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Asset Manager ← All Institutions

Kiker Wealth Management, LLC

788 W. CHURCH ST, JASPER, GA 30143 • 706-253-7285

Q1 2025 · Filed 2025-05-15
Market Value
$146M
Holdings
712
New Purchases
541
Added To
44
Closed
17
Reduced
65
Top 10 Concentration
41.4%
Turnover
78.4%

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 77.4%
Energy 6.7%
Basic Materials 3.9%
Technology 2.3%
Utilities 1.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 61 $12M 8.5%
Large Cap 350 $73M 50.0%
Mid Cap 165 $44M 30.2%
Small Cap 98 $15M 10.3%
Micro Cap 38 $1M 1.0%

Portfolio Analytics

Avg Market Cap
$106.6B
Median Market Cap
$15.4B
Avg P/E
32.6
Median P/E
21.3
Avg Dividend Yield
0.02%
Avg Beta
1.00
# Stocks
432
# ETFs / Funds
280

Top Holdings (712 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 OUNZ 7.80% 378,930 $11M $30.14 $2M +6,563 +1.8%
2 IWM 6.90% 50,662 $10M $199.49 -$749K +1,531 +3.1%
3 IGSB 5.04% 140,999 $7M $52.37 $1M +22,321 +18.8%
4 NLR 4.05% 80,858 $6M $73.27 -$290K +4,452 +5.8%
5 TLT 3.71% 59,635 $5M $91.03 $1M +11,696 +24.4%
6 FTXL 3.26% 63,078 $5M $75.55 -$326K +4,734 +8.1%
7 CIBR 3.05% 70,939 $4M $63.00 -$131K -1,558 -2.1%
8 EMLC 2.56% 157,131 $4M $23.86 $885K +33,181 +26.8%
9 QQQM 2.52% 19,134 $4M $193.02 -$466K -630 -3.2%
10 ILF 2.52% 156,370 $4M $23.55 $354K -2,818 -1.8%
11 SHY 2.42% 42,758 $4M $82.73 $501K +5,721 +15.4%
12 EWP 2.38% 91,488 $3M $38.06 $425K -6,971 -7.1%
13 EWZ 2.33% 131,711 $3M $25.85 $376K -2,850 -2.1%
14 SLV 2.31% 109,299 $3M $30.99 $385K -4,737 -4.2%
15 DAPP 1.63% 264,578 $2M $9.03 -$2M -7,627 -2.8%
16 CNO 1.35% 47,315 $2M $41.65 $153K -1,543 -3.2%
17 CEF 1.24% 64,063 $2M $28.41 $328K +1,283 +2.0%
18 GM 1.18% 36,864 $2M $47.03 $29K +4,871 +15.2%
19 EQNR 1.12% 61,994 $2M $26.45 +61,994 NEW
20 RCL 1.02% 7,253 $1M $205.45 -$259K -330 -4.3%
21 TGNA 0.99% 79,846 $1M $18.22 +79,846 NEW
22 JBL 0.98% 10,520 $1M $136.07 +10,520 NEW
23 AAPL 0.93% 6,149 $1M $222.14 $489K +2,647 +75.6%
24 UBER 0.90% 18,142 $1M $72.86 $207K -340 -1.8%
25 SO 0.89% 14,112 $1M $91.95 $146K +121 +0.9%
26 0HHU.L 0.85% 72,770 $1M $17.10 -$203K -3,985 -5.2%
27 ENR 0.85% 41,476 $1M $29.92 +41,476 NEW
28 APH 0.85% 18,907 $1M $65.59 +18,907 NEW
29 TSM 0.84% 7,379 $1M $166.01 -$154K +399 +5.7%
30 RMD 0.84% 5,464 $1M $223.85 +5,464 NEW
31 IVZ 0.82% 78,693 $1M $15.17 -$216K -1,944 -2.4%
32 SM 0.82% 39,847 $1M $29.95 +39,847 NEW
33 IFV 0.79% 58,067 $1M $20.00 $6K -2,225 -3.7%
34 SLVM 0.78% 16,967 $1M $67.07 +16,967 NEW
35 VRT 0.75% 15,261 $1M $72.20 -$651K -170 -1.1%
36 FV 0.69% 18,378 $1M $54.86 -$113K -599 -3.2%
37 HAE 0.67% 15,472 $983K $63.55 -$251K -330 -2.1%
38 HES 0.63% 5,771 $922K $159.74 $133K -160 -2.7%
39 GFF 0.58% 11,961 $855K $71.50 -$13K -219 -1.8%
40 DVA 0.55% 5,267 $806K $152.97 -$12K -201 -3.7%
41 OMC 0.53% 9,410 $780K $82.91 +9,410 NEW
42 KO 0.51% 10,364 $742K $71.62 $85K -197 -1.9%
43 ACN 0.48% 2,257 $704K $312.04 -$93K -9 -0.4%
44 MSTR 0.47% 2,393 $690K $288.27 -$31K -95 -3.8%
45 IBM 0.46% 2,702 $672K $248.65 $34K -199 -6.9%
46 VZ 0.45% 14,457 $656K $45.36 $32K -1,147 -7.3%
47 EIX 0.44% 11,049 $651K $58.92 +11,049 NEW
48 GDX 0.44% 13,992 $643K $45.97 $170K +38 +0.3%
49 IMTM 0.43% 15,836 $632K $39.94 $18K -588 -3.6%
50 MSFT 0.43% 1,674 $628K $375.32 -$174K -229 -12.0%
51 PHYS 0.43% 26,004 $626K $24.06 -$16K -5,844 -18.4%
52 DRI 0.41% 2,894 $601K $207.79 $15K -244 -7.8%
53 IPG 0.39% 20,770 $564K $27.16 -$49K -1,120 -5.1%
54 PDP 0.38% 5,585 $558K $99.98 $57K +927 +19.9%
55 MDT 0.38% 6,213 $558K $89.86 $29K -418 -6.3%
56 BND 0.37% 7,371 $541K $73.45 -$5K -230 -3.0%
57 PLTR 0.37% 6,335 $535K $84.40 -$415K -6,226 -49.6%
58 SPY 0.36% 951 $532K $559.44 $231K +438 +85.4%
59 SIVR 0.35% 15,584 $507K $32.51 $57K -707 -4.3%
60 ADM 0.34% 10,294 $494K $48.01 -$50K -480 -4.5%
61 IVV 0.33% 864 $485K $561.61 $76K +169 +24.3%
62 BRK-B 0.33% 909 $484K $532.58 -$167K -528 -36.7%
63 ABBV 0.32% 2,265 $475K $209.52 $19K -300 -11.7%
64 ASX 0.30% 50,231 $440K $8.76 -$85K -1,858 -3.6%
65 WEC 0.29% 3,920 $427K $108.99 $30K -307 -7.3%
66 GIS 0.29% 7,080 $423K $59.79 -$49K -333 -4.5%
67 USB 0.29% 9,927 $419K $42.22 -$90K -716 -6.7%
68 EPD 0.28% 12,066 $412K $34.14 $190K +4,999 +70.7%
69 HD 0.28% 1,115 $409K $366.50 -$127K -262 -19.0%
70 PSLV 0.27% 34,150 $396K $11.60 $64K -299 -0.9%
71 CVX 0.25% 2,227 $373K $167.29 $134K +580 +35.2%
72 MAA 0.24% 2,064 $346K $167.58 -$16K -277 -11.8%
73 BMY 0.23% 5,630 $343K $60.99 -$173 -444 -7.3%
74 FBTC 0.23% 4,673 $336K $71.97 -$12K +400 +9.4%
75 CAG 0.23% 12,439 $332K $26.67 -$37K -855 -6.4%
76 PG 0.22% 1,899 $324K $170.44 $17K +72 +3.9%
77 VTI 0.22% 1,159 $319K $274.84 $10K +94 +8.8%
78 UDR 0.21% 6,814 $308K $45.17 -$29K -939 -12.1%
79 RF 0.20% 13,315 $289K $21.73 -$24K
80 UPS 0.20% 2,615 $288K $109.99 -$69K -210 -7.4%
81 BNDX 0.19% 5,750 $281K $48.82 -$84K -1,677 -22.6%
82 NI 0.19% 6,946 $278K $40.09 -$14K -1,002 -12.6%
83 ET 0.17% 13,575 $252K $18.59 -$53K -2,010 -12.9%
84 LMT 0.17% 564 $252K $446.71 $42K +131 +30.2%
85 JPM 0.17% 1,003 $246K $245.30 +1,003 NEW
86 SDY 0.16% 1,688 $229K $135.68 $136K +983 +139.4%
87 CAT 0.15% 685 $226K $329.80 +685 NEW
88 WPM 0.15% 2,754 $214K $77.62 +2,754 NEW
89 DHT 0.14% 20,000 $210K $10.50 +20,000 NEW
90 T 0.14% 7,227 $204K $28.28 +7,227 NEW
91 TSLA 0.13% 742 $192K $259.26 -$103K +10 +1.4%
92 GLNG 0.13% 5,000 $190K $37.99 +5,000 NEW
93 NVDA 0.13% 1,710 $185K $108.41 +1,710 NEW
94 SRE 0.13% 2,576 $184K $71.36 -$75K -377 -12.8%
95 GLD 0.12% 602 $173K $288.14 -$205K -963 -61.5%
96 RDVY 0.12% 2,906 $170K $58.54 $10K +202 +7.5%
97 FI 0.11% 752 $166K $220.83 +752 NEW
98 BSM 0.11% 10,750 $164K $15.27 +10,750 NEW
99 CSX 0.11% 5,465 $161K $29.43 +5,465 NEW
100 FRO 0.10% 10,000 $148K $14.85 +10,000 NEW

Options Breakdown

2 Calls $67K Call Value 1 Puts $37K Put Value 0.55 P/C Ratio

Top Calls

SymbolSharesValueStatus
AMZN 200 $38K NEW
MSTR 100 $29K NEW

Top Puts

SymbolSharesValueStatus
GDX 800 $37K NEW

New Positions

SymbolValue% Port
EQNR $2M 1.12%
TGNA $1M 0.99%
JBL $1M 0.98%
ENR $1M 0.85%
APH $1M 0.85%
RMD $1M 0.84%
SM $1M 0.82%
SLVM $1M 0.78%
OMC $780K 0.53%
EIX $651K 0.44%
JPM $246K 0.17%
CAT $226K 0.15%
WPM $214K 0.15%
DHT $210K 0.14%
T $204K 0.14%

Sold Out Positions

SymbolValue% Port
VXF —%
BBY —%
PAGS —%
MCHI —%
EZU —%
INDA —%
KXI —%
TRX.TO —%
BURL —%
CRAK —%
EWY —%
IVE —%
VO —%
SPYD —%
IQLT —%
View SEC EDGAR Filings for Kiker Wealth Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms