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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
SPTS icon
176
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$64.2K 0.04%
+2,195
New +$63.8K
MO icon
177
Altria Group
MO
$114B
$63.8K 0.04%
+1,064
New +$58.1K
COWZ icon
178
Pacer US Cash Cows 100 ETF
COWZ
$18.8B
$63.1K 0.04%
+1,153
New +$65.6K
XLI icon
179
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$62.9K 0.04%
+480
New +$64.9K
GTO icon
180
Invesco Total Return Bond ETF
GTO
$2.43B
$62.5K 0.04%
+1,332
New +$62.2K
FNV icon
181
Franco-Nevada
FNV
$41.4B
$61.6K 0.04%
+391
New +$54.7K
SHV icon
182
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$61.5K 0.04%
557
+392
+238% +$43.2K
EMXC icon
183
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.6B
$60.5K 0.04%
+1,098
New +$61.6K
CRM icon
184
Salesforce
CRM
$152B
$59.6K 0.04%
+222
New +$69K
DIS icon
185
Walt Disney
DIS
$170B
$58.3K 0.04%
+591
New +$63.5K
CSCO icon
186
Cisco
CSCO
$457B
$57.9K 0.04%
+938
New +$57.7K
SMH icon
187
VanEck Semiconductor ETF
SMH
$68.5B
$57.1K 0.04%
270
– –
INTC icon
188
Intel
INTC
$459B
$56.6K 0.04%
+2,493
New +$54.6K
WMT icon
189
Walmart Inc
WMT
$881B
$56.5K 0.04%
+643
New +$60.3K
FTSM icon
190
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$55.8K 0.04%
+932
New +$55.8K
SPGI icon
191
S&P Global
SPGI
$123B
$55.4K 0.04%
+109
New +$55.7K
BKNG icon
192
Booking.com
BKNG
$149B
$55.3K 0.04%
+300
New +$57.4K
CMG icon
193
Chipotle Mexican Grill
CMG
$47.5B
$55.2K 0.04%
+1,100
New +$59.8K
IBIT icon
194
iShares Bitcoin Trust
IBIT
$47B
$53.9K 0.04%
+1,152
New +$61K
TXN icon
195
Texas Instruments
TXN
$246B
$53.9K 0.04%
+300
New +$56.2K
SGOL icon
196
abrdn Physical Gold Shares ETF
SGOL
$6.91B
$53.5K 0.04%
+1,795
New +$49.1K
VDE icon
197
Vanguard Energy ETF
VDE
$9.95B
$52.9K 0.04%
+408
New +$51.5K
SAND
198
DELISTED
Sandstorm Gold
SAND
$52.7K 0.04%
+6,983
New +$43.6K
SGOV icon
199
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.9B
$52.1K 0.04%
+518
New +$52.1K
RTX icon
200
RTX Corp
RTX
$292B
$51.5K 0.04%
+389
New +$49.3K
6 7
8
9 10

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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.