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CIK: 0001600403
Total reported value
$1.0B
$1.0B
250 檔
66.1%
In Q4 2024, Ckw Financial Group's U.S. equity holdings reached a combined market value of $1.0B, distributed across 250 disclosed stock positions.
During Q4 2024, Ckw Financial Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, IJH) accounted for 66.1% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 250 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 48.81% | +1.23% | -1.66% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 18.41% | -1.06% | +1.58% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.26% | +0.03% | +0.16% | |
| 4 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 4.83% | -0.89% | -0.17% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.42% | +0.28% | -0.62% | |
| 6 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 4.39% | +0.10% | +0.48% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.92% | — | +1.14% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.29% | -0.04% | -0.94% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | -0.10% | +0.05% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | +0.02% | +0.08% | |
| 11 | MATX | Matson Inc | Stock-Industrials | 0.60% | +0.13% | +0.95% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.02% | +0.91% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.54% | +0.15% | +12.52% | |
| 14 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.54% | +0.03% | +7.58% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | +0.01% | +0.34% | |
| 16 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.28% | +0.01% | +3.94% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.01% | +0.84% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | — | -20.18% | |
| 19 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.22% | — | -2.08% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | — | -27.50% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.16% | — | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | -0.03% | +27.87% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | — | NEW | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | — | — | |
| 25 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.11% | -0.02% | +0.04% | |
| 26 | FHB | First Hawaiian Inc | Stock-Other | 0.10% | +0.01% | +1.24% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.10% | +0.01% | -2.48% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.07% | — | -12.51% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.07% | — | +4.95% | |
| 30 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.07% | — | -19.69% | |
| 31 | LIN | Linde plc | Stock-Materials | 0.06% | — | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.06% | — | +21.61% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.05% | +0.01% | -25.00% | |
| 34 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.05% | -0.01% | +0.21% | |
| 35 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.05% | — | -12.22% | |
| 36 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.04% | — | +0.14% | |
| 37 | FISV | Fiserv Inc | Stock-Other | 0.04% | — | — | |
| 38 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.04% | — | NEW | |
| 39 | ALEX | Alexander & Baldwin Inc | Stock-Other | 0.04% | — | +13.05% | |
| 40 | GE | General Electric | Stock-Industrials | 0.04% | +0.01% | +27.16% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.04% | — | +0.04% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.04% | +0.01% | +6.64% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.03% | — | NEW | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.03% | — | +138.50% | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.03% | — | NEW | |
| 46 | MET | Metlife Inc | Stock-Financials | 0.03% | — | — | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.03% | -0.01% | — | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.03% | +0.01% | — | |
| 49 | SNY | Sanofi-adr | Stock-Healthcare | 0.03% | — | — | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.03% | -0.01% | +0.97% |
According to official SEC Form 13F filings, Ckw Financial Group reported a total U.S. public equity portfolio value of $1.0B across 250 disclosed positions in Q4 2024.
During Q4 2024, Ckw Financial Group's top holdings by market value included IVV (48.8%)、IEFA (18.4%)、IJH (6.3%). The largest single position, IVV, represented 48.8% of total portfolio value.
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In Q4 2024, Ckw Financial Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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