KDK Private Wealth Management, LLC
Q4 2024 13F Holdings
- Locationhouston, TX
- Num holdings
55
- Value ($000)
$96,337
- Date Filed02/13/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
EPD ENTERPRISE PRODS PARTNERS L | COM | 293792107 | $22.33M | 23 % | 712,148 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $14.15M | 15 % | 42,329 | ||
8CW CROWN CASTLE INC | COM | 22822V101 | $6.92M | 7 % | 76,241 | ||
FTEC FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | $5.85M | 6 % | 31,637 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.77M | 6 % | 9,797 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $3.74M | 4 % | 9,312 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $2.99M | 3 % | 27,138 | ||
AAPL APPLE INC | COM | 037833100 | $2.16M | 2 % | 8,611 | ||
FIDU FIDELITY COVINGTON TRUST | MSCI INDL INDX | 316092709 | $1.91M | 2 % | 27,186 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $1.90M | 2 % | 3,059 |
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