -$18.2K
PNC icon
544
PNC Financial Services
PNC
$101B
– –
-99
Closed -$18.5K
PNR icon
545
Pentair
PNR
$10.9B
– –
-59
Closed -$6.06K
PPLT
546
abrdn Physical Platinum Shares ETF
PPLT
$2B
– –
-1,000
Closed -$12.3K
PSCE icon
547
Invesco S&P SmallCap Energy ETF
PSCE
$98.9M
– –
-422
Closed -$16.4K
PSFE icon
548
Paysafe
PSFE
$405M
– –
-12
Closed -$151
PSX icon
549
Phillips 66
PSX
$82.5B
– –
-557
Closed -$66.5K
PTY icon
550
PIMCO Corporate & Income Opportunity Fund
PTY
$2.49B
– –
-1,965
Closed -$27.3K
20 21
22
23 24

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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 Q3 2025 Portfolio in Review

As of Q3 2025, Kiker Wealth Management held 678 positions worth $198M, up 12% from $177M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Kiker Wealth Management's Q3 2025 filing shows 52 new, 71 increased, 52 reduced and 455 closed positions. Its largest new stake was Synovus: 32,057 shares worth $1.57M. The largest sale was Brinker International, an estimated $1.61M.

By sector, the portfolio is most concentrated in Financials at 7.2% of assets, up from 6.9% a quarter earlier, followed by Technology and Energy.

  • Kiker Wealth Management's largest Q3 2025 buy was Synovus: 32,057 shares worth $1.57M.
  • Kiker Wealth Management added most to iShares MSCI Brazil ETF in Q3 2025, an estimated $2.45M increase.
  • Kiker Wealth Management's biggest Q3 2025 reduction was iShares Russell 2000 ETF, cutting an estimated $306K.
  • Kiker Wealth Management fully exited Brinker International in Q3 2025, selling an estimated $1.61M.
  • Kiker Wealth Management's ten largest holdings make up 50% of its $198M portfolio in Q3 2025.
  • Kiker Wealth Management opened 52 new positions and closed 455 in Q3 2025.
  • Kiker Wealth Management's portfolio value rose 12% quarter-over-quarter to $198M.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.