KWMG, LLC Q1 2025 Filing

Filed April 9, 2025

Portfolio Value

$982.7M

Holdings

143

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (143 positions)

#StockSharesValue% PortfolioType
1
VEAVANGUARD TAX-MANAGED FDS
978,392$49.7M5.06%
2
VOTVANGUARD INDEX FDS
131,694$32.2M3.28%
3
VNQVANGUARD INDEX FDS
348,264$31.5M3.21%
4
XLKSELECT SECTOR SPDR TR
149,556$30.9M3.14%
5
TIPISHARES TR
275,653$30.6M3.12%
6
VOEVANGUARD INDEX FDS
186,158$29.9M3.04%
7
BNDVANGUARD BD INDEX FDS
380,983$28.0M2.85%
8
DFASDIMENSIONAL ETF TRUST
446,411$26.7M2.71%
9
NDQINVESCO QQQ TR
50,089$23.5M2.39%
10
IVWISHARES TR
242,368$22.5M2.29%
11
IVEISHARES TR
111,240$21.2M2.16%
12
VWOVANGUARD INTL EQUITY INDEX F
464,953$21.0M2.14%
13
HYGISHARES TR
264,709$20.9M2.12%
14
VCSHVANGUARD SCOTTSDALE FDS
237,177$18.7M1.91%
15
MINTPIMCO ETF TR
175,063$17.6M1.79%
16
STIPISHARES TR
159,846$16.5M1.68%
17
CAHCARDINAL HEALTH INC
118,836$16.4M1.67%
18
VYMIVANGUARD WHITEHALL FDS
202,311$14.9M1.52%
19
XLVSELECT SECTOR SPDR TR
98,010$14.3M1.46%
20
NEARISHARES U S ETF TR
267,086$13.6M1.38%
21
AQLTISHARES TR
99,030$13.3M1.35%
22
BONDPIMCO ETF TR
135,988$12.6M1.28%
23
JPSTJ P MORGAN EXCHANGE TRADED F
246,423$12.5M1.27%
24
VGTVANGUARD WORLD FD
22,205$12.0M1.23%
25
IGSBISHARES TR
224,725$11.8M1.20%
26
VLOVALERO ENERGY CORP
87,221$11.5M1.17%
27
SHVISHARES TR
103,062$11.4M1.16%
28
USMVISHARES TR
121,274$11.4M1.16%
29
AVUSAMERICAN CENTY ETF TR
116,584$10.8M1.10%
30
BSVVANGUARD BD INDEX FDS
125,001$9.8M1.00%
31
XLUSELECT SECTOR SPDR TR
107,836$8.5M0.87%
32
XLFISELECT SECTOR SPDR TR
100,044$8.2M0.83%
33
AFLAFLAC INC
72,794$8.1M0.82%
34
TJXTJX COS INC NEW
66,042$8.0M0.82%
35
NFGNATIONAL FUEL GAS CO
101,310$8.0M0.82%
36
MSFTMICROSOFT CORP
20,498$7.7M0.78%
37
MOALTRIA GROUP INC
125,137$7.5M0.76%
38
IBMINTERNATIONAL BUSINESS MACHS
30,133$7.5M0.76%
39
TAT&T INC
264,705$7.5M0.76%
40
NRANRG ENERGY INC
77,549$7.4M0.75%
41
KRKROGER CO
108,994$7.4M0.75%
42
AONAON PLC
18,233$7.3M0.74%
43
TRVTRAVELERS COMPANIES INC
26,746$7.1M0.72%
44
IPINTERNATIONAL PAPER CO
129,557$6.9M0.70%
45
HOMBHOME BANCSHARES INC
242,066$6.8M0.70%
46
KMBKIMBERLY-CLARK CORP
47,234$6.7M0.68%
47
COFCAPITAL ONE FINL CORP
36,481$6.5M0.67%
48
CSLCARLISLE COS INC
19,077$6.5M0.66%
49
PBPROSPERITY BANCSHARES INC
88,174$6.3M0.64%
50
SMHVANECK ETF TRUST
29,689$6.3M0.64%
51
ROSTROSS STORES INC
48,427$6.2M0.63%
52
GLWCORNING INC
135,169$6.2M0.63%
53
AMGNAMGEN INC
19,835$6.2M0.63%
54
HDHOME DEPOT INC
16,699$6.1M0.62%
55
CTRACOTERRA ENERGY INC
210,544$6.1M0.62%
56
TXTTEXTRON INC
84,047$6.1M0.62%
57
LRCXLAM RESEARCH CORP
83,239$6.1M0.62%
58
IGVISHARES TR
67,801$6.0M0.61%
59
SYFSYNCHRONY FINANCIAL
111,113$5.9M0.60%
60
JNPJUNIPER NETWORKS INC
162,466$5.9M0.60%
61
SWSMURFIT WESTROCK PLC
130,274$5.9M0.60%
62
MPCMARATHON PETE CORP
38,965$5.7M0.58%
63
AAPLAPPLE INC
25,023$5.6M0.57%
64
ROKROCKWELL AUTOMATION INC
21,131$5.5M0.56%
65
STXSEAGATE TECHNOLOGY HLDNGS PL
63,991$5.4M0.55%
66
CNRCANADIAN NATL RY CO
55,204$5.4M0.55%
67
BABOEING CO
31,544$5.4M0.55%
68
DDDUPONT DE NEMOURS INC
71,869$5.4M0.55%
69
EIXEDISON INTL
85,546$5.0M0.51%
70
DVNDEVON ENERGY CORP NEW
134,055$5.0M0.51%
71
DALDELTA AIR LINES INC DEL
112,718$4.9M0.50%
72
BRK/BBERKSHIRE HATHAWAY INC DEL
9,164$4.9M0.50%
73
IVVISHARES TR
8,658$4.9M0.50%
74
DGDOLLAR GEN CORP NEW
53,871$4.7M0.48%
75
EMNEASTMAN CHEM CO
52,818$4.7M0.47%
76
PFEPFIZER INC
181,091$4.6M0.47%
77
BBWIBATH & BODY WORKS INC
144,972$4.4M0.45%
78
LYBLYONDELLBASELL INDUSTRIES N
62,177$4.4M0.45%
79
SIXGETF SER SOLUTIONS
102,803$4.4M0.44%
80
XITKSPDR SER TR
26,953$4.3M0.44%
81
WHRWHIRLPOOL CORP
47,744$4.3M0.44%
82
VCRVANGUARD WORLD FD
13,179$4.3M0.44%
83
LENLENNAR CORP
37,153$4.3M0.43%
84
SEESEALED AIR CORP NEW
141,721$4.1M0.42%
85
AALAMERICAN AIRLS GROUP INC
383,054$4.0M0.41%
86
XLCSELECT SECTOR SPDR TR
40,578$3.9M0.40%
87
VUGVANGUARD INDEX FDS
10,357$3.8M0.39%
88
BRK-BBERKSHIRE HATHAWAY INC DEL
4$3.2M0.32%
89
VTIVANGUARD INDEX FDS
11,500$3.2M0.32%
90
VIGVANGUARD SPECIALIZED FUNDS
15,147$2.9M0.30%
91
MUBISHARES TR
27,145$2.9M0.29%
92
SUBISHARES TR
26,227$2.8M0.28%
93
MEARISHARES U S ETF TR
46,952$2.4M0.24%
94
HYMBSPDR SER TR
84,849$2.1M0.22%
95
PEJINVESCO EXCHANGE TRADED FD T
38,293$1.9M0.19%
96
JMSTJ P MORGAN EXCHANGE TRADED F
30,795$1.6M0.16%
97
SHMSPDR SER TR
32,885$1.6M0.16%
98
AMZNAMAZON COM INC
7,732$1.5M0.15%
99
SCHBSCHWAB STRATEGIC TR
67,122$1.4M0.15%
100
NVDANVIDIA CORPORATION
13,208$1.4M0.15%
Page 1 of 2Next