HoldingsChannel.com
KWB Wealth Top Holdings
As of  12/31/2023, below is a summary of the KWB Wealth top holdings by largest position size, as per the latest 13f filing made by KWB Wealth. In the KWB Wealth-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by KWB Wealth in that top holding, then the share count change between reporting periods, and finally the KWB Wealth top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
SPDR SER TR (SPLG) 1,612,927 +345,536 $90,163
     SPLG1,612,927+345,536$90,163
SPDR SER TR (SPYG) 1,217,588 +269,348 $79,216
     SPYG1,217,588+269,348$79,216
SPDR SER TR (SPAB) 2,866,931 +109,635 $73,508
     SPAB2,866,931+109,635$73,508
SPDR SER TR (SPYV) 1,444,731 -306,759 $67,368
     SPYV1,444,731-306,759$67,368
SPDR INDEX SHS FDS (SPDW) 1,276,367 -419,261 $43,409
     SPDW1,276,367-419,261$43,409
INVESCO ACTIVELY MANAGED ETF (GTO) 795,308 +795,308 $37,570
     GTO795,308+795,308$37,570
SPDR INDEX SHS FDS (SPEM) 512,349 -24,248 $18,142
     SPEM512,349-24,248$18,142
SPDR SER TR (SLYG) 209,895 -4,686 $17,553
     SLYG209,895-4,686$17,553
SPDR SER TR (SLYV) 202,275 -11,792 $16,852
     SLYV202,275-11,792$16,852
SPDR SER TR (SPMB) 743,474 +19,947 $16,408
     SPMB743,474+19,947$16,408
SPDR SER TR (MDYV) 195,104 +58,851 $14,317
     MDYV195,104+58,851$14,317
SPDR SER TR (MDYG) 176,949 +47,136 $13,390
     MDYG176,949+47,136$13,390
INVESCO EXCH TRADED FD TR II (PXF) 248,085 +78,552 $11,758
     PXF248,085+78,552$11,758
SPDR SER TR (SPSM) 273,640 +13,927 $11,542
     SPSM273,640+13,927$11,542
SPDR INDEX SHS FDS (QEFA) 153,528 +17,081 $11,220
     QEFA153,528+17,081$11,220
SPDR SER TR (SPMD) 221,495 +10,621 $10,791
     SPMD221,495+10,621$10,791
VANGUARD INDEX FDS (VOO) 20,236 -501 $8,839
     VOO20,236-501$8,839
INVESCO EXCHANGE TRADED FD T (SPHQ) 162,883 -2,695 $8,809
     SPHQ162,883-2,695$8,809
GLOBAL X FDS 431,825 -18,455 $8,377
     PFFD431,825-18,455$8,377
ISHARES TR (IVV) 15,806 -604 $7,550
     IVV15,806-604$7,550
J P MORGAN EXCHANGE TRADED F (JPEM) 136,467 +50,171 $7,136
     JPEM136,467+50,171$7,136
LPL FINL HLDGS INC 28,454 +466 $6,477
     LPLA28,454+466$6,477
SPDR SER TR (SPTM) 103,908 +45,567 $6,073
     SPTM103,908+45,567$6,073
WISDOMTREE TR 132,775 -47,916 $4,911
     DNL132,775-47,916$4,911
MICROSOFT CORP 12,634 -114 $4,751
     MSFT12,634-114$4,751
INDEXIQ ETF TR (IQSU) 105,253 +6,706 $4,420
     IQSU105,253+6,706$4,420
SELECT SECTOR SPDR TR (XLK) 22,513 +697 $4,333
     XLK22,513+697$4,333
INVESCO EXCHANGE TRADED FD T (PRF) 106,397 +81,968 $3,745
     PRF106,397+81,968$3,745
APPLE INC 18,414 +4,576 $3,545
     AAPL18,414+4,576$3,545
INVESCO EXCH TRADED FD TR II (PXH) 180,454 +13,635 $3,447
     PXH180,454+13,635$3,447
INVESCO EXCHANGE TRADED FD T (XLG) 76,475 +76,475 $2,885
     XLG76,475+76,475$2,885
SPDR SER TR (SPTL) 95,085 +41,334 $2,759
     SPTL95,085+41,334$2,759
JANUS DETROIT STR TR 57,303 -9,393 $2,633
     JMBS57,303-9,393$2,633
AMERICAN CENTY ETF TR (AVUS) 29,883 +357 $2,437
     AVUS29,883+357$2,437
FRANKLIN TEMPLETON ETF TR (FLIA) 118,744 +67,738 $2,421
     FLIA118,744+67,738$2,421
WISDOMTREE TR 47,395 +47,395 $2,381
     USFR47,395+47,395$2,381
INVESCO EXCHANGE TRADED FD T (RSP) 14,487 -178 $2,286
     RSP14,487-178$2,286
INVESCO EXCH TRADED FD TR II (PDN) 66,781 -1,232 $2,169
     PDN66,781-1,232$2,169
AMERICAN EXPRESS CO 10,892 +180 $2,041
     AXP10,892+180$2,041
INVESCO EXCHANGE TRADED FD T (PRFZ) 48,150 +37,635 $1,805
     PRFZ48,150+37,635$1,805
GLOBAL X FDS 51,817 +13,432 $1,786
     PAVE51,817+13,432$1,786
AMERICAN CENTY ETF TR (AVUV) 18,580 +3,785 $1,668
     AVUV18,580+3,785$1,668
SPDR SER TR (LGLV) 11,161 -2,619 $1,618
     LGLV11,161-2,619$1,618
VANGUARD INDEX FDS (VXF) 9,126 -50 $1,500
     VXF9,126-50$1,500
COLUMBIA ETF TR II (XCEM) 48,374 +48,374 $1,464
     XCEM48,374+48,374$1,464
MCDONALDS CORP 4,824 UNCH $1,430
     MCD4,824UNCH$1,430
ISHARES TR (IJH) 5,023 -144 $1,392
     IJH5,023-144$1,392
J P MORGAN EXCHANGE TRADED F (JPME) 14,730 +14,730 $1,353
     JPME14,730+14,730$1,353
AMERICAN CENTY ETF TR (QGRO) 17,431 +6,618 $1,326
     QGRO17,431+6,618$1,326
SPDR SER TR (SPIP) 47,622 +14,361 $1,218
     SPIP47,622+14,361$1,218

See Full List: All Stocks Held By KWB Wealth
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By KWB Wealth

Size ($ in 1000's)
At 12/31/2023: $693,208
At 09/30/2023: $616,235

KWB Wealth holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from KWB Wealth 13F filings. Link to 13F filings: SEC filings

KWB Wealth Top Holdings 13F Filings | www.HoldingsChannel.com

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