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 3 of 8
46137V613
PRF|46137V613
Shares:
78230(-3.9%)
Value:
$3.2B(-4.6%)
14020G101
14020G101
Shares:
81561(+212.0%)
Value:
$3.0B(+233.3%)
AMERICAN EXPRESS CO
AXP|025816109
Shares:
10041(+0.1%)
Value:
$3.0B(+9.5%)
46654Q716
46654Q716
Shares:
54759(+517.4%)
Value:
$2.9B(+490.3%)
78464A664
78464A664
Shares:
98436(+19.4%)
Value:
$2.6B(+7.5%)
46138E743
PXF|46138E743
Shares:
53797(-10.3%)
Value:
$2.6B(-17.6%)
46654Q740
46654Q740
Shares:
42885(+425.2%)
Value:
$2.6B(+403.1%)
46435G672
46435G672
Shares:
49772(-3.5%)
Value:
$2.5B(-7.0%)
14021M107
14021M107
Shares:
84345(+260.4%)
Value:
$2.3B(+226.6%)
46137V357
RSP|46137V357
Shares:
13124(-3.4%)
Value:
$2.3B(-5.5%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
5024(+0.7%)
Value:
$2.3B(-0.9%)
46138E727
46138E727
Shares:
110864(-12.1%)
Value:
$2.3B(-18.0%)
46429B267
46429B267
Shares:
95522(-29.4%)
Value:
$2.2B(-30.8%)
19761L854
19761L854
Shares:
48010(+387.7%)
Value:
$2.1B(+356.9%)
98149E303
98149E303
Shares:
40822
Value:
$2.1B
69344A834
69344A834
Shares:
40418(-14.4%)
Value:
$2.1B(-14.4%)
37954Y673
37954Y673
Shares:
50147(+12.8%)
Value:
$2.0B(+10.8%)
025072877
025072877
Shares:
19131(-0.5%)
Value:
$1.8B(+0.1%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
1990(+14.3%)
Value:
$1.8B(+18.2%)
Walmart Inc.
WMT|931142103
Shares:
20117(+0.0%)
Value:
$1.8B(+11.9%)