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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
-0.02%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
103.56%
Top 10 Holdings %
Top 10 Hldgs %
46.91%
Holding
171
New
171
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$11.2M |
| 2 |
VanEck Merk Gold Trust
OUNZ
|
+$9.56M |
| 3 |
VanEck Uranium + Nuclear Energy ETF
NLR
|
+$6.84M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$6.17M |
| 5 |
First Trust Nasdaq Semiconductor ETF
FTXL
|
+$5.28M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.74% |
| 2 | Consumer Discretionary | 5.12% |
| 3 | Financials | 3.81% |
| 4 | Industrials | 3.54% |
| 5 | Consumer Staples | 2.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Home Depot
HD
$331B
| $535K | 0.43% |
+1,377
| New | +$563K |
|
52
Medtronic
MDT
$109B
| $530K | 0.43% |
+6,631
| New | +$574K |
|
53
ASE Group
ASX
$77.3B
| $525K | 0.42% |
+52,089
| New | +$519K |
|
54
PagSeguro Digital
PAGS
$2.69B
| $513K | 0.42% |
+82,004
| New | +$630K |
|
55
US Bancorp
USB
$98.2B
| $509K | 0.41% |
+10,643
| New | +$524K |
|
56
Invesco Dorsey Wright Momentum ETF
PDP
$1.46B
| $501K | 0.41% |
+4,658
| New | +$511K |
|
57
VanEck Gold Miners ETF
GDX
$22.7B
| $473K | 0.38% |
+13,954
| New | +$535K |
|
58
General Mills
GIS
$19.1B
| $473K | 0.38% |
+7,413
| New | +$497K |
|
59
AbbVie
ABBV
$443B
| $456K | 0.37% |
+2,565
| New | +$472K |
|
60
abrdn Physical Silver Shares ETF
SIVR
$4.02B
| $449K | 0.36% |
+16,291
| New | +$488K |
|
61
iShares Core S&P 500 ETF
IVV
$878B
| $409K | 0.33% |
+695
| New | +$411K |
|
62
Best Buy
BBY
$18.2B
| $405K | 0.33% |
+4,723
| New | +$431K |
|
63
WEC Energy
WEC
$35.7B
| $398K | 0.32% |
+4,227
| New | +$410K |
|
64
SPDR Gold Trust
GLD
$131B
| $379K | 0.31% |
+1,565
| New | +$385K |
|
65
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
| $370K | 0.3% |
+4,043
| New | +$370K |
|
66
Conagra Brands
CAG
$6.94B
| $369K | 0.3% |
+13,294
| New | +$377K |
|
67
Vanguard Total International Bond ETF
BNDX
$81.9B
| $364K | 0.3% |
+7,427
| New | +$371K |
|
68
Mid-America Apartment Communities
MAA
$15.4B
| $362K | 0.29% |
+2,341
| New | +$366K |
|
69
United Parcel Service
UPS
$88.6B
| $356K | 0.29% |
+2,825
| New | +$372K |
|
70
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.7B
| $349K | 0.28% |
+4,273
| New | +$310K |
|
71
Bristol-Myers Squibb
BMY
$133B
| $344K | 0.28% |
+6,074
| New | +$339K |
|
72
UDR
UDR
$12.3B
| $337K | 0.27% |
+7,753
| New | +$343K |
|
73
Sprott Physical Silver Trust
PSLV
$12B
| $332K | 0.27% |
+34,449
| New | +$363K |
|
74
Regions Financial
RF
$26.4B
| $313K | 0.25% |
+13,315
| New | +$329K |
|
75
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
| $309K | 0.25% |
+1,065
| New | +$311K |
|
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Kiker Wealth Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Kiker Wealth Management, which disclosed 171 positions worth $123M. Its ten largest holdings account for 47% of the portfolio.
Its largest position is iShares Russell 2000 ETF: 49,131 shares worth $10.9M.
By sector, the portfolio is most concentrated in Technology at 6.7% of assets, followed by Consumer Discretionary and Financials.
- Kiker Wealth Management's largest Q4 2024 buy was iShares Russell 2000 ETF: 49,131 shares worth $10.9M.
- Kiker Wealth Management's ten largest holdings make up 47% of its $123M portfolio in Q4 2024.
- Kiker Wealth Management disclosed 171 positions in Q4 2024, its first 13F filing on record.
Based on Kiker Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.