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
Filing Details
13F-HR • 2025-03-31- 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% identified112 identified31 unidentified
Holdings
143 positions
Manager:
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Page 6 of 8
81369Y407
Shares:3.8K
Value:$752.5K
464288372
Shares:8.4K
Value:$457.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
5.8K | QoQ +0.91% (+53)YoY +0.82% (+48) | All Managers (Combined) | $995.0K | ||
3.7K | QoQ -2.96% (-112)YoY -6.95% (-274) | All Managers (Combined) | $948.4K | ||
12.0K | All Managers (Combined) | $906.4K | |||
3.5K | All Managers (Combined) | $893.7K | |||
4.0K | QoQ 0.00% (-0) | All Managers (Combined) | $840.0K | ||
6.8K | QoQ 0.00% (-0)YoY -0.56% (-39) | All Managers (Combined) | $831.3K | ||
14.1K | All Managers (Combined) | $757.4K | |||
(cusip81369Y407)✕ | 3.8K | YoY NEW(+3.8K) | All Managers (Combined) | $752.5K | YoY NEW(+$752.5K) |
723 | QoQ +0.69% (+5)YoY NEW(+723) | All Managers (Combined) | $684.0K | YoY NEW(+$684.0K) | |
Alphabet Inc.(GOOGcusip02079K107) | 4.4K | All Managers (Combined) | $682.9K | ||
11.3K | QoQ +0.24% (-28)YoY -6.00% (-725) | All Managers (Combined) | $662.0K | ||
10.4K | All Managers (Combined) | $633.7K | |||
4.6K | All Managers (Combined) | $626.7K | |||
3.8K | All Managers (Combined) | $563.3K | |||
991 | QoQ +1.01% (-10) | All Managers (Combined) | $554.4K | ||
STRYKER CORP(SYKcusip863667101) | 1.4K | QoQ +0.22% (+3)YoY NEW(+1.4K) | All Managers (Combined) | $502.6K | YoY NEW(+$502.6K) |
COCA COLA CO(KOcusip191216100) | 6.8K | QoQ 0.00% (+0)YoY +0.01% (+1) | All Managers (Combined) | $489.0K | |
2.1K | QoQ -0.57% (-12) | All Managers (Combined) | $482.8K | ||
Alphabet Inc.(GOOGLcusip02079K305) | 3.1K | QoQ +1.03% (-32) | All Managers (Combined) | $481.7K | |
(cusip464288372)✕ | 8.4K | All Managers (Combined) | $457.2K |