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Kiker Wealth Management, LLC Top Holdings and 13F Report (2025)

About Kiker Wealth Management, LLC

Investment Activity

  • Kiker Wealth Management, LLC has $146.66 million in total holdings as of March 31, 2025.
  • Kiker Wealth Management, LLC owns shares of 715 different stocks, but just 53 companies or ETFs make up 80% of its holdings.
  • Approximately 22.36% of the portfolio was purchased this quarter.
  • About ∞ of the portfolio was sold this quarter.
  • This quarter, Kiker Wealth Management, LLC has purchased 171 new stocks and bought additional shares in 45 stocks.
  • Kiker Wealth Management, LLC sold shares of 64 stocks and completely divested from 19 stocks this quarter.

Largest New Holdings this Quarter

29446M102 - Equinor ASA
$1,639,744 Holding
87901J105 - TEGNA
$1,454,794 Holding
466313103 - Jabil
$1,431,456 Holding
29272W109 - Energizer
$1,240,973 Holding
032095101 - Amphenol
$1,240,110 Holding

Largest Purchases this Quarter

Equinor ASA
61,994 shares (about $1.64M)
TEGNA
79,846 shares (about $1.45M)
Jabil
10,520 shares (about $1.43M)
Energizer
41,476 shares (about $1.24M)
Amphenol
18,907 shares (about $1.24M)

Largest Sales this Quarter

Comfort Systems USA
2,783 shares (about $∞T)
Edgewell Personal Care
33,797 shares (about $1.10M)
RLJ Lodging Trust
74,523 shares (about $745.23K)
PALANTIR TECHNOLOGIES INC
6,226 shares (about $525.47K)
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
3,875 shares (about $355.46K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKiker Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Van Eck Merk Gold Trust stock logo
OUNZ
Van Eck Merk Gold Trust
$11,420,962$197,809 1.8%378,9307.8%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$10,106,567$305,419 3.1%50,6626.9%Finance
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$7,384,130$1,168,953 18.8%140,9995.0%Manufacturing
VanEck Uranium+Nuclear Energy ETF stock logo
NLR
VanEck Uranium+Nuclear Energy ETF
$5,924,477$326,199 5.8%80,8584.0%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$5,428,542$1,064,681 24.4%59,6353.7%ETF
First Trust Nasdaq Semiconductor ETF stock logo
FTXL
First Trust Nasdaq Semiconductor ETF
$4,765,515$357,652 8.1%63,0783.2%Manufacturing
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$4,469,163$98,154 -2.1%70,9393.0%Manufacturing
VanEck J.P. Morgan EM Local Currency Bond ETF stock logo
EMLC
VanEck J.P. Morgan EM Local Currency Bond ETF
$3,749,152$791,700 26.8%157,1312.6%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$3,693,300$121,604 -3.2%19,1342.5%ETF
iShares Latin America 40 ETF stock logo
ILF
iShares Latin America 40 ETF
$3,682,517$66,364 -1.8%156,3702.5%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$3,537,368$473,298 15.4%42,7582.4%Manufacturing
iShares MSCI Spain ETF stock logo
EWP
iShares MSCI Spain ETF
$3,482,035$265,316 -7.1%91,4882.4%ETF
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$3,404,718$73,672 -2.1%131,7112.3%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$3,387,168$146,799 -4.2%109,2992.3%ETF
VanEck Digital Transformation ETF stock logo
DAPP
VanEck Digital Transformation ETF
$2,389,135$68,872 -2.8%264,5781.6%ETF
CNO Financial Group, Inc. stock logo
CNO
CNO Financial Group
$1,970,661$64,266 -3.2%47,3151.3%Finance
SPROTT PHYSICAL GOLD & SILVE
$1,820,036$36,450 2.0%64,0631.2%TR UNIT
General Motors stock logo
GM
General Motors
$1,733,731$229,085 15.2%36,8641.2%Auto/Tires/Trucks
Equinor ASA stock logo
EQNR
Equinor ASA
$1,639,744$1,639,744 New Holding61,9941.1%Energy
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$1,490,105$67,797 -4.4%7,2531.0%Consumer Discretionary
TEGNA Inc. stock logo
TGNA
TEGNA
$1,454,794$1,454,794 New Holding79,8461.0%Consumer Discretionary
Jabil Inc. stock logo
JBL
Jabil
$1,431,456$1,431,456 New Holding10,5201.0%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$1,365,926$587,999 75.6%6,1490.9%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,321,826$24,772 -1.8%18,1420.9%Computer and Technology
The Southern Company stock logo
SO
Southern
$1,297,561$11,126 0.9%14,1120.9%Utilities
ARMOUR RESIDENTIAL REIT INC
$1,244,370$68,144 -5.2%72,7700.8%COM SHS
Energizer Holdings, Inc. stock logo
ENR
Energizer
$1,240,973$1,240,973 New Holding41,4760.8%Consumer Staples
Amphenol Co. stock logo
APH
Amphenol
$1,240,110$1,240,110 New Holding18,9070.8%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,224,971$66,237 5.7%7,3790.8%Computer and Technology
ResMed Inc. stock logo
RMD
ResMed
$1,223,126$1,223,126 New Holding5,4640.8%Medical
Invesco Ltd. stock logo
IVZ
Invesco
$1,193,775$29,491 -2.4%78,6930.8%Finance
SM Energy stock logo
SM
SM Energy
$1,193,418$1,193,418 New Holding39,8470.8%Energy
IFV
First Trust Dorsey Wright International Focus 5 ETF
$1,161,348$44,500 -3.7%58,0670.8%Manufacturing
Sylvamo Co. stock logo
SLVM
Sylvamo
$1,137,977$1,137,977 New Holding16,9670.8%Basic Materials
Vertiv Holdings Co stock logo
VRT
Vertiv
$1,101,860$12,274 -1.1%15,2610.8%Computer and Technology
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$1,008,219$32,861 -3.2%18,3780.7%Manufacturing
Haemonetics Co. stock logo
HAE
Haemonetics
$983,246$20,972 -2.1%15,4720.7%Medical
Hess Co. stock logo
HES
Hess
$921,840$25,558 -2.7%5,7710.6%Energy
Griffon Co. stock logo
GFF
Griffon
$855,237$15,659 -1.8%11,9610.6%Multi-Sector Conglomerates
DaVita Inc. stock logo
DVA
DaVita
$805,693$30,747 -3.7%5,2670.5%Medical
Omnicom Group Inc. stock logo
OMC
Omnicom Group
$780,183$780,183 New Holding9,4100.5%Business Services
The Coca-Cola Company stock logo
KO
Coca-Cola
$742,261$14,109 -1.9%10,3640.5%Consumer Staples
Strategy Incorporated stock logo
MSTR
Strategy
$718,657$1,441 0.2%2,4930.5%Computer and Technology
Accenture plc stock logo
ACN
Accenture
$704,274$2,808 -0.4%2,2570.5%Computer and Technology
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$679,986$38,523 6.0%14,7920.5%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$671,861$49,482 -6.9%2,7020.5%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$655,765$52,028 -7.4%14,4570.4%Computer and Technology
Edison International stock logo
EIX
Edison International
$651,007$651,007 New Holding11,0490.4%Utilities
iShares MSCI Intl Momentum Factor ETF stock logo
IMTM
iShares MSCI Intl Momentum Factor ETF
$632,472$23,484 -3.6%15,8360.4%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$628,287$85,948 -12.0%1,6740.4%Computer and Technology
SPROTT PHYSICAL GOLD TR
$625,657$140,607 -18.3%26,0040.4%UNIT
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$601,355$50,702 -7.8%2,8940.4%Retail/Wholesale
The Interpublic Group of Companies, Inc. stock logo
IPG
Interpublic Group of Companies
$564,119$30,420 -5.1%20,7700.4%Business Services
Invesco Dorsey Wright Momentum ETF stock logo
PDP
Invesco Dorsey Wright Momentum ETF
$558,402$92,684 19.9%5,5850.4%ETF
Medtronic plc stock logo
MDT
Medtronic
$558,300$37,561 -6.3%6,2130.4%Medical
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$541,400$16,894 -3.0%7,3710.4%ETF
PALANTIR TECHNOLOGIES INC
$534,674$525,474 -49.6%6,3350.4%CL A
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$532,027$245,035 85.4%9510.4%Finance
Aberdeen Standard Physical Silver Shares ETF stock logo
SIVR
Aberdeen Standard Physical Silver Shares ETF
$506,634$22,984 -4.3%15,5840.3%ETF
Archer-Daniels-Midland Company stock logo
ADM
Archer-Daniels-Midland
$494,220$23,045 -4.5%10,2940.3%Consumer Staples
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$485,234$94,913 24.3%8640.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$484,115$281,202 -36.7%9090.3%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$474,563$62,856 -11.7%2,2650.3%Medical
ASE Technology Holding Co., Ltd. stock logo
ASX
ASE Technology
$440,028$16,276 -3.6%50,2310.3%Computer and Technology
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$427,225$33,459 -7.3%3,9200.3%Utilities
General Mills, Inc. stock logo
GIS
General Mills
$423,296$19,909 -4.5%7,0800.3%Consumer Staples
U.S. Bancorp stock logo
USB
U.S. Bancorp
$419,139$30,231 -6.7%9,9270.3%Finance
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$411,948$170,672 70.7%12,0660.3%Energy
The Home Depot, Inc. stock logo
HD
Home Depot
$408,650$96,024 -19.0%1,1150.3%Retail/Wholesale
SPROTT PHYSICAL SILVER TR
$396,140$3,468 -0.9%34,1500.3%TR UNIT
Chevron Co. stock logo
CVX
Chevron
$372,555$97,028 35.2%2,2270.3%Energy
Mid-America Apartment Communities, Inc. stock logo
MAA
Mid-America Apartment Communities
$345,885$46,420 -11.8%2,0640.2%Finance
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$343,360$27,078 -7.3%5,6300.2%Medical
FIDELITY WISE ORIGIN BITCOIN
$336,316$28,788 9.4%4,6730.2%SHS
Conagra Brands, Inc. stock logo
CAG
Conagra Brands
$331,745$22,803 -6.4%12,4390.2%Consumer Staples
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$323,664$12,272 3.9%1,8990.2%Consumer Staples
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$318,540$25,835 8.8%1,1590.2%ETF
UDR, Inc. stock logo
UDR
UDR
$307,766$42,412 -12.1%6,8140.2%Finance
Regions Financial Co. stock logo
RF
Regions Financial
$289,3350.0%13,3150.2%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$287,613$23,097 -7.4%2,6150.2%Transportation
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$280,715$81,871 -22.6%5,7500.2%ETF
NiSource Inc. stock logo
NI
NiSource
$278,449$40,168 -12.6%6,9460.2%Utilities
Energy Transfer LP stock logo
ET
Energy Transfer
$252,359$37,366 -12.9%13,5750.2%Energy
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$251,944$58,519 30.3%5640.2%Aerospace
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$246,036$246,036 New Holding1,0030.2%Finance
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$229,028$133,374 139.4%1,6880.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$225,913$225,913 New Holding6850.2%Industrials
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$213,755$213,755 New Holding2,7540.1%Basic Materials
DHT Holdings, Inc. stock logo
DHT
DHT
$210,000$210,000 New Holding20,0000.1%Transportation
AT&T Inc. stock logo
T
AT&T
$204,391$204,391 New Holding7,2270.1%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$192,369$2,593 1.4%7420.1%Auto/Tires/Trucks
Golar LNG Limited stock logo
GLNG
Golar LNG
$189,950$189,950 New Holding5,0000.1%Transportation
NVIDIA Co. stock logo
NVDA
NVIDIA
$185,373$185,373 New Holding1,7100.1%Computer and Technology
Sempra stock logo
SRE
Sempra
$183,823$26,903 -12.8%2,5760.1%Utilities
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$175,800$175,800 New Holding9240.1%Retail/Wholesale
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$173,460$277,478 -61.5%6020.1%Finance
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$170,117$11,825 7.5%2,9060.1%Manufacturing
Fiserv, Inc. stock logo
FI
Fiserv
$166,064$166,064 New Holding7520.1%Business Services
Black Stone Minerals, L.P. stock logo
BSM
Black Stone Minerals
$164,153$164,153 New Holding10,7500.1%Energy
CSX Co. stock logo
CSX
CSX
$160,835$160,835 New Holding5,4650.1%Transportation

Showing largest 100 holdings. View all holdings.
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