Fund HoldingsKKM Financial LLC

Total Portfolio Value
$205.15M
Total Bought
$52.95M
Total Sold
$10.79M
Net Transaction
+$42.16M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR5,41928,735+23,3163,1226,4923.16%+3,370
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,60216,409+12,8076933,4181.67%+2,724
ISHARES U S ETF TR
SHOR DURA BD ETF
052,173+52,17302,6331.28%+2,633
ISHARES TR7,74964,767+57,0182,0344,5602.22%+2,526
ISHARES TR028,650+28,65002,4091.17%+2,409
SELECT SECTOR SPDR TR
ST STR INDL ETF
4,26721,961+17,6944862,7661.35%+2,280
ISHARES TR19,77640,035+20,2591,6893,8291.87%+2,140
LILLY ELI & CO(LLY)02,634+2,63402,0491.00%+2,049
ISHARES TR4,97348,817+43,8442,2294,2072.05%+1,978
ISHARES TR5,87545,943+40,0682,3833,9181.91%+1,534
AMERICAN WATER WORKS COMPANY INC012,335+12,33501,5070.73%+1,507
ISHARES TR07,647+7,64701,6080.78%+1,608
APA CORPORATION(APA)035,600+35,60001,2240.60%+1,224
DANAHER CORPORATION(DHR)2,1386,138+4,0004951,5330.75%+1,038
SPDR SER TR
ST INTER BD ETF
031,270+31,27001,0220.50%+1,022
ISHARES TR
US TREAS BD ETF
034,927+34,92707950.39%+795
SPDR SER TR PORTFOLIO
ST LONG BD ETF
033,603+33,60307810.38%+781
EXXON MOBIL CORP18,18321,737+3,5541,8182,5271.23%+709
PFIZER INC(PFE)41,29968,363+27,0641,1891,8970.92%+708
SELECT SECTOR SPDR TR
ST STR MATER ETF
07,473+7,47306940.34%+694
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
014,497+14,49706890.34%+689
ISHARES TR19,89823,318+3,4202,2762,9311.43%+656
ISHARES TR20,53923,373+2,8342,5213,1571.54%+636
NUTRIEN LTD(NTR)24,11935,906+11,7871,3591,9500.95%+591
BERKSHIRE HATHAWAY INC DEL7,9788,142+1642,8453,4241.67%+578
SYSCO CORP(SYY)23,56328,320+4,7571,7232,2991.12%+576
CHUBB LIMITED
COM
7,9589,080+1,1221,7992,3531.15%+554
WASTE MGMT INC DEL(WM)12,21512,834+6192,1882,7361.33%+548
VERIZON COMMUNICATIONS INC(VZ)38,59647,473+8,8771,4551,9920.97%+537
VANGUARD WHITEHALL FDS08,357+8,35705340.26%+534
JPMORGAN CHASE & CO(JPM)15,08115,293+2122,5653,0631.49%+498
MARATHON PETE CORP(MPC)13,32712,236-1,0911,9772,4661.20%+488
DELTA AIR LINES INC DEL(DAL)44,48747,281+2,7941,7902,2631.10%+474
INTERNATIONAL BUSINESS MACHS(IBM)12,13412,845+7111,9852,4531.20%+468
3M CO(MMM)11,33616,039+4,7031,2391,7010.83%+462
CVS HEALTH CORP(CVS)19,70225,248+5,5461,5562,0140.98%+458
AUTOMATIC DATA PROCESSING IN8,2269,441+1,2151,9162,3581.15%+441
ORACLE CORP(ORCL)21,36121,390+292,2522,6871.31%+435
HOME DEPOT INC(HD)7,0547,486+4322,4452,8721.40%+427
NVIDIA CORPORATION(NVDA)3,6702,475-1,1951,8172,2361.09%+419
ISHARES TR09,612+9,61206370.31%+637
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
010,928+10,92806520.32%+652
ISHARES TR04,621+4,62104140.20%+414
JOHNSON & JOHNSON(JNJ)14,94417,396+2,4522,3422,7521.34%+410
SELECT SECTOR SPDR TR
ST STR SVC ETF
08,437+8,43706890.34%+689
ENTERPRISE PRODS PARTNERS L(EPD)64,68172,074+7,3931,7042,1031.03%+399
ISHARES TR03,481+3,48103970.19%+397
AMERICAN CENTY ETF TR06,176+6,17603940.19%+394
LOWES COS INC(LOW)01,525+1,52503880.19%+388
CATERPILLAR INC(CAT)1,8832,575+6925579440.46%+387
ISHARES TR01,388+1,38803760.18%+376
DUKE ENERGY CORP NEW(DUK)16,19019,990+3,8001,5711,9330.94%+362
MICROSOFT CORP(MSFT)12,88212,326-5564,8445,1862.53%+341
TESLA INC(TSLA)03,300+3,30005800.28%+580
PROSHARES TR
HGH YLD INT RATE
04,836+4,83603090.15%+309
INVESCO EXCHANGE TRADED FD T
GLOBAL DRGN CN
012,122+12,12202980.15%+298
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
03,658+3,65802860.14%+286
LOCKHEED MARTIN CORP(LMT)4,1764,769+5931,8932,1691.06%+277
SPDR S&P 500 ETF TR(SPY)10,91810,439-4795,1895,4602.66%+271
ARCHER DANIELS MIDLAND CO23,51831,053+7,5351,6981,9500.95%+252
ADVANCED MICRO DEVICES INC(AMD)01,371+1,37102470.12%+247
MASCO CORP(MAS)33,67931,605-2,0742,2562,4931.22%+237
FIRST TR EXCH TRADED FD III
EME MRK BD ETF
08,127+8,12702290.11%+229
NEXTRACKER INC04,061+4,06102290.11%+229
VISA INC(V)9,4559,610+1552,4622,6821.31%+220
ISHARES TR4,2835,786+1,5035827940.39%+212
FEDEX CORP(FDX)9,0248,592-4322,2832,4891.21%+207
INVESCO QQQ TR5,3085,328+202,1742,3661.15%+192
CME GROUP INC(CME)9,1889,831+6431,9352,1171.03%+182
BROADCOM INC(AVGO)80680609001,0680.52%+169
ISHARES TR8,7138,71308721,0230.50%+150
ISHARES TR9,7019,70109871,1230.55%+136
ISHARES INC8,88611,528+2,6423484770.23%+129
ISHARES TR22,58322,58309961,1160.54%+119
DBX ETF TR9,2319,23105736910.34%+118
ISHARES INC011,476+11,47603690.18%+369
INVESCO EXCHANGE TRADED FD T
ENERG EXPL ETF
12,99913,999+1,0004025010.24%+99
BANK AMERICA CORP32,74531,460-1,2851,1031,1930.58%+90
ISHARES INC5,9447,103+1,1594034920.24%+89
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
12,06912,06905976810.33%+84
ALPHABET INC(GOOG)7,3607,36001,0371,1210.55%+83
AMERICAN EXPRESS CO(AXP)2,0252,02503794610.22%+82
ISHARES TR
MSCI USA MMENTM
2,5212,52103964720.23%+77
WALMART INC(WMT)3,47810,371+6,8935486240.30%+76
ISHARES TR11,33611,33608599290.45%+70
INVESCO EXCHANGE TRADED FD T
BLDG CONSTR ETF
5,7265,72603614290.21%+67
ASP ISOTOPES INC015,600+15,6000640.03%+64
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
18,25918,434+1751,0041,0670.52%+63
DBX ETF TR13,73113,73105766340.31%+57
DOLLAR GEN CORP NEW(DG)2,9322,917-153994550.22%+57
COMCAST CORP NEW(CCZ)44,81746,581+1,7641,9652,0190.98%+54
COSTCO WHSL CORP NEW(COST)3,9673,646-3212,6192,6711.30%+53
SELECT SECTOR SPDR TR
ST STR STAPL ETF
10,06710,175+1087257770.38%+52
DBX ETF TR13,11613,11604855370.26%+52
ARISTA NETWORKS INC0982+98202850.14%+285
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
5,3475,34704935430.26%+50
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,2424,24205796270.31%+48
ISHARES TR97297204645110.25%+47
THERMO FISHER SCIENTIFIC INC(TMO)823828+54374810.23%+44
SELECT SECTOR SPDR TR
ST STR FINL ETF
9,5689,56803604030.20%+43
Page 1 of 1