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Home > Institutional Investor > Kdk Private Wealth Management, Llc > Profile

Instuitional Investor - Kdk Private Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Kdk Private Wealth Management, Llc
Portfolio Value $87,781,856
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Enterprise Products Partners L.p.
 EPD 726,545 $24,804,249 28.26%
2.
Ishares Trust
 IEF 44,557 $14,153,078 16.12%
3.
Ishares Trust
 IEF 9,715 $5,459,080 6.22%
4.
Fidelity Covington Trust
 31,432 $5,062,804 5.77%
5.
Ishares Trust
 IEF 9,310 $3,362,143 3.83%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)