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Kdt Advisors, LLC Top Holdings and 13F Report (2025)

About Kdt Advisors, LLC

Investment Activity

  • Kdt Advisors, LLC has $68.01 million in total holdings as of March 31, 2025.
  • Kdt Advisors, LLC owns shares of 73 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
  • Approximately 7.32% of the portfolio was purchased this quarter.
  • About 6.79% of the portfolio was sold this quarter.
  • This quarter, Kdt Advisors, LLC has purchased 72 new stocks and bought additional shares in 19 stocks.
  • Kdt Advisors, LLC sold shares of 23 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Microsoft
$4,558,736
Apple
$4,390,177

Largest New Holdings this Quarter

949746101 - Wells Fargo & Company
$717,900 Holding
601137102 - MILLROSE PPTYS INC
$601,750 Holding
922042775 - Vanguard FTSE All-World ex-US ETF
$488,859 Holding
464286392 - iShares MSCI World ETF
$474,858 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF
1,840 shares (about $945.59K)
Wells Fargo & Company
10,000 shares (about $717.90K)
MILLROSE PPTYS INC
22,699 shares (about $601.75K)
Vanguard FTSE All-World ex-US ETF
8,059 shares (about $488.86K)
Vanguard Small-Cap Value ETF
2,585 shares (about $481.56K)

Largest Sales this Quarter

Howmet Aerospace
4,000 shares (about $518.92K)
Alphabet
1,406 shares (about $217.42K)
Automatic Data Processing
555 shares (about $169.57K)
Visa
467 shares (about $163.66K)
Chevron
960 shares (about $160.60K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKdt Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$7,382,317$945,594 14.7%14,36510.9%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$4,558,736$116,371 -2.5%12,1446.7%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$4,390,177$142,385 -3.1%19,7646.5%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$3,551,429$245,669 7.4%27,5395.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,306,257$54,856 -1.6%6,2084.9%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,928,261$240,548 14.3%9,9402.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,721,143$217,424 -11.2%11,1302.5%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,683,579$125,088 -6.9%9,8792.5%Consumer Staples
Corning Incorporated stock logo
GLW
Corning
$1,636,1770.0%35,7402.4%Computer and Technology
Visa Inc. stock logo
V
Visa
$1,353,477$163,665 -10.8%3,8622.0%Business Services
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$1,331,030$518,920 -28.1%10,2602.0%Aerospace
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,200,4790.0%10,0941.8%Energy
AT&T Inc. stock logo
T
AT&T
$1,131,2000.0%40,0001.7%Computer and Technology
Tenet Healthcare Co. stock logo
THC
Tenet Healthcare
$1,076,0000.0%8,0001.6%Medical
Chevron Co. stock logo
CVX
Chevron
$1,012,941$160,598 -13.7%6,0551.5%Energy
Union Pacific Co. stock logo
UNP
Union Pacific
$970,710$113,395 -10.5%4,1091.4%Transportation
Oracle Co. stock logo
ORCL
Oracle
$946,9330.0%6,7731.4%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$944,207$867 0.1%8,7121.4%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$943,114$1,481 0.2%15,2831.4%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$935,0060.0%5,6381.4%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$910,5540.0%3,7121.3%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$810,791$1,059 0.1%3,8291.2%Multi-Sector Conglomerates
GE Aerospace stock logo
GE
GE Aerospace
$774,6590.0%3,8701.1%Industrials
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$774,655$141,321 -15.4%5,0431.1%Computer and Technology
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$747,023$481,560 181.4%4,0101.1%ETF
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$746,148$57,804 -7.2%2,5301.1%Basic Materials
Citigroup Inc. stock logo
C
Citigroup
$738,2960.0%10,4001.1%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$722,037$158,867 -18.0%3,7951.1%Retail/Wholesale
Zoetis Inc. stock logo
ZTS
Zoetis
$719,356$988 0.1%4,3691.1%Medical
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$717,900$717,900 New Holding10,0001.1%Finance
GE VERNOVA INC
$694,512$59,530 9.4%2,2751.0%COM
Thomson Reuters Co. stock logo
TRI
Thomson Reuters
$689,392$125,093 -15.4%3,9901.0%Business Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$669,730$110,085 -14.1%1,1621.0%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$638,252$169,569 -21.0%2,0890.9%Business Services
AbbVie Inc. stock logo
ABBV
AbbVie
$632,5410.0%3,0190.9%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$621,678$154,600 -19.9%1,1380.9%Finance
PALANTIR TECHNOLOGIES INC
$607,6800.0%7,2000.9%CL A
MILLROSE PPTYS INC
$601,750$601,750 New Holding22,6990.9%COM CL A
iShares MSCI UAE ETF stock logo
UAE
iShares MSCI UAE ETF
$593,9500.0%35,0000.9%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$564,126$158,730 -22.0%3,5540.8%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$531,9180.0%5,9260.8%Medical
TotalEnergies SE stock logo
TTE
TotalEnergies
$530,4580.0%8,2000.8%Energy
Lennar Co. stock logo
LEN
Lennar
$520,068$1,263 0.2%4,5310.8%Construction
Intuit Inc. stock logo
INTU
Intuit
$515,7520.0%8400.8%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$508,315$1,061 0.2%3,8320.7%Medical
ONEOK, Inc. stock logo
OKE
ONEOK
$501,061$992 0.2%5,0500.7%Energy
Abrdn Emerging Markets Equity Income Fund Inc stock logo
AEF
Abrdn Emerging Markets Equity Income Fund
$496,0000.0%100,0000.7%Finance
McDonald's Co. stock logo
MCD
McDonald's
$491,358$123,386 -20.1%1,5730.7%Retail/Wholesale
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$488,859$488,859 New Holding8,0590.7%ETF
Amphenol Co. stock logo
APH
Amphenol
$479,463$47,553 -9.0%7,3100.7%Computer and Technology
iShares MSCI World ETF stock logo
URTH
iShares MSCI World ETF
$474,858$474,858 New Holding3,1000.7%ETF
The India Fund, Inc. stock logo
IFN
The India Fund
$473,1000.0%30,0000.7%Finance
Starbucks Co. stock logo
SBUX
Starbucks
$405,406$883 0.2%4,1330.6%Retail/Wholesale
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$390,100$8,300 2.2%2,3500.6%Computer and Technology
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$389,6830.0%2,7400.6%Consumer Staples
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$377,7210.0%5,5670.6%Consumer Staples
Altria Group, Inc. stock logo
MO
Altria Group
$374,8250.0%6,2450.6%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$359,816$32,472 9.9%6870.5%Medical
Rio Tinto Group stock logo
RIO
Rio Tinto Group
$358,077$1,081 0.3%5,9600.5%Basic Materials
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$318,107$1,153 0.4%1,1040.5%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$302,129$5,248 1.8%2,0150.4%Consumer Staples
Valero Energy Co. stock logo
VLO
Valero Energy
$275,366$74,223 -21.2%2,0850.4%Energy
NIKE, Inc. stock logo
NKE
NIKE
$270,425$52,688 -16.3%4,2600.4%Consumer Discretionary
Salesforce, Inc. stock logo
CRM
Salesforce
$259,504$10,198 4.1%9670.4%Computer and Technology
Equinix, Inc. stock logo
EQIX
Equinix
$251,9430.0%3090.4%Finance
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$249,222$249,222 New Holding3,5700.4%Manufacturing
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$242,5350.0%3,0050.4%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$242,250$122,774 -33.6%6610.4%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$226,221$90,613 -28.6%1,4480.3%Computer and Technology
Alcoa Co. stock logo
AA
Alcoa
$220,2710.0%7,2220.3%Industrials
Ecolab Inc. stock logo
ECL
Ecolab
$202,816$202,816 New Holding8000.3%Basic Materials
Amgen Inc. stock logo
AMGN
Amgen
$202,508$202,508 New Holding6500.3%Medical
AGNC Investment Corp. stock logo
AGNC
AGNC Investment
$105,3800.0%11,0000.2%Finance
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$0$251,178 -100.0%00.0%Medical
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$0$248,724 -100.0%00.0%Transportation
Netflix, Inc. stock logo
NFLX
Netflix
$0$243,330 -100.0%00.0%Consumer Discretionary
LAM RESEARCH CORP
$0$239,081 -100.0%00.0%COM NEW
ARISTA NETWORKS INC
$0$225,481 -100.0%00.0%COM SHS
Caterpillar Inc. stock logo
CAT
Caterpillar
$0$208,587 -100.0%00.0%Industrials

Showing largest 100 holdings. View all holdings.
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