Kdk Private Wealth Management, LLC Top Holdings and 13F Report (2025) About Kdk Private Wealth Management, LLCInvestment ActivityKdk Private Wealth Management, LLC has $96.34 million in total holdings as of December 31, 2024.Kdk Private Wealth Management, LLC owns shares of 55 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Largest Holdings Enterprise Products Partners $22,332,963iShares Russell 3000 ETF $14,148,876Crown Castle $6,919,633Fidelity MSCI Information Technology Index ETF $5,848,804iShares Core S&P 500 ETF $5,767,378 Sector AllocationMap of 500 Largest Holdings ofKdk Private Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorEPDEnterprise Products Partners$22,332,963712,14823.2%Oils/EnergyIWViShares Russell 3000 ETF$14,148,87642,32914.7%ETFCCICrown Castle$6,919,63376,2417.2%FinanceFTECFidelity MSCI Information Technology Index ETF$5,848,80431,6376.1%ETFIVViShares Core S&P 500 ETF$5,767,3789,7976.0%ETFIWFiShares Russell 1000 Growth ETF$3,739,8349,3123.9%ETFSHViShares Short Treasury Bond ETF$2,988,21227,1383.1%ETFAAPLApple$2,156,3678,6112.2%Computer and TechnologyFIDUFidelity MSCI Industrials Index ETF$1,911,44327,1862.0%ETFVGTVanguard Information Technology ETF$1,902,0873,0592.0%ETFFHLCFidelity MSCI Health Care Index ETF$1,859,96528,4631.9%ETFFNCLFidelity MSCI Financials Index ETF$1,855,69927,0211.9%ETFFDISFidelity MSCI Consumer Discretionary Index ETF$1,618,96516,6121.7%ETFXLKTechnology Select Sector SPDR Fund$1,453,4846,2511.5%ETFFCOMFidelity MSCI Communication Services Index ETF$1,247,23321,2481.3%ETFFSTAFidelity MSCI Consumer Staples Index ETF$1,207,97524,4391.3%ETFMETAMeta Platforms$1,171,0202,0001.2%Computer and TechnologyVFHVanguard Financials ETF$1,115,4089,4471.2%ETFIBTXIndependent Bank Group$1,042,00717,1751.1%FinanceVOXVanguard Communication Services ETF$1,039,4736,7081.1%ETFVHTVanguard Health Care ETF$946,0103,7301.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$883,7163,9390.9%FinanceDFUVDimensional US Marketwide Value ETF$879,28921,4880.9%ETFHALHalliburton$840,08930,8970.9%Oils/EnergyNMRKNewmark Group$768,60060,0000.8%FinanceXOMExxon Mobil$663,1686,1650.7%Oils/EnergyVCRVanguard Consumer Discretionary ETF$652,7871,7390.7%ETFIEFAiShares Core MSCI EAFE ETF$650,7469,2590.7%ETFCVXChevron$621,0744,2880.6%Oils/EnergyFENYFidelity MSCI Energy Index ETF$620,87726,0430.6%ETFIWNiShares Russell 2000 Value ETF$578,8633,5260.6%ETFIWOiShares Russell 2000 Growth ETF$516,6391,7950.5%ETFMDYGSPDR S&P 400 Mid CapGrowth ETF$501,0075,7660.5%ETFSABLE OFFSHORE CORP$394,06317,2080.4%COM SHSKRPKimbell Royalty Partners$390,18524,0410.4%Oils/EnergyFMATFidelity MSCI Materials Index ETF$366,2827,6020.4%ETFXLCCommunication Services Select Sector SPDR Fund$330,8973,4180.3%ETFVBRVanguard Small-Cap Value ETF$324,6201,6380.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$315,5446,0440.3%ETFVISVanguard Industrials ETF$294,3301,1570.3%ETFFUTYFidelity MSCI Utilities Index ETF$294,3226,0350.3%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$272,1993,3940.3%ETFFRELFidelity MSCI Real Estate Index ETF$269,1219,9600.3%ETFVDEVanguard Energy ETF$266,3972,1960.3%ETFVPUVanguard Utilities ETF$264,2511,6170.3%ETFBKNGBooking$258,358520.3%Retail/WholesaleIWBiShares Russell 1000 ETF$242,6897530.3%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$236,4533,5030.2%ETFKMIKinder Morgan$229,4558,3750.2%Oils/EnergyIEIiShares 3-7 Year Treasury Bond ETF$223,4931,9350.2%ETFMBBiShares MBS ETF$211,1082,3030.2%ETFCORE SCIENTIFIC INC NEW$204,52614,5570.2%COMVNQVanguard Real Estate ETF$201,5902,2630.2%ETFDFIVDimensional International Value ETF$200,1435,6410.2%ETFCORE SCIENTIFIC INC NEW$97,45611,8560.1%*W EXP 01/23/202Showing 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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