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Asset Manager ← All Institutions

Kiker Wealth Management, LLC

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

Q2 2025 · Filed 2025-07-28
Market Value
$177M
+21.0%
Holdings
776
+64
New Purchases
81
Added To
94
Closed
166
Reduced
163
Top 10 Concentration
46.6%
Turnover
31.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PDBC 6.57% 0.00% +6.57% $12M
DAPP 5.10% 1.63% +3.46% $9M
SIVR 2.36% 0.35% +2.02% $4M
CIBR 4.31% 3.05% +1.26% $8M
DLX 0.96% 0.00% +0.96% $2M
EAT 0.91% 0.00% +0.91% $2M
PFS 0.89% 0.00% +0.89% $2M
VIPS 0.89% 0.00% +0.89% $2M
VOYA 0.89% 0.00% +0.89% $2M
ORI 0.88% 0.00% +0.88% $2M
KMPR 0.87% 0.00% +0.87% $2M
NLR 4.90% 4.05% +0.85% $9M
LTM 0.82% 0.00% +0.82% $1M
NOMD 0.82% 0.00% +0.82% $1M
EME 0.79% 0.00% +0.79% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FTXL 0.00% 3.26% -3.25% $2K
QQQM 0.00% 2.52% -2.52% $73
EWP 0.00% 2.38% -2.38% $0
OUNZ 6.57% 7.80% -1.23% $12M
RCL 0.09% 1.02% -0.93% $160K
0HHU.L 0.00% 0.85% -0.85% $20
ENR 0.00% 0.85% -0.85% $0
APH 0.00% 0.85% -0.85% $0
RMD 0.00% 0.84% -0.84% $0
TSM 0.02% 0.84% -0.82% $38K
IVZ 0.00% 0.82% -0.82% $0
SM 0.01% 0.82% -0.81% $13K
SLVM 0.00% 0.78% -0.78% $0
VRT 0.01% 0.75% -0.74% $21K
HAE 0.00% 0.67% -0.67% $0

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 66 $11M 6.3%
Large Cap 372 $76M 43.1%
Mid Cap 178 $71M 40.1%
Small Cap 113 $17M 9.8%
Micro Cap 47 $1M 0.8%

Portfolio Analytics

Avg Market Cap
$101.3B
Median Market Cap
$14.6B
Avg P/E
31.5
Median P/E
20.7
Avg Dividend Yield
0.02%
Avg Beta
1.01
# Stocks
487
# ETFs / Funds
289

Top Holdings (776 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IWM 6.82% 55,967 $12M $215.79 $2M +5,305 +10.5%
2 OUNZ 6.57% 364,970 $12M $31.89 $218K -13,960 -3.7%
3 PDBC 6.57% 891,691 $12M $13.04 $12M +891,603 +1013185.2%
4 DAPP 5.10% 545,245 $9M $16.55 $7M +280,667 +106.1%
5 NLR 4.90% 78,024 $9M $111.18 $3M -2,834 -3.5%
6 IGSB 4.50% 150,966 $8M $52.76 $581K +9,967 +7.1%
7 CIBR 4.31% 100,945 $8M $75.58 $3M +30,006 +42.3%
8 TLT 3.24% 65,084 $6M $88.25 $315K +5,449 +9.1%
9 SIVR 2.36% 121,662 $4M $34.41 $4M +106,078 +680.7%
10 EMLC 2.26% 157,673 $4M $25.35 $248K +542 +0.3%
11 ILF 2.25% 152,024 $4M $26.21 $302K -4,346 -2.8%
12 SHY 2.14% 45,762 $4M $82.86 $254K +3,004 +7.0%
13 EWZ 2.07% 127,208 $4M $28.85 $265K -4,503 -3.4%
14 SLV 2.02% 108,982 $4M $32.81 $189K -317 -0.3%
15 CEF 1.42% 83,485 $3M $30.10 $693K +19,422 +30.3%
16 JBL 1.25% 10,141 $2M $218.10 $780K -379 -3.6%
17 CNO 1.01% 46,373 $2M $38.58 -$182K -942 -2.0%
18 GM 1.00% 35,880 $2M $49.21 $32K -984 -2.7%
19 DLX 0.96% 107,268 $2M $15.91 +107,268 NEW
20 UBER 0.92% 17,427 $2M $93.30 $304K -715 -3.9%
21 EAT 0.91% 8,910 $2M $180.33 +8,910 NEW
22 PFS 0.89% 90,208 $2M $17.53 +90,208 NEW
23 VIPS 0.89% 104,457 $2M $15.05 +104,457 NEW
24 VOYA 0.89% 22,139 $2M $71.00 +22,139 NEW
25 ORI 0.88% 40,664 $2M $38.44 +40,664 NEW
26 KMPR 0.87% 23,972 $2M $64.54 +23,972 NEW
27 EQNR 0.86% 60,871 $2M $25.14 -$109K -1,123 -1.8%
28 LTM 0.82% 35,910 $1M $40.64 +35,910 NEW
29 NOMD 0.82% 85,239 $1M $16.99 +85,239 NEW
30 ABC 0.80% 4,708 $1M $299.85 $1M +4,658 +9316.0%
31 EME 0.79% 2,610 $1M $534.89 +2,610 NEW
32 FV 0.77% 23,055 $1M $59.26 $358K +4,677 +25.4%
33 SUPV 0.76% 127,005 $1M $10.59 +127,005 NEW
34 TGNA 0.74% 78,164 $1M $16.76 -$145K -1,682 -2.1%
35 LRN 0.74% 8,992 $1M $145.19 +8,992 NEW
36 SO 0.73% 14,120 $1M $91.83 -$949 +8 +0.1%
37 IFV 0.73% 56,540 $1M $22.92 $135K -1,527 -2.6%
38 AAPL 0.66% 5,692 $1M $205.17 -$198K -457 -7.4%
39 MSTR 0.56% 2,442 $987K $404.23 $297K +49 +2.0%
40 PLTR 0.48% 6,258 $853K $136.32 $318K -77 -1.2%
41 GFF 0.48% 11,752 $850K $72.37 -$5K -209 -1.8%
42 PHYS 0.47% 32,607 $827K $25.35 $201K +6,603 +25.4%
43 IBM 0.45% 2,703 $797K $294.79 $125K +1 +0.0%
44 HES 0.44% 5,669 $785K $138.55 -$136K -102 -1.8%
45 ETR 0.43% 9,179 $763K $83.12 +9,179 NEW
46 GDX 0.41% 14,097 $734K $52.06 $91K +105 +0.8%
47 KO 0.41% 10,365 $733K $70.75 -$9K +1 +0.0%
48 DVA 0.41% 5,057 $720K $142.45 -$85K -210 -4.0%
49 IMTM 0.40% 15,454 $706K $45.69 $74K -382 -2.4%
50 IPG 0.39% 28,534 $699K $24.48 $134K +7,764 +37.4%
51 VZ 0.38% 15,724 $680K $43.27 $25K +1,267 +8.8%
52 ACN 0.38% 2,246 $671K $298.89 -$33K -11 -0.5%
53 NI 0.37% 16,400 $662K $40.34 $383K +9,454 +136.1%
54 MDT 0.36% 7,234 $631K $87.17 $72K +1,021 +16.4%
55 EOG 0.35% 5,245 $627K $119.61 +5,245 NEW
56 PDP 0.34% 5,469 $594K $108.59 $35K -116 -2.1%
57 DRI 0.33% 2,718 $593K $218.01 -$9K -176 -6.1%
58 MSFT 0.33% 1,176 $585K $497.29 -$43K -498 -29.8%
59 MAA 0.33% 3,942 $583K $148.01 $238K +1,878 +91.0%
60 SLB 0.32% 16,871 $570K $33.80 +16,871 NEW
61 CNA 0.32% 12,026 $560K $46.53 +12,026 NEW
62 EMN 0.29% 6,894 $515K $74.66 +6,894 NEW
63 WMT 0.29% 5,264 $515K $97.77 $458K +4,621 +718.7%
64 TAP 0.29% 10,533 $507K $48.09 $506K +10,532 +1053200.0%
65 ASX 0.28% 48,250 $498K $10.33 $58K -1,981 -3.9%
66 FBTC 0.26% 4,839 $455K $94.00 $119K +166 +3.5%
67 BIL 0.25% 4,898 $449K $91.73 $434K +4,730 +2815.5%
68 USB 0.24% 9,390 $425K $45.25 $6K -537 -5.4%
69 ABBV 0.24% 2,282 $424K $185.62 -$51K +17 +0.8%
70 PSLV 0.24% 34,599 $423K $12.24 $27K +449 +1.3%
71 WEC 0.22% 3,812 $397K $104.21 -$30K -108 -2.8%
72 IVV 0.22% 625 $388K $620.47 -$97K -239 -27.7%
73 HD 0.22% 1,041 $382K $366.61 -$27K -74 -6.6%
74 EPD 0.21% 12,066 $374K $31.01 -$38K
75 GIS 0.20% 6,926 $359K $51.81 -$64K -154 -2.2%
76 BND 0.20% 4,750 $350K $73.63 -$192K -2,621 -35.6%
77 BRK-B 0.18% 658 $320K $485.77 -$164K -251 -27.6%
78 RF 0.18% 13,315 $313K $23.52 $24K
79 PG 0.17% 1,890 $301K $159.34 -$23K -9 -0.5%
80 DUSB 0.17% 5,900 $299K $50.75 +5,900 NEW
81 BNDX 0.16% 5,750 $285K $49.51 $4K
82 VTI 0.16% 933 $284K $303.93 -$35K -226 -19.5%
83 CAT 0.15% 696 $270K $388.21 $44K +11 +1.6%
84 CVX 0.15% 1,874 $268K $143.19 -$104K -353 -15.8%
85 LMT 0.15% 566 $262K $463.14 $10K +2 +0.3%
86 NVDA 0.15% 1,643 $260K $158.03 $74K -67 -3.9%
87 WPM 0.14% 2,854 $256K $89.78 $42K +100 +3.6%
88 ET 0.14% 13,575 $246K $18.13 -$6K
89 CAG 0.14% 11,753 $241K $20.47 -$91K -686 -5.5%
90 AEM 0.14% 2,015 $240K $118.94 $106K +784 +63.7%
91 TSLA 0.12% 696 $221K $317.79 $29K -46 -6.2%
92 VST 0.12% 1,139 $221K $193.81 $202K +979 +611.9%
93 DHT 0.12% 20,000 $216K $10.81 $6K
94 T 0.12% 7,228 $209K $28.94 $5K +1 +0.0%
95 GLNG 0.12% 5,000 $206K $41.19 $16K
96 GLD 0.11% 668 $204K $304.71 $30K +66 +11.0%
97 FSM 0.11% 30,102 $197K $6.54 $193K +29,402 +4200.3%
98 NAK 0.11% 144,429 $194K $1.34 $74K +40,377 +38.8%
99 FI 0.11% 1,106 $191K $172.41 $25K +354 +47.1%
100 AMP 0.11% 355 $189K $533.73 $66K +99 +38.7%

Options Breakdown

2 Calls $84K Call Value 1 Puts $0 Put Value 0.0 P/C Ratio

Top Calls

SymbolSharesValueStatus
AMZN 200 $44K
MSTR 100 $40K

Top Puts

SymbolSharesValueStatus
GDX $0 SOLD

New Positions

SymbolValue% Port
DLX $2M 0.96%
EAT $2M 0.91%
PFS $2M 0.89%
VIPS $2M 0.89%
VOYA $2M 0.89%
ORI $2M 0.88%
KMPR $2M 0.87%
LTM $1M 0.82%
NOMD $1M 0.82%
EME $1M 0.79%
SUPV $1M 0.76%
LRN $1M 0.74%
ETR $763K 0.43%
EOG $627K 0.35%
SLB $570K 0.32%

Sold Out Positions

SymbolValue% Port
AME —%
ATR —%
FLR —%
FDX —%
CODI —%
SLVM —%
SHV —%
AFG —%
IVZ —%
MAIN —%
WST —%
WMS —%
CRI —%
AEO —%
EIX —%
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