Ckw Financial Group Top Holdings and 13F Report (2025) About Ckw Financial GroupInvestment ActivityCkw Financial Group has $812.68 thousand in total holdings as of December 31, 2024.Ckw Financial Group owns shares of 250 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 0.66% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Ckw Financial Group has purchased 227 new stocks and bought additional shares in 72 stocks.Ckw Financial Group sold shares of 34 stocks and completely divested from 24 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $396,641iShares Core MSCI EAFE ETF $149,650iShares Core S&P Mid-Cap ETF $50,846McDonald's $39,292iShares Core MSCI Emerging Markets ETF $35,949 Largest New Holdings this Quarter SBA Communications $56 HoldingManulife Financial $37 HoldingTerritorial Bancorp $35 HoldingBlackstone Secured Lending Fund $32 HoldingVanguard Real Estate ETF $27 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 33,048 shares (about $2.32K)Apple 1,963 shares (about $491.61)Vanguard Russell 1000 Growth ETF 3,001 shares (about $310.03)iShares MSCI Emerging Markets ex China ETF 4,800 shares (about $266.15)Berkshire Hathaway 581 shares (about $263.26) Largest Sales this Quarter iShares Core S&P 500 ETF 11,380 shares (about $6.70K)United Parcel Service 4,301 shares (about $860.20)Alphabet 2,970 shares (about $565.55)Alphabet 2,781 shares (about $526.37)Procter & Gamble 2,742 shares (about $460.30) Sector Allocation Over TimeMap of 500 Largest Holdings ofCkw Financial Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$396,641$6,699 ▼-1.7%673,78048.8%ETFIEFAiShares Core MSCI EAFE ETF$149,650$2,323 ▲1.6%2,129,34718.4%ETFIJHiShares Core S&P Mid-Cap ETF$50,846$83 ▲0.2%816,0096.3%ETFMCDMcDonald's$39,292$65 ▼-0.2%135,5404.8%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$35,949$225 ▼-0.6%688,4164.4%ETFGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$35,697$170 ▲0.5%462,2804.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$23,691$266 ▲1.1%427,2592.9%ManufacturingVEUVanguard FTSE All-World ex-US ETF$10,505$100 ▼-0.9%182,9871.3%ETFNVDANVIDIA$8,433$4 ▲0.0%62,8001.0%Computer and TechnologyAMZNAmazon.com$5,695$5 ▲0.1%25,9580.7%Retail/WholesaleMATXMatson$4,888$46 ▲0.9%36,2510.6%TransportationMSFTMicrosoft$4,433$40 ▲0.9%10,5160.5%Computer and TechnologyAAPLApple$4,418$492 ▲12.5%17,6410.5%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$4,399$310 ▲7.6%42,5810.5%ETFJPMJPMorgan Chase & Co.$2,418$8 ▲0.3%10,0870.3%FinanceACWIiShares MSCI ACWI ETF$2,314$88 ▲3.9%19,6920.3%ManufacturingCOSTCostco Wholesale$2,208$18 ▲0.8%2,4100.3%Retail/WholesaleGOOGLAlphabet$2,082$526 ▼-20.2%11,0000.3%Computer and TechnologyHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$1,820$39 ▼-2.1%19,4250.2%ETFGOOGAlphabet$1,491$566 ▼-27.5%7,8300.2%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,3130.0%14,7410.2%ETFBRK.BBerkshire Hathaway$1,208$263 ▲27.9%2,6660.1%FinanceLLYEli Lilly and Company$1,0050.0%1,3020.1%MedicalABBVAbbVie$9240.0%5,1970.1%MedicalTMToyota Motor$879$0 ▲0.0%4,5180.1%Auto/Tires/TrucksFHBFirst Hawaiian$846$10 ▲1.2%32,6000.1%FinanceBACBank of America$830$21 ▼-2.5%18,8900.1%FinanceJNJJohnson & Johnson$599$86 ▼-12.5%4,1410.1%MedicalWMTWalmart$574$27 ▲5.0%6,3570.1%Retail/WholesaleACWViShares MSCI Global Min Vol Factor ETF$558$137 ▼-19.7%5,1100.1%ETFLINDE PLC COM EUR0.001$5080.0%1,2130.1%SHSSPYSPDR S&P 500 ETF Trust$452$80 ▲21.6%7710.1%FinanceIBMInternational Business Machines$425$142 ▼-25.0%1,9320.1%Computer and TechnologyMMCMarsh & McLennan Companies$412$1 ▲0.2%1,9410.1%FinanceSHYGiShares 0-5 Year High Yield Corporate Bond ETF$385$54 ▼-12.2%9,0470.0%ETFOXYOccidental Petroleum$354$0 ▲0.1%7,1730.0%Oils/EnergyFIFiserv$3490.0%1,7000.0%Business ServicesSCHWCharles Schwab$3400.0%4,6000.0%FinanceALEXAlexander & Baldwin$337$39 ▲13.1%18,9760.0%FinanceGEGeneral Electric$318$68 ▲27.2%1,9100.0%TransportationRTXRTX$313$0 ▲0.0%2,7040.0%AerospaceTXNTexas Instruments$301$19 ▲6.6%1,6050.0%Computer and TechnologyJCIJohnson Controls International$2840.0%3,6000.0%ConstructionMETAMeta Platforms$279$162 ▲138.5%4770.0%Computer and TechnologyWFCWells Fargo & Company$274$77 ▼-22.0%3,9000.0%FinanceMETMetLife$2580.0%3,1540.0%FinanceNKENIKE$2540.0%3,3600.0%Consumer DiscretionaryTSLATesla$2420.0%6000.0%Auto/Tires/TrucksSNYSanofi$2150.0%4,4500.0%MedicalVZVerizon Communications$208$2 ▲1.0%5,2050.0%Computer and TechnologyCHTRCharter Communications$202$5 ▲2.6%5900.0%Consumer DiscretionaryFDXFedEx$1970.0%7000.0%TransportationBKBank of New York Mellon$192$23 ▼-10.7%2,5000.0%FinanceSBUXStarbucks$1900.0%2,0800.0%Retail/WholesaleMNSTMonster Beverage$1890.0%3,6000.0%Consumer StaplesCVXChevron$187$0 ▲0.2%1,2880.0%Oils/EnergyPGProcter & Gamble$186$460 ▼-71.2%1,1080.0%Consumer StaplesBOHBank of Hawaii$179$119 ▼-40.0%2,5070.0%FinanceNFLXNetflix$1780.0%2000.0%Consumer DiscretionaryGILDGilead Sciences$1760.0%1,9000.0%MedicalSHOPShopify$1740.0%1,6370.0%Computer and TechnologyAMDAdvanced Micro Devices$172$78 ▼-31.3%1,4250.0%Computer and TechnologyCOFCapital One Financial$169$76 ▼-30.9%9500.0%FinanceTSMTaiwan Semiconductor Manufacturing$1680.0%8500.0%Computer and TechnologyNSCNorfolk Southern$1640.0%7000.0%TransportationCVSCVS Health$162$14 ▲9.1%3,6000.0%Retail/WholesaleBKNGBooking$1490.0%300.0%Retail/WholesaleFISFidelity National Information Services$145$24 ▼-14.3%1,8000.0%Business ServicesHUBSHubSpot$1410.0%2030.0%Computer and TechnologyXOMExxon Mobil$140$1 ▲0.5%1,3020.0%Oils/EnergyCMCSAComcast$139$8 ▲5.7%3,7000.0%Consumer DiscretionaryONEMEDNET CORP CL A$1370.0%100,9380.0%CL AHUMHumana$133$63 ▲90.9%5250.0%MedicalCARRCarrier Global$1330.0%1,9520.0%Computer and TechnologyGSKGSK$1330.0%3,9400.0%MedicalGSThe Goldman Sachs Group$129$43 ▼-25.0%2250.0%FinanceAFLAflac$1250.0%1,2100.0%FinanceCIThe Cigna Group$1240.0%4500.0%MedicalVWOVanguard FTSE Emerging Markets ETF$122$1 ▲0.5%2,7700.0%ETFTMUST-Mobile US$1210.0%5500.0%Computer and TechnologyINTCIntel$120$2 ▼-1.4%6,0020.0%Computer and TechnologyTAT&T$119$4 ▲3.6%5,2100.0%Computer and TechnologyBUDAnheuser-Busch InBev SA/NV$116$26 ▲29.2%2,3250.0%Consumer StaplesWMBWilliams Companies$1140.0%2,1000.0%Oils/EnergyHEHawaiian Electric Industries$113$2 ▲2.1%11,5790.0%UtilitiesCSCOCisco Systems$110$0 ▲0.1%1,8550.0%Computer and TechnologyAVTRAvantor$110$59 ▲116.7%5,2000.0%MedicalFFord Motor$108$1 ▲0.7%10,8690.0%Auto/Tires/TrucksBKRBaker Hughes$1070.0%2,6000.0%Oils/EnergyCCitigroup$106$14 ▼-11.8%1,5000.0%FinanceQQQInvesco QQQ$105$72 ▲216.9%2060.0%FinanceZBHZimmer Biomet$101$11 ▲11.7%9550.0%MedicalUNHUnitedHealth Group$1010.0%2000.0%MedicalHPQHP$99$2 ▲2.1%3,0200.0%Computer and TechnologyHLNHaleon$950.0%10,0000.0%MedicalIFFInternational Flavors & Fragrances$930.0%1,1000.0%Basic MaterialsGEHCGE HealthCare Technologies$91$11 ▲13.3%1,1580.0%MedicalGE VERNOVA INC COM$91$34 ▲58.6%2760.0%COMALLAllstate$870.0%4500.0%FinanceMODModine Manufacturing$870.0%7500.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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