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CIK: 0001633024
Total reported value
$1.4B
$1.4B
143 檔
12.6%
In Q1 2025, Kwmg, LLC's U.S. equity holdings reached a combined market value of $1.4B, distributed across 143 disclosed stock positions.
In Q1 2025, Kwmg, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VOT, VNQ) accounted for 12.6% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.06% | -0.07% | +0.75% | |
| 2 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.28% | +0.23% | +1.28% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.21% | -0.12% | +2.47% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 3.14% | +0.87% | +333.84% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.12% | -0.29% | +1.78% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.04% | -0.12% | +2.38% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 2.85% | -0.21% | +2.27% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.71% | +0.10% | +3.85% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.39% | +0.27% | +0.44% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.29% | +0.25% | -2.57% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.16% | -0.01% | +0.06% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.14% | -0.02% | +1.84% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.13% | -0.17% | +2.39% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.91% | -0.16% | -0.20% | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.79% | -0.14% | -1.76% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.68% | -0.17% | +1.96% | |
| 17 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.67% | -0.08% | -2.71% | |
| 18 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.52% | -0.12% | +2.87% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-Other | 1.46% | +0.23% | +68.56% | |
| 20 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.38% | -0.12% | -2.15% | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.35% | -0.08% | +0.89% | |
| 22 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.28% | -0.10% | +2.50% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.27% | -0.09% | -10.28% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.23% | +0.28% | +0.36% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.20% | -0.10% | -17.62% | |
| 26 | VLO | Valero Energy CORP | Stock-Energy | 1.17% | -0.16% | +1.35% | |
| 27 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.16% | -0.11% | -1.74% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.16% | -0.05% | +1.41% | |
| 29 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.10% | +0.03% | +1.21% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.00% | -0.06% | -58.60% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.87% | -0.09% | +0.82% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.83% | -0.06% | +1.83% | |
| 33 | AFL | Aflac Inc | Stock-Financials | 0.82% | -0.04% | -0.45% | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.82% | -0.15% | -0.57% | |
| 35 | NFG | National Fuel Gas Co | Stock-Energy | 0.82% | -0.21% | -3.02% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.07% | +0.84% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.76% | -0.03% | -0.05% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.76% | +0.02% | -2.74% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.76% | -0.24% | -2.41% | |
| 40 | NRG | Nrg Energy Inc | Stock-Utilities | 0.75% | -0.10% | -3.30% | |
| 41 | KR | Kroger Co | Stock-Consumer Staples | 0.75% | -0.22% | -1.01% | |
| 42 | AON | Aon plc | Stock-Financials | 0.74% | -0.04% | -0.64% | |
| 43 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.72% | — | -0.39% | |
| 44 | IP | International Paper Co | Stock-Consumer Disc | 0.70% | -0.01% | -0.48% | |
| 45 | HOMB | Home Bancshares Inc | Stock-Financials | 0.70% | -0.03% | +0.26% | |
| 46 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.68% | +0.01% | +1.61% | |
| 47 | COF | Capital One Financial CORP | Stock-Financials | 0.67% | -0.01% | -2.69% | |
| 48 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.66% | -0.02% | +0.94% | |
| 49 | PB | Prosperity Bancshares Inc | Stock-Financials | 0.64% | -0.02% | +0.62% | |
| 50 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.64% | +0.41% | +0.89% |
According to official SEC Form 13F filings, Kwmg, LLC reported a total U.S. public equity portfolio value of $1.4B across 143 disclosed positions in Q1 2025.
During Q1 2025, Kwmg, LLC's top holdings by market value included VEA (5.1%)、VOT (3.3%)、VNQ (3.2%). The largest single position, VEA, represented 5.1% of total portfolio value.
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Top New Position Initiated
VEA
市值: $49.7M
In Q1 2025, Kwmg, LLC made 50 total portfolio adjustments, initiating 50 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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