Ckw Financial Group Top Holdings and 13F Report (2024) About Ckw Financial GroupInvestment ActivityCkw Financial Group has $826.52 thousand in total holdings as of September 30, 2024.Ckw Financial Group owns shares of 227 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 0.52% of the portfolio was purchased this quarter.About 0.63% of the portfolio was sold this quarter.This quarter, Ckw Financial Group has purchased 226 new stocks and bought additional shares in 48 stocks.Ckw Financial Group sold shares of 36 stocks and completely divested from 20 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $391,480iShares Core MSCI EAFE ETF $162,295iShares Core S&P Mid-Cap ETF $50,371McDonald's $41,134iShares Core MSCI Emerging Markets ETF $40,012 Largest New Holdings this Quarter LINDE PLC COM EUR0.001 $576 HoldingTE CONNECTIVITY PLC COM USD0.01 $88 HoldingAir Products and Chemicals $58 HoldingFIDELITY WISE ORIGIN BITCOIN FUND $5 HoldingFIDELITY ETHEREUM FUND $4 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 16,791 shares (about $1.30K)LINDE PLC COM EUR0.001 1,213 shares (about $576.00)Berkshire Hathaway 1,028 shares (about $470.37)iShares Core S&P 500 ETF 753 shares (about $430.24)iShares Core S&P Mid-Cap ETF 5,365 shares (about $331.71) Largest Sales this Quarter McDonald's 6,750 shares (about $2.05K)NVIDIA 6,842 shares (about $800.52)Amazon.com 4,216 shares (about $780.55)ONEMEDNET CORP CL A 476,709 shares (about $278.64)JPMorgan Chase & Co. 733 shares (about $151.73) 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$391,480$430 ▲0.1%685,16047.4%ETFIEFAiShares Core MSCI EAFE ETF$162,295$1,300 ▲0.8%2,096,29919.6%ETFIJHiShares Core S&P Mid-Cap ETF$50,371$332 ▲0.7%814,6776.1%ETFMCDMcDonald's$41,134$2,045 ▼-4.7%135,7655.0%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$40,012$240 ▲0.6%692,7314.8%ETFGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$35,453$177 ▲0.5%460,0754.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$25,647$76 ▲0.3%422,4593.1%ManufacturingVEUVanguard FTSE All-World ex-US ETF$11,612$17 ▲0.1%184,7211.4%ETFNVDANVIDIA$7,344$801 ▼-9.8%62,7690.9%Computer and TechnologyMATXMatson$5,0670.0%35,9110.6%TransportationAMZNAmazon.com$4,802$781 ▼-14.0%25,9370.6%Retail/WholesaleMSFTMicrosoft$4,384$10 ▼-0.2%10,4210.5%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$3,771$108 ▲3.0%39,5800.5%ETFAAPLApple$3,547$1 ▲0.0%15,6780.4%Computer and TechnologyGOOGLAlphabet$2,301$0 ▲0.0%13,7810.3%Computer and TechnologyACWIiShares MSCI ACWI ETF$2,251$21 ▲1.0%18,9460.3%ManufacturingCOSTCostco Wholesale$2,0970.0%2,3900.3%Retail/WholesaleJPMJPMorgan Chase & Co.$2,081$152 ▼-6.8%10,0530.3%FinanceHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$1,883$51 ▲2.8%19,8370.2%ETFGOOGAlphabet$1,819$67 ▼-3.6%10,8000.2%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,378$49 ▲3.7%14,7410.2%ETFLLYEli Lilly and Company$1,1520.0%1,3020.1%MedicalABBVAbbVie$1,0240.0%5,1970.1%MedicalBRK.BBerkshire Hathaway$954$470 ▲97.3%2,0850.1%FinanceTMToyota Motor$8040.0%4,5160.1%Auto/Tires/TrucksJNJJohnson & Johnson$767$3 ▲0.4%4,7330.1%MedicalBACBank of America$760$8 ▼-1.0%19,3700.1%FinanceACWViShares MSCI Global Min Vol Factor ETF$730$4 ▼-0.6%6,3630.1%ETFFHBFirst Hawaiian$7260.0%32,2000.1%FinancePGProcter & Gamble$666$0 ▲0.0%3,8500.1%Consumer StaplesLINDE PLC COM EUR0.001$576$576 ▲New Holding1,2130.1%SHSUPSUnited Parcel Service$574$1 ▲0.1%4,3060.1%TransportationIBMInternational Business Machines$565$3 ▲0.5%2,5760.1%Computer and TechnologyWMTWalmart$4920.0%6,0570.1%Retail/WholesaleSHYGiShares 0-5 Year High Yield Corporate Bond ETF$445$4 ▲0.9%10,3070.1%ETFMMCMarsh & McLennan Companies$432$1 ▲0.2%1,9370.1%FinanceOXYOccidental Petroleum$381$85 ▲28.8%7,1630.0%Oils/EnergySPYSPDR S&P 500 ETF Trust$361$2 ▲0.5%6340.0%FinanceRTXRTX$336$19 ▲5.9%2,7030.0%AerospaceAMDAdvanced Micro Devices$3310.0%2,0750.0%Computer and TechnologyALEXAlexander & Baldwin$320$18 ▲5.8%16,7850.0%FinanceFIFiserv$308$36 ▼-10.5%1,7000.0%Business ServicesTXNTexas Instruments$3030.0%1,5050.0%Computer and TechnologyNKENIKE$299$0 ▲0.1%3,3600.0%Consumer DiscretionarySCHWCharles Schwab$2940.0%4,6000.0%FinanceGEGeneral Electric$280$9 ▼-3.2%1,5020.0%TransportationJCIJohnson Controls International$277$8 ▲2.9%3,6000.0%ConstructionWFCWells Fargo & Company$277$11 ▼-3.8%5,0000.0%FinanceMETMetLife$2580.0%3,1540.0%FinanceBOHBank of Hawaii$256$29 ▼-10.1%4,1750.0%FinanceSNYSanofi$255$29 ▼-10.1%4,4500.0%MedicalGLWCorning$2460.0%5,5220.0%Computer and TechnologyVZVerizon Communications$2330.0%5,1550.0%Computer and TechnologySBUXStarbucks$2030.0%2,0800.0%Retail/WholesaleCVSCVS Health$203$7 ▼-3.1%3,3000.0%Retail/WholesaleCOFCapital One Financial$2020.0%1,3750.0%FinanceBKBank of New York Mellon$199$7 ▼-3.4%2,8000.0%FinanceCVXChevron$192$0 ▲0.2%1,2850.0%Oils/EnergyCHTRCharter Communications$1890.0%5750.0%Consumer DiscretionaryFDXFedEx$189$27 ▼-12.5%7000.0%TransportationMNSTMonster Beverage$1860.0%3,6000.0%Consumer StaplesFISFidelity National Information Services$1760.0%2,1000.0%Business ServicesNSCNorfolk Southern$174$12 ▲7.7%7000.0%TransportationGSKGSK$1590.0%3,9400.0%MedicalGILDGilead Sciences$159$8 ▼-5.0%1,9000.0%MedicalCIThe Cigna Group$157$9 ▼-5.3%4500.0%MedicalTSLATesla$1550.0%6000.0%Auto/Tires/TrucksXOMExxon Mobil$155$1 ▲0.5%1,2950.0%Oils/EnergyCARRCarrier Global$1550.0%1,9520.0%Computer and TechnologyGSThe Goldman Sachs Group$1470.0%3000.0%FinanceCMCSAComcast$146$8 ▼-5.4%3,5000.0%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$1460.0%8500.0%Computer and TechnologyNFLXNetflix$1410.0%2000.0%Consumer DiscretionaryINTCIntel$1380.0%6,0850.0%Computer and TechnologyAFLAflac$1370.0%1,2100.0%FinanceVWOVanguard FTSE Emerging Markets ETF$1330.0%2,7560.0%ETFSHOPShopify$1280.0%1,6370.0%Computer and TechnologyBKNGBooking$1230.0%300.0%Retail/WholesaleBUDAnheuser-Busch InBev SA/NV$120$3 ▼-2.7%1,8000.0%Consumer StaplesUNHUnitedHealth Group$1170.0%2000.0%MedicalFFord Motor$116$1 ▲0.7%10,7910.0%Auto/Tires/TrucksREGNRegeneron Pharmaceuticals$1150.0%1100.0%MedicalMETAMeta Platforms$1150.0%2000.0%Computer and TechnologyTMUST-Mobile US$1130.0%5500.0%Computer and TechnologyIFFInternational Flavors & Fragrances$1130.0%1,1000.0%Basic MaterialsTAT&T$1110.0%5,0280.0%Computer and TechnologyTFCTruist Financial$108$8 ▼-7.1%2,6000.0%FinanceHLNHaleon$1070.0%10,0000.0%MedicalHUBSHubSpot$1070.0%2030.0%Computer and TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$1050.0%1,3090.0%ETFCCitigroup$1050.0%1,7000.0%FinanceHPQHP$103$7 ▼-6.3%2,9570.0%Computer and TechnologyHEHawaiian Electric Industries$1030.0%11,3390.0%UtilitiesCSCOCisco Systems$98$5 ▼-5.0%1,8530.0%Computer and TechnologyWMBWilliams Companies$97$14 ▼-12.5%2,1000.0%Oils/EnergyMODModine Manufacturing$960.0%7500.0%Auto/Tires/TrucksBKRBaker Hughes$96$4 ▼-3.7%2,6000.0%Oils/EnergyGEHCGE HealthCare Technologies$94$9 ▼-8.9%1,0220.0%MedicalZBHZimmer Biomet$920.0%8550.0%MedicalTE CONNECTIVITY PLC COM USD0.01$88$88 ▲New Holding6000.0%ORD SHSShowing 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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