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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
+12.59%
1 Year Est. Return
+28.91%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$177M
AUM Growth
+$30.8M
Cap. Flow
+$15.5M
Cap. Flow %
8.72%
Top 10 Hldgs %
46.54%
Holding
804
New
86
Increased
94
Reduced
165
Closed
171

Top Buys

Rank Stock Value
1
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$11.5M
2
DAPP icon
VanEck Digital Transformation ETF
DAPP
+$3.45M
3
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$3.4M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.06M
5
SUPV
Grupo Supervielle
SUPV
+$1.72M

Top Sells

Rank Stock Value
1
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$5.09M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$3.92M
3
EWP icon
iShares MSCI Spain ETF
EWP
+$3.48M
4
RCL icon
Royal Caribbean
RCL
+$1.61M
5
VRT icon
Vertiv
VRT
+$1.47M

Sector Composition

Rank Sector Weight
1 Financials 6.93%
2 Technology 5.94%
3 Industrials 4.12%
4 Consumer Discretionary 3.84%
5 Energy 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SSRM icon
101
SSR Mining
SSRM
$5.54B
$187K 0.11%
14,699
+7,461
+103% +$84.1K
SPY icon
102
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$179K 0.1%
289
-662
-70% -$378K
CSX icon
103
CSX Corp
CSX
$93B
$178K 0.1%
5,465
– –
AGI icon
104
Alamos Gold
AGI
$11.9B
$177K 0.1%
6,665
+3,137
+89% +$83.9K
LII icon
105
Lennox International
LII
$14.5B
$173K 0.1%
+302
New +$169K
ORLA
106
Orla Mining
ORLA
$3.54B
$170K 0.1%
16,961
+4,963
+41% +$51.6K
JPM icon
107
JPMorgan Chase
JPM
$933B
$170K 0.1%
585
-418
-42% -$107K
MPC icon
108
Marathon Petroleum
MPC
$91.7B
$169K 0.1%
1,017
+267
+36% +$40K
AU icon
109
AngloGold Ashanti
AU
$41.6B
$168K 0.09%
+3,690
New +$159K
AVUV icon
110
Avantis US Small Cap Value ETF
AVUV
$30.3B
$165K 0.09%
1,816
+1,776
+4,440% +$153K
FRO icon
111
Frontline
FRO
$8.7B
$164K 0.09%
10,000
– –
AMLP icon
112
Alerian MLP ETF
AMLP
$12.9B
$164K 0.09%
3,352
+574
+21% +$27.8K
GFI icon
113
Gold Fields
GFI
$30B
$161K 0.09%
+6,810
New +$156K
RCL icon
114
Royal Caribbean
RCL
$86.1B
$160K 0.09%
510
-6,743
-93% -$1.61M
GDXJ icon
115
VanEck Junior Gold Miners ETF
GDXJ
$7.15B
$156K 0.09%
2,304
– –
SBSW icon
116
Sibanye-Stillwater
SBSW
$6.43B
$144K 0.08%
20,000
– –
HMY icon
117
Harmony Gold Mining
HMY
$10.1B
$143K 0.08%
+10,264
New +$155K
GBTC icon
118
Grayscale Bitcoin Trust
GBTC
$9.73B
$143K 0.08%
1,682
– –
DRD
119
DRDGold
DRD
$1.81B
$142K 0.08%
+10,669
New +$158K
NVGS icon
120
Navigator Holdings
NVGS
$1.37B
$142K 0.08%
10,000
– –
BSM icon
121
Black Stone Minerals
BSM
$3.14B
$141K 0.08%
10,750
– –
AMZN icon
122
Amazon
AMZN
$2.53T
$140K 0.08%
639
-85
-12% -$16.8K
V icon
123
Visa
V
$673B
$134K 0.08%
378
-26
-6% -$9.06K
GOOGL icon
124
Alphabet (Google) Class A
GOOGL
$4.08T
$129K 0.07%
731
+16
+2% +$2.62K
COIN icon
125
Coinbase
COIN
$43.1B
$124K 0.07%
353
-48
-12% -$11.2K
3 4
5
6 7

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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 Q2 2025 Portfolio in Review

As of Q2 2025, Kiker Wealth Management held 804 positions worth $177M, up 21% from $147M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Kiker Wealth Management deployed $15.5M of net new capital in Q2 2025, opening 86 new positions and adding to 94 existing holdings. Its largest new stake was Grupo Supervielle: 127,005 shares worth $1.34M.

By sector, the portfolio is most concentrated in Financials at 6.9% of assets, up from 3.9% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was First Trust Nasdaq Semiconductor ETF, an estimated $5.09M trimmed.

  • Kiker Wealth Management's largest Q2 2025 buy was Grupo Supervielle: 127,005 shares worth $1.34M.
  • Kiker Wealth Management added most to Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF in Q2 2025, an estimated $11.5M increase.
  • Kiker Wealth Management's biggest Q2 2025 reduction was First Trust Nasdaq Semiconductor ETF, cutting an estimated $5.09M.
  • Kiker Wealth Management fully exited Invesco NASDAQ 100 ETF in Q2 2025, selling an estimated $3.92M.
  • Kiker Wealth Management's ten largest holdings make up 47% of its $177M portfolio in Q2 2025.
  • Kiker Wealth Management opened 86 new positions and closed 171 in Q2 2025.
  • Kiker Wealth Management's portfolio value rose 21% quarter-over-quarter to $177M.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.