The Analysis of KDK Private Wealth Management, LLC's Holdings
Currently, KDK Private Wealth Management, LLC holds 55 types of securities in its portfolio with a total value $98.7M. In the most recent quarter, they have increased their positions in SSB (+10.3K shares, valued at $1.0M), SPHQ (+5.1K shares, valued at $373.1K), XOM (+3.1K shares, valued at $347.7K); decreased their positions in TCBX (-8.3K shares, valued at $317.1K), FTEC (-985 shares, valued at $218.8K), AAPL (-754 shares, valued at $192.0K); initiated new positions in SSB (+10.3K shares, valued at $1.0M), SPHQ (+5.1K shares, valued at $373.1K), NEM (+3.0K shares, valued at $252.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
EPD ENTERPRISE PRODS PARTNERS L772.0K shares0.28%2025-09-302025-11-13
IWV ISHARES TR44.7K shares0.13%2025-09-302025-11-13 IVV ISHARES TR10.1K shares4.74%2025-09-302025-11-13 FTEC FIDELITY COVINGTON TRUST29.4K shares-3.24%2025-09-302025-11-13 IWF ISHARES TR9.1K shares-1.76%2025-09-302025-11-13 SHV ISHARES TR25.7K shares-0.93%2025-09-302025-11-13 VGT VANGUARD WORLD FD3.0K shares-1.03%2025-09-302025-11-13 FIDU FIDELITY COVINGTON TRUST26.4K shares-0.78%2025-09-302025-11-13 AAPL APPLE INC8.1K shares-8.53%2025-09-302025-11-13 FNCL FIDELITY COVINGTON TRUST25.4K shares-2.56%2025-09-302025-11-13 FHLC FIDELITY COVINGTON TRUST26.4K shares-0.67%2025-09-302025-11-13 XLK SELECT SECTOR SPDR TR6.2K shares-0.88%2025-09-302025-11-13 FDIS FIDELITY COVINGTON TRUST16.3K shares-0.47%2025-09-302025-11-13 FCOM FIDELITY COVINGTON TRUST19.9K shares-3.57%2025-09-302025-11-13 VFH VANGUARD WORLD FD9.2K shares-1.24%2025-09-302025-11-13 VOX VANGUARD WORLD FD6.3K shares-1.45%2025-09-302025-11-13 NMRK NEWMARK GROUP INC60.0K shares0.00%2025-09-302025-11-13 XOM EXXON MOBIL CORP9.9K shares45.11%2025-09-302025-11-13 FSTA FIDELITY COVINGTON TRUST22.3K shares-0.92%2025-09-302025-11-13 SSB SOUTHSTATE BK CORP10.3K sharesnew addition2025-09-302025-11-13 DFUV DIMENSIONAL ETF TRUST21.5K shares0.00%2025-09-302025-11-13 XLY SELECT SECTOR SPDR TR3.6K shares-4.51%2025-09-302025-11-13 VHT VANGUARD WORLD FD3.3K shares-2.61%2025-09-302025-11-13 IEFA ISHARES TR8.8K shares-0.95%2025-09-302025-11-13 META META PLATFORMS INC1.0K shares-9.35%2025-09-302025-11-13 HAL HALLIBURTON CO30.9K shares-0.07%2025-09-302025-11-13 VCR VANGUARD WORLD FD1.6K shares-1.69%2025-09-302025-11-13 FENY FIDELITY COVINGTON TRUST24.6K shares-2.57%2025-09-302025-11-13 IWN ISHARES TR3.3K shares-0.96%2025-09-302025-11-13 CVX CHEVRON CORP NEW3.7K shares-8.47%2025-09-302025-11-13 IWO ISHARES TR1.7K shares-1.70%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR795 shares10.72%2025-09-302025-11-13 MDYG SPDR SERIES TRUST5.5K shares-0.95%2025-09-302025-11-13 SOC SABLE OFFSHORE CORP22.6K shares-3.66%2025-09-302025-11-13 XLC SELECT SECTOR SPDR TR3.2K shares-4.05%2025-09-302025-11-13 SPHQ INVESCO EXCHANGE TRADED FD T5.1K sharesnew addition2025-09-302025-11-13 FMAT FIDELITY COVINGTON TRUST7.1K shares-2.37%2025-09-302025-11-13 IEMG ISHARES INC5.6K shares-1.02%2025-09-302025-11-13 KRP KIMBELL RTY PARTNERS LP24.0K shares0.00%2025-09-302025-11-13 VBR VANGUARD INDEX FDS1.5K shares-4.69%2025-09-302025-11-13 FUTY FIDELITY COVINGTON TRUST5.7K shares-2.09%2025-09-302025-11-13 VIS VANGUARD WORLD FD992 shares-9.41%2025-09-302025-11-13 VPU VANGUARD WORLD FD1.5K shares-3.86%2025-09-302025-11-13 BKNG BOOKING HOLDINGS INC52 shares-1.89%2025-09-302025-11-13 IWB ISHARES TR754 shares0.00%2025-09-302025-11-13 VDE VANGUARD WORLD FD2.2K shares-0.87%2025-09-302025-11-13 MDYV SPDR SERIES TRUST3.2K shares-0.83%2025-09-302025-11-13 SMLF ISHARES TR3.5K shares0.00%2025-09-302025-11-13 DFIV DIMENSIONAL ETF TRUST5.6K shares0.00%2025-09-302025-11-13 NEM NEWMONT CORP3.0K sharesnew addition2025-09-302025-11-13 FREL FIDELITY COVINGTON TRUST8.9K shares-4.98%2025-09-302025-11-13 TCBX THIRD COAST BANCSHARES INC6.3K shares-57.19%2025-09-302025-11-13 IEI ISHARES TR2.0K shares0.05%2025-09-302025-11-13 MBB ISHARES TR2.4K shares0.04%2025-09-302025-11-13 KMI KINDER MORGAN INC DEL7.5K shares-11.35%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available