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 4 of 8
46138E735
46138E735
Shares:
56415(-10.4%)
Value:
$1.8B(-19.4%)
46641Q886
46641Q886
Shares:
17401(+5.5%)
Value:
$1.8B(+2.9%)
922908652
VXF|922908652
Shares:
9088(+0.0%)
Value:
$1.7B(+4.4%)
19761L862
19761L862
Shares:
52708(+341.9%)
Value:
$1.5B(+305.3%)
464287507
IJH|464287507
Shares:
24437(-0.5%)
Value:
$1.5B(-0.5%)
025072307
025072307
Shares:
13925(-0.8%)
Value:
$1.4B(+8.7%)
921932505
VOOG|921932505
Shares:
3641(+0.0%)
Value:
$1.3B(+6.0%)
46137V597
46137V597
Shares:
28949(-12.7%)
Value:
$1.2B(-12.6%)
46641Q845
46641Q845
Shares:
25659(-3.1%)
Value:
$1.2B(-5.6%)
EDISON INTERNATIONAL
EIX|281020107
Shares:
14751(+1.5%)
Value:
$1.2B(-6.9%)
NVIDIA CORP
NVDA|67066G104
Shares:
8507(+0.4%)
Value:
$1.1B(+11.1%)
78464A144
78464A144
Shares:
39783(-31.7%)
Value:
$1.1B(-34.9%)
464287804
IJR|464287804
Shares:
9707(+0.4%)
Value:
$1.1B(-1.1%)
VISA INC.
V|92826C839
Shares:
3538(+3.3%)
Value:
$1.1B(+18.8%)
921932703
VOOV|921932703
Shares:
5949(+0.0%)
Value:
$1.1B(-3.3%)
41151J885
41151J885
Shares:
39103(+250.2%)
Value:
$1.0B(+212.9%)
87283Q842
87283Q842
Shares:
26412(+149.9%)
Value:
$1.0B(+163.8%)
464287309
IVW|464287309
Shares:
9709(+0.0%)
Value:
$985.7M(+6.0%)
464287515
464287515
Shares:
9408(+5.4%)
Value:
$941.9M(+18.1%)
HOME DEPOT, INC.
HD|437076102
Shares:
2202(+5.3%)
Value:
$856.6M(+1.1%)