Ckw Financial Group Reduced Holdings in Q4 2024

Ckw Financial Group

  • $813 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
-4.32K
- 0.62%
N/A
688K $35.9M
MCD
Mcdonalds Corp

Consumer Cyclical
-225
- 0.17%
$288.47 - $316.54 $64.9K - $71.2K
136K $39.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.73K
- 0.94%
$57.29 - $63.1 $99.3K - $109K
183K $10.5M
UPS
United Parcel Service Inc

Industrials
-4.3K
- 99.88%
$122.65 - $138.35 $528K - $595K
5 $1K
PG
Procter & Gamble CO

Consumer Defensive
-2.74K
- 71.22%
$161.05 - $179.7 $442K - $493K
1.11K $186K
GOOG
Alphabet Inc.

Communication Services
-2.97K
- 27.5%
$163.08 - $198.16 $484K - $589K
7.83K $1.49M
GOOGL
Alphabet Inc.

Communication Services
-2.78K
- 20.18%
$161.86 - $196.66 $450K - $547K
11K $2.08M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-1.25K
- 19.69%
$108.6 - $115.42 $136K - $145K
5.11K $558K
JNJ
Johnson & Johnson

Healthcare
-592
- 12.51%
$143.34 - $165.86 $84.9K - $98.2K
4.14K $599K
AMD
Advanced Micro Devices Inc

Technology
-650
- 31.33%
$118.88 - $172.8 $77.3K - $112K
1.43K $172K
BOH
Bank Of Hawaii Corp

Financial Services
-1.67K
- 39.95%
$61.29 - $80.51 $102K - $134K
2.51K $179K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-412
- 2.08%
$93.52 - $95.37 $38.5K - $39.3K
19.4K $1.82M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.26K
- 12.22%
$42.33 - $43.3 $53.3K - $54.6K
9.05K $385K
DOW
Dow Inc.

Basic Materials
-656
- 54.26%
$39.1 - $55.34 $25.6K - $36.3K
553 $22K
COF
Capital One Financial Corp

Financial Services
-425
- 30.91%
$145.19 - $192.01 $61.7K - $81.6K
950 $169K
FIS
Fidelity National Information Services, Inc.

Technology
-300
- 14.29%
$80.14 - $90.95 $24K - $27.3K
1.8K $145K
HMC
Honda Motor CO LTD

Consumer Cyclical
-700
- 26.92%
$23.7 - $32.62 $16.6K - $22.8K
1.9K $54K
HYG
Ishares Tr

ETFs
-269
- 20.55%
$78.09 - $80.04 $21K - $21.5K
1.04K $82K
INTC
Intel Corp

Technology
-83
- 1.36%
$19.07 - $26.23 $1.58K - $2.18K
6K $120K
GS
Goldman Sachs Group Inc

Financial Services
-75
- 25.0%
$486.1 - $608.57 $36.5K - $45.6K
225 $129K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-149
- 22.96%
$70.1 - $76.53 $10.4K - $11.4K
500 $35K
FOXA
Fox Corp

Communication Services
-500
- 31.27%
$41.35 - $49.99 $20.7K - $25K
1.1K $53K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-262
- 16.97%
$50.35 - $50.69 $13.2K - $13.3K
1.28K $65K
STT
State Street Corp

Financial Services
-200
- 26.67%
$85.96 - $100.78 $17.2K - $20.2K
550 $54K
EEMV
Ishares Msci Emerging Markets

ETFs
-124
- 23.13%
$57.85 - $63.11 $7.17K - $7.83K
412 $24K
BK
Bank Of New York Mellon Corp

Financial Services
-300
- 10.71%
$70.82 - $81.87 $21.2K - $24.6K
2.5K $192K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
-500
- 50.0%
$5.65 - $6.88 $2.83K - $3.44K
500 $3K
UAL
United Airlines Holdings, Inc.

Industrials
-52
- 98.11%
$55.62 - $102.44 $2.89K - $5.33K
1 $0
WFC
Wells Fargo & Company

Financial Services
-1.1K
- 22.0%
$54.98 - $77.35 $60.5K - $85.1K
3.9K $274K
BP
Bp PLC

Energy
-61
- 14.15%
$28.16 - $33.14 $1.72K - $2.02K
370 $11K
KD
Kyndryl Holdings, Inc.

Technology
-70
- 24.56%
$22.43 - $35.79 $1.57K - $2.51K
215 $7K
C
Citigroup Inc

Financial Services
-200
- 11.76%
$61.31 - $72.5 $12.3K - $14.5K
1.5K $106K
BAC
Bank Of America Corp

Financial Services
-480
- 2.48%
$39.22 - $47.77 $18.8K - $22.9K
18.9K $830K
IVV
Ishares Core S&P 500 ETF

ETFs
-11.4K
- 1.66%
$570.51 - $610.59 $6.49M - $6.95M
674K $397M
Activity Summary
Buys All Purchases 102 New Holdings 30 Increased Positions 72 Sells All Sells 37 Reductions 35 Sold out 2 Options Calls 0 Puts 0
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