Portfolio (Quarterly)
Guide ↗
KDK Private Wealth Management, LLC
· CIK 0001776910| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | Communication Services | 2,920 | $914K | 0.80% | SOLD |
| 2 | NVDA | NVIDIA CORPORATION | Technology | 3,722 | $694K | 0.61% | SOLD |
| 3 | MSFT | MICROSOFT CORP | Technology | 1,120 | $542K | 0.47% | SOLD |
| 4 | LRCX | LAM RESEARCH CORP | Technology | 2,488 | $426K | 0.37% | SOLD |
| 5 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,514 | $349K | 0.30% | SOLD |
| 6 | AVGO | BROADCOM INC | Technology | 993 | $344K | 0.30% | SOLD |
| 7 | CMI | CUMMINS INC | Industrials | 610 | $312K | 0.27% | SOLD |
| 8 | — | BERKSHIRE HATHAWAY INC DEL | — | 581 | $292K | 0.26% | SOLD |
| 9 | MRK | MERCK & CO INC | Healthcare | 2,659 | $280K | 0.24% | SOLD |
| 10 | JPM | JPMORGAN CHASE & CO. | Financial Services | 795 | $256K | 0.22% | SOLD |
| 11 | BN | BROOKFIELD CORP | Financial Services | 5,559 | $255K | 0.22% | SOLD |
| 12 | PEP | PEPSICO INC | Consumer Defensive | 1,452 | $208K | 0.18% | SOLD |
| 13 | WFC | WELLS FARGO CO NEW | Financial Services | 2,171 | $202K | 0.18% | SOLD |
Sector Allocation
Energy
75.8%
Financial Services
15.4%
Technology
4.5%
Real Estate
2.0%
Communication Services
1.3%
Consumer Cyclical
0.5%
Basic Materials
0.5%