Kdk Private Wealth Management, LLC Portfolio Holdings by Sector
Kdk Private Wealth Management, LLC
- $87.8 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
ETFs | ETFs
IWV IVV FTEC IWF SHV FHLC FNCL FIDU 39 stocks |
$55.4 Million
63.48% of portfolio
|
2
|
28
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
EPD KMI 2 stocks |
$25 Million
28.71% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.82 Million
2.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.37 Million
1.57% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
SSB 1 stocks |
$956,510
1.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
HAL 1 stocks |
$783,857
0.9% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
NMRK 1 stocks |
$730,200
0.84% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$576,360
0.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
KRP 1 stocks |
$336,574
0.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$239,559
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|