Kdt Advisors, LLC Top Holdings and 13F Report (2025) About Kdt Advisors, LLCInvestment ActivityKdt Advisors, LLC has $61.96 million in total holdings as of June 30, 2025.Kdt Advisors, LLC owns shares of 67 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 5.62% of the portfolio was purchased this quarter.About 23.55% of the portfolio was sold this quarter.This quarter, Kdt Advisors, LLC has purchased 73 new stocks and bought additional shares in 10 stocks.Kdt Advisors, LLC sold shares of 18 stocks and completely divested from 14 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $8,156,911Microsoft $5,933,604Apple $3,854,118Vanguard High Dividend Yield ETF $3,671,224Berkshire Hathaway $2,238,428 Largest New Holdings this Quarter 922908769 - Vanguard Total Stock Market ETF $1,021,205 Holding922042874 - Vanguard FTSE Europe ETF $523,125 Holding931142103 - Walmart $352,008 HoldingN07059210 - ASML $333,927 Holding64110L106 - Netflix $281,217 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 3,360 shares (about $1.02M)Vanguard FTSE Europe ETF 6,750 shares (about $523.13K)Walmart 3,600 shares (about $352.01K)ASML 418 shares (about $333.93K)Netflix 210 shares (about $281.22K) Largest Sales this Quarter Corning 25,000 shares (about $1.31M)GE VERNOVA INC 1,700 shares (about $899.55K)Berkshire Hathaway 1,600 shares (about $777.23K)PALANTIR TECHNOLOGIES INC 3,600 shares (about $490.75K)Thomson Reuters 1,947 shares (about $391.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKdt Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$8,156,911$2,840 ▼0.0%14,36013.2%ETFMSFTMicrosoft$5,933,604$106,943 ▼-1.8%11,9299.6%Computer and TechnologyAAPLApple$3,854,118$200,861 ▼-5.0%18,7856.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$3,671,2240.0%27,5395.9%ETFBRK.BBerkshire Hathaway$2,238,428$777,232 ▼-25.8%4,6083.6%FinanceVIGVanguard Dividend Appreciation ETF$2,034,4200.0%9,9403.3%ETFGOOGLAlphabet$1,961,4400.0%11,1303.2%Computer and TechnologyNVDANVIDIA$1,376,4090.0%8,7122.2%Computer and TechnologyVVisa$1,371,2030.0%3,8622.2%Business ServicesORCLOracle$1,349,603$131,178 ▼-8.9%6,1732.2%Computer and TechnologyPGProcter & Gamble$1,334,942$238,980 ▼-15.2%8,3792.2%Consumer StaplesXOMExxon Mobil$1,139,877$51,744 ▲4.8%10,5741.8%EnergyJPMJPMorgan Chase & Co.$1,076,1460.0%3,7121.7%FinanceVTIVanguard Total Stock Market ETF$1,021,205$1,021,205 ▲New Holding3,3601.6%ETFUNPUnion Pacific$946,549$1,150 ▲0.1%4,1141.5%TransportationMETAMeta Platforms$931,470$73,809 ▲8.6%1,2621.5%Computer and TechnologyHONHoneywell International$891,6980.0%3,8291.4%Multi-Sector ConglomeratesJNJJohnson & Johnson$861,2050.0%5,6381.4%MedicalGSThe Goldman Sachs Group$805,4200.0%1,1381.3%FinanceQCOMQUALCOMM$803,1480.0%5,0431.3%Computer and TechnologyVBRVanguard Small-Cap Value ETF$781,9900.0%4,0101.3%ETFAPHAmphenol$721,8630.0%7,3101.2%Computer and TechnologyAPDAir Products and Chemicals$713,6120.0%2,5301.2%Basic MaterialsCSCOCisco Systems$713,435$346,900 ▼-32.7%10,2831.2%Computer and TechnologyZTSZoetis$710,976$29,630 ▲4.3%4,5591.1%MedicalADPAutomatic Data Processing$671,387$27,139 ▲4.2%2,1771.1%Computer and TechnologyINTUIntuit$661,6090.0%8401.1%Computer and TechnologyPMPhilip Morris International$647,2900.0%3,5541.0%Consumer StaplesAMZNAmazon.com$615,170$217,416 ▼-26.1%2,8041.0%Retail/WholesaleCVXChevron$581,638$285,378 ▼-32.9%4,0620.9%EnergyGLWCorning$564,817$1,314,751 ▼-69.9%10,7400.9%Computer and TechnologyABBVAbbVie$560,3870.0%3,0190.9%MedicalVEUVanguard FTSE All-World ex-US ETF$541,7260.0%8,0590.9%ETFURTHiShares MSCI World ETF$525,0780.0%3,1000.8%ETFABTAbbott Laboratories$523,230$2,040 ▲0.4%3,8470.8%MedicalVGKVanguard FTSE Europe ETF$523,125$523,125 ▲New Holding6,7500.8%ETFLENLennar$501,1740.0%4,5310.8%ConstructionPALANTIR TECHNOLOGIES INC$490,752$490,752 ▼-50.0%3,6000.8%CL AMRKMerck & Co., Inc.$469,1020.0%5,9260.8%MedicalMCDMcDonald's$459,5830.0%1,5730.7%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$428,066$104,185 ▼-19.6%1,8900.7%Computer and TechnologyTRIThomson Reuters$410,909$391,601 ▼-48.8%2,0430.7%Business ServicesMILLROSE PPTYS INC$380,951$266,198 ▼-41.1%13,3620.6%COM CL ASBUXStarbucks$378,7070.0%4,1330.6%Retail/WholesaleMDLZMondelez International$375,4380.0%5,5670.6%Consumer StaplesMOAltria Group$366,1440.0%6,2450.6%Consumer StaplesKMBKimberly-Clark$353,2410.0%2,7400.6%Consumer StaplesWMTWalmart$352,008$352,008 ▲New Holding3,6000.6%Retail/WholesaleRIORio Tinto$347,6470.0%5,9600.6%Basic MaterialsGLDSPDR Gold Shares$336,5320.0%1,1040.5%FinanceASMLASML$333,927$333,927 ▲New Holding4180.5%Computer and TechnologyPEPPepsiCo$312,275$46,214 ▲17.4%2,3650.5%Consumer StaplesCRMSalesforce$304,595$40,904 ▲15.5%1,1170.5%Computer and TechnologyGE VERNOVA INC$304,261$899,554 ▼-74.7%5750.5%COMNKENIKE$284,870$17,760 ▼-5.9%4,0100.5%Consumer DiscretionaryNFLXNetflix$281,217$281,217 ▲New Holding2100.5%Consumer DiscretionaryVLOValero Energy$280,2660.0%2,0850.5%EnergyIXUSiShares Core MSCI Total International Stock ETF$275,9970.0%3,5700.4%ManufacturingGOOGAlphabet$256,8610.0%1,4480.4%Computer and TechnologyOKEONEOK$248,972$163,260 ▼-39.6%3,0500.4%EnergyCATCaterpillar$248,454$248,454 ▲New Holding6400.4%IndustrialsEQIXEquinix$246,596$795 ▲0.3%3100.4%FinanceHDHome Depot$243,449$1,100 ▲0.5%6640.4%Retail/WholesaleNEENextEra Energy$223,741$223,741 ▲New Holding3,2230.4%UtilitiesARISTA NETWORKS INC$222,524$222,524 ▲New Holding2,1750.4%COM SHSECLEcolab$215,5520.0%8000.3%Basic MaterialsUNHUnitedHealth Group$213,699$624 ▼-0.3%6850.3%MedicalHWMHowmet Aerospace$0$1,331,030 ▼-100.0%00.0%AerospaceTAT&T$0$1,131,200 ▼-100.0%00.0%Computer and TechnologyTHCTenet Healthcare$0$1,076,000 ▼-100.0%00.0%MedicalGEGE Aerospace$0$774,659 ▼-100.0%00.0%AerospaceCCitigroup$0$738,296 ▼-100.0%00.0%Financial ServicesWFCWells Fargo & Company$0$717,900 ▼-100.0%00.0%FinanceUAEiShares MSCI UAE ETF$0$593,950 ▼-100.0%00.0%ETFTTETotalEnergies$0$530,458 ▼-100.0%00.0%EnergyAEFAbrdn Emerging Markets Equity Income Fund$0$496,000 ▼-100.0%00.0%FinanceIFNIndia Fund$0$473,100 ▼-100.0%00.0%FinanceGEHCGE HealthCare Technologies$0$242,535 ▼-100.0%00.0%MedicalAAAlcoa$0$220,271 ▼-100.0%00.0%IndustrialsAMGNAmgen$0$202,508 ▼-100.0%00.0%MedicalAGNCAGNC Investment$0$105,380 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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