Kwb Wealth Purchases in Q4 2025

Kwb Wealth

  • $891 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DAL
Delta Air Lines, Inc.

Industrials
4.19K
New
$55.65 - $62.32 $233K - $261K
4.19K $244K
DVY
Ishares Tr

ETFs
1.67K
New
$138.1 - $143.11 $231K - $239K
1.67K $234K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
666
New
$325.34 - $368.61 $217K - $245K
666 $229K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
9.52K
New
$23.54 - $23.93 $224K - $228K
9.52K $224K
SRE
Sempra Energy

Utilities
2.38K
New
$89.26 - $94.01 $213K - $224K
2.38K $219K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
1.52K
+ 3.1%
$60.25 - $64.15 $91.8K - $97.8K
50.7K $3.23M
RTX
Raytheon Technologies Corp

Industrials
1.23K
New
$157.0 - $179.44 $192K - $220K
1.23K $215K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
437
New
$454.87 - $482.76 $199K - $211K
437 $206K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.4K
New
$142.79 - $150.05 $199K - $209K
1.4K $204K
MNST
Monster Beverage Corp

Consumer Defensive
2.74K
New
$66.31 - $71.91 $181K - $197K
2.74K $195K
AVUS
American Centy ETF Tr Avantis

ETFs
1.6K
+ 4.44%
$105.96 - $111.17 $169K - $178K
37.6K $4.1M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
2.18K
+ 1.38%
N/A
161K $12M
PEP
Pepsico Inc

Consumer Defensive
897
+ 24.1%
$138.84 - $153.71 $125K - $138K
4.62K $682K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.72K
+ 16.38%
$63.25 - $66.24 $172K - $180K
19.3K $1.24M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
6.67K
+ 54.15%
$23.04 - $23.36 $154K - $156K
19K $438K
NURE
Nuveen Short Term Reit ETF

ETFs
5.36K
+ 24.09%
$27.28 - $28.92 $146K - $155K
27.6K $773K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
1.5K
+ 8.33%
$104.95 - $108.98 $157K - $163K
19.5K $2.08M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
4.85K
+ 24.45%
$26.14 - $26.55 $127K - $129K
24.7K $646K
MMM
3 M CO

Industrials
580
+ 22.1%
$148.75 - $171.6 $86.3K - $99.5K
3.2K $529K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
3.12K
+ 12.86%
$43.97 - $46.55 $137K - $145K
27.3K $1.21M
AMAT
Applied Materials Inc

Technology
255
+ 14.37%
$209.95 - $240.89 $53.5K - $61.4K
2.03K $464K
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
2.19K
+ 23.74%
$33.72 - $35.05 $74K - $76.9K
11.4K $394K
TSLA
Tesla, Inc.

Consumer Cyclical
305
+ 22.88%
$401.99 - $468.37 $123K - $143K
1.64K $669K
CAT
Caterpillar Inc

Industrials
17
+ 3.2%
$480.82 - $585.49 $8.17K - $9.95K
549 $303K
EIX
Edison International

Utilities
99
+ 0.77%
$52.12 - $59.08 $5.16K - $5.85K
13K $762K
ABBV
Abb Vie Inc.

Healthcare
189
+ 11.26%
$211.96 - $244.38 $40.1K - $46.2K
1.87K $436K
COST
Costco Wholesale Corp

Consumer Defensive
75
+ 3.8%
$910.94 - $954.99 $68.3K - $71.6K
2.05K $1.87M
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.43K
+ 1.01%
$26.76 - $27.67 $64.9K - $67.1K
243K $6.51M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
1.8K
+ 2.06%
N/A
89.1K $1.81M
PULS
Pgim ETF Tr

ETFs
655
+ 8.49%
$49.64 - $49.83 $32.5K - $32.6K
8.37K $416K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
101
+ 5.15%
$242.67 - $261.79 $24.5K - $26.4K
2.06K $516K
IXUS
Ishares Tr

ETFs
254
+ 5.47%
$81.21 - $85.27 $20.6K - $21.7K
4.9K $412K
MRK
Merck & Co., Inc.

Healthcare
37
+ 1.39%
$82.49 - $92.93 $3.05K - $3.44K
2.71K $251K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
209
+ 8.01%
$98.0 - $102.56 $20.5K - $21.4K
2.82K $285K
FIW
First Trust Water ETF

ETFs
157
+ 6.0%
$110.5 - $115.7 $17.3K - $18.2K
2.77K $306K
JPSE
J P Morgan Diversified Return

ETFs
647
+ 2.42%
$48.44 - $50.76 $31.3K - $32.8K
27.3K $1.34M
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
179
+ 1.88%
$39.76 - $41.74 $7.12K - $7.47K
9.71K $397K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
188
+ 2.22%
$50.2 - $50.36 $9.44K - $9.47K
8.67K $436K
VO
Vanguard Mid Cap ETF

ETFs
41
+ 4.12%
$286.27 - $296.23 $11.7K - $12.1K
1.04K $297K
EMB
Ishares Tr

ETFs
4
+ 0.14%
$94.63 - $97.03 $379 - $388
2.96K $283K
VTV
Vanguard Value ETF

ETFs
7
+ 0.4%
$182.87 - $189.72 $1.28K - $1.33K
1.76K $328K
BAC
Bank Of America Corp

Financial Services
71
+ 0.67%
$48.65 - $54.11 $3.45K - $3.84K
10.7K $549K
CVBF
Cvb Financial Corp

Financial Services
133
+ 0.96%
$18.05 - $19.28 $2.4K - $2.56K
14K $264K
Capital Group Conservative E
17.3K
New
N/A
17.3K $0
Blackrock ETF Trust
44.9K
+ 13.49%
N/A
377K $0
Blackrock ETF Trust
219K
+ 107.34%
N/A
423K $0
J P Morgan Exchange Traded F
120K
+ 78.1%
N/A
274K $0
CGMS
Capital Grp Core Plus Income E
191K
+ 114.0%
N/A
358K $0
Capital Group International
21.8K
New
N/A
21.8K $0
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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