KWM
Kiker Wealth Management LLC Portfolio
Invests via Kiker Wealth Management LLC | Managed by Paul K. Kiker Jr., M. Dillon Smith
Invests via Kiker Wealth Management LLC
Managed by Paul K. Kiker Jr., M. Dillon Smith
Automatically Tracked
Company Profile
Advises high-net-worth households and small institutions on comprehensive financial planning, tax-aware investment management and retirement strategies, managing diversified equity and fixed-income portfolios and alternative allocations. Kiker Wealth Management LLC provides discretionary and advisory services, integrates cash-flow modeling and estate planning referrals, and serves clients seeking personalized wealth-transfer and risk-management solutions in regional markets. Fee schedules tend to be AUM-based.
Advises high-net-worth households and small institutions on comprehensive financial planning, tax-aware investment management and retirement strategies, managing diversified equity and fixed-income portfolios and alternative allocations. Kiker Wealth Management LLC provides discretionary and advisory services, integrates cash-flow modeling and estate planning referrals, and serves clients seeking personalized wealth-transfer and risk-management solutions in regional markets. Fee schedules tend to be AUM-based.
Investment Philosophy & Strategy
Delivers tax-aware, goal-driven wealth management focused on capital preservation, sustainable growth and income for high-net-worth households and small institutions. Emphasizes diversified equity, fixed-income and alternative allocations calibrated to cash-flow models and estate-transfer objectives. Uses fee-aligned discretionary and advisory mandates, AUM-based pricing, and proactive risk management—liquidity planning, tax efficiency and tailored withdrawal strategies—to balance long-term growth with short-term income needs.
Delivers tax-aware, goal-driven wealth management focused on capital preservation, sustainable growth and income for high-net-worth households and small institutions. Emphasizes diversified equity, fixed-income and alternative allocations calibrated to cash-flow models and estate-transfer objectives. Uses fee-aligned discretionary and advisory mandates, AUM-based pricing, and proactive risk management—liquidity planning, tax efficiency and tailored withdrawal strategies—to balance long-term growth with short-term income needs.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
29.49%
Gain +0.31%
Monthly
1.21%
Yearly
15.51%
Drawdown
16.36%
$267.33M
Equity
Holdings
$267.33M
Investment
$259.71M
$39.24M
Profit +$721,079.33
Realized
$31.62M
Unrealized
$7.62M
Dividends
$6.88M
Goals
Avg. 93.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.31%
Profit
$721,079.33
Win %
53%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$2.36M
Win %
53%
This Month
Compared to last month
Gain
1.91%
Profit
$5M
Win %
53%
This Year
Compared to last year
Gain
4.36%
Profit
$11.18M
Win %
52%
DC Dakota Gold Corp
+3.99%
+$2,766.5 
IAG Iamgold Corporation
+3.49%
+$26,509.34 
NEM Newmont Corporation
+3.3%
+$10,155.37 
SVM Silvercorp Metals Inc.
+3.02%
+$21,771 
SKE Skeena Resources Ltd.
+2.83%
+$15,955.15 
RGLD Royal Gold Inc.
+2.79%
+$6,582.92 
LMT Lockheed Martin Corporation
+2.57%
+$16,232.62 
SLVP iShares MSCI Global Silver and Metals Miners ETF
+2.41%
+$16.2 
CGAU Centerra Gold Inc.
+2.39%
+$18,446.4 
WPM Wheaton Precious Metals Corp.
+2.37%
+$12,175.48 
FET Forum Energy Technologies Inc.
+2.29%
+$18,193.83 
GDXJ VanEck Junior Gold Miners ETF
+2.29%
+$7,331.71 
GDX VanEck Gold Miners ETF
+2.27%
+$19,318.89 
VAL Valaris Limited
+2.19%
+$10,110.75 
DHT DHT Holdings Inc.
+2.13%
+$10,276 
GD General Dynamics Corporation
+2.06%
+$4,164 
EQNR Equinor ASA Sponsored ADR
+1.99%
+$81,947.1 
VET Vermilion Energy Inc.
+1.9%
+$10,822.8 
EQX Equinox Gold Corp.
+1.89%
+$3,656.94 
BP BP p.l.c. Sponsored ADR
+1.87%
+$44,791.17 
ITA iShares U.S. Aerospace & Defense ETF
+1.86%
+$739.2 
EOG EOG Resources, Inc.
+1.85%
+$16,220.4 
BFH Bread Financial Holdings Inc.
+1.81%
+$45,788.43 
BAC Bank of America Corporation
+1.75%
+$38,024.48 
RF Regions Financial Corporation
+1.7%
+$6,192.4 
PTEN Patterson-UTI Energy Inc.
+1.64%
+$9,987.97 
PG Procter & Gamble Co
+1.63%
+$13,449.52 
BF-B Brown-Forman Corporation
+1.61%
+$11,599.36 
ENVA Enova International Inc.
+1.6%
+$46,494 
PEG Public Service Enterprise Group Incorporated
+1.49%
+$8,992.23 
SSRM Ssr Mining Inc.
+1.48%
+$8,452.95 
ES Eversource Energy
+1.4%
+$9,753.2 
AG First Majestic Silver Corp
+1.4%
+$9,294.3 
KO The Coca-Cola Company
+1.4%
+$12,988.78 
BAP Credicorp Ltd.
+1.4%
+$11,533.74 
SO The Southern Company
+1.37%
+$17,063.03 
KIM Kimco Realty Corporation
+1.37%
+$7,919.26 
PR Permian Resources Corporation
+1.35%
+$3,368.32 
FXN First Trust Energy AlphaDEX Fund
+1.29%
+$24.4 
EPD Enterprise Products Partners L.P.
+1.26%
+$5,789.7 
XLU Utilities Select Sector SPDR Fund
+1.22%
+$879.24 
HD The Home Depot, Inc.
+1.2%
+$2,553.48 
LAR Lithium Argentina AG
+1.15%
+$4,176.81 
BRK-B Berkshire Hathaway Inc.
+1.15%
+$3,469.51 
IXC iShares Global Energy ETF
+1.07%
+$163.75 
FXO First Trust Financials AlphaDEX Fund
+1.06%
+$16.62 
EWZ iShares MSCI Brazil ETF
+1.02%
+$86,762.9 
ILF iShares Latin America 40 ETF
+1.02%
+$88,432.08 
FRO Frontline plc
+0.99%
+$44,437.64 
DRI Darden Restaurants, Inc.
+0.98%
+$8,479.8 
OMC Omnicom Group Inc.
+0.97%
+$2,581.86 
WTRG Essential Utilities Inc.
+0.97%
+$7,287.15 
CVX Chevron Corporation
+0.96%
+$30,361.66 
PBR Petrobras S.A. Sponsored ADR
+0.95%
+$30,810.96 
KOS Kosmos Energy Ltd.
+0.93%
+$5,050.32 
XLE Energy Select Sector SPDR Fund
+0.93%
+$99,185.74 
EIX Edison International
+0.92%
+$7,377.66 
ET Energy Transfer L.P.
+0.91%
+$2,479.5 
JXN Jackson Financial Inc.
+0.88%
+$20,431.08 
FTXN First Trust Nasdaq Oil & Gas ETF
+0.87%
+$26.07 
BMI Badger Meter Inc.
+0.84%
+$9,425.63 
APA APA Corporation
+0.83%
+$5,918.25 
CNA CNA Financial Corporation
+0.82%
+$5,873.4 
EFA iShares MSCI EAFE ETF
+0.82%
+$54.4 
PSLV Sprott Physical Silver Trust
+0.78%
+$6,124.8 
TDY Teledyne Technologies Incorporated
+0.75%
+$1,444.57 
SCHF Schwab International Equity ETF
+0.74%
+$231.32 
CNO CNO Financial Group Inc.
+0.73%
+$15,652.8 
CAT Caterpillar Inc.
+0.7%
+$1,244.4 
IFV First Trust Dorsey Wright Focus 5 International Fund
+0.7%
+$7,937.52 
SIVR abrdn Physical Silver Shares ETF
+0.7%
+$54,824.5 
SLV iShares Silver Trust
+0.69%
+$36,081.36 
AAPL Apple Inc.
+0.68%
+$8,879.64 
WT WisdomTree, Inc.
+0.67%
+$20,010.72 
WMS Advanced Drainage Systems, Inc.
+0.66%
+$1,230.79 
IMTM iShares MSCI International Momentum Factor ETF
+0.66%
+$4,515.2 
PHYS Sprott Physical Gold Trust
+0.62%
+$4,425.91 
CEF Sprott Physical Gold and Silver Trust
+0.6%
+$16,202.77 
TSLA Tesla, Inc.
+0.56%
+$1,288.35 
ACN Accenture plc Class A
+0.55%
+$7,482.45 
OUNZ VanEck Merk Gold Trust
+0.55%
+$92,989.16 
GOLD Gold.com, Inc.
+0.54%
+$11,912.5 
IAU iShares Gold Trust
+0.54%
+$2,793 
GLD SPDR Gold Shares
+0.53%
+$1,272.97 
NLR VanEck Uranium and Nuclear ETF
+0.53%
+$45,997.41 
GPC Genuine Parts Company
+0.49%
+$3,089.64 
XOM Exxon Mobil Corporation
+0.4%
+$1,427.61 
EIS iShares MSCI Israel ETF
+0.37%
+$31.68 
GIS General Mills, Inc.
+0.36%
+$2,673.6 
GLNG Golar LNG Ltd.
+0.3%
+$675 
IJR iShares Core S&P Small-Cap ETF
+0.29%
+$88 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
+0.26%
+$1,432.48 
ALB Albemarle Corporation
+0.26%
+$1,055.75 
EME EMCOR Group, Inc.
+0.25%
+$5,791.95 
SCHP Schwab U.S. TIPS ETF
+0.22%
+$13,854.56 
TIP iShares TIPS Bond ETF
+0.21%
+$3.08 
TLH iShares 10-20 Year Treasury Bond ETF
+0.2%
+$9.07 
EQWL Invesco S&P 100 Equal Weight ETF
+0.19%
+$11.27 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$56.88 
NVDA NVIDIA Corporation
+0.16%
+$1,370.3 
TLT iShares 20+ Year Treasury Bond ETF
+0.16%
+$14,739.92 
DY Dycom Industries Inc.
+0.15%
+$1,735.6 
SQM Quimica y Minera Chilena S.A. ADR
+0.15%
+$855.18 
STIP iShares 0-5 Year TIPS Bond ETF
+0.13%
+$8,775.41 
IEI iShares 3-7 Year Treasury Bond ETF
+0.12%
+$101.73 
IEF iShares 7-10 Year Treasury Bond ETF
+0.12%
+$9.03 
SHY iShares 1-3 Year Treasury Bond ETF
+0.09%
+$5,826.45 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.09%
+$11,279.07 
VEGI iShares MSCI Global Agriculture Producers ETF
+0.07%
+$1.24 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.06%
+$357.08 
CLOI VanEck CLO ETF
+0.04%
+$5.66 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.02%
+$1,991.39 
SMOG VanEck Low Carbon Energy ETF
0%
$0 
HAFN Hafnia Ltd
0%
$0 LAC
LAC
0%
$0 TRX
TRX
0%
$0 NE
NE
0%
$0 
COHR Coherent Corp.
-5.34%
-$7,639.98 
WDC Western Digital Corporation
-4.59%
-$6,470.1 
SNDK SanDisk Corporation
-4.4%
-$6,692.6 
LITE Lumentum Holdings Inc.
-3.62%
-$7,514.16 
CIBR First Trust NASDAQ Cybersecurity ETF
-3.45%
-$441,787.5 
PLTR Palantir Technologies Inc.
-3.15%
-$33,935.18 
VG Venture Global Inc.
-3%
-$15,295.87 
TDC Teradata Corporation
-2.65%
-$60,777.58 
TER Teradyne, Inc.
-2.55%
-$4,847.49 
GLW Corning Incorporated
-2.36%
-$3,803 
SOXX iShares Semiconductor ETF
-1.88%
-$386.4 
VIPS Vipshop Holdings Ltd - ADR
-1.63%
-$22,933.62 
BURL Burlington Stores Inc.
-1.63%
-$27,468.06 
VRT Vertiv Holdings Co
-1.52%
-$2,616 
CNXT VanEck ChiNext ETF
-1.51%
-$20.13 
DAPP VanEck Digital Transformation ETF
-1.46%
-$753.87 
SMH VanEck Semiconductor ETF
-1.46%
-$1,587.31 
XLK State Street Technology Select Sector SPDR ETF
-1.45%
-$95.9 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-1.37%
-$90.08 
PARR Par Pacific Holdings Inc.
-1.36%
-$11,154.9 
GOOGL Alphabet Inc
-1.08%
-$1,686.55 
FV First Trust Dorsey Wright Focus 5 ETF
-0.99%
-$13,978.97 
GOOG Alphabet Inc
-0.98%
-$1,267.5 
GRDN Guardian Pharmacy Services Inc.
-0.96%
-$24,929.52 
PDP Invesco Dorsey Wright Momentum ETF
-0.81%
-$5,237.69 
IBM International Business Machines Corporation
-0.8%
-$3,193.96 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.71%
-$125.22 
APH Amphenol Corporation
-0.68%
-$3,454 
SCHE Schwab Emerging Markets Equity ETF
-0.59%
-$21.93 
SB Safe Bulkers Inc.
-0.56%
-$900 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$16.27 
PDBA Invesco Agriculture Commodity Fund
-0.52%
-$58.5 
NVGS Navigator Holdings Ltd.
-0.41%
-$900 
MDT Medtronic plc
-0.28%
-$2,072.52 
MPC Marathon Petroleum Corporation
-0.28%
-$1,342.45 
PIT VanEck Commodity Strategy ETF
-0.26%
-$22 
CF CF Industries Holdings, Inc.
-0.25%
-$4,810.56 
FSS Federal Signal Corp.
-0.24%
-$5,297.94 
IWM iShares Russell 2000 ETF
-0.21%
-$35,172.73 
SCHB Schwab U.S. Broad Market ETF
-0.17%
-$11.8 
PBW Invesco WilderHill Clean Energy ETF
-0.15%
-$3.84 
ITT Itt Inc.
-0.14%
-$301.55 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.13%
-$23,134.67 
IVV iShares Core S&P 500 ETF
-0.09%
-$92.16 Events
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Dividends
Dividend Analysis
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| Trades 1636 | Longs Won 994/1636 60% | Profit Factor 2.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $289,854.1 |
| Average Win $64,278.17 | Best Trade (Dec 31) $5.8M | Sharpe Ratio 0.44 |
| Average Loss -$38,400.45 | Worst Trade (Oct 14) -$3.27M | Z-Score -9.68 (100%) |
| Commissions $0 | Avg. Trade Length 5m 1w 4d | Expectancy $23,984.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,944 | 6,250 | 5,556 | 4,861 | 4,167 | 3,472 | 2,778 | 2,083 | 1,389 | 694 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,844 | $975,472.27 | $1.32M | - | $348,055.37 | 35.68% | +0.675% |
| ACN Accenture plc Class A | 6,010 | $911,978.47 | $1.36M | - | $447,273.18 | 49.04% | +0.554% |
| AG First Majestic Silver Corp | 41,308 | $857,522.41 | $673,940.02 | - | -$183,582.39 | -21.41% | +1.398% |
| ALB Albemarle Corporation | 4,223 | $758,155 | $415,669.89 | - | -$342,485.11 | -45.17% | +0.255% |
| APA APA Corporation | 15,175 | $494,246 | $722,633.5 | - | $228,387.5 | 46.21% | +0.826% |
| APH Amphenol Corporation | 6,280 | $198,372.64 | $508,303.2 | - | $309,930.56 | 156.24% | -0.675% |
| BAC Bank of America Corporation | 42,016 | $2.39M | $2.21M | - | -$183,810.32 | -7.68% | +1.75% |
| BAP Credicorp Ltd. | 2,128 | $829,026 | $838,091.52 | - | $9,065.52 | 1.09% | +1.395% |
| BF-B Brown-Forman Corporation | 25,216 | $666,886.6 | $732,272.64 | - | $65,386.04 | 9.8% | +1.61% |
| BFH Bread Financial Holdings Inc. | 25,021 | $2.71M | $2.58M | - | -$130,392.06 | -4.81% | +1.806% |
| BMI Badger Meter Inc. | 8,809 | $1.34M | $1.13M | - | -$214,979.01 | -16.02% | +0.843% |
| BP BP p.l.c. Sponsored ADR | 49,493 | $1.83M | $2.44M | - | $613,483.08 | 33.55% | +1.868% |
| BRK-B Berkshire Hathaway Inc. | 573 | $275,959.3 | $304,684.15 | - | $28,724.85 | 10.41% | +1.152% |
| BURL Burlington Stores Inc. | 6,300 | $2M | $1.66M | - | -$336,231 | -16.85% | -1.628% |
| BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR | 17,906 | $580,333.46 | $559,204.38 | - | -$21,129.08 | -3.64% | +0.257% |
| CAT Caterpillar Inc. | 240 | $255,576 | $177,798 | - | -$77,778 | -30.43% | +0.705% |
| CEF Sprott Physical Gold and Silver Trust | 66,733 | $3.14M | $2.72M | - | -$413,627.79 | -13.18% | +0.598% |
| CF CF Industries Holdings, Inc. | 16,307 | $1.77M | $1.95M | - | $182,882.82 | 10.36% | -0.246% |
| CGAU Centerra Gold Inc. | 35,136 | $557,257 | $790,384.32 | - | $233,127.32 | 41.83% | +2.39% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 123,750 | $7.76M | $12.37M | - | $4.61M | 59.48% | -3.448% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Kiker Wealth Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: VanEck Merk Gold Trust - $6.15M, abrdn Physical Silver Shares ETF - $4.37M, VanEck Uranium and Nuclear ETF - $3.64M, iShares Latin America 40 ETF - $1.96M, and iShares Russell 2000 ETF - $1.81M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Grupo Supervielle S.A - $716,308.23, Brinker International Inc - $478,021.2, Invesco NASDAQ 100 ETF - $332,129.29, Sable Offshore Corp - $323,993.78, and Kemper Corporation - $303,725.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kiker Wealth Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.88M earned over time. The largest contributors to dividend income include iShares 1-5 Year Investment Grade Corporate Bond ETF - $623,529.06, VanEck J.P. Morgan EM Local Currency Bond ETF - $543,253.23, Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF - $478,848.95, iShares 20+ Year Treasury Bond ETF - $478,057.37, and Frontline plc - $453,162.31. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kiker Wealth Management LLC's monthly returns?
Kiker Wealth Management LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kiker Wealth Management LLC's strategy be considered aggressive or moderate?
Kiker Wealth Management LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Kiker Wealth Management LLC's strategy?
Kiker Wealth Management LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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