Kwb Wealth Purchases in Q4 2025

Kwb Wealth

  • $891 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.31M
New
$28.79 - $29.13 $37.8M - $38.3M
1.31M $37.9M
JMBS
Janus Detroit Str Tr Henderson

ETFs
605K
+ 710.12%
$45.54 - $46.2 $27.6M - $28M
691K $31.5M
IEMG
Ishares Inc

ETFs
405K
+ 7042.2%
N/A
410K $22M
SPIB
Spdr Portfolio Intermediate Te

ETFs
581K
New
$33.69 - $34.08 $19.6M - $19.8M
581K $19.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
425K
+ 237.69%
$44.53 - $47.25 $18.9M - $20.1M
604K $27.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
115K
+ 11.53%
$76.84 - $80.86 $8.85M - $9.31M
1.11M $88.1M
CGDV
Capital Group Divid Value ETF

ETFs
199K
+ 65.86%
$41.33 - $43.47 $8.23M - $8.66M
502K $21.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
123K
+ 7.58%
$54.27 - $56.85 $6.7M - $7.02M
1.75M $98.4M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
60.6K
+ 94.01%
$117.68 - $124.18 $7.14M - $7.53M
125K $14.7M
RECS
Columbia ETF Tr I

ETFs
160K
+ 48.58%
$39.39 - $41.32 $6.31M - $6.62M
490K $19.8M
CGGO
Capital Group Global Growth Eq

ETFs
130K
+ 52.2%
$33.63 - $35.51 $4.37M - $4.62M
379K $13M
GLDM
World Gold Trust

ETFs
43.3K
+ 51.68%
$76.32 - $86.69 $3.31M - $3.76M
127K $10.3M
CGGR
Capital Group Growth ETF Shs C

ETFs
48.5K
+ 31.4%
$43.04 - $45.68 $2.09M - $2.21M
203K $8.75M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
25.1K
+ 16.56%
$51.27 - $51.8 $1.29M - $1.3M
177K $9.11M
LPLA
Lpl Financial Holdings Inc.

Financial Services
179
+ 0.63%
$312.18 - $378.94 $55.9K - $67.8K
28.6K $10.6M
RLY
Ssga Active ETF Tr

ETFs
23.4K
+ 44.81%
$30.63 - $31.64 $718K - $742K
75.8K $2.38M
SPMD
Spdr Portfolio

ETFs
15K
+ 13.94%
$55.44 - $58.05 $832K - $871K
123K $6.9M
HGER
Harbor ETF Tr All Weather Infl
19.6K
New
$25.61 - $27.12 $501K - $531K
19.6K $522K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.51K
+ 51.42%
$114.27 - $121.15 $515K - $546K
13.3K $1.55M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.2K
New
$92.24 - $96.56 $480K - $502K
5.2K $495K
CEG
Constellation Energy Corp

Utilities
1.42K
New
$335.74 - $401.43 $476K - $569K
1.42K $480K
IVV
Ishares Core S&P 500 ETF

ETFs
594
+ 4.55%
$656.2 - $690.71 $390K - $410K
13.7K $9.22M
PRF
Invesco Exchange Traded Fd Tr

ETFs
9.5K
+ 12.87%
$44.13 - $46.37 $419K - $440K
83.3K $3.81M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
11.4K
+ 49.48%
$39.84 - $41.63 $453K - $473K
34.3K $1.39M
JPIB
Jpmorgan International Bond Op

ETFs
8.37K
New
$48.68 - $49.38 $408K - $413K
8.37K $409K
C
Citigroup Inc

Financial Services
4.1K
New
$93.93 - $102.87 $385K - $421K
4.1K $402K
JPEM
Jp Morgan Diversified Return

ETFs
1.72K
+ 1.09%
$57.59 - $61.34 $98.8K - $105K
159K $9.69M
EMHC
Spdr Bloomberg Emerging Market
15.5K
+ 119.13%
$25.12 - $25.8 $389K - $400K
28.5K $726K
NFLX
Netflix Inc

Communication Services
3.57K
New
$110.29 - $1241.35 $394K - $4.44M
3.57K $394K
CHD
Church & Dwight CO Inc

Consumer Defensive
4.65K
New
$81.8 - $90.01 $380K - $418K
4.65K $390K
AAPL
Apple Inc.

Technology
610
+ 3.78%
$245.27 - $275.25 $150K - $168K
16.8K $4.48M
HAS
Hasbro, Inc.

Consumer Cyclical
4.77K
New
$70.95 - $79.13 $339K - $378K
4.77K $370K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
8.37K
New
$42.11 - $44.28 $353K - $371K
8.37K $359K
EBND
Spdr Bloomberg Emerging Market

ETFs
16.8K
New
$21.1 - $21.41 $353K - $359K
16.8K $356K
GILD
Gilead Sciences, Inc.

Healthcare
2.84K
New
$110.56 - $125.2 $314K - $356K
2.84K $352K
AMZN
Amazon Com Inc

Consumer Cyclical
1.47K
New
$213.04 - $254.0 $314K - $374K
1.47K $345K
EUSB
Ishares Tr Esg Advanced Total

Technology
7.52K
+ 79.74%
$43.82 - $44.38 $330K - $334K
17K $743K
AZO
Autozone Inc

Consumer Cyclical
85
New
$3576.14 - $4253.71 $304K - $362K
85 $327K
NVDA
Nvidia Corp

Technology
1.72K
+ 20.13%
$179.83 - $207.04 $308K - $355K
10.2K $1.91M
GE
General Electric CO

Industrials
1.06K
New
$291.49 - $314.28 $310K - $334K
1.06K $319K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
3.44K
New
N/A
3.44K $310K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
6.39K
New
$44.22 - $47.74 $283K - $305K
6.39K $300K
IEFA
Ishares Tr

ETFs
3.2K
+ 37.69%
$86.09 - $89.88 $275K - $287K
11.7K $1.04M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
12.3K
+ 109.92%
$23.66 - $23.91 $290K - $293K
23.4K $556K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
5.53K
New
$50.43 - $53.13 $279K - $294K
5.53K $286K
GOOG
Alphabet Inc.

Communication Services
980
New
$237.49 - $291.74 $233K - $286K
980 $279K
IWF
Ishares Russell 1000 Gr ETF

ETFs
556
New
$459.47 - $491.71 $255K - $273K
556 $261K
AMD
Advanced Micro Devices Inc

Technology
1.08K
New
$164.01 - $264.33 $177K - $285K
1.08K $259K
WFC
Wells Fargo & Company

Financial Services
3.13K
+ 56.42%
$77.62 - $87.3 $243K - $274K
8.69K $724K
Activity Summary
Buys All Purchases 123 New Holdings 43 Increased Positions 80 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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