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CIK: 0001776910
Total reported value
$120.6M
$120.6M
55 檔
45.6%
According to the latest 13F quarterly dataset, KDK Private Wealth Management, LLC managed an equity portfolio of $120.6M at the end of Q4 2024, spanning 55 distinct U.S. exchange-listed positions.
During Q4 2024, KDK Private Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EPD | Enterprise Products Partners | Stock-Energy | 23.18% | -3.32% | — | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-Other | 14.69% | +1.35% | — | |
| 3 | CCI | Crown Castle Inc | Stock-Real Estate | 7.18% | — | — | |
| 4 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 6.07% | +1.19% | — | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.99% | +0.24% | — | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.88% | +0.20% | — | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.10% | -0.24% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.24% | +3.31% | — | |
| 9 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 1.98% | +0.08% | — | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.97% | +0.33% | — | |
| 11 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.93% | -0.02% | — | |
| 12 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.93% | -0.04% | — | |
| 13 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 1.68% | -0.01% | — | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.51% | +0.44% | — | |
| 15 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.29% | -0.10% | — | |
| 16 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.25% | -0.10% | — | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.22% | -0.07% | — | |
| 18 | VFH | Vanguard Financials ETF | ETF-Other | 1.16% | -0.07% | — | |
| 19 | IBTXUSD | Independent Bank Group Inc | Stock-Other | 1.08% | — | — | |
| 20 | VOX | Vanguard Communication Servi | ETF-Other | 1.08% | -0.09% | — | |
| 21 | VHT | Vanguard Health Care ETF | ETF-Other | 0.98% | -0.01% | — | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.92% | -0.03% | — | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.91% | +0.03% | — | |
| 24 | HAL | Halliburton Co | Stock-Energy | 0.87% | -0.22% | — | |
| 25 | NMRK | Newmark Group Inc-class A | Stock-Other | 0.80% | -0.40% | — | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.42% | — | |
| 27 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.68% | -0.04% | — | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.68% | -0.06% | — | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.24% | — | |
| 30 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.64% | -0.17% | — | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.60% | +0.03% | — | |
| 32 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.54% | +0.06% | — | |
| 33 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.52% | +0.02% | — | |
| 34 | SOC | Sable Offshore CORP | Stock-Other | 0.41% | -0.46% | — | |
| 35 | KRP | Kimbell Royalty Partners LP | Stock-Other | 0.41% | -0.03% | — | |
| 36 | FMAT | Fidelity Msci Materials Indx | ETF-Other | 0.38% | -0.05% | — | |
| 37 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.34% | -0.06% | — | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.34% | -0.01% | — | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.33% | — | — | |
| 40 | VIS | Vanguard Industrials ETF | ETF-Other | 0.31% | -0.02% | — | |
| 41 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.31% | -0.05% | — | |
| 42 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.28% | — | — | |
| 43 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.28% | +0.05% | — | |
| 44 | VDE | Vanguard Energy ETF | ETF-Other | 0.28% | -0.08% | — | |
| 45 | VPU | Vanguard Utilities ETF | ETF-Other | 0.27% | -0.03% | — | |
| 46 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.27% | -0.01% | — | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.25% | +0.01% | — | |
| 48 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.25% | +0.02% | — | |
| 49 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.24% | -0.03% | — | |
| 50 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.23% | -0.19% | EXIT |
According to official SEC Form 13F filings, KDK Private Wealth Management, LLC reported a total U.S. public equity portfolio value of $120.6M across 55 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including EPD, IWV, CCI) accounted for 45.6% of total reported equity market value during Q4 2024.
During Q4 2024, KDK Private Wealth Management, LLC's top holdings by market value included EPD (23.2%)、IWV (14.7%)、CCI (7.2%). The largest single position, EPD, represented 23.2% of total portfolio value.
In Q4 2024, KDK Private Wealth Management, LLC 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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