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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
SPTL icon
151
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
$77.8K 0.05%
2,853
-33
-1% -$879
KGC icon
152
Kinross Gold
KGC
$27.5B
$76.8K 0.05%
+6,087
New +$68.3K
PECO icon
153
Phillips Edison & Co
PECO
$5.42B
$76.6K 0.05%
+2,100
New +$75.9K
RWJ icon
154
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.1B
$74.3K 0.05%
1,825
+45
+3% +$2.01K
SB icon
155
Safe Bulkers
SB
$811M
$73.8K 0.05%
+20,000
New +$72.9K
IEFA icon
156
iShares Core MSCI EAFE ETF
IEFA
$191B
$73.3K 0.05%
+969
New +$72.5K
IWF icon
157
iShares Russell 1000 Growth ETF
IWF
$124B
$73.3K 0.05%
812
– –
CLOI icon
158
VanEck CLO ETF
CLOI
$1.5B
$72.8K 0.05%
1,377
– –
SSRM icon
159
SSR Mining
SSRM
$5.49B
$72.6K 0.05%
+7,238
New +$66.8K
NE icon
160
Noble Corp
NE
$6.48B
$72.1K 0.05%
+3,042
New +$87.1K
META icon
161
Meta Platforms (Facebook)
META
$1.5T
$72K 0.05%
+125
New +$80.6K
IAUM icon
162
iShares Gold Trust Micro
IAUM
$6.33B
$71.7K 0.05%
+2,300
New +$65.8K
VEA icon
163
Vanguard FTSE Developed Markets ETF
VEA
$230B
$70.8K 0.05%
+1,392
New +$70.4K
ETHE
164
Grayscale Ethereum Staking ETF Shares
ETHE
$1.51B
$70.7K 0.05%
+4,648
New +$102K
A icon
165
Agilent Technologies
A
$39.4B
$70.2K 0.05%
+600
New +$80.9K
COIN icon
166
Coinbase
COIN
$40.1B
$69.1K 0.05%
+401
New +$97.1K
HGER icon
167
Harbor Commodity All-Weather Strategy ETF
HGER
$3.63B
$68.8K 0.05%
+2,862
New +$66.6K
SKE
168
Skeena Resources
SKE
$3.32B
$68K 0.05%
+6,736
New +$67.8K
PEO
169
Adams Natural Resources Fund
PEO
$737M
$67.7K 0.05%
+2,966
New +$66.5K
IEI icon
170
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$67.1K 0.05%
568
+35
+7% +$4.08K
IWB icon
171
iShares Russell 1000 ETF
IWB
$49B
$66.9K 0.05%
218
– –
TFC icon
172
Truist Financial
TFC
$63B
$66K 0.05%
+1,605
New +$71.5K
XLP icon
173
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.8B
$64.8K 0.04%
+794
New +$63.4K
NOW icon
174
ServiceNow
NOW
$119B
$64.5K 0.04%
+405
New +$78.1K
WPC icon
175
W.P. Carey
WPC
$16.5B
$64.4K 0.04%
+1,021
New +$60.4K
5 6
7
8 9

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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.