Fund HoldingsKDT Advisors, LLC

Total Portfolio Value
$61.96M
Total Bought
$3.67M
Total Sold
$16.43M
Net Transaction
-$12.76M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)12,14411,929-2154,5595,9349.58%+1,375
VANGUARD INDEX FDS03,360+3,36001,0211.65%+1,021
VANGUARD INDEX FDS14,36514,360-57,3828,15713.16%+775
VANGUARD INTL EQUITY INDEX F06,750+6,75005230.84%+523
NVIDIA CORPORATION(NVDA)8,7128,71209441,3762.22%+432
ORACLE CORP(ORCL)6,7736,173-6009471,3502.18%+403
WALMART INC(WMT)03,600+3,60003520.57%+352
ASML HOLDING N V
N Y REGISTRY SHS
0418+41803340.54%+334
NETFLIX INC(NFLX)0210+21002810.45%+281
META PLATFORMS INC(META)1,1621,262+1006709311.50%+262
CATERPILLAR INC(CAT)0640+64002480.40%+248
AMPHENOL CORP NEW7,3107,31004797221.16%+242
ALPHABET INC(GOOG)11,13011,13001,7211,9613.17%+240
NEXTERA ENERGY INC(NEE)03,223+3,22302240.36%+224
ARISTA NETWORKS INC(ANET)02,175+2,17502230.36%+223
GOLDMAN SACHS GROUP INC(GS)1,1381,13806228051.30%+184
JPMORGAN CHASE & CO.(JPM)3,7123,71209111,0761.74%+166
INTUIT(INTU)84084005166621.07%+146
VANGUARD WHITEHALL FDS27,53927,53903,5513,6715.92%+120
VANGUARD SPECIALIZED FUNDS9,9409,94001,9282,0343.28%+106
PHILIP MORRIS INTL INC(PM)3,5543,55405646471.04%+83
HONEYWELL INTL INC(HON)3,8293,82908118921.44%+81
VANGUARD INTL EQUITY INDEX F8,0598,05904895420.87%+53
ISHARES INC3,1003,10004755250.85%+50
SALESFORCE INC(CRM)9671,117+1502603050.49%+45
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,3501,890-4603904280.69%+38
VANGUARD INDEX FDS4,0104,01007477821.26%+35
AUTOMATIC DATA PROCESSING IN2,0892,177+886386711.08%+33
ALPHABET INC(GOOG)1,4481,44802262570.41%+31
QUALCOMM INC(QCOM)5,0435,04307758031.30%+28
ISHARES TR
CORE MSCI TOTAL
3,5703,57002492760.45%+27
SPDR GOLD TR(GLD)1,1041,10403183370.54%+18
VISA INC(V)3,8623,86201,3531,3712.21%+18
ABBOTT LABS3,8323,847+155085230.84%+15
NIKE INC(NKE)4,2604,010-2502702850.46%+14
ECOLAB INC(ECL)80080002032160.35%+13
PEPSICO INC(PEP)2,0152,365+3503023120.50%+10
VALERO ENERGY CORP(VLO)2,0852,08502752800.45%+5
HOME DEPOT INC(HD)661664+32422430.39%+1
MONDELEZ INTL INC(MDLZ)5,5675,56703783750.61%-2
EQUINIX INC(EQIX)309310+12522470.40%-5
ZOETIS INC(ZTS)4,3694,559+1907197111.15%-8
ALTRIA GROUP INC(MO)6,2456,24503753660.59%-9
RIO TINTO PLC(RIO)5,9605,96003583480.56%-10
LENNAR CORP(LEN)4,5314,53105205010.81%-19
UNION PAC CORP(UNP)4,1094,114+59719471.53%-24
STARBUCKS CORP(SBUX)4,1334,13304053790.61%-27
MCDONALDS CORP(MCD)1,5731,57304914600.74%-32
AIR PRODS & CHEMS INC2,5302,53007467141.15%-33
KIMBERLY-CLARK CORP(KMB)2,7402,74003903530.57%-36
EXXON MOBIL CORP10,09410,574+4801,2001,1401.84%-61
MERCK & CO INC(MRK)5,9265,92605324690.76%-63
ABBVIE INC(ABBV)3,0193,01906335600.90%-72
JOHNSON & JOHNSON(JNJ)5,6385,63809358611.39%-74
AGNC INVT CORP(AGNC)11,0000-11,0001050-105
AMAZON COM INC(AMZN)3,7952,804-9917226150.99%-107
PALANTIR TECHNOLOGIES INC(PLTR)7,2003,600-3,6006084910.79%-117
UNITEDHEALTH GROUP INC(UNH)687685-23602140.34%-146
AMGEN INC(AMGN)6500-6502030-203
ALCOA CORP(AA)7,2220-7,2222200-220
MILLROSE PPTYS INC(MRP)22,69913,362-9,3376023810.61%-221
CISCO SYS INC(CSCO)15,28310,283-5,0009437131.15%-230
GE HEALTHCARE TECHNOLOGIES I(GEHC)3,0050-3,0052430-243
ONEOK INC NEW(OKE)5,0503,050-2,0005012490.40%-252
THOMSON REUTERS CORP(TRI)3,9902,043-1,9476894110.66%-278
PROCTER AND GAMBLE CO(PG)9,8798,379-1,5001,6841,3352.15%-349
GE VERNOVA INC(GEV)2,275575-1,7006953040.49%-390
CHEVRON CORP NEW(CVX)6,0554,062-1,9931,0135820.94%-431
INDIA FD INC30,0000-30,0004730-473
ABRDN EMERGING MARKETS EX CH100,0000-100,0004960-496
TOTALENERGIES SE(TTE)8,2000-8,2005300-530
APPLE INC(AAPL)19,76418,785-9794,3903,8546.22%-536
ISHARES TR
MSCI UAE ETF
35,0000-35,0005940-594
WELLS FARGO CO NEW(WFC)10,0000-10,0007180-718
CITIGROUP INC(C)10,4000-10,4007380-738
GE AEROSPACE(GE)3,8700-3,8707750-775
BERKSHIRE HATHAWAY INC DEL6,2084,608-1,6003,3062,2383.61%-1,068
CORNING INC(GLW)35,74010,740-25,0001,6365650.91%-1,071
TENET HEALTHCARE CORP(THC)8,0000-8,0001,0760-1,076
AT&T INC(T)40,0000-40,0001,1310-1,131
HOWMET AEROSPACE INC(HWM)10,2600-10,2601,3310-1,331
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