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CIK: 0002042502
Total reported value
$256.3M
$256.3M
220 檔
25.0%
The Q3 2025 SEC filing reveals that Kiker Wealth Management, LLC held a total portfolio value of $256.3M, covering 220 public equity positions.
In Q3 2025, Kiker Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 92 holdings to manage risk exposure.
Showing top 200 holdings (of 220 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 7.96% | -3.05% | +16.17% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.68% | -0.34% | -2.38% | |
| 3 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 6.39% | -2.01% | +5.58% | |
| 4 | DAPP | Vaneck Digital Transformatio | ETF-Other | 6.08% | — | +1.51% | |
| 5 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 5.23% | -1.41% | -2.09% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.32% | -0.04% | +6.87% | |
| 7 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 3.76% | +0.48% | -2.87% | |
| 8 | ILF | Ishares Latin America 40 ETF | ETF-Other | 3.50% | -0.99% | +57.66% | |
| 9 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 3.33% | -1.13% | +67.14% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.18% | +0.14% | +8.25% | |
| 11 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 3.02% | -1.73% | +10.35% | |
| 12 | SLV | Ishares Silver Trust | ETF-Commodities | 2.25% | -1.39% | -3.49% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.06% | +0.04% | +7.68% | |
| 14 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 2.00% | -0.30% | -1.43% | |
| 15 | CEF | Sprott Physical Gold And Sil | Stock-Other | 1.56% | -0.33% | +0.95% | |
| 16 | JBL | Jabil Inc | Stock-Tech | 1.10% | — | -0.81% | |
| 17 | FRO | Frontline plc | Stock-Other | 1.08% | -0.33% | +839.26% | |
| 18 | VIPS | Vipshop Holdings LTD - Adr | Stock-Consumer Disc | 1.05% | -0.29% | +1.76% | |
| 19 | DLX | Deluxe CORP | Stock-Other | 1.02% | -1.30% | EXIT | |
| 20 | GM | General Motors Co | Stock-Consumer Disc | 0.97% | — | -12.25% | |
| 21 | EME | Emcor Group Inc | Stock-Industrials | 0.90% | — | +4.90% | |
| 22 | CNO | Cno Financial Group Inc | Stock-Financials | 0.89% | -0.05% | -3.75% | |
| 23 | ORI | Old Republic Intl CORP | Stock-Financials | 0.89% | -0.76% | EXIT | |
| 24 | LTM | Latam Airlines Group Sa-adr | Stock-Other | 0.87% | — | +5.52% | |
| 25 | PFS | Provident Financial Services | Stock-Other | 0.85% | — | -2.72% | |
| 26 | NOMD | Nomad Foods Limited | Stock-Other | 0.84% | — | +48.29% | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 0.83% | — | -3.18% | |
| 28 | ENVA | Enova International Inc | Stock-Financials | 0.83% | +0.64% | — | |
| 29 | VOYA | Voya Financial Inc | Stock-Financials | 0.81% | — | -2.65% | |
| 30 | SYU1 | Synovus Financial CORP | Stock-Other | 0.79% | — | — | |
| 31 | SUPV | Grupo Supervielle Sa-sp Adr | Stock-Other | 0.79% | — | +148.94% | |
| 32 | TGNA | Tegna Inc | Stock-Other | 0.78% | — | -3.21% | |
| 33 | COR | Cencora Inc | Stock-Healthcare | 0.77% | — | +3.16% | |
| 34 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.76% | — | — | |
| 35 | LRN | Stride Inc | Stock-Consumer Staples | 0.74% | -0.42% | EXIT | |
| 36 | EQNR | Equinor Asa-spon Adr | Stock-Energy | 0.72% | -0.01% | -3.72% | |
| 37 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.70% | — | -2.39% | |
| 38 | IFV | First Trust Dw Focus 5 Intl | ETF-Other | 0.68% | -0.08% | -2.49% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.68% | -0.13% | +0.06% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.64% | -0.05% | -11.93% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.58% | -0.14% | +0.26% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.56% | +0.23% | +282.12% | |
| 43 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.54% | -0.11% | -1.06% | |
| 44 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.48% | -0.05% | -0.61% | |
| 45 | ETR | Entergy CORP | Stock-Utilities | 0.45% | — | +3.33% | |
| 46 | GFF | Griffon CORP | Stock-Industrials | 0.42% | — | -5.97% | |
| 47 | MSTR | Strategy Inc | Stock-Tech | 0.42% | — | +1.06% | |
| 48 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.37% | -0.03% | -1.68% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | +0.30% | NEW | |
| 50 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.35% | -0.03% | +33.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PDBC | Invesco Optimum Yield Divers | +6.4% | +5.58% | Add |
| 2 | DAPP | Vaneck Digital Transformatio | +4.5% | +1.51% | Add |
| 3 | SIVR | Abrdn Physical Silver Shares | +2.7% | +10.35% | Add |
| 4 | NLR | Vaneck Urani & Nuclr Etf-usd | +1.2% | -2.09% | Trim |
| 5 | EWZ | Ishares Msci Brazil ETF | +1% | +67.14% | Add |
| 6 | ILF | Ishares Latin America 40 ETF | +1% | +57.66% | Add |
| 7 | FRO | Frontline plc | +1% | +839.26% | Add |
| 8 | COR | Cencora Inc | +0.8% | +3.16% | Add |
| 9 | CIBR | First Trust Nasdaq Cybersecu | +0.7% | -2.87% | Add |
| 10 | CEF | Sprott Physical Gold And Sil | +0.3% | +0.95% | Add |
| 11 | CVX | Chevron CORP | +0.3% | +282.12% | Add |
| 12 | PLTR | Palantir Technologies Inc-a | +0.2% | +0.26% | Trim |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | -13.17% | Add |
| 14 | OUNZ | Vaneck Merk Gold ETF | +0.2% | +16.17% | Add |
| 15 | ✓ | Caledonia Mng CORP PLC | +0.2% | +705.09% | Add |
| 16 | SSRM | Ssr Mining Inc | +0.1% | +3.43% | Add |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +138.15% | Add |
| 18 | JBL | Jabil Inc | +0.1% | -0.81% | Trim |
| 19 | CCJ | Cameco CORP | +0.1% | +1605.71% | Add |
| 20 | WAB | Wabtec CORP | +0.1% | +52850.00% | Add |
| 21 | KEYS | Keysight Technologies In | +0.1% | +1950.79% | Add |
| 22 | AYS1 | Sandstorm Gold LTD | +0.1% | +623.87% | Add |
| 23 | GDX | Vaneck Gold Miners ETF | +0.1% | -1.06% | Trim |
| 24 | NGDN | New Gold Inc | +0.1% | — | Add |
| 25 | SKE | Skeena Resources LTD | +0.1% | — | Add |
| 26 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +139.26% | Add |
| 27 | PHYS | Sprott Physical Gold Trust | +0.1% | -0.61% | Add |
| 28 | USB | US Bancorp | +0.1% | +50.40% | Add |
| 29 | MAA | Mid-america Apartment Comm | +0.1% | +5.15% | Add |
| 30 | GDXJ | Vaneck Junior Gold Miners | +0.1% | +18.45% | Add |
| 31 | PSLV | Sprott Physical Silver Trust | 0% | +7.71% | Add |
| 32 | NVDA | Nvidia CORP | 0% | +4.32% | Add |
| 33 | TSLA | Tesla Inc | 0% | +2.87% | Trim |
| 34 | NAK | Northern Dynasty Minerals | 0% | +30.38% | Add |
| 35 | VOO | Vanguard S&p 500 ETF | 0% | +124.18% | Add |
| 36 | SBSW | Sibanye-stillwater Ltd-adr | 0% | -25.00% | Trim |
| 37 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +108.45% | Add |
| 38 | EFA | Ishares Msci Eafe ETF | 0% | — | Add |
| 39 | FV | First Trust Dw Focus 5 Fund | 0% | -2.39% | Add |
| 40 | FBTC | Fidelity Wise Origin Bitcoin | 0% | — | Add |
| 41 | WPM | Wheaton Precious Metals CORP | 0% | -2.80% | Add |
| 42 | GLD | Spdr Gold Shares | — | +2.84% | Add |
| 43 | GIS | General Mills Inc | 0% | +54.36% | Add |
| 44 | RF | Regions Financial CORP | 0% | — | Unchanged |
| 45 | ASX | Ase Technology Holding -adr | 0% | -4.30% | Trim |
| 46 | SCHF | Schwab Intl Equity ETF | -0.1% | — | Trim |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | -16.04% | Trim |
| 48 | SLV | Ishares Silver Trust | -0.1% | -3.49% | Trim |
| 49 | IMTM | Ishares Msci Intl Momentum F | -0.1% | -1.68% | Trim |
| 50 | DRI | Darden Restaurants Inc | -0.1% | +33.52% | Add |
According to official SEC Form 13F filings, Kiker Wealth Management, LLC reported a total U.S. public equity portfolio value of $256.3M across 220 disclosed positions in Q3 2025.
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 OUNZ, IWM, PDBC) accounted for 25.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
VIPS
市值: $2.1M
Top Position Liquidated / Trimmed
QQQM
前期市值: $3.7M
During Q3 2025, Kiker Wealth Management, LLC's top holdings by market value included OUNZ (8.0%)、IWM (6.7%)、PDBC (6.4%). The largest single position, OUNZ, represented 8.0% of total portfolio value.
In Q3 2025, Kiker Wealth Management, LLC made 199 total portfolio adjustments, initiating 30 new buys, adding to 43 positions, trimming 34 holdings, and fully liquidating 92 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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