Kdk Private Wealth Management, LLC Portfolio Holdings

Kdk Private Wealth Management, LLC

  • $96.3 Billion
  • Q4 2024

Kdk Private Wealth Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $96.3 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Enterprise Products Partners L.P. with a value of $22.3B, Ishares Russell 3000 ETF with a value of $14.1B, Crown Castle International Corp with a value of $6.92B, Fidelity Covington Tr Msci Inf with a value of $5.85B, and Ishares Core S&P 500 ETF with a value of $5.77B.

Examining the 13F form we can see an increase of $96.3B in the current position value.

Kdk Private Wealth Management, LLC is based out at Houston, TX

Below you can find more details about Kdk Private Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $96.3 Billion
ETFs: $58.2 Billion
Energy: $25.1 Billion
Real Estate: $7.69 Billion
Technology: $2.16 Billion
Communication Services: $1.17 Billion
Financial Services: $1.04 Billion
Consumer Cyclical: $258 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$71.6B
$22.3 Billion 23.18% of portfolio
712,148
Q4 2024 New
$0
$14.1 Billion 14.69% of portfolio
42,329
Q4 2024 New
$38.9B
$6.92 Billion 7.18% of portfolio
76,241
Q4 2024 New
$0
$5.85 Billion 6.07% of portfolio
31,637
Q4 2024 New
$0
$5.77 Billion 5.99% of portfolio
9,797
Q4 2024 New
$0
$3.74 Billion 3.88% of portfolio
9,312
Q4 2024 New
$0
$2.99 Billion 3.1% of portfolio
27,138
Q4 2024 New
$3.81T
$2.16 Billion 2.24% of portfolio
8,611
Q4 2024 New
$0
$1.91 Billion 1.98% of portfolio
27,186
Q4 2024 New
$0
$1.9 Billion 1.97% of portfolio
3,059
Q4 2024 New
$0
$1.86 Billion 1.93% of portfolio
28,463
Q4 2024 New
$0
$1.86 Billion 1.93% of portfolio
27,021
Q4 2024 New
$0
$1.62 Billion 1.68% of portfolio
16,612
Q4 2024 New
$0
$1.45 Billion 1.51% of portfolio
6,251
Q4 2024 New
$0
$1.25 Billion 1.29% of portfolio
21,248
Q4 2024 New
$0
$1.21 Billion 1.25% of portfolio
24,439
Q4 2024 New
$0
$1.12 Billion 1.16% of portfolio
9,447
Q4 2024 New
$0
$1.04 Billion 1.08% of portfolio
6,708
Q4 2024 New
$2.5B
$1.04 Billion 1.08% of portfolio
17,175
Q4 2024 New
$0
$946 Million 0.98% of portfolio
3,730
Q4 2024 New
$0
$884 Million 0.92% of portfolio
3,939
Q4 2024 New
$0
$879 Million 0.91% of portfolio
21,488
Q4 2024 New
$23.6B
$840 Million 0.87% of portfolio
30,897
Q4 2024 New
$2.15B
$769 Million 0.8% of portfolio
60,000
Q4 2024 New
$447B
$663 Million 0.69% of portfolio
6,165
Q4 2024 New
$0
$651 Million 0.68% of portfolio
9,259
Q4 2024 New
$0
$653 Million 0.68% of portfolio
1,739
Q4 2024 New
$303B
$621 Million 0.64% of portfolio
4,288
Q4 2024 New
$0
$621 Million 0.64% of portfolio
26,043
Q4 2024 New
$0
$579 Million 0.6% of portfolio
3,526
Q4 2024 New
$0
$517 Million 0.54% of portfolio
1,795
Q4 2024 New
$0
$501 Million 0.52% of portfolio
5,766
Q4 2024 New
$883M
$390 Million 0.41% of portfolio
24,041
Q4 2024 New
Sable Offshore Corp
-
$394 Million 0.41% of portfolio
-
Q4 2024 New
$0
$366 Million 0.38% of portfolio
7,602
Q4 2024 New
$0
$325 Million 0.34% of portfolio
1,638
Q4 2024 New
$0
$331 Million 0.34% of portfolio
3,418
Q4 2024 New
$0
$316 Million 0.33% of portfolio
6,044
Q4 2024 New
$0
$294 Million 0.31% of portfolio
6,035
Q4 2024 New
$0
$294 Million 0.31% of portfolio
1,157
Q4 2024 New
$0
$266 Million 0.28% of portfolio
2,196
Q4 2024 New
$0
$272 Million 0.28% of portfolio
3,394
Q4 2024 New
$0
$269 Million 0.28% of portfolio
9,960
Q4 2024 New
$199B
$258 Million 0.27% of portfolio
52
Q4 2024 New
$0
$264 Million 0.27% of portfolio
1,617
Q4 2024 New
$0
$236 Million 0.25% of portfolio
3,503
Q4 2024 New
$0
$243 Million 0.25% of portfolio
753
Q4 2024 New
$59.1B
$229 Million 0.24% of portfolio
8,375
Q4 2024 New
$0
$223 Million 0.23% of portfolio
1,935
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $96.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 55 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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