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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
PHYS icon
51
Sprott Physical Gold
PHYS
$14.6B
$626K 0.43%
26,004
-5,844
-18% -$130K
DRI icon
52
Darden Restaurants
DRI
$23.3B
$601K 0.41%
2,894
-244
-8% -$47.1K
IPG
53
DELISTED
Interpublic Group of Companies
IPG
$564K 0.38%
20,770
-1,120
-5% -$30.7K
PDP icon
54
Invesco Dorsey Wright Momentum ETF
PDP
$1.46B
$558K 0.38%
5,585
+927
+20% +$100K
MDT icon
55
Medtronic
MDT
$109B
$558K 0.38%
6,213
-418
-6% -$37.4K
BND icon
56
Vanguard Total Bond Market
BND
$157B
$541K 0.37%
7,371
-230
-3% -$16.7K
PLTR icon
57
Palantir
PLTR
$295B
$535K 0.36%
6,335
-6,226
-50% -$547K
SPY icon
58
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$532K 0.36%
951
+438
+85% +$257K
SIVR icon
59
abrdn Physical Silver Shares ETF
SIVR
$4.02B
$507K 0.35%
15,584
-707
-4% -$21.5K
ADM icon
60
Archer Daniels Midland
ADM
$38.2B
$494K 0.34%
10,294
-480
-4% -$23.2K
IVV icon
61
iShares Core S&P 500 ETF
IVV
$878B
$485K 0.33%
864
+169
+24% +$99.8K
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.1T
$484K 0.33%
909
-528
-37% -$257K
ABBV icon
63
AbbVie
ABBV
$443B
$475K 0.32%
2,265
-300
-12% -$58.3K
ASX icon
64
ASE Group
ASX
$77.3B
$440K 0.3%
50,231
-1,858
-4% -$18.9K
WEC icon
65
WEC Energy
WEC
$35.7B
$427K 0.29%
3,920
-307
-7% -$31.4K
GIS icon
66
General Mills
GIS
$19.1B
$423K 0.29%
7,080
-333
-4% -$20K
USB icon
67
US Bancorp
USB
$98.2B
$419K 0.29%
9,927
-716
-7% -$33K
EPD icon
68
Enterprise Products Partners
EPD
$82.3B
$412K 0.28%
12,066
+4,999
+71% +$166K
HD icon
69
Home Depot
HD
$331B
$409K 0.28%
1,115
-262
-19% -$102K
PSLV icon
70
Sprott Physical Silver Trust
PSLV
$12B
$396K 0.27%
34,150
-299
-0.9% -$3.23K
CVX icon
71
Chevron
CVX
$392B
$373K 0.25%
2,227
+580
+35% +$90.8K
MAA icon
72
Mid-America Apartment Communities
MAA
$15.4B
$346K 0.24%
2,064
-277
-12% -$43.8K
BMY icon
73
Bristol-Myers Squibb
BMY
$133B
$343K 0.23%
5,630
-444
-7% -$25.9K
FBTC icon
74
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.7B
$336K 0.23%
4,673
+400
+9% +$32.5K
CAG icon
75
Conagra Brands
CAG
$6.94B
$332K 0.23%
12,439
-855
-6% -$22.1K
1 2
3
4 5

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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.