Portfolio (Quarterly)
Guide ↗
Kiker Wealth Management, LLC
· CIK 0002042502| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IGSB | ISHARES TR | — | 9,218.0 | $487K | 16.17% | NEW | — | $52.88 | -0.8% |
| 2 | OUNZ | VANECK MERK GOLD ETF | Financial Services | 8,111.0 | $336K | 11.16% | NEW | — | $41.48 | +3.9% |
| 3 | IWM | ISHARES TR | — | 1,322.0 | $325K | 10.79% | NEW | — | $246.16 | +18.6% |
| 4 | PDBC | INVESCO ACTVELY MNGD ETC FD | — | 23,805.0 | $315K | 10.46% | NEW | — | $13.25 | +33.5% |
| 5 | TLT | ISHARES TR | — | 3,529.0 | $308K | 10.20% | NEW | — | $87.16 | -1.8% |
| 6 | EMLC | VANECK ETF TRUST | — | 9,581.0 | $247K | 8.21% | NEW | — | $25.82 | -1.1% |
| 7 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 3,234.0 | $219K | 7.26% | NEW | — | $67.64 | +5.4% |
| 8 | NLR | VANECK ETF TRUST | — | 1,726.0 | $214K | 7.11% | NEW | — | $124.20 | +7.2% |
| 9 | SHY | ISHARES TR | — | 2,287.0 | $189K | 6.28% | NEW | — | $82.82 | -0.7% |
| 10 | ILF | ISHARES TR | — | 6,104.0 | $186K | 6.17% | NEW | — | $30.45 | +15.5% |
| 11 | DAPP | VANECK ETF TRUST | — | 11,157.0 | $184K | 6.12% | NEW | — | $16.53 | +37.8% |
| 12 | ANGL | VANECK ETF TRUST | — | 72.0 | $2K | 0.07% | NEW | — | $29.36 | -0.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
100.0%