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Home > Institutional Investor > Kwb Wealth > 13F Holdings

Instuitional Investor - Kwb Wealth

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,144,816 $100,629,370 12.14%
2.
Spdr Series Trust
 1,364,601 $94,075,573 11.35%
3.
Spdr Series Trust
 1,519,859 $77,725,585 9.38%
4.
Spdr Series Trust
 2,451,771 $61,269,750 7.39%
5.
Spdr Index Shs Fds
 1,096,005 $37,406,663 4.51%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)