Fund HoldingsKKM Financial LLC

Total Portfolio Value
$202.14M
Total Bought
$20.51M
Total Sold
$29.52M
Net Transaction
-$9.01M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
META PLATFORMS INC(META)12,14213,130+9886,1327,5163.72%+1,385
ORACLE CORP(ORCL)21,59522,924+1,3292,9833,9061.93%+924
INTERNATIONAL BUSINESS MACHS(IBM)013,973+13,97303,0891.53%+3,089
3M CO(MMM)16,52117,799+1,2781,6872,4331.20%+746
LOCKHEED MARTIN CORP(LMT)4,8115,114+3032,2432,9891.48%+746
MASCO CORP(MAS)033,975+33,97502,8521.41%+2,852
HOME DEPOT INC(HD)07,954+7,95403,2231.59%+3,223
BERKSHIRE HATHAWAY INC DEL08,579+8,57903,9491.95%+3,949
CROWDSTRIKE HLDGS INC(CRWD)02,000+2,00005610.28%+561
UNITEDHEALTH GROUP INC(UNH)4,9745,233+2592,5143,0601.51%+546
AUTOMATIC DATA PROCESSING IN010,118+10,11802,8001.39%+2,800
CHUBB LIMITED
COM
9,1659,780+6152,3522,8201.40%+469
DUKE ENERGY CORP NEW(DUK)20,18421,583+1,3992,0302,4891.23%+459
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
11,54118,960+7,4196881,1350.56%+447
ISHARES SILVER TR(SLV)015,736+15,73604470.22%+447
ALIBABA GROUP HLDG LTD(BABA)04,000+4,00004240.21%+424
JOHNSON & JOHNSON(JNJ)017,376+17,37602,8161.39%+2,816
CME GROUP INC(CME)010,630+10,63002,3461.16%+2,346
AMERICAN WATER WORKS COMPANY INC12,67513,720+1,0451,6362,0060.99%+370
ISHARES TR024,184+24,18403,2331.60%+3,233
PROSHARES TR
S&P 500 HIGH ETF
07,651+7,65103430.17%+343
JPMORGAN CHASE & CO(JPM)15,40516,214+8093,0763,4191.69%+343
VERIZON COMMUNICATIONS INC(VZ)051,422+51,42202,3091.14%+2,309
APPLE INC(AAPL)41,85538,595-3,2608,6598,9934.45%+333
SYSCO CORP(SYY)030,415+30,41502,3741.17%+2,374
COSTCO WHSL CORP NEW(COST)3,6783,888+2103,1263,4471.71%+321
DELTA AIR LINES INC DEL(DAL)47,74451,084+3,3402,2792,5951.28%+316
PROSHARES TR
INVT INT RT HG
2,8356,763+3,9282165210.26%+305
VANGUARD INDEX FDS3,3673,758+3911,6841,9830.98%+299
ISHARES TR09,808+9,80801,2470.62%+1,247
PALO ALTO NETWORKS INC(PANW)10,52910,984+4553,4893,7541.86%+266
COMCAST CORP NEW(CCZ)050,202+50,20202,0971.04%+2,097
FIDELITY WISE ORIGIN BITCOIN(FBTC)04,500+4,50002500.12%+250
WATSCO INC(WSO)0508+50802500.12%+250
VISA INC(V)010,223+10,22302,8111.39%+2,811
BAIN CAP SPECIALTY FIN INC(BCSF)013,978+13,97802320.11%+232
EXXON MOBIL CORP21,92823,306+1,3782,5132,7321.35%+219
SPDR GOLD TR(GLD)0884+88402150.11%+215
INTERNATIONAL PAPER CO(IP)04,314+4,31402110.10%+211
PHILIP MORRIS INTL INC(PM)01,733+1,73302100.10%+210
TESLA INC(TSLA)3,3003,285-156538590.43%+206
TRACTOR SUPPLY CO(TSCO)0709+70902060.10%+206
CVS HEALTH CORP(CVS)027,021+27,02101,6990.84%+1,699
PFIZER INC(PFE)69,90473,671+3,7671,9572,1321.05%+175
ISHARES TR8,9519,148+1971,0101,1810.58%+170
PROSHARES TR
HGH YLD INT RATE
5,2257,759+2,5343355030.25%+168
ENTERPRISE PRODS PARTNERS L(EPD)72,79477,987+5,1932,1052,2701.12%+166
LILLY ELI & CO(LLY)2,7192,941+2222,4562,6061.29%+150
WALMART INC(WMT)10,41910,41906978410.42%+144
FIRST TR EXCHANGE-TRADED FD
NASDAQ TRANSN
6,53410,424+3,8902013340.17%+134
ISHARES TR9721,137+1655246560.32%+132
DANAHER CORPORATION(DHR)6,1386,13801,5841,7060.84%+122
WASTE MGMT INC DEL(WM)12,94213,722+7802,7272,8491.41%+122
ISHARES TR4,9385,108+1706627640.38%+103
FIRST TR EXCH TRADED FD III
EME MRK BD ETF
8,78511,713+2,9282393390.17%+101
BROADCOM INC(AVGO)8168,155+7,3391,3101,4070.70%+97
AMERICAN EXPRESS CO(AXP)2,0252,02504555490.27%+94
SOLVENTUM CORP(SOLV)4,0484,367+3192153040.15%+89
INVESCO EXCHANGE TRADED FD T
BLDG CONSTR ETF
06,061+6,06104820.24%+482
ARCHER DANIELS MIDLAND CO033,282+33,28201,9880.98%+1,988
AMAZON COM INC(AMZN)18,14219,075+9333,4693,5541.76%+86
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
5,4525,606+1545616450.32%+83
ISHARES TR010,222+10,22208990.44%+899
MCDONALDS CORP(MCD)01,394+1,39404240.21%+424
ADOBE SYSTEMS INCORPORATED(ADBE)01,760+1,76009110.45%+911
CISCO SYS INC(CSCO)09,074+9,07404830.24%+483
INVESCO QQQ TR5,3285,32802,5432,6001.29%+57
AMERICAN CENTY ETF TR6,6827,041+3594164720.23%+56
COCA COLA CO(KO)6,5896,58904194730.23%+55
THERMO FISHER SCIENTIFIC INC(TMO)0828+82805120.25%+512
SELECT SECTOR SPDR TR
ST STR FINL ETF
9,5689,56803914340.21%+42
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
4,5374,782+2452963370.17%+41
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
014,935+14,93508890.44%+889
VANGUARD INDEX FDS2,0492,04903744110.20%+37
SOUTHERN CO(SO)3,0013,00102362710.13%+35
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,2424,24206196530.32%+35
ARISTA NETWORKS INC98298203443770.19%+33
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
5,6025,830+2283373700.18%+33
INVESCO EXCHANGE TRADED FD T
NASDAQ INTERNT
6,8977,200+3032803130.15%+33
MASTERCARD INCORPORATED(MA)0721+72103560.18%+356
ISHARES TR3,5103,51004104410.22%+30
INVESCO EXCH TRADED FD TR II3,5593,55902312550.13%+24
ASP ISOTOPES INC022,600+22,6000630.03%+63
MORGAN STANLEY(MS)2,3452,34502242440.12%+21
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
2,5942,59402642840.14%+20
SPDR SER TR
ST STR SP TRANS
03,425+3,42502820.14%+282
ISHARES TR
MSCI USA MMENTM
2,5212,52104915110.25%+20
VANGUARD TAX-MANAGED FDS5,7135,71302823020.15%+19
ISHARES TR4,5404,54002782950.15%+17
FEDEX CORP(FDX)8,6699,228+5592,5102,5261.25%+16
VANGUARD INDEX FDS88188102362490.12%+14
STRYKER CORPORATION(SYK)86286202983110.15%+13
MARATHON PETE CORP(MPC)013,249+13,24902,1581.07%+2,158
DBX ETF TR13,73113,73106326440.32%+12
ISHARES TR3,5003,50003243350.17%+11
DBX ETF TR13,11613,11605455510.27%+6
SELECT SECTOR SPDR TR
ST STR STAPL ETF
08,151+8,15106770.33%+677
ISHARES TR8,1328,13203563580.18%+3
DOW INC(DOW)3,7013,70102032020.10%-1
HP INC(HPQ)5,5975,59702032010.10%-3
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