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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
PG icon
76
Procter & Gamble
PG
$336B
$324K 0.22%
1,899
+72
+4% +$12.1K
VTI icon
77
Vanguard Morningstar Total Stock Market ETF
VTI
$671B
$319K 0.22%
1,159
+94
+9% +$27.3K
UDR icon
78
UDR
UDR
$12.4B
$308K 0.21%
6,814
-939
-12% -$40.2K
RF icon
79
Regions Financial
RF
$26.8B
$289K 0.2%
13,315
– –
UPS icon
80
United Parcel Service
UPS
$90.7B
$288K 0.2%
2,615
-210
-7% -$25.1K
BNDX icon
81
Vanguard Total International Bond ETF
BNDX
$82B
$281K 0.19%
5,750
-1,677
-23% -$82K
NI icon
82
NiSource
NI
$21.4B
$278K 0.19%
6,946
-1,002
-13% -$38.6K
ET icon
83
Energy Transfer Partners
ET
$69.6B
$252K 0.17%
13,575
-2,010
-13% -$39.2K
LMT icon
84
Lockheed Martin
LMT
$135B
$252K 0.17%
564
+131
+30% +$60.3K
JPM icon
85
JPMorgan Chase
JPM
$935B
$246K 0.17%
+1,003
New +$256K
SDY icon
86
State Street SPDR S&P Dividend ETF
SDY
$23.6B
$229K 0.16%
1,688
+983
+139% +$132K
CAT icon
87
Caterpillar
CAT
$382B
$226K 0.15%
+685
New +$244K
WPM icon
88
Wheaton Precious Metals
WPM
$50.7B
$214K 0.15%
+2,754
New +$184K
DHT icon
89
DHT Holdings
DHT
$3B
$210K 0.14%
+20,000
New +$215K
T icon
90
AT&T
T
$162B
$204K 0.14%
+7,227
New +$182K
TSLA icon
91
Tesla
TSLA
$1.28T
$192K 0.13%
742
+10
+1% +$3.33K
GLNG icon
92
Golar LNG
GLNG
$4.99B
$190K 0.13%
+5,000
New +$196K
NVDA icon
93
NVIDIA
NVDA
$5.04T
$185K 0.13%
+1,710
New +$217K
SRE icon
94
Sempra
SRE
$57.4B
$184K 0.13%
2,576
-377
-13% -$29.4K
GLD icon
95
SPDR Gold Trust
GLD
$131B
$173K 0.12%
602
-963
-62% -$255K
RDVY icon
96
First Trust Rising Dividend Achievers ETF
RDVY
$25.1B
$170K 0.12%
2,906
+202
+7% +$12.3K
FISV
97
Fiserv Inc
FISV
$29.1B
$166K 0.11%
+752
New +$165K
BSM icon
98
Black Stone Minerals
BSM
$3.13B
$164K 0.11%
+10,750
New +$161K
CSX icon
99
CSX Corp
CSX
$92.2B
$161K 0.11%
+5,465
New +$174K
FRO icon
100
Frontline
FRO
$8.87B
$149K 0.1%
+10,000
New +$165K
2 3
4
5 6

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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.