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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
COWZ icon
176
Pacer US Cash Cows 100 ETF
COWZ
$18.7B
$59.3K 0.03%
1,077
-76
-7% -$4.02K
XLI icon
177
State Street Industrial Select Sector SPDR ETF
XLI
$32.5B
$59.3K 0.03%
402
-78
-16% -$10.6K
NEM icon
178
Newmont
NEM
$101B
$58.2K 0.03%
999
-65
-6% -$3.47K
XLP icon
179
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$58.1K 0.03%
717
-77
-10% -$6.25K
GOOG icon
180
Alphabet (Google) Class C
GOOG
$4.08T
$57.7K 0.03%
325
– –
PAAS icon
181
Pan American Silver
PAAS
$18.6B
$57.2K 0.03%
2,014
+600
+42% +$15.5K
SGOL icon
182
abrdn Physical Gold Shares ETF
SGOL
$7.01B
$56.6K 0.03%
1,795
– –
SPYM
183
State Street SPDR Portfolio S&P 500 ETF
SPYM
$160B
$56.2K 0.03%
773
-971
-56% -$65.3K
GSLC icon
184
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15B
$54K 0.03%
445
– –
GEV icon
185
GE Vernova
GEV
$262B
$54K 0.03%
102
-25
-20% -$10.4K
AYI icon
186
Acuity Brands
AYI
$10.1B
$53.7K 0.03%
180
– –
INTC icon
187
Intel
INTC
$460B
$53.2K 0.03%
2,376
-117
-5% -$2.42K
FNDX icon
188
Schwab Fundamental US Large Company Index ETF
FNDX
$26.7B
$53K 0.03%
2,160
+1,839
+573% +$42.8K
BA icon
189
Boeing
BA
$175B
$52.4K 0.03%
250
– –
SGOV icon
190
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.4B
$52.2K 0.03%
518
– –
VOO icon
191
Vanguard S&P 500 ETF
VOO
$972B
$51.7K 0.03%
91
– –
HOOD icon
192
Robinhood
HOOD
$77.9B
$51.4K 0.03%
549
+75
+16% +$4.44K
CRM icon
193
Salesforce
CRM
$148B
$50.7K 0.03%
186
-36
-16% -$9.63K
FDS icon
194
Factset
FDS
$9.35B
$50.1K 0.03%
112
– –
HAFN icon
195
Hafnia
HAFN
$3.84B
$49.9K 0.03%
10,000
– –
IAUM icon
196
iShares Gold Trust Micro
IAUM
$6.45B
$49.5K 0.03%
1,500
-800
-35% -$26.2K
XLF icon
197
State Street Financial Select Sector SPDR ETF
XLF
$56.8B
$49.1K 0.03%
938
-62
-6% -$3.07K
AVGO icon
198
Broadcom
AVGO
$1.85T
$49.1K 0.03%
178
-9
-5% -$1.95K
PECO icon
199
Phillips Edison & Co
PECO
$5.45B
$49K 0.03%
1,400
-700
-33% -$24.8K
O icon
200
Realty Income
O
$60.1B
$48.6K 0.03%
844
-805
-49% -$45.5K
6 7
8
9 10

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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.