Kwmg

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  "MXCT",
  "AAL",
  "NGL",
  null,
  "ABBV",
  "JEF",
  null,
  "GOOGL",
  "T",
  "LOW",
  null,
  "COF",
  "HON",
  "HD",
  "MCD",
  "LEN",
  "MUB",
  "META",
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "LRCX",
  null,
  "MPC",
  "MA",
  "MSFT",
  "TMUS",
  null,
  null,
  "ORLY",
  "EMN",
  "DG",
  "IJR",
  "KR",
  null,
  null,
  null,
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "PG",
  "AMGN",
  "ROK",
  "IEFA",
  null,
  "ROST",
  "STX",
  null,
  "IBM",
  "SYK",
  "TJX",
  "TRV",
  "VNQ",
  "VO",
  "VV",
  "VOE",
  "HOMB",
  "VWO",
  null,
  "VIG",
  "TXT",
  null,
  null,
  "DD",
  "NFG",
  "AON",
  null,
  "AFL",
  "SDY",
  "IP",
  "CAH",
  null,
  "AMZN",
  "SCHB",
  "IVE",
  "VEU",
  null,
  "VGT",
  "VUG",
  "VLO",
  "VEA",
  "VYMI",
  null,
  "VXUS",
  "BND",
  "VOT",
  "BSV",
  "VB",
  "V",
  "WFC",
  "WHR",
  null,
  null,
  "GRMN",
  "DVY",
  "JNPR",
  "EIX",
  "PB",
  "SW",
  "SEE",
  null,
  "LYB",
  null,
  "SYF",
  "NRG",
  "KMB",
  "BBWI",
  "BRK-A",
  "BRK-B",
  "BA",
  "CNI",
  "CSL",
  "KO",
  "CTRA",
  "COST",
  "GLW",
  "DVN",
  "DAL",
  null,
  "IJJ",
  "USMV",
  "QQQ",
  "MDY",
  "GOOG",
  "JNJ",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 143
Total Value: 982720381
Accession Number: 0001214659-25-005658
Form Type: 13F-HR
CIK: kwmg
Manager Name: Kwmg

Data Enrichment

78% identified

112 identified31 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

143 positions • $982.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 5 of 8

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WHIRLPOOL CORP /DE/

WHR|963320106

Shares:47.7K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$982.7M)

92204A108

Shares:13.2K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$982.7M)

LENNAR CORP /NEW/

LEN|526057104

Shares:37.2K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$982.7M)

SEALED AIR CORP/DE

SEE|81211K100

Shares:141.7K

Value:$4.1M

% of Portfolio:0.4% ($4.1M/$982.7M)

American Airlines Group Inc.

AAL|02376R102

Shares:383.1K

Value:$4.0M

% of Portfolio:0.4% ($4.0M/$982.7M)

81369Y852

Shares:40.6K

Value:$3.9M

% of Portfolio:0.4% ($3.9M/$982.7M)

922908736

VUG|922908736

Shares:10.4K

Value:$3.8M

% of Portfolio:0.4% ($3.8M/$982.7M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:4

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$982.7M)

922908769

VTI|922908769

Shares:11.5K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$982.7M)

921908844

VIG|921908844

Shares:15.1K

Value:$2.9M

% of Portfolio:0.3% ($2.9M/$982.7M)

464288414

MUB|464288414

Shares:27.1K

Value:$2.9M

% of Portfolio:0.3% ($2.9M/$982.7M)

464288158

Shares:26.2K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$982.7M)

46431W838

Shares:47.0K

Value:$2.4M

% of Portfolio:0.2% ($2.4M/$982.7M)

78464A284

Shares:84.8K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$982.7M)

46137V720

Shares:38.3K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$982.7M)

46641Q654

Shares:30.8K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$982.7M)

78468R739

Shares:32.9K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$982.7M)

AMAZON COM INC

AMZN|023135106

Shares:7.7K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$982.7M)

808524102

SCHB|808524102

Shares:67.1K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$982.7M)

NVIDIA CORP

NVDA|67066G104

Shares:13.2K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$982.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WHIRLPOOL CORP /DE/(WHRcusip963320106)	47.7K	QoQ +4.04% (-1.9K) YoY +40.56% (+13.8K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$982.7M)	QoQ -18.09% (-$950.4K) YoY +5.90% (+$239.9K)
(cusip92204A108)✕	13.2K	QoQ +0.98% (-129) YoY -0.74% (-99)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$982.7M)	QoQ -12.42% (-$608.8K) YoY +1.68% (-$71.0K)
LENNAR CORP /NEW/(LENcusip526057104)	37.2K	QoQ +6.72% (-2.3K) YoY -5.98% (-2.4K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$982.7M)	QoQ -10.17% (-$482.9K) YoY -37.25% (-$2.5M)
SEALED AIR CORP/DE(SEEcusip81211K100)	141.7K	QoQ +3.79% (-5.2K) YoY +29.80% (+32.5K)	All Managers (Combined)	$4.1M	0.4% ($4.1M/$982.7M)	QoQ -11.32% (-$523.3K) YoY +0.84% (+$34.2K)
American Airlines Group Inc.(AALcusip02376R102)	383.1K	QoQ -0.65% (-2.5K) YoY +15.43% (-51.2K)	All Managers (Combined)	$4.0M	0.4% ($4.0M/$982.7M)	QoQ -39.86% (-$2.7M) YoY -20.65% (-$1.1M)
(cusip81369Y852)✕	40.6K	QoQ NEW(+40.6K) YoY NEW(+40.6K)	All Managers (Combined)	$3.9M	0.4% ($3.9M/$982.7M)	QoQ NEW(+$3.9M) YoY NEW(+$3.9M)
(VUGcusip922908736)	10.4K	QoQ -0.24% (-25) YoY -13.92% (-1.7K)	All Managers (Combined)	$3.8M	0.4% ($3.8M/$982.7M)	QoQ -9.87% (-$420.6K) YoY -7.27% (-$301.2K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	4	QoQ NEW(+4) YoY NEW(+4)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$982.7M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
(VTIcusip922908769)	11.5K	QoQ -26.03% (-4.0K) YoY -43.96% (-9.0K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$982.7M)	QoQ -29.85% (-$1.3M) YoY -40.74% (-$2.2M)
(VIGcusip921908844)	15.1K	QoQ -64.66% (-27.7K) YoY -64.94% (-28.1K)	All Managers (Combined)	$2.9M	0.3% ($2.9M/$982.7M)	QoQ -64.99% (-$5.5M) YoY -62.75% (-$5.0M)
(MUBcusip464288414)	27.1K	QoQ +1.78% (+476) YoY -5.13% (-1.5K)	All Managers (Combined)	$2.9M	0.3% ($2.9M/$982.7M)	QoQ +0.72% (+$20.6K) YoY -7.03% (-$216.6K)
(cusip464288158)✕	26.2K	QoQ -4.61% (-1.3K) YoY -10.83% (-3.2K)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$982.7M)	QoQ -4.50% (-$130.7K) YoY -10.09% (-$311.1K)
(cusip46431W838)✕	47.0K	QoQ -3.19% (-1.6K) YoY -1.05% (-499)	All Managers (Combined)	$2.4M	0.2% ($2.4M/$982.7M)	QoQ -2.63% (-$64.0K) YoY -0.81% (-$19.4K)
(cusip78464A284)✕	84.8K	QoQ -6.62% (-6.0K) YoY -8.70% (-8.1K)	All Managers (Combined)	$2.1M	0.2% ($2.1M/$982.7M)	QoQ -7.93% (-$184.6K) YoY -10.37% (-$247.7K)
(cusip46137V720)✕	38.3K	QoQ +0.93% (-354) YoY +2.91% (+1.1K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$982.7M)	QoQ -5.93% (-$117.5K) YoY +8.42% (+$144.7K)
(cusip46641Q654)✕	30.8K	QoQ -3.87% (-1.2K) YoY -1.96% (-618)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$982.7M)	QoQ -3.61% (-$58.7K) YoY -1.75% (-$28.0K)
(cusip78468R739)✕	32.9K	QoQ -58.10% (-45.6K) YoY -59.72% (-48.8K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$982.7M)	QoQ -57.91% (-$2.2M) YoY -59.58% (-$2.3M)
AMAZON COM INC(AMZNcusip023135106)	7.7K	QoQ +0.65% (-50) YoY NEW(+7.7K)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$982.7M)	QoQ -12.71% (-$214.3K) YoY NEW(+$1.5M)
(SCHBcusip808524102)	67.1K	QoQ NEW(+67.1K) YoY NEW(+67.1K)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$982.7M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
NVIDIA CORP(NVDAcusip67066G104)	13.2K	QoQ +1.07% (-141) YoY +869.75% (+11.8K)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$982.7M)	QoQ -18.42% (-$323.3K) YoY +16.31% (+$200.8K)