KDK Private Wealth Management, LLC
Q1 2025 13F Holdings
- Locationhouston, TX
- Num holdings
52
- Value ($000)
$87,782
- Date Filed05/06/2025
- Form type13F-HR
- CIK0001776910
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
EPD ENTERPRISE PRODS PARTNERS L | COM | 293792107 | $24.80M | 28 % | 726,545 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $14.15M | 16 % | 44,557 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.46M | 6 % | 9,715 | ||
FTEC FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | $5.06M | 6 % | 31,432 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $3.36M | 4 % | 9,310 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $2.94M | 3 % | 26,701 | ||
FHLC FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 | $1.86M | 2 % | 27,218 | ||
FNCL FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 316092501 | $1.85M | 2 % | 26,710 | ||
FIDU FIDELITY COVINGTON TRUST | MSCI INDL INDX | 316092709 | $1.84M | 2 % | 26,920 | ||
AAPL APPLE INC | COM | 037833100 | $1.82M | 2 % | 8,207 |
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