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CIK: 0001804116
Total reported value
$165.5M
$165.5M
77 檔
32.3%
According to the latest 13F quarterly dataset, KOM Wealth Management Group, LLC managed an equity portfolio of $165.5M at the end of Q3 2024, spanning 77 distinct U.S. exchange-listed positions.
In Q3 2024, KOM Wealth Management Group, LLC displayed an active expansion posture, initiating 10 new positions and adding to 18 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DGRO, DFAC, IJH) accounted for 32.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
YLD
市值: $1.7M
Top Position Liquidated / Trimmed
IBDP
前期市值: $443.6K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 14.32% | -0.06% | +3.15% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 11.73% | -0.41% | +6.05% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.97% | -0.20% | +4.82% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.27% | -0.11% | +3.02% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 5.29% | -0.18% | +7.27% | |
| 6 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 4.36% | — | +21.53% | |
| 7 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 3.64% | — | -17.17% | |
| 8 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 3.13% | -0.21% | +6.74% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.64% | -0.30% | -5.42% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.53% | -0.03% | -6.00% | |
| 11 | HDV | Ishares Core High Dividend E | ETF-Other | 2.43% | -0.49% | +2.86% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.98% | +0.45% | -24.13% | |
| 13 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.77% | -0.15% | +8.29% | |
| 14 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.56% | -0.77% | -0.73% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.53% | -0.06% | -1.55% | |
| 16 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.45% | -0.96% | +412.94% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.45% | -0.25% | +5.01% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.44% | -0.03% | -23.72% | |
| 19 | YLD | Principal Act Hi Yld ETF | ETF-Other | 1.44% | — | — | |
| 20 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 1.21% | — | — | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.01% | -0.36% | -0.84% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.99% | -0.13% | -7.93% | |
| 23 | SEIX | Virtus Seix Senior Loan ETF | ETF-Other | 0.99% | — | — | |
| 24 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.94% | — | +6.00% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.92% | -0.03% | -14.12% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.75% | — | -18.35% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.74% | -0.05% | -3.83% | |
| 28 | CGXU | Cap Group Intl Focus | ETF-Other | 0.69% | +0.07% | +3.37% | |
| 29 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.64% | -0.07% | +1.18% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.62% | -0.09% | +0.03% | |
| 31 | IDV | Ishares International Select | ETF-Other | 0.59% | -0.13% | +4.90% | |
| 32 | CGDV | Cap Group Dividend Value | ETF-Other | 0.55% | +0.05% | -7.03% | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.51% | -0.01% | -16.06% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.10% | -17.97% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.47% | — | — | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | — | +0.42% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.05% | -6.13% | |
| 38 | CLF | Cleveland-cliffs Inc | Stock-Materials | 0.46% | -0.01% | -8.02% | |
| 39 | CGGR | Cap Group Growth Equity | ETF-Other | 0.41% | +0.02% | +6.91% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.05% | -3.68% | |
| 41 | WPC | Wp Carey Inc | Stock-Real Estate | 0.39% | -0.02% | -3.50% | |
| 42 | PWR | Quanta Services Inc | Stock-Industrials | 0.38% | +0.07% | -11.70% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.37% | — | +0.60% | |
| 44 | CPK | Chesapeake Utilities CORP | Stock-Other | 0.37% | — | — | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.36% | -0.05% | -22.62% | |
| 46 | CARR | Carrier Global CORP | Stock-Industrials | 0.36% | +0.03% | — | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.33% | -0.02% | -0.67% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | -0.02% | +2.78% | |
| 49 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.31% | +0.10% | -16.11% | |
| 50 | NEM | Newmont CORP | Stock-Materials | 0.30% | -0.25% | +8.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | YLD | Principal Act Hi Yld ETF | +1.4% | NEW | New buy |
| 2 | CLOZ | Eldridge Bbb-b Clo ETF | +1.2% | NEW | New buy |
| 3 | IBTG | Ishares Ibonds Dec 2026 Term | +1.1% | +412.94% | Add |
| 4 | SEIX | Virtus Seix Senior Loan ETF | +1% | NEW | New buy |
| 5 | TLT | iShares 20+ Year Treasury Bond ETF | +0.4% | +21.53% | Add |
| 6 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.3% | NEW | New buy |
| 7 | IBMO | Ishares Ibonds Dec 2026 Term | +0.2% | NEW | New buy |
| 8 | IBDR | Ishares Ibonds Dec 2026 Term | +0.2% | NEW | New buy |
| 9 | FISV | Fiserv Inc | +0.2% | NEW | New buy |
| 10 | REGL | Prshrs S&p Mid 400 Dvd Arist | +0.2% | +6.74% | Add |
| 11 | PM | Philip Morris International | +0.2% | NEW | New buy |
| 12 | DVY | Ishares Select Dividend ETF | +0.2% | NEW | New buy |
| 13 | AFL | Aflac Inc | +0.2% | NEW | New buy |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +5.01% | Add |
| 15 | DFIC | Dimensional International Co | +0.1% | +7.27% | Add |
| 16 | DFAC | Dimensional US Core Equity 2 | +0.1% | +6.05% | Add |
| 17 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.02% | Add |
| 18 | WPM | Wheaton Precious Metals CORP | +0.1% | -0.73% | Trim |
| 19 | RTX | Rtx CORP | +0.1% | +0.03% | Add |
| 20 | NEM | Newmont CORP | +0.1% | +8.24% | Add |
| 21 | CARR | Carrier Global CORP | +0.1% | — | Unchanged |
| 22 | SDVY | First Trust Smid Cap Rising | 0% | +6.00% | Add |
| 23 | DGRO | Ishares Core Dividend Growth | 0% | +3.15% | Add |
| 24 | IDV | Ishares International Select | 0% | +4.90% | Add |
| 25 | UNH | Unitedhealth Group Inc | 0% | +0.42% | Add |
| 26 | NOBL | Proshares S&p 500 Dividend A | — | +1.18% | Add |
| 27 | LMBS | First Trust Low Duration Opp | 0% | +8.29% | Add |
| 28 | HDV | Ishares Core High Dividend E | 0% | +2.86% | Add |
| 29 | IJH | Ishares Core S&p Midcap ETF | 0% | +4.82% | Add |
| 30 | VNQ | Vanguard Real Estate ETF | -0.1% | -7.93% | Trim |
| 31 | FBCG | Fidelity Blue Chip Grow ETF | -0.1% | -16.11% | Trim |
| 32 | TM | Toyota Motor CORP -spon Adr | -0.1% | -13.82% | Trim |
| 33 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -1.55% | Trim |
| 34 | GOOGL | Alphabet Inc-cl A | -0.1% | -20.82% | Trim |
| 35 | FBND | Fidelity Total Bond ETF | -0.1% | -22.62% | Trim |
| 36 | DFAX | Dimensional World Ex US Core | -0.1% | -16.06% | Trim |
| 37 | PFF | Ishares Preferred & Income S | -0.2% | -29.86% | Trim |
| 38 | FLR | Fluor CORP | -0.2% | EXIT | Sold out |
| 39 | MRK | Merck & Co. Inc. | -0.2% | EXIT | Sold out |
| 40 | IYE | Ishares U.s. Energy ETF | -0.2% | EXIT | Sold out |
| 41 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -18.35% | Trim |
| 42 | AVGO | Broadcom Inc | -0.2% | +446.26% | Add |
| 43 | CLF | Cleveland-cliffs Inc | -0.2% | -8.02% | Trim |
| 44 | TLT | iShares 20+ Year Treasury Bond ETF | -0.3% | EXIT | Sold out |
| 45 | IBDP | Ishares Ibonds Dec 2024 Term | -0.4% | EXIT | Sold out |
| 46 | IXUS | Ishares Core Intl Stock ETF | -0.5% | -23.72% | Trim |
| 47 | NVDA | Nvidia CORP | -0.5% | -6.00% | Trim |
| 48 | MSFT | Microsoft CORP | -0.6% | -5.42% | Trim |
| 49 | VTI | Vanguard Total Stock Mkt ETF | -0.8% | -24.13% | Trim |
| 50 | IBTE | Ishares Ibonds Dec 2024 Term | -1.3% | -17.17% | Trim |
According to official SEC Form 13F filings, KOM Wealth Management Group, LLC reported a total U.S. public equity portfolio value of $165.5M across 77 disclosed positions in Q3 2024.
During Q3 2024, KOM Wealth Management Group, LLC's top holdings by market value included DGRO (14.3%)、DFAC (11.7%)、IJH (7.0%). The largest single position, DGRO, represented 14.3% of total portfolio value.
In Q3 2024, KOM Wealth Management Group, LLC made 49 total portfolio adjustments, initiating 10 new buys, adding to 18 positions, trimming 16 holdings, and fully liquidating 5 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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