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Home > Institutional Investor > Kdk Private Wealth Management, Llc > Profile

Instuitional Investor - Kdk Private Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Kdk Private Wealth Management, Llc
Portfolio Value $96,337,173
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Enterprise Products Partners L.p.
 EPD 712,148 $22,332,963 23.18%
2.
Ishares Trust
 IEF 42,329 $14,148,876 14.68%
3.
Crown Castle Inc.
 CCI 76,241 $6,919,633 7.18%
4.
Fidelity Covington Trust
 31,637 $5,848,804 6.07%
5.
Ishares Trust
 IEF 9,797 $5,767,378 5.98%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)