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 6 of 8
46436E619
46436E619
Shares:
10436(+10.4%)
Value:
$443.3M(+5.8%)
37954Y871
37954Y871
Shares:
16537(+49.1%)
Value:
$442.9M(+39.6%)
78464A656
78464A656
Shares:
17458(-4.9%)
Value:
$441.9M(-8.4%)
INVESCO QQQ TRUST, SERIES 1
QQQ|46090E103
Shares:
821(+20.2%)
Value:
$419.7M(+25.9%)
46090A887
46090A887
Shares:
8287(+1.3%)
Value:
$415.2M(+1.1%)
47103U100
47103U100
Shares:
6244(-5.9%)
Value:
$409.3M(-5.7%)
WELLS FARGO & COMPANY/MN
WFC|949746101
Shares:
5736(-31.6%)
Value:
$402.9M(-15.0%)
46434G103
IEMG|46434G103
Shares:
7653(+3.6%)
Value:
$399.7M(-5.8%)
464288810
464288810
Shares:
6772
Value:
$395.2M
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
655(+71.0%)
Value:
$383.9M(+74.7%)
81369Y886
81369Y886
Shares:
5057(-21.3%)
Value:
$382.8M(-26.2%)
46138E354
46138E354
Shares:
5381(-15.9%)
Value:
$376.7M(-18.0%)
Alphabet Inc.
GOOGL|02079K305
Shares:
1931(+0.1%)
Value:
$365.5M(+14.2%)
3M CO
MMM|88579Y101
Shares:
2829(+0.3%)
Value:
$365.2M(-5.2%)
AbbVie Inc.
ABBV|00287Y109
Shares:
1923(+41.1%)
Value:
$341.7M(+26.9%)
922908629
VO|922908629
Shares:
1262(-0.2%)
Value:
$333.3M(-0.1%)
81369Y860
81369Y860
Shares:
8075(+2.6%)
Value:
$328.4M(-6.5%)
81369Y605
81369Y605
Shares:
6724(-18.2%)
Value:
$325.0M(-12.8%)
97717X669
97717X669
Shares:
3933(+6.3%)
Value:
$318.3M(+3.3%)
DAVITA INC.
DVA|23918K108
Shares:
2111(+2.1%)
Value:
$315.7M(-6.9%)