KKM Financial LLC Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$239.9B

Holdings

150

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (150 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
42,634$10.6B4.42%
2
METAMETA PLATFORMS INC
15,431$9.0B3.77%
3
ESNNORTHERN LTS FD TR II
590,091$8.8B3.66%
4
SPYSPDR S&P 500 ETF TR
11,396$6.7B2.79%
5
IGMISHARES TR
53,112$5.5B2.29%
6
MSFTMICROSOFT CORP
12,978$5.5B2.28%
7
IGVISHARES TR
49,873$5.1B2.11%
8
AMZNAMAZON COM INC
20,594$4.5B1.89%
9
XLKSELECT SECTOR SPDR TR
18,575$4.3B1.79%
10
SOXXISHARES TR
19,789$4.3B1.78%
11
PANWPALO ALTO NETWORKS INC
22,718$4.1B1.72%
12
JPMJPMORGAN CHASE & CO
16,854$4.0B1.68%
13
BRK/BBERKSHIRE HATHAWAY INC DEL
8,889$4.0B1.68%
14
IYFISHARES TR
35,222$4.0B1.68%
15
ORCLORACLE CORP
24,000$4.0B1.67%
16
NVDANVIDIA CORPORATION
28,500$3.8B1.60%
17
COSTCOSTCO WHSL CORP NEW
4,057$3.7B1.55%
18
XLISELECT SECTOR SPDR TR
26,124$3.5B1.47%
19
VVISA INC
10,634$3.4B1.40%
20
DALDELTA AIR LINES INC DEL
53,753$3.3B1.36%
21
IBMINTERNATIONAL BUSINESS MACHS
14,659$3.2B1.34%
22
HDHOME DEPOT INC
8,263$3.2B1.34%
23
GOOGLALPHABET INC
16,692$3.2B1.32%
24
ADPAUTOMATIC DATA PROCESSING IN
10,599$3.1B1.29%
25
IYWISHARES TR
18,851$3.0B1.25%
26
NEARISHARES U S ETF TR
57,516$2.9B1.21%
27
WMWASTE MGMT INC DEL
14,340$2.9B1.21%
28
CBCHUBB LIMITED
10,260$2.8B1.18%
29
IWRISHARES TR
30,374$2.8B1.16%
30
UNHUNITEDHEALTH GROUP INC
5,439$2.8B1.15%
31
FDXFEDEX CORP
9,675$2.7B1.13%
32
BABOEING CO
15,368$2.7B1.13%
33
NDQINVESCO QQQ TR
5,317$2.7B1.13%
34
IYJISHARES TR
20,078$2.7B1.12%
35
XOMEXXON MOBIL CORP
24,440$2.6B1.10%
36
JNJJOHNSON & JOHNSON
18,031$2.6B1.09%
37
LMTLOCKHEED MARTIN CORP
5,354$2.6B1.08%
38
CMECME GROUP INC
11,179$2.6B1.08%
39
MASMASCO CORP
35,693$2.6B1.08%
40
LLYLILLY ELI & CO
3,327$2.6B1.07%
41
EPDENTERPRISE PRODS PARTNERS L
81,734$2.6B1.07%
42
DUKDUKE ENERGY CORP NEW
22,717$2.4B1.02%
43
MMM3M CO
18,802$2.4B1.01%
44
SYYSYSCO CORP
31,423$2.4B1.00%
45
BACVERIZON COMMUNICATIONS INC
52,519$2.1B0.88%
46
PFEPFIZER INC
77,075$2.0B0.85%
47
VOOVANGUARD INDEX FDS
3,758$2.0B0.84%
48
IWMISHARES TR
8,934$2.0B0.84%
49
MPCMARATHON PETE CORP
13,970$1.9B0.81%
50
CMCSACOMCAST CORP NEW
50,649$1.9B0.79%
51
AVGOBROADCOM INC
8,145$1.9B0.79%
52
IYTISHARES TR
27,115$1.9B0.78%
53
AWCAMERICAN WATER WORKS COMPANY INC
14,707$1.8B0.76%
54
NTRNUTRIEN LTD
39,646$1.8B0.74%
55
FFORD MTR CO DEL
167,571$1.7B0.69%
56
ADMARCHER DANIELS MIDLAND CO
31,673$1.6B0.67%
57
DHRDANAHER CORPORATION
6,138$1.4B0.59%
58
GOOGALPHABET INC
7,360$1.4B0.58%
59
FTSMFIRST TR EXCHANGE-TRADED FD
22,386$1.3B0.56%
60
IAKISHARES TR
9,099$1.2B0.48%
61
CVSCVS HEALTH CORP
24,494$1.1B0.46%
62
SPIBSPDR SER TR
33,195$1.1B0.45%
63
JEPIJ P MORGAN EXCHANGE TRADED F
18,969$1.1B0.45%
64
IYEISHARES TR
22,583$1.0B0.43%
65
ITBISHARES TR
9,808$1.0B0.42%
66
XLCSELECT SECTOR SPDR TR
9,796$984.4M0.41%
67
IYCISHARES TR
10,222$982.7M0.41%
68
CATCATERPILLAR INC
2,609$945.9M0.39%
69
WMTWALMART INC
10,419$941.4M0.39%
70
TSLATESLA INC
2,245$906.6M0.38%
71
SPLBSPDR SER TR PORTFOLIO
36,313$813.2M0.34%
72
AQLTISHARES TR
35,755$807.2M0.34%
73
INTCINTEL CORP
39,367$789.3M0.33%
74
FXOFIRST TR EXCHANGE TRADED FD
14,489$784.3M0.33%
75
ADBEADOBE SYSTEMS INCORPORATED
1,760$782.6M0.33%
76
ITA*ISHARES TR
5,062$735.8M0.31%
77
PSIINVESCO EXCHANGE TRADED FD T
12,340$714.7M0.30%
78
ISPYPROSHARES TR
15,872$703.0M0.29%
79
DBJPDBX ETF TR
9,231$698.6M0.29%
80
IVVISHARES TR
1,137$669.3M0.28%
81
PPAINVESCO EXCHANGE TRADED FD T
5,606$643.2M0.27%
82
DBEZDBX ETF TR
13,731$627.2M0.26%
83
XLFISELECT SECTOR SPDR TR
7,959$625.7M0.26%
84
AXPAMERICAN EXPRESS CO
2,025$601.0M0.25%
85
XLVSELECT SECTOR SPDR TR
4,242$583.6M0.24%
86
IGHGPROSHARES TR
7,380$576.9M0.24%
87
HYHGPROSHARES TR
8,538$559.6M0.23%
88
VEAVANGUARD TAX-MANAGED FDS
11,445$559.5M0.23%
89
DWDMORGAN STANLEY
4,195$547.8M0.23%
90
IWPISHARES TR
4,011$546.1M0.23%
91
DBEFDBX ETF TR
13,116$543.0M0.23%
92
CSCOCISCO SYS INC
9,074$537.2M0.22%
93
VWOBVANGUARD WHITEHALL FDS
8,341$534.4M0.22%
94
BACBANK AMERICA CORP
12,145$533.8M0.22%
95
MTUMISHARES TR
2,521$521.6M0.22%
96
XYLXYLEM INC
4,200$487.3M0.20%
97
EMBISHARES TR
5,277$477.5M0.20%
98
AVDEAMERICAN CENTY ETF TR
7,757$476.0M0.20%
99
XLFSELECT SECTOR SPDR TR
9,568$462.4M0.19%
100
PKBINVESCO EXCHANGE TRADED FD T
6,061$458.9M0.19%
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