KW WEALTH MANAGEMENT LLC Portfolio Holdings
Q3 2025•78 long positions•$58.7M portfolio value
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Holding78 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $4.3M 7.38% | +$4.3M New | 0.0% 17.0K shares | 0 → 17.0K +$4.3M | New | $3.78T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $4.3M 7.31% | +$4.3M New | — 84.0K shares | 0 → 84.0K +$4.3M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $4.1M 7.02% | +$4.1M New | — 8.9K shares | 0 → 8.9K +$4.1M | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $3.9M 6.58% | +$3.9M New | 0.0% 7.4K shares | 0 → 7.4K +$3.9M | New | $3.85T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $2.3M 3.85% | +$2.3M New | — 30.4K shares | 0 → 30.4K +$2.3M | New | — — | Q3 2025 Held for 2 months | |
Discount Stores Consumer Defensive | $1.9M 3.23% | +$1.9M New | 0.0% 2.0K shares | 0 → 2.0K +$1.9M | New | $410.27B Mega Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $1.9M 3.19% | +$1.9M New | 0.0% 7.7K shares | 0 → 7.7K +$1.9M | New | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $1.6M 2.77% | +$1.6M New | 0.0% 7.4K shares | 0 → 7.4K +$1.6M | New | $2.34T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.4M 2.45% | +$1.4M New | — 2.2K shares | 0 → 2.2K +$1.4M | New | — — | Q3 2025 Held for 2 months | |
Semiconductors Technology | $1.4M 2.32% | +$1.4M New | 0.0% 7.3K shares | 0 → 7.3K +$1.4M | New | $4.54T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.3M 2.18% | +$1.3M New | — 13.4K shares | 0 → 13.4K +$1.3M | New | — — | Q3 2025 Held for 2 months | |
Financial - Credit Services Financial Services | $1.2M 2.08% | +$1.2M New | 0.0% 3.6K shares | 0 → 3.6K +$1.2M | New | $662.60B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.2M 2.05% | +$1.2M New | — 24.0K shares | 0 → 24.0K +$1.2M | New | — — | Q3 2025 Held for 2 months | |
Insurance - Diversified Financial Services | $1.1M 1.96% | +$1.1M New | 0.0% 2.3K shares | 0 → 2.3K +$1.1M | New | $1.08T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.1M 1.85% | +$1.1M New | — 2.3K shares | 0 → 2.3K +$1.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.0M 1.72% | +$1.0M New | — 3.3K shares | 0 → 3.3K +$1.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $980.8K 1.67% | +$980.8K New | — 3.0K shares | 0 → 3.0K +$980.8K | New | — — | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $962.9K 1.64% | +$962.9K New | 0.0% 4.2K shares | 0 → 4.2K +$962.9K | New | $409.03B Mega Cap | Q3 2025 Held for 2 months | |
Medical - Healthcare Plans Healthcare | $924.5K 1.58% | +$924.5K New | 0.0% 2.7K shares | 0 → 2.7K +$924.5K | New | $312.73B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $858.5K 1.46% | +$858.5K New | — 9.8K shares | 0 → 9.8K +$858.5K | New | — — | Q3 2025 Held for 2 months | |
Discount Stores Consumer Defensive | $837.9K 1.43% | +$837.9K New | 0.0% 8.1K shares | 0 → 8.1K +$837.9K | New | $821.68B Mega Cap | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $803.0K 1.37% | +$803.0K New | 0.0% 2.5K shares | 0 → 2.5K +$803.0K | New | $867.35B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $796.4K 1.36% | +$796.4K New | — 1.3K shares | 0 → 1.3K +$796.4K | New | — — | Q3 2025 Held for 2 months | |
Household & Personal Products Consumer Defensive | $737.9K 1.26% | +$737.9K New | 0.0% 4.8K shares | 0 → 4.8K +$737.9K | New | $359.62B Mega Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $679.7K 1.16% | +$679.7K New | — 10.3K shares | 0 → 10.3K +$679.7K | New | — — | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $672.0K 1.15% | +$672.0K New | 0.0% 3.6K shares | 0 → 3.6K +$672.0K | New | $446.55B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $606.2K 1.03% | +$606.2K New | — 5.1K shares | 0 → 5.1K +$606.2K | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $589.4K 1.0% | +$589.4K New | — 8.2K shares | 0 → 8.2K +$589.4K | New | — — | Q3 2025 Held for 2 months | |
Oil & Gas Integrated Energy | $559.8K 0.954% | +$559.8K New | 0.0% 3.6K shares | 0 → 3.6K +$559.8K | New | $312.88B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $544.8K 0.929% | +$544.8K New | — 20.7K shares | 0 → 20.7K +$544.8K | New | — — | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $511.9K 0.872% | +$511.9K New | 0.0% 697.0 shares | 0 → 697.0 +$511.9K | New | $1.84T Mega Cap | Q3 2025 Held for 2 months | |
Independent Power Producers Utilities | $504.5K 0.86% | +$504.5K New | 0.002% 3.1K shares | 0 → 3.1K +$504.5K | New | $31.3B Large Cap | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $492.5K 0.839% | +$492.5K New | 0.0% 9.5K shares | 0 → 9.5K +$492.5K | New | $382.12B Mega Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $470.4K 0.802% | +$470.4K New | 0.001% 5.6K shares | 0 → 5.6K +$470.4K | New | $72.5B Large Cap | Q3 2025 Held for 2 months | |
Telecommunications Services Communication Services | $464.6K 0.792% | +$464.6K New | 0.0% 10.6K shares | 0 → 10.6K +$464.6K | New | $185.31B Large Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $456.7K 0.778% | +$456.7K New | — 6.3K shares | 0 → 6.3K +$456.7K | New | — — | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $437.3K 0.745% | +$437.3K New | 0.0% 1.5K shares | 0 → 1.5K +$437.3K | New | $151.93B Large Cap | Q3 2025 Held for 2 months | |
Beverages - Non-Alcoholic Consumer Defensive | $436.2K 0.743% | +$436.2K New | 0.0% 6.6K shares | 0 → 6.6K +$436.2K | New | $285.42B Mega Cap | Q3 2025 Held for 2 months | |
Medical - Devices Healthcare | $431.4K 0.735% | +$431.4K New | 0.0% 3.2K shares | 0 → 3.2K +$431.4K | New | $233.12B Mega Cap | Q3 2025 Held for 2 months | |
Aerospace & Defense Industrials | $393.7K 0.671% | +$393.7K New | 0.0% 788.0 shares | 0 → 788.0 +$393.7K | New | $116.55B Large Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $364.5K 0.621% | +$364.5K New | — 1.7K shares | 0 → 1.7K +$364.5K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $349.3K 0.595% | +$349.3K New | — 3.9K shares | 0 → 3.9K +$349.3K | New | — — | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $342.0K 0.583% | +$342.0K New | 0.0% 1.4K shares | 0 → 1.4K +$342.0K | New | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $338.2K 0.576% | +$338.2K New | — 453.0 shares | 0 → 453.0 +$338.2K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $331.6K 0.565% | +$331.6K New | — 1.4K shares | 0 → 1.4K +$331.6K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $313.7K 0.535% | +$313.7K New | — 8.0K shares | 0 → 8.0K +$313.7K | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $312.1K 0.532% | +$312.1K New | 0.0% 1.5K shares | 0 → 1.5K +$312.1K | New | $137.82B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $311.2K 0.53% | +$311.2K New | — 4.2K shares | 0 → 4.2K +$311.2K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $294.7K 0.502% | +$294.7K New | — 17.3K shares | 0 → 17.3K +$294.7K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $277.1K 0.472% | +$277.1K New | — 5.5K shares | 0 → 5.5K +$277.1K | New | — — | Q3 2025 Held for 2 months |
