The Analysis of KW WEALTH MANAGEMENT LLC's Holdings
Currently, KW WEALTH MANAGEMENT LLC holds 78 types of securities in its portfolio with a total value $58.7M. In the most recent quarter, they have increased their positions in AAPL (+17.0K shares, valued at $4.3M), FLOT (+84.0K shares, valued at $4.3M), DIA (+8.9K shares, valued at $4.1M); initiated new positions in AAPL (+17.0K shares, valued at $4.3M), FLOT (+84.0K shares, valued at $4.3M), DIA (+8.9K shares, valued at $4.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC17.0K sharesnew addition2025-09-302025-10-17
FLOT ISHARES TR84.0K sharesnew addition2025-09-302025-10-17 DIA SPDR DOW JONES INDL AVERAGE8.9K sharesnew addition2025-09-302025-10-17 MSFT MICROSOFT CORP7.4K sharesnew addition2025-09-302025-10-17 BND VANGUARD BD INDEX FDS30.4K sharesnew addition2025-09-302025-10-17 COST COSTCO WHSL CORP NEW2.0K sharesnew addition2025-09-302025-10-17 GOOG ALPHABET INC7.7K sharesnew addition2025-09-302025-10-17 AMZN AMAZON COM INC7.4K sharesnew addition2025-09-302025-10-17 SPY SPDR S&P 500 ETF TR2.2K sharesnew addition2025-09-302025-10-17 NVDA NVIDIA CORPORATION7.3K sharesnew addition2025-09-302025-10-17 USMV ISHARES TR13.4K sharesnew addition2025-09-302025-10-17 V VISA INC3.6K sharesnew addition2025-09-302025-10-17 TBIL RBB FD INC24.0K sharesnew addition2025-09-302025-10-17 BRK.B BERKSHIRE HATHAWAY INC DEL2.3K sharesnew addition2025-09-302025-10-17 VUG VANGUARD INDEX FDS2.3K sharesnew addition2025-09-302025-10-17 VV VANGUARD INDEX FDS3.3K sharesnew addition2025-09-302025-10-17 VTI VANGUARD INDEX FDS3.0K sharesnew addition2025-09-302025-10-17 ABBV ABBVIE INC4.2K sharesnew addition2025-09-302025-10-17 UNH UNITEDHEALTH GROUP INC2.7K sharesnew addition2025-09-302025-10-17 XLU SELECT SECTOR SPDR TR9.8K sharesnew addition2025-09-302025-10-17 WMT WALMART INC8.1K sharesnew addition2025-09-302025-10-17 JPM JPMORGAN CHASE & CO.2.5K sharesnew addition2025-09-302025-10-17 QQQ INVESCO QQQ TR1.3K sharesnew addition2025-09-302025-10-17 PG PROCTER AND GAMBLE CO4.8K sharesnew addition2025-09-302025-10-17 RIO RIO TINTO PLC10.3K sharesnew addition2025-09-302025-10-17 JNJ JOHNSON & JOHNSON3.6K sharesnew addition2025-09-302025-10-17 IJR ISHARES TR5.1K sharesnew addition2025-09-302025-10-17 SHEL SHELL PLC8.2K sharesnew addition2025-09-302025-10-17 CVX CHEVRON CORP NEW3.6K sharesnew addition2025-09-302025-10-17 SCHX SCHWAB STRATEGIC TR20.7K sharesnew addition2025-09-302025-10-17 META META PLATFORMS INC697 sharesnew addition2025-09-302025-10-17 NRG NRG ENERGY INC3.1K sharesnew addition2025-09-302025-10-17 BAC BANK AMERICA CORP9.5K sharesnew addition2025-09-302025-10-17 MRVL MARVELL TECHNOLOGY INC5.6K sharesnew addition2025-09-302025-10-17 VZ VERIZON COMMUNICATIONS INC10.6K sharesnew addition2025-09-302025-10-17 IAU ISHARES GOLD TR6.3K sharesnew addition2025-09-302025-10-17 AMGN AMGEN INC1.5K sharesnew addition2025-09-302025-10-17 KO COCA COLA CO6.6K sharesnew addition2025-09-302025-10-17 ABT ABBOTT LABS3.2K sharesnew addition2025-09-302025-10-17 LMT LOCKHEED MARTIN CORP788 sharesnew addition2025-09-302025-10-17 VIG VANGUARD SPECIALIZED FUNDS1.7K sharesnew addition2025-09-302025-10-17 XLE SELECT SECTOR SPDR TR3.9K sharesnew addition2025-09-302025-10-17 GOOGL ALPHABET INC1.4K sharesnew addition2025-09-302025-10-17 VGT VANGUARD WORLD FD453 sharesnew addition2025-09-302025-10-17 IWM ISHARES TR1.4K sharesnew addition2025-09-302025-10-17 XYLD GLOBAL X FDS8.0K sharesnew addition2025-09-302025-10-17 PANW PALO ALTO NETWORKS INC1.5K sharesnew addition2025-09-302025-10-17 SPLV INVESCO EXCH TRADED FD TR II4.2K sharesnew addition2025-09-302025-10-17 QYLD GLOBAL X FDS17.3K sharesnew addition2025-09-302025-10-17 VTIP VANGUARD MALVERN FDS5.5K sharesnew addition2025-09-302025-10-17 VGSH VANGUARD SCOTTSDALE FDS4.6K sharesnew addition2025-09-302025-10-17 VTV VANGUARD INDEX FDS1.4K sharesnew addition2025-09-302025-10-17 FTEC FIDELITY COVINGTON TRUST1.2K sharesnew addition2025-09-302025-10-17 VOD VODAFONE GROUP PLC NEW22.9K sharesnew addition2025-09-302025-10-17 ESGV VANGUARD WORLD FD2.2K sharesnew addition2025-09-302025-10-17 AJG GALLAGHER ARTHUR J & CO829 sharesnew addition2025-09-302025-10-17 SPYD SPDR SERIES TRUST5.8K sharesnew addition2025-09-302025-10-17 SO SOUTHERN CO2.7K sharesnew addition2025-09-302025-10-17 TSLA TESLA INC557 sharesnew addition2025-09-302025-10-17 VYM VANGUARD WHITEHALL FDS1.7K sharesnew addition2025-09-302025-10-17 AB ALLIANCEBERNSTEIN HLDG L P6.4K sharesnew addition2025-09-302025-10-17 SLB SCHLUMBERGER LTD7.0K sharesnew addition2025-09-302025-10-17 TMO THERMO FISHER SCIENTIFIC INC497 sharesnew addition2025-09-302025-10-17 SPIB SPDR SERIES TRUST7.1K sharesnew addition2025-09-302025-10-17 ADSK AUTODESK INC754 sharesnew addition2025-09-302025-10-17 HYMB SPDR SERIES TRUST9.6K sharesnew addition2025-09-302025-10-17 TSM TAIWAN SEMICONDUCTOR MFG LTD826 sharesnew addition2025-09-302025-10-17 AVGO BROADCOM INC690 sharesnew addition2025-09-302025-10-17 USHY ISHARES TR5.9K sharesnew addition2025-09-302025-10-17 FCOM FIDELITY COVINGTON TRUST3.1K sharesnew addition2025-09-302025-10-17 TROW PRICE T ROWE GROUP INC2.0K sharesnew addition2025-09-302025-10-17 VGIT VANGUARD SCOTTSDALE FDS3.5K sharesnew addition2025-09-302025-10-17 CRM SALESFORCE INC874 sharesnew addition2025-09-302025-10-17 VOO VANGUARD INDEX FDS331 sharesnew addition2025-09-302025-10-17 CCL CARNIVAL CORP7.0K sharesnew addition2025-09-302025-10-17 EQX EQUINOX GOLD CORP10.2K sharesnew addition2025-09-302025-10-17 PFLT PENNANTPARK FLOATING RATE CA12.8K sharesnew addition2025-09-302025-10-17 IVR INVESCO MORTGAGE CAPITAL INC13.2K sharesnew addition2025-09-302025-10-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available