Kdk Private Wealth Management, LLC Top Holdings and 13F Report (2025) About Kdk Private Wealth Management, LLCInvestment ActivityKdk Private Wealth Management, LLC has $87.78 million in total holdings as of March 31, 2025.Kdk Private Wealth Management, LLC owns shares of 52 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 2.46% of the portfolio was purchased this quarter.About 10.81% of the portfolio was sold this quarter.This quarter, Kdk Private Wealth Management, LLC has purchased 55 new stocks and bought additional shares in 4 stocks.Kdk Private Wealth Management, LLC sold shares of 32 stocks and completely divested from 4 stocks this quarter.Largest Holdings Enterprise Products Partners $24,804,249iShares Russell 3000 ETF $14,153,078iShares Core S&P 500 ETF $5,459,080Fidelity MSCI Information Technology Index ETF $5,062,804iShares Russell 1000 Growth ETF $3,362,143 Largest New Holdings this Quarter 840441109 - SouthState $956,510 Holding Largest Purchases this Quarter SouthState 10,305 shares (about $956.51K)iShares Russell 3000 ETF 2,228 shares (about $707.70K)Enterprise Products Partners 14,397 shares (about $491.51K)Kinder Morgan 15 shares (about $427.97)iShares MBS ETF 1 shares (about $92.92) Largest Sales this Quarter Meta Platforms 1,000 shares (about $576.36K)Apple 404 shares (about $89.74K)Fidelity MSCI Health Care Index ETF 1,245 shares (about $84.97K)Chevron 380 shares (about $63.57K)iShares Short Treasury Bond ETF 437 shares (about $48.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKdk Private Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEPDEnterprise Products Partners$24,804,249$491,514 ▲2.0%726,54528.3%EnergyIWViShares Russell 3000 ETF$14,153,078$707,702 ▲5.3%44,55716.1%ETFIVViShares Core S&P 500 ETF$5,459,080$46,078 ▼-0.8%9,7156.2%ETFFTECFidelity MSCI Information Technology Index ETF$5,062,804$33,020 ▼-0.6%31,4325.8%ETFIWFiShares Russell 1000 Growth ETF$3,362,143$722 ▼0.0%9,3103.8%ETFSHViShares Short Treasury Bond ETF$2,937,424$48,075 ▼-1.6%26,7013.3%ETFFHLCFidelity MSCI Health Care Index ETF$1,857,498$84,965 ▼-4.4%27,2182.1%ETFFNCLFidelity MSCI Financials Index ETF$1,854,821$21,597 ▼-1.2%26,7102.1%ETFFIDUFidelity MSCI Industrials Index ETF$1,843,201$18,213 ▼-1.0%26,9202.1%ETFAAPLApple$1,823,021$89,741 ▼-4.7%8,2072.1%Computer and TechnologyVGTVanguard Information Technology ETF$1,641,246$17,899 ▼-1.1%3,0261.9%ETFFDISFidelity MSCI Consumer Discretionary Index ETF$1,393,177$9,202 ▼-0.7%16,5031.6%ETFXLKTechnology Select Sector SPDR Fund$1,290,7050.0%6,2511.5%ETFFSTAFidelity MSCI Consumer Staples Index ETF$1,205,679$43,816 ▼-3.5%23,5821.4%ETFFCOMFidelity MSCI Communication Services Index ETF$1,186,326$7,472 ▼-0.6%21,1151.4%ETFVFHVanguard Financials ETF$1,118,955$9,677 ▼-0.9%9,3661.3%ETFVHTVanguard Health Care ETF$976,323$10,851 ▼-1.1%3,6891.1%ETFVOXVanguard Communication Services ETF$972,547$22,852 ▼-2.3%6,5541.1%ETFSSBSouthState$956,510$956,510 ▲New Holding10,3051.1%FinanceDFUVDimensional US Marketwide Value ETF$885,5210.0%21,4881.0%ETFHALHalliburton$783,8570.0%30,8970.9%EnergyXLYConsumer Discretionary Select Sector SPDR Fund$777,7960.0%3,9390.9%FinanceNMRKNewmark Group$730,2000.0%60,0000.8%FinanceXOMExxon Mobil$715,601$17,602 ▼-2.4%6,0170.8%EnergyIEFAiShares Core MSCI EAFE ETF$689,274$8,669 ▼-1.2%9,1440.8%ETFFENYFidelity MSCI Energy Index ETF$662,523$2,887 ▼-0.4%25,9300.8%ETFCVXChevron$653,770$63,570 ▼-8.9%3,9080.7%EnergyMETAMeta Platforms$576,360$576,360 ▼-50.0%1,0000.7%Computer and TechnologyVCRVanguard Consumer Discretionary ETF$543,928$22,135 ▼-3.9%1,6710.6%ETFIWNiShares Russell 2000 Value ETF$516,352$16,004 ▼-3.0%3,4200.6%ETFIWOiShares Russell 2000 Growth ETF$458,422$256 ▼-0.1%1,7940.5%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$447,918$10,250 ▼-2.2%5,6370.5%ETFSABLE OFFSHORE CORP$436,5670.0%17,2080.5%COM SHSFMATFidelity MSCI Materials Index ETF$360,915$6,378 ▼-1.7%7,4700.4%ETFKRPKimbell Royalty Partners$336,5740.0%24,0410.4%EnergyXLCCommunication Services Select Sector SPDR Fund$329,6650.0%3,4180.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$312,892$12,154 ▼-3.7%5,8180.4%ETFFUTYFidelity MSCI Utilities Index ETF$306,761$713 ▼-0.2%6,0210.3%ETFVBRVanguard Small-Cap Value ETF$305,1430.0%1,6380.3%ETFVISVanguard Industrials ETF$285,426$990 ▼-0.3%1,1530.3%ETFVDEVanguard Energy ETF$284,8430.0%2,1960.3%ETFVPUVanguard Utilities ETF$274,150$2,050 ▼-0.7%1,6050.3%ETFFRELFidelity MSCI Real Estate Index ETF$267,852$5,741 ▼-2.1%9,7510.3%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$252,416$9,092 ▼-3.5%3,2760.3%ETFBKNGBooking$239,5590.0%520.3%Retail/WholesaleKMIKinder Morgan$239,380$428 ▲0.2%8,3900.3%EnergyIWBiShares Russell 1000 ETF$231,1140.0%7530.3%ETFDFIVDimensional International Value ETF$222,0300.0%5,6410.3%ETFIEIiShares 3-7 Year Treasury Bond ETF$219,024$6,888 ▼-3.0%1,8760.2%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$217,7460.0%3,5030.2%ETFMBBiShares MBS ETF$214,097$93 ▲0.0%2,3040.2%ETFCORE SCIENTIFIC INC NEW$105,3930.0%14,5570.1%COMCCICrown Castle$0$6,919,633 ▼-100.0%00.0%FinanceIBTXIndependent Bank Group$0$1,042,007 ▼-100.0%00.0%FinanceVNQVanguard Real Estate ETF$0$201,590 ▼-100.0%00.0%ETFCORE SCIENTIFIC INC NEW$0$97,456 ▼-100.0%00.0%*W EXP 01/23/202Showing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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