Kwb Wealth Reduced Holdings in Q1 2025

Kwb Wealth

  • $785 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
-67.5K
- 5.56%
$80.05 - $92.39 $5.4M - $6.23M
1.14M $91.7M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-308K
- 53.32%
$21.23 - $22.14 $6.54M - $6.82M
270K $5.94M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-61.9K
- 3.91%
$49.78 - $53.19 $3.08M - $3.29M
1.52M $77M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-14.8K
- 6.35%
$77.33 - $90.16 $1.14M - $1.33M
218K $17M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-76.9K
- 23.19%
$44.72 - $46.25 $3.44M - $3.56M
255K $11.7M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-14.7K
- 7.15%
$80.73 - $94.96 $1.19M - $1.4M
191K $15.7M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-8.19K
- 4.91%
$77.91 - $92.26 $638K - $755K
159K $12.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-19.1K
- 7.57%
$40.03 - $46.81 $763K - $892K
233K $9.45M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-22.2K
- 26.47%
$67.03 - $74.61 $1.49M - $1.65M
61.6K $4.16M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-9.96K
- 5.24%
$75.47 - $84.24 $751K - $839K
180K $13.8M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-39.7K
- 29.38%
$22.25 - $23.0 $884K - $914K
95.5K $2.19M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-402
- 2.06%
$507.05 - $563.67 $204K - $227K
19.1K $9.79M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-28.2K
- 6.84%
$19.04 - $20.15 $537K - $568K
384K $7.35M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-18.5K
- 31.73%
$28.27 - $29.28 $523K - $541K
39.8K $1.15M
IVV
Ishares Core S&P 500 ETF

ETFs
-18
- 0.12%
$554.06 - $615.85 $9.97K - $11.1K
15K $8.37M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-15.3K
- 12.12%
N/A
111K $2.25M
AVUS
American Centy ETF Tr Avantis

ETFs
-1.18K
- 3.3%
$90.7 - $101.57 $107K - $120K
34.7K $3.18M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-4.21K
- 12.71%
$37.35 - $43.35 $157K - $183K
28.9K $1.1M
AVUV
American Centy ETF Tr Avantis

ETFs
-100
- 0.52%
$84.95 - $100.62 $8.5K - $10.1K
19.1K $1.66M
XLK
Technology Sector Spdr

ETFs
-513
- 16.6%
$206.38 - $242.18 $106K - $124K
2.58K $531K
WFC
Wells Fargo & Company

Financial Services
-2.65K
- 31.63%
$66.78 - $81.42 $177K - $216K
5.74K $411K
XLC
Select Sector Spdr Tr Communic

ETFs
-1.61K
- 19.65%
$94.84 - $105.31 $152K - $169K
6.57K $629K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-3.18K
- 3.91%
$39.4 - $42.61 $125K - $136K
78.2K $3.13M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-54.2K
- 2.16%
$24.73 - $25.62 $1.34M - $1.39M
2.45M $62.5M
JPSE
J P Morgan Diversified Return

ETFs
-830
- 3.13%
$42.78 - $48.51 $35.5K - $40.3K
25.7K $1.11M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-457
- 3.36%
$169.43 - $182.84 $77.4K - $83.6K
13.1K $2.25M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-114
- 0.46%
$57.21 - $65.8 $6.52K - $7.5K
24.4K $1.42M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-107
- 0.76%
$91.68 - $109.93 $9.81K - $11.8K
13.9K $1.3M
XLU
Utilities Sector Spdr

ETFs
-1.37K
- 21.26%
$74.7 - $80.27 $102K - $110K
5.06K $394K
PDN
Invesco Fd Tr

ETFs
-6.57K
- 10.42%
$31.2 - $34.9 $205K - $229K
56.4K $1.9M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.79K
- 3.48%
$49.42 - $50.43 $88.6K - $90.4K
49.8K $2.49M
SHV
Ishares Tr

ETFs
-774
- 9.07%
$110.11 - $110.51 $85.2K - $85.5K
7.76K $856K
XLF
Financial Sector Spdr

ETFs
-1.5K
- 18.24%
$47.32 - $52.19 $71K - $78.3K
6.72K $330K
JSML
Janus Detroit Str Tr Henderson

ETFs
-391
- 5.89%
$58.87 - $69.7 $23K - $27.3K
6.24K $371K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.02K
- 15.95%
$68.32 - $75.06 $69.8K - $76.6K
5.38K $396K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-6.21K
- 10.35%
$47.39 - $54.26 $294K - $337K
53.8K $2.82M
PULS
Pgim ETF Tr

ETFs
-973
- 15.73%
$49.56 - $49.78 $48.2K - $48.4K
5.21K $259K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-961
- 14.54%
$50.39 - $50.66 $48.4K - $48.7K
5.65K $285K
FLCH
Franklin Templeton ETF Tr

ETFs
-6.55K
- 20.07%
$17.31 - $22.91 $113K - $150K
26.1K $558K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-103
- 5.28%
$126.86 - $146.45 $13.1K - $15.1K
1.85K $234K
PEP
Pepsico Inc

Consumer Defensive
-187
- 4.47%
$142.64 - $156.42 $26.7K - $29.3K
3.99K $598K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-13
- 0.3%
$108.02 - $120.45 $1.4K - $1.57K
4.36K $477K
VO
Vanguard Mid Cap ETF

ETFs
-3
- 0.24%
$251.87 - $277.95 $756 - $834
1.26K $324K
QPFF
American Centy ETF Tr Quality
-4
- 0.02%
$35.38 - $36.78 $142 - $147
16K $568K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-899
- 4.9%
$25.21 - $26.29 $22.7K - $23.6K
17.5K $458K
Pgim ETF Tr
-6.79K
- 14.39%
N/A
40.4K $0
JNJ
Johnson & Johnson

Healthcare
-25
- 1.31%
$142.06 - $167.7 $3.55K - $4.19K
1.89K $312K
CVX
Chevron Corp

Energy
-3
- 0.15%
$146.71 - $167.97 $440 - $504
2K $335K
GTO
Invesco Actively Managed ETF T

ETFs
-3.88K
- 0.49%
$45.9 - $47.37 $178K - $184K
779K $36.5M
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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