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
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Page 7 of 8
BOEING CO
BA|097023105
Shares:
1769
Value:
$313.1M
922908751
VB|922908751
Shares:
1267(+0.0%)
Value:
$304.4M(+1.3%)
922908744
VTV|922908744
Shares:
1746(+0.2%)
Value:
$295.5M(-2.9%)
CVB FINANCIAL CORP
CVBF|126600105
Shares:
13757
Value:
$294.5M
CHEVRON CORP
CVX|166764100
Shares:
2004(-0.1%)
Value:
$290.3M(-1.8%)
APPLIED MATERIALS INC /DE
AMAT|038222105
Shares:
1774(+5.5%)
Value:
$288.5M(-15.1%)
ORACLE CORP
ORCL|68389X105
Shares:
1710(+0.0%)
Value:
$285.0M(-2.2%)
46641Q837
46641Q837
Shares:
5648(-14.5%)
Value:
$284.5M(-15.2%)
464287655
IWM|464287655
Shares:
1258(+0.0%)
Value:
$278.0M(+0.0%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
1886(-1.3%)
Value:
$272.8M(-11.9%)
46436E767
46436E767
Shares:
5271
Value:
$262.1M
Merck & Co., Inc.
MRK|58933Y105
Shares:
2634(+0.5%)
Value:
$262.0M(-11.9%)
69344A107
69344A107
Shares:
5214(-15.7%)
Value:
$258.4M(-16.1%)
464287671
IUSG|464287671
Shares:
1849(-5.3%)
Value:
$257.7M(+0.1%)
78463X426
78463X426
Shares:
4370(+0.0%)
Value:
$249.4M(-9.2%)
025072562
025072562
Shares:
6109(+5.1%)
Value:
$247.9M(+0.3%)
97717W208
97717W208
Shares:
2600(+3.0%)
Value:
$242.7M(+2.5%)
CHURCH & DWIGHT CO INC /DE/
CHD|171340102
Shares:
2297(+0.1%)
Value:
$240.5M(+0.1%)
46435U861
46435U861
Shares:
4908(+5.2%)
Value:
$232.6M(+2.9%)
CATERPILLAR INC
CAT|149123101
Shares:
620(+0.0%)
Value:
$224.9M(-7.2%)