The Analysis of KDK Private Wealth Management, LLC's Holdings

Currently, KDK Private Wealth Management, LLC holds 72 types of securities in its portfolio with a total value $114.6M. In the most recent quarter, they have increased their positions in FETH (+134.0K shares, valued at $4.0M), FBTC (+51.7K shares, valued at $3.9M), N/A (+2.9K shares, valued at $913.9K); decreased their positions in FTEC (-586 shares, valued at $131.7K), IWF (-220 shares, valued at $104.1K), VGT (-120 shares, valued at $90.5K); initiated new positions in FETH (+134.0K shares, valued at $4.0M), FBTC (+51.7K shares, valued at $3.9M), N/A (+2.9K shares, valued at $913.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

EPD ENTERPRISE PRODS PARTNERS L772.5K shares0.07%2025-12-312026-02-11

IWV ISHARES TR45.1K shares1.04%2025-12-312026-02-11

IVV ISHARES TR10.0K shares-1.30%2025-12-312026-02-11

FTEC FIDELITY COVINGTON TRUST28.8K shares-1.99%2025-12-312026-02-11

IWF ISHARES TR8.9K shares-2.41%2025-12-312026-02-11

FETH FIDELITY ETHEREUM FD134.0K sharesnew addition2025-12-312026-02-11

FBTC FIDELITY WISE ORIGIN BITCOIN51.7K sharesnew addition2025-12-312026-02-11

AAPL APPLE INC10.2K shares26.25%2025-12-312026-02-11

Sponsored

SHV ISHARES TR25.2K shares-2.07%2025-12-312026-02-11

FIDU FIDELITY COVINGTON TRUST26.2K shares-0.80%2025-12-312026-02-11

VGT VANGUARD WORLD FD2.8K shares-4.04%2025-12-312026-02-11

FHLC FIDELITY COVINGTON TRUST26.3K shares-0.19%2025-12-312026-02-11

FNCL FIDELITY COVINGTON TRUST24.9K shares-2.28%2025-12-312026-02-11

XLK SELECT SECTOR SPDR TR12.4K shares99.35%2025-12-312026-02-11

FDIS FIDELITY COVINGTON TRUST16.1K shares-1.03%2025-12-312026-02-11

FCOM FIDELITY COVINGTON TRUST19.7K shares-1.26%2025-12-312026-02-11

Sponsored

XOM EXXON MOBIL CORP11.0K shares11.02%2025-12-312026-02-11

VOX VANGUARD WORLD FD6.3K shares-1.20%2025-12-312026-02-11

VFH VANGUARD WORLD FD9.1K shares-1.65%2025-12-312026-02-11

FSTA FIDELITY COVINGTON TRUST22.2K shares-0.64%2025-12-312026-02-11

NMRK NEWMARK GROUP INC60.0K shares0.00%2025-12-312026-02-11

DFUV DIMENSIONAL ETF TRUST21.5K shares0.00%2025-12-312026-02-11

SOUTHSTATE BK CORP SOUTHSTATE BK CORP10.3K shares0.21%2025-12-312026-02-11

ALPHABET INC ALPHABET INC2.9K sharesnew addition2025-12-312026-02-11

Sponsored

VHT VANGUARD WORLD FD3.1K shares-4.92%2025-12-312026-02-11

META META PLATFORMS INC1.3K shares27.77%2025-12-312026-02-11

XLY SELECT SECTOR SPDR TR7.0K shares93.19%2025-12-312026-02-11

HAL HALLIBURTON CO29.4K shares-4.97%2025-12-312026-02-11

IEFA ISHARES TR8.7K shares-1.37%2025-12-312026-02-11

CVX CHEVRON CORP NEW4.8K shares28.32%2025-12-312026-02-11

NVDA NVIDIA CORPORATION3.7K sharesnew addition2025-12-312026-02-11

FENY FIDELITY COVINGTON TRUST24.1K shares-2.10%2025-12-312026-02-11

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T7.8K shares53.62%2025-12-312026-02-11

IWN ISHARES TR3.2K shares-2.64%2025-12-312026-02-11

VCR VANGUARD WORLD FD1.5K shares-10.75%2025-12-312026-02-11

IWO ISHARES TR1.7K shares-2.89%2025-12-312026-02-11

SPY SPDR S&P 500 ETF TR795 shares0.00%2025-12-312026-02-11

MSFT MICROSOFT CORP1.1K sharesnew addition2025-12-312026-02-11

MDYG SPDR SERIES TRUST5.4K shares-2.42%2025-12-312026-02-11

LAM RESEARCH CORP LAM RESEARCH CORP2.5K sharesnew addition2025-12-312026-02-11

Sponsored

XLC SELECT SECTOR SPDR TR3.2K shares0.00%2025-12-312026-02-11

IEMG ISHARES INC5.6K shares-0.25%2025-12-312026-02-11

FMAT FIDELITY COVINGTON TRUST7.0K shares-1.35%2025-12-312026-02-11

SOC SABLE OFFSHORE CORP39.5K shares74.78%2025-12-312026-02-11

AMZN AMAZON COM INC1.5K sharesnew addition2025-12-312026-02-11

BROADCOM INC BROADCOM INC993 sharesnew addition2025-12-312026-02-11

VBR VANGUARD INDEX FDS1.5K shares-1.88%2025-12-312026-02-11

DVY ISHARES TR2.2K sharesnew addition2025-12-312026-02-11

Sponsored

CMI CUMMINS INC610 sharesnew addition2025-12-312026-02-11

FUTY FIDELITY COVINGTON TRUST5.6K shares-1.80%2025-12-312026-02-11

NEM NEWMONT CORP3.1K shares2.27%2025-12-312026-02-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL581 sharesnew addition2025-12-312026-02-11

BKNG BOOKING HOLDINGS INC53 shares1.92%2025-12-312026-02-11

KRP KIMBELL RTY PARTNERS LP24.0K shares0.00%2025-12-312026-02-11

IWB ISHARES TR754 shares0.00%2025-12-312026-02-11

DFIV DIMENSIONAL ETF TRUST5.6K shares0.00%2025-12-312026-02-11

Sponsored

MERCK & CO INC MERCK & CO INC2.7K sharesnew addition2025-12-312026-02-11

VPU VANGUARD WORLD FD1.4K shares-3.28%2025-12-312026-02-11

VDE VANGUARD WORLD FD2.1K shares-3.43%2025-12-312026-02-11

SMLF ISHARES TR3.5K shares0.00%2025-12-312026-02-11

MDYV SPDR SERIES TRUST3.1K shares-4.79%2025-12-312026-02-11

JPM JPMORGAN CHASE & CO.795 sharesnew addition2025-12-312026-02-11

BN BROOKFIELD CORP5.6K sharesnew addition2025-12-312026-02-11

VIS VANGUARD WORLD FD853 shares-14.01%2025-12-312026-02-11

Sponsored

TCBX THIRD COAST BANCSHARES INC6.3K shares0.00%2025-12-312026-02-11

FREL FIDELITY COVINGTON TRUST8.8K shares-0.87%2025-12-312026-02-11

INVESCO QQQ TR INVESCO QQQ TR359 sharesnew addition2025-12-312026-02-11

MBB ISHARES TR2.2K shares-5.35%2025-12-312026-02-11

KMI KINDER MORGAN INC DEL7.6K shares1.01%2025-12-312026-02-11

PEP PEPSICO INC1.5K sharesnew addition2025-12-312026-02-11

IEI ISHARES TR1.7K shares-11.12%2025-12-312026-02-11

WFC WELLS FARGO CO NEW2.2K sharesnew addition2025-12-312026-02-11

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available