Filer Name: KDK PRIVATE WEALTH MANAGEMENT, LLC
CIK: 1776910
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 55
Portfolio Value: $0.10B

Kdk Private Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
EPD US ENTERPRISE PRODUCTS PARTNERS 712,148 $22M 23.18% - -
IWV US ISHARES RUSSELL 3000 ETF 42,329 $14M 14.69% - -
CCI US CROWN CASTLE INC 76,241 $7M 7.18% - -
FTEC US FIDELITY MSCI INFO TECH ETF 31,637 $6M 6.07% - -
IVV US ISHARES CORE S&P 500 ETF 9,797 $6M 5.99% - -
IWF US ISHARES RUSSELL 1000 GROWTH 9,312 $4M 3.88% - -
SHV US ISHARES SHORT TREASURY BOND 27,138 $3M 3.10% - -
AAPL US APPLE INC 8,611 $2M 2.24% - -
FIDU US FIDELITY INDUSTRIALS ETF 27,186 $2M 1.98% - -
VGT US VANGUARD INFO TECH ETF 3,059 $2M 1.97% - -
FHLC US FIDELITY HEALTH CARE ETF 28,463 $2M 1.93% - -
FNCL US FIDELITY FINANCIALS ETF 27,021 $2M 1.93% - -
FDIS US FIDELITY CON DISCRET ETF 16,612 $2M 1.68% - -
XLK US TECHNOLOGY SELECT SECT SPDR 6,251 $1M 1.51% - -
FCOM US FIDELITY MSCI COMMUNICATION 21,248 $1M 1.29% - -
FSTA US FIDELITY CON STAPLES ETF 24,439 $1M 1.25% - -
META US META PLATFORMS INC-CLASS A 2,000 $1M 1.22% - -
VFH US VANGUARD FINANCIALS ETF 9,447 $1M 1.16% - -
VOX US VANGUARD COMMUNICATION SERVI 6,708 $1M 1.08% - -
IBTX US INDEPENDENT BANK GROUP INC 17,175 $1M 1.08% - -
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