Kwb Wealth Incresed Positions in Q1 2025

Kwb Wealth

  • $785 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
144K
+ 123.48%
$38.99 - $40.37 $5.62M - $5.82M
261K $10.5M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
155K
+ 37.5%
$28.25 - $31.5 $4.39M - $4.89M
569K $17.2M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
88.9K
+ 17.64%
$26.71 - $31.58 $2.37M - $2.81M
593K $18.1M
PG
Procter & Gamble CO

Consumer Defensive
25.3K
+ 2116.12%
$158.56 - $176.26 $4.02M - $4.46M
26.5K $4.52M
CGDV
Capital Group Divid Value ETF

ETFs
100K
+ 386.81%
$34.95 - $37.36 $3.51M - $3.75M
126K $4.48M
RECS
Columbia ETF Tr I

ETFs
109K
+ 264.48%
$32.64 - $36.08 $3.54M - $3.92M
150K $4.94M
CGGO
Capital Group Global Growth Eq

ETFs
89.1K
+ 274.18%
$28.33 - $30.84 $2.52M - $2.75M
122K $3.45M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
38.1K
+ 15.07%
$65.27 - $71.18 $2.49M - $2.71M
291K $19.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
55.4K
+ 211.97%
$33.98 - $39.84 $1.88M - $2.21M
81.6K $2.8M
XCEM
Columbia ETF Tr Ii

ETFs
41.4K
+ 17.89%
$29.18 - $30.72 $1.21M - $1.27M
273K $8.08M
JMBS
Janus Detroit Str Tr Henderson

ETFs
16.8K
+ 22.28%
$43.53 - $45.42 $729K - $761K
92K $4.15M
SPTL
Spdr Portfolio Long Term Treas

ETFs
16K
+ 19.37%
$25.54 - $27.64 $408K - $441K
98.4K $2.66M
JPEM
Jp Morgan Diversified Return

ETFs
4.86K
+ 3.33%
$50.81 - $54.04 $247K - $262K
151K $7.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
33
+ 0.66%
$442.66 - $534.52 $14.6K - $17.6K
5.02K $2.64M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
3.87K
+ 2.46%
N/A
161K $12M
COST
Costco Wholesale Corp

Consumer Defensive
249
+ 14.3%
$890.62 - $1076.86 $222K - $268K
1.99K $1.88M
ABBV
Abb Vie Inc.

Healthcare
560
+ 41.09%
$169.2 - $216.66 $94.8K - $121K
1.92K $402K
V
Visa Inc.

Financial Services
114
+ 3.33%
$306.92 - $362.71 $35K - $41.3K
3.54K $1.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
272
+ 71.02%
$551.42 - $612.93 $150K - $167K
655 $366K
WM
Waste Management Inc

Industrials
104
+ 3.01%
$200.54 - $233.78 $20.9K - $24.3K
3.56K $824K
IEFA
Ishares Tr

ETFs
563
+ 6.99%
$69.57 - $78.65 $39.2K - $44.3K
8.61K $658K
PAVE
Global X Fds Us Infrastructure

ETFs
5.71K
+ 12.84%
$37.31 - $43.82 $213K - $250K
50.1K $1.89M
IBM
International Business Machines Corp

Technology
103
+ 4.6%
$217.4 - $264.74 $22.4K - $27.3K
2.34K $582K
KRE
Spdr S&P Regional Banking ETF

ETFs
2.03K
+ 32.22%
$55.11 - $65.5 $112K - $133K
8.34K $470K
URA
Global X Uranium ETF

ETFs
5.45K
+ 49.12%
$22.92 - $30.98 $125K - $169K
16.5K $382K
NURE
Nuveen Short Term Reit ETF

ETFs
3.08K
+ 17.44%
$30.4 - $32.64 $93.6K - $100K
20.7K $641K
LPLA
Lpl Financial Holdings Inc.

Financial Services
144
+ 0.51%
$308.87 - $383.33 $44.5K - $55.2K
28.4K $9.3M
MCD
Mcdonalds Corp

Consumer Cyclical
7
+ 0.26%
$279.74 - $321.29 $1.96K - $2.25K
2.75K $859K
MMM
3 M CO

Industrials
10
+ 0.35%
$129.7 - $155.12 $1.3K - $1.55K
2.83K $415K
EUSB
Ishares Tr Esg Advanced Total

Technology
981
+ 10.38%
$42.05 - $43.43 $41.3K - $42.6K
10.4K $451K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
907
+ 5.5%
$97.76 - $107.35 $88.7K - $97.4K
17.4K $1.74M
QQQ
Invesco Qqq Trust, Series 1

ETFs
138
+ 20.2%
$468.34 - $539.52 $64.6K - $74.5K
821 $384K
DHS
Wisdomtree Tr U.S

ETFs
75
+ 2.97%
$91.55 - $99.74 $6.87K - $7.48K
2.6K $254K
AVIG
American Centy ETF Tr Avantis

ETFs
298
+ 5.13%
$40.06 - $41.55 $11.9K - $12.4K
6.11K $252K
XLRE
Select Sector Spdr Tr Real Est

ETFs
208
+ 2.64%
$39.18 - $43.52 $8.15K - $9.05K
8.08K $334K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
242
+ 5.19%
$46.86 - $50.66 $11.3K - $12.3K
4.91K $235K
IEMG
Ishares Inc

ETFs
265
+ 3.59%
N/A
7.65K $410K
DVA
Davita Inc.

Healthcare
43
+ 2.08%
$140.0 - $177.35 $6.02K - $7.63K
2.11K $322K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
232
+ 6.27%
$78.0 - $84.37 $18.1K - $19.6K
3.93K $311K
CHD
Church & Dwight CO Inc

Consumer Defensive
3
+ 0.13%
$101.42 - $113.2 $304 - $340
2.3K $252K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
106
+ 1.3%
$50.03 - $50.27 $5.3K - $5.33K
8.29K $415K
VTV
Vanguard Value ETF

ETFs
3
+ 0.17%
$167.73 - $179.21 $503 - $538
1.75K $298K
J P Morgan Exchange Traded F
45.9K
+ 517.35%
N/A
54.8K $0
Capital Group Core Balanced
118K
+ 571.07%
N/A
138K $0
Capital Group International
60.9K
+ 260.45%
N/A
84.3K $0
Columbia ETF Tr I
38.2K
+ 387.71%
N/A
48K $0
CGMS
Capital Grp Core Plus Income E
71.8K
+ 73.63%
N/A
169K $0
Columbia ETF Tr I
40.8K
+ 341.92%
N/A
52.7K $0
T Rowe Price ETF Inc
15.8K
+ 149.95%
N/A
26.4K $0
Activity Summary
Buys All Purchases 84 New Holdings 13 Increased Positions 71 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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