Kwb Wealth

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-10
Total Holdings
149
Total Value
828906597
Accession Number
0001085146-25-002033
Form Type
13F-HR
CIK
0001822236
Manager Name
Kwb Wealth
Data Enrichment
45% identified
67 identified82 unidentified

Holdings

149 positions
Manager:
SEC
Search and click to pin securities to the top
Page 2 of 8
LPL Financial Holdings Inc.
LPLA|50212V100
Shares:
28438(+0.5%)
Value:
$9.3B(+41.1%)
464287200
IVV|464287200
Shares:
14997(-0.1%)
Value:
$8.8B(+1.9%)
19762B202
19762B202
Shares:
272694(+17.9%)
Value:
$8.1B(+6.8%)
78464A847
78464A847
Shares:
144079(-8.1%)
Value:
$7.9B(-8.1%)
46641Q308
46641Q308
Shares:
150560(+3.3%)
Value:
$7.8B(-5.3%)
37954Y657
37954Y657
Shares:
384133(-6.8%)
Value:
$7.5B(-12.5%)
464287721
464287721
Shares:
44375(+7.6%)
Value:
$7.1B(+13.2%)
78464A383
78464A383
Shares:
269723(-53.3%)
Value:
$5.8B(-55.4%)
46138E339
46138E339
Shares:
59714
Value:
$5.7B
19761L706
19761L706
Shares:
149661(+264.5%)
Value:
$5.2B(+272.1%)
MICROSOFT CORP
MSFT|594918104
Shares:
12238(+3.0%)
Value:
$5.2B(+0.9%)
14020Y300
14020Y300
Shares:
169377(+73.6%)
Value:
$4.6B(+70.1%)
14020W106
14020W106
Shares:
126424(+386.8%)
Value:
$4.5B(+371.0%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
26527(+2116.1%)
Value:
$4.4B(+2045.7%)
78464A805
78464A805
Shares:
61582(-26.5%)
Value:
$4.4B(-25.0%)
Apple Inc.
AAPL|037833100
Shares:
17434(+1.9%)
Value:
$4.4B(+9.5%)
14021D107
14021D107
Shares:
138307(+571.1%)
Value:
$4.3B(+575.8%)
47103U852
47103U852
Shares:
91954(+22.3%)
Value:
$4.1B(+15.8%)
14020X104
14020X104
Shares:
121540(+274.2%)
Value:
$3.6B(+262.6%)
025072885
025072885
Shares:
34654(-3.3%)
Value:
$3.4B(-1.5%)