Fund HoldingsKWMG, LLC

Total Portfolio Value
$971.03M
Total Bought
$45.40M
Total Sold
$46.05M
Net Transaction
-$647.4K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES U S ETF TR
SHOR DURA BD ETF
0272,955+272,955013,7841.42%+13,784
ISHARES U S ETF TR
SHOR MAT MUN ETF
048,504+48,50402,4230.25%+2,423
AMERICAN AIRLS GROUP INC(AAL)398,327385,586-12,7414,4776,7210.69%+2,244
BATH & BODY WORKS INC0139,383+139,38305,4040.56%+5,404
BOEING CO(BA)030,697+30,69705,4330.56%+5,433
SYNCHRONY FINANCIAL(SYF)129,647112,662-16,9856,4677,3230.75%+856
DELTA AIR LINES INC DEL(DAL)123,453114,081-9,3726,2706,9020.71%+632
CAPITAL ONE FINL CORP(COF)40,48637,491-2,9956,0626,6850.69%+623
HONEYWELL INTL INC(HON)03,967+3,96708960.09%+896
CARDINAL HEALTH INC(CAH)125,760122,145-3,61513,89914,4461.49%+547
COTERRA ENERGY INC0209,907+209,90705,3610.55%+5,361
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,202+2,20204940.05%+494
SMURFIT WESTROCK PLC(SW)131,376129,410-1,9666,4936,9700.72%+477
INVESCO QQQ TR51,26749,870-1,39725,02225,4952.63%+473
SELECT SECTOR SPDR TR
ST STR CARE ETF
49,06658,144+9,0787,5577,9990.82%+442
ROCKWELL AUTOMATION INC(ROK)020,875+20,87505,9660.61%+5,966
APPLE INC(AAPL)24,73424,678-565,7636,1800.64%+417
ISHARES TR259,469248,760-10,70924,84425,2572.60%+412
ISHARES TR71,18167,359-3,8226,3616,7440.69%+383
SPDR SER TR
ST STR FACTSET
27,96026,946-1,0144,3224,6890.48%+367
WHIRLPOOL CORP(WHR)45,91845,890-284,9135,2540.54%+340
KROGER CO(KR)111,637110,107-1,5306,3976,7330.69%+336
GARMIN LTD(GRMN)01,285+1,28502650.03%+265
VANGUARD WORLD FD
CONSUM DIS ETF
13,61913,050-5694,6374,8990.50%+262
AMAZON COM INC(AMZN)07,682+7,68201,6850.17%+1,685
VANGUARD INDEX FDS134,475130,024-4,45132,74132,9943.40%+253
ETF SER SOLUTIONS
DEFIANCE SPACE A
107,781103,383-4,3984,6764,9260.51%+251
VANGUARD WORLD FD
INF TECH ETF
23,04222,125-91713,51513,7571.42%+243
INVESCO EXCH TRADED FD TR II09,911+9,91102340.02%+234
SPDR SER TR
ST STR TIPS ETF
08,814+8,81402230.02%+223
ISHARES TR02,349+2,34902190.02%+219
DOLLAR GEN CORP NEW(DG)049,069+49,06903,7200.38%+3,720
VANGUARD INDEX FDS015,548+15,54804,5060.46%+4,506
WELLS FARGO CO NEW(WFC)02,889+2,88902030.02%+203
INTERNATIONAL PAPER CO(IP)139,346130,181-9,1656,8077,0060.72%+199
VANGUARD INDEX FDS010,382+10,38204,2610.44%+4,261
NVIDIA CORPORATION(NVDA)013,067+13,06701,7550.18%+1,755
JEFFERIES FINL GROUP INC(JEF)15,56714,477-1,0909581,1350.12%+177
SELECT SECTOR SPDR TR
ST STR TECHN ETF
034,473+34,47308,0160.83%+8,016
PIMCO ETF TR
ENHAN SHRT MA AC
176,176178,199+2,02317,73917,8811.84%+141
INVESCO EXCHANGE TRADED FD T
LEISU ENTMT ETF
38,60537,939-6661,8411,9800.20%+139
ISHARES TR103,193104,892+1,69911,41611,5501.19%+133
ALPHABET INC(GOOG)04,514+4,51408600.09%+860
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
270,903274,666+3,76313,74613,8351.42%+89
PROSPERITY BANCSHARES INC(PB)90,39587,631-2,7646,5156,6030.68%+88
ARES MANAGEMENT CORPORATION(ARES)3,8423,84205996800.07%+81
ALPHABET INC(GOOG)03,083+3,08305840.06%+584
HOME BANCSHARES INC(HOMB)249,747241,439-8,3086,7666,8330.70%+67
ISHARES TR8,7678,695-725,0575,1180.53%+62
ALTRIA GROUP INC(MO)127,110125,199-1,9116,4886,5470.67%+59
AMERICAN CENTY ETF TR116,745115,186-1,55911,10811,1651.15%+57
NATIONAL FUEL GAS CO(NFG)103,779104,467+6886,2906,3390.65%+49
JPMORGAN CHASE & CO.(JPM)1,6961,694-23584060.04%+48
ROSS STORES INC(ROST)48,03648,055+197,2307,2690.75%+39
SPDR S&P 500 ETF TR(SPY)0981+98105750.06%+575
COSTCO WHSL CORP NEW(COST)0718+71806580.07%+658
AON PLC(AON)18,96418,350-6146,5616,5910.68%+29
VISA INC(V)739727-122032300.02%+27
NGL ENERGY PARTNERS LP(NGL)049,166+49,16602450.03%+245
VANGUARD INDEX FDS3,4773,47709159380.10%+22
ISHARES TR6,8136,81308568760.09%+20
ISHARES TR6,2396,487+2487307470.08%+18
PROSHARES TR
ULTRPRO S&P500
5,0805,128+484384550.05%+17
T-MOBILE US INC(TMUS)01,187+1,18702620.03%+262
MASTERCARD INCORPORATED(MA)42142102082220.02%+14
META PLATFORMS INC(META)0409+40902390.02%+239
ISHARES TR02,872+2,87203590.04%+359
VANGUARD INDEX FDS01,354+1,35403250.03%+325
VANGUARD INDEX FDS3,7823,779-39989980.10%0
SPDR S&P MIDCAP 400 ETF TR(MDY)0508+50802890.03%+289
ISHARES TR11,32211,317-57067050.07%-0
STRYKER CORPORATION(SYK)01,347+1,34704850.05%+485
PHILIP MORRIS INTL INC(PM)2,8242,82403433400.04%-3
MCDONALDS CORP(MCD)982996+142992890.03%-10
ABBVIE INC(ABBV)01,244+1,24402210.02%+221
PROCTER AND GAMBLE CO(PG)5,7765,785+91,0009700.10%-31
UNITEDHEALTH GROUP INC(UNH)0415+41502100.02%+210
VANGUARD STAR FDS06,128+6,12803610.04%+361
JOHNSON & JOHNSON(JNJ)02,344+2,34403390.03%+339
VANGUARD BD INDEX FDS297,004301,936+4,93223,37123,3312.40%-41
LOWES COS INC(LOW)2,0822,08205645140.05%-50
AT&T INC(T)283,222271,253-11,9696,2316,1760.64%-54
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
32,99732,037-9601,6811,6250.17%-56
BERKSHIRE HATHAWAY INC DEL8,9788,97804,1324,0700.42%-63
TJX COS INC NEW(TJX)68,81966,418-2,4018,0898,0240.83%-65
COCA COLA CO(KO)6,8276,828+14914250.04%-66
ISHARES TR269,135272,781+3,64614,17314,1031.45%-70
VANGUARD INTL EQUITY INDEX F010,767+10,76706180.06%+618
ISHARES TR
0-5 YR TIPS ETF
156,357156,766+40915,84215,7711.62%-71
SPDR SER TR
ST STR SP DIV
5,0254,860-1657146420.07%-72
TRAVELERS COMPANIES INC(TRV)27,95626,851-1,1056,5456,4680.67%-77
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
234,421237,645+3,22418,61818,5391.91%-79
SEALED AIR CORP NEW130,010136,537+6,5274,7194,6190.48%-100
ISHARES TR
CORE MSCI EAFE
012,588+12,58808850.09%+885
PFIZER INC(PFE)162,809173,153+10,3444,7124,5940.47%-118
CORNING INC(GLW)147,326137,125-10,2016,6526,5160.67%-136
SPDR SER TR
ST NUVE HIGH ETF
94,12890,870-3,2582,4732,3240.24%-148
DEVON ENERGY CORP NEW(DVN)0126,619+126,61904,1440.43%+4,144
ISHARES TR29,02327,496-1,5273,0822,9000.30%-182
ISHARES TR83,14082,856-2844,5254,3310.45%-194
Page 1 of 1