Kkm Financial LLC Portfolio Holdings

Kkm Financial LLC

  • $240 Billion
  • Q4 2024

Kkm Financial LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $240 Billion distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.6B, Meta Platforms, Inc. with a value of $9.04B, Northern Lts Fd Tr Ii with a value of $8.77B, Spdr S&P 500 ETF Trust with a value of $6.7B, and Ishares Expanded Tech Sector E with a value of $5.49B.

Examining the 13F form we can see an increase of $37.8B in the current position value, from $202B to 240B.

Kkm Financial LLC is based out at Chicago, IL

Below you can find more details about Kkm Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $240 Billion
ETFs: $83.8 Billion
Technology: $35.9 Billion
Industrials: $24.2 Billion
Financial Services: $19.4 Billion
Communication Services: $17.8 Billion
Healthcare: $13.2 Billion
Consumer Cyclical: $11.6 Billion
Consumer Defensive: $9.28 Billion
Other: $13.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$159B
$1.9 Billion 0.79% of portfolio
50,649
Q4 2024 Added 0.89%
$0
$1.86 Billion 0.78% of portfolio
27,115
Q4 2024 Reduced 22.95%
$25.8B
$1.83 Billion 0.76% of portfolio
14,707
Q4 2024 Added 7.19%
$28.2B
$1.77 Billion 0.74% of portfolio
39,646
Q4 2024 Added 3.52%
$40.2B
$1.66 Billion 0.69% of portfolio
167,571
Q4 2024 Added 1.75%
$25.8B
$1.6 Billion 0.67% of portfolio
31,673
Q4 2024 Reduced 4.83%
$153B
$1.41 Billion 0.59% of portfolio
6,138
Q1 2024 Added 187.09%
$1.01T
$1.4 Billion 0.58% of portfolio
7,360
Q4 2023 New
$0
$1.34 Billion 0.56% of portfolio
22,386
Q4 2024 Added 18.07%
$0
$1.15 Billion 0.48% of portfolio
9,099
Q4 2024 Reduced 0.54%
$89.2B
$1.1 Billion 0.46% of portfolio
24,494
Q4 2024 Reduced 9.35%
$0
$1.09 Billion 0.45% of portfolio
33,195
Q4 2024 New
$0
$1.09 Billion 0.45% of portfolio
18,969
Q4 2024 Added 27.01%
$0
$1.03 Billion 0.43% of portfolio
22,583
Q4 2023 New
$0
$1.01 Billion 0.42% of portfolio
9,808
Q3 2024 Added 2.2%
$0
$983 Million 0.41% of portfolio
10,222
Q2 2024 Reduced 9.83%
$179B
$946 Million 0.39% of portfolio
2,609
Q4 2024 Added 38.56%
$234B
$941 Million 0.39% of portfolio
10,419
Q2 2024 Added 0.46%
$745B
$907 Million 0.38% of portfolio
2,245
Q4 2024 Reduced 31.66%
$0
$813 Million 0.34% of portfolio
36,313
Q4 2024 New
$0
$807 Million 0.34% of portfolio
35,755
Q4 2024 New
$99B
$789 Million 0.33% of portfolio
39,367
Q4 2024 Reduced 18.13%
$0
$784 Million 0.33% of portfolio
14,489
Q4 2024 Added 8.62%
$180B
$783 Million 0.33% of portfolio
1,760
Q2 2024 Added 0.28%
$0
$736 Million 0.31% of portfolio
5,062
Q4 2024 Reduced 0.9%
$0
$715 Million 0.3% of portfolio
12,340
Q3 2024 Added 1.77%
Proshares Tr
-
$703 Million 0.29% of portfolio
-
Q4 2024 Added 107.45%
$0
$699 Million 0.29% of portfolio
9,231
Q4 2023 New
$0
$669 Million 0.28% of portfolio
1,137
Q3 2024 Added 16.98%
$0
$643 Million 0.27% of portfolio
5,606
Q3 2024 Added 2.82%
$0
$626 Million 0.26% of portfolio
7,959
Q4 2024 Reduced 2.36%
-
$627 Million 0.26% of portfolio
-
Q4 2023 New
$202B
$601 Million 0.25% of portfolio
2,025
Q4 2023 New
$0
$584 Million 0.24% of portfolio
4,242
Q4 2023 New
$0
$577 Million 0.24% of portfolio
7,380
Q4 2024 Added 9.12%
$0
$559 Million 0.23% of portfolio
11,445
Q4 2024 Added 100.33%
$0
$543 Million 0.23% of portfolio
13,116
Q4 2023 New
$203B
$548 Million 0.23% of portfolio
4,195
Q4 2024 Added 78.89%
$0
$546 Million 0.23% of portfolio
4,011
Q4 2024 New
$0
$560 Million 0.23% of portfolio
8,538
Q4 2024 Added 10.04%
$0
$522 Million 0.22% of portfolio
2,521
Q4 2023 New
$251B
$537 Million 0.22% of portfolio
9,074
Q1 2024 Reduced 1.2%
$339B
$534 Million 0.22% of portfolio
12,145
Q4 2024 Reduced 55.77%
$0
$534 Million 0.22% of portfolio
8,341
Q4 2024 New
$21.9B
$487 Million 0.2% of portfolio
4,200
Q4 2024 Reduced 3.09%
$0
$478 Million 0.2% of portfolio
5,277
Q4 2024 New
$0
$476 Million 0.2% of portfolio
7,757
Q4 2024 Added 10.17%
$0
$459 Million 0.19% of portfolio
6,061
Q3 2024 Added 4.83%
$0
$462 Million 0.19% of portfolio
9,568
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $240 Billion
  • Prior Value $202 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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