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:
25.15%
Gain
Monthly
1.22%
Yearly
15.69%
Drawdown
16.16%
$205.43M
Equity
Holdings
$205.43M
Investment
$209.03M
$28.06M
Profit -$1.9M
Realized
$31.66M
Unrealized
-$3.61M
Dividends
$5.25M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.9M
Win %
46%
This Week
Compared To Last Week
Gain
-0.09%
Profit
-$192,528.66
Win %
46%
This Month
Compared to last month
Gain
0.09%
Profit
$189,702.67
Win %
46%
This Year
Compared to last year
Gain
-1.92%
Profit
-$4.01M
Win %
45%
ACN Accenture plc Class A
+5.59%
+$17,020.52 
LRN Stride, Inc.
+5.05%
+$42,242.73 
BMI Badger Meter Inc.
+4.82%
+$64,544.65 
DLX Deluxe Corporation
+4.11%
+$103,883.85 
WTRG Essential Utilities Inc.
+4.09%
+$27,814.75 
OMC Omnicom Group Inc.
+4.01%
+$11,000.55 
GIS General Mills, Inc.
+3.98%
+$24,372.64 
GPC Genuine Parts Company
+3.84%
+$22,459.5 
MDT Medtronic plc
+3.84%
+$23,048.31 
IBM International Business Machines Corporation
+3.79%
+$13,673.09 
KIM Kimco Realty Corporation
+3.69%
+$24,295.12 
BF-B Brown-Forman Corporation
+3.51%
+$21,457.04 
KO The Coca-Cola Company
+3.01%
+$25,366.88 
RF Regions Financial Corporation
+2.91%
+$12,183.23 
ORI Old Republic International Corp.
+2.9%
+$46,420.92 
CNA CNA Financial Corporation
+2.9%
+$20,803.15 
VIPS Vipshop Holdings Ltd - ADR
+2.67%
+$42,738.22 
DRI Darden Restaurants, Inc.
+2.64%
+$19,351.31 
MPC Marathon Petroleum Corporation
+2.23%
+$6,783.39 
HD The Home Depot, Inc.
+1.87%
+$4,892.16 
EIX Edison International
+1.8%
+$15,513.96 
AAPL Apple Inc.
+1.76%
+$22,711.68 
SPXS Direxion Daily S&P 500 Bear 3X Shares
+1.59%
+$2,460 
SO The Southern Company
+1.55%
+$20,763.75 
ET Energy Transfer L.P.
+1.51%
+$3,982.5 
CNO CNO Financial Group Inc.
+1.42%
+$31,773 
EPD Enterprise Products Partners L.P.
+1.29%
+$5,852.01 
CVX Chevron Corporation
+1.26%
+$16,288.32 
APD Air Products and Chemicals, Inc.
+1.19%
+$8,826.21 
FXO First Trust Financials AlphaDEX Fund
+1.15%
+$18.37 
JXN Jackson Financial Inc.
+1.11%
+$25,735.62 
XOM Exxon Mobil Corporation
+1%
+$2,313.45 
BRK-B Berkshire Hathaway Inc.
+0.97%
+$2,406.4 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.95%
+$62.8 
FE FirstEnergy Corp.
+0.95%
+$7,127.7 
GRDN Guardian Pharmacy Services Inc.
+0.93%
+$21,099.99 
GD General Dynamics Corporation
+0.87%
+$2,012.95 
VEGI iShares MSCI Global Agriculture Producers ETF
+0.83%
+$14.8 
WT WisdomTree, Inc.
+0.75%
+$21,914.25 
EOG EOG Resources, Inc.
+0.73%
+$5,890 
NGL NGL Energy Partners L.P.
+0.72%
+$3,569.61 
IJR iShares Core S&P Small-Cap ETF
+0.68%
+$181.17 
FTXN First Trust Nasdaq Oil & Gas ETF
+0.68%
+$17.34 
ITT Itt Inc.
+0.67%
+$1,569.1 
IJH iShares Core S&P Mid-Cap ETF
+0.51%
+$182.49 
PLTR Palantir Technologies Inc.
+0.51%
+$3,657.04 
IXC iShares Global Energy ETF
+0.46%
+$60 
FXN First Trust Energy AlphaDEX Fund
+0.45%
+$7.6 
SOC Sable Offshore Corp.
+0.36%
+$508.89 
NBR Nabors Industries Ltd.
+0.28%
+$849.62 
SCHW Charles Schwab Corporation
+0.01%
+$232.83 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$9.69 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SQM Quimica y Minera Chilena S.A. ADR
-7.13%
-$45,553.2 
TGB Taseko Mines Ltd.
-7.06%
-$48,877.5 
NFGC New Found Gold Corp.
-6.76%
-$22,589.4 
EQX Equinox Gold Corp.
-6.52%
-$10,788.46 
DAPP VanEck Digital Transformation ETF
-6.21%
-$3,544.3 
HL Hecla Mining Company
-6.02%
-$28,724.91 
AG First Majestic Silver Corp
-5.7%
-$33,332.16 
SVM Silvercorp Metals Inc.
-5.47%
-$31,119.69 
IAG Iamgold Corporation
-5.33%
-$23,438.4 
TGS Transportadora de Gas del Sur S.A.
-4.96%
-$17,687.05 
NEM Newmont Corporation
-4.6%
-$14,510.94 
SOXX iShares Semiconductor ETF
-4.46%
-$990.8 
GOOGL Alphabet Inc
-4.44%
-$4,361.9 
GOOG Alphabet Inc
-4.43%
-$7,134 
NLR VanEck Uranium and Nuclear ETF
-4.42%
-$417,065.67 
REMX VanEck Rare Earth and Strategic Metals ETF
-4.4%
-$243 
ALB Albemarle Corporation
-4.24%
-$25,164.53 
GDXJ VanEck Junior Gold Miners ETF
-4.07%
-$9,121.53 
CNXT VanEck ChiNext ETF
-3.96%
-$70.95 
WPM Wheaton Precious Metals Corp.
-3.95%
-$16,240.15 
SMH VanEck Semiconductor ETF
-3.7%
-$5,462.5 
SIVR abrdn Physical Silver Shares ETF
-3.64%
-$285,870 
YPF YPF S.A. Sponsored ADR
-3.59%
-$16,948.95 
PSLV Sprott Physical Silver Trust
-3.59%
-$23,185.4 
NESR National Energy Services Reunited Corp.
-3.5%
-$13,187.57 
SLV iShares Silver Trust
-3.49%
-$194,898.34 
GDX VanEck Gold Miners ETF
-3.46%
-$23,528.96 
ERO Ero Copper Corp.
-3.31%
-$16,621.92 
DC Dakota Gold Corp
-3.26%
-$1,760.5 
PDP Invesco Dorsey Wright Momentum ETF
-3.14%
-$21,155.41 
BORR Borr Drilling Ltd.
-3.12%
-$9,280.58 
B BARRICK MINING CORP Common Stock (ABR0)
-3.04%
-$14,713.91 
KEYS Keysight Technologies, Inc.
-3.01%
-$11,607.18 
EME EMCOR Group, Inc.
-2.54%
-$55,961.16 
CEF Sprott Physical Gold and Silver Trust
-2.5%
-$60,509 
APH Amphenol Corporation
-2.46%
-$6,801.32 
ITA iShares U.S. Aerospace & Defense ETF
-2.33%
-$506.92 
PBR Petrobras S.A. Sponsored ADR
-2.1%
-$10,991.62 
SB Safe Bulkers Inc.
-2.09%
-$3,000 
EIS iShares MSCI Israel ETF
-2.09%
-$185.04 
GLD SPDR Gold Shares
-1.98%
-$4,383.73 
FRO Frontline plc
-1.97%
-$66,573.2 
OUNZ VanEck Merk Gold Trust
-1.95%
-$332,520.52 
IAU iShares Gold Trust
-1.94%
-$9,713.24 
HAFN Hafnia Ltd
-1.92%
-$1,450 
GLNG Golar LNG Ltd.
-1.85%
-$4,700 
PHYS Sprott Physical Gold Trust
-1.83%
-$10,506.16 
IMTM iShares MSCI International Momentum Factor ETF
-1.69%
-$11,964.27 
ILF iShares Latin America 40 ETF
-1.56%
-$128,804.58 
EWZ iShares MSCI Brazil ETF
-1.5%
-$114,250.5 
EFXT Enerflex Ltd.
-1.45%
-$6,926.56 
XES SPDR S&P Oil & Gas Equipment & Services ETF
-1.43%
-$279.39 
FV First Trust Dorsey Wright Focus 5 ETF
-1.38%
-$18,947.46 
IFV First Trust Dorsey Wright Focus 5 International Fund
-1.34%
-$16,442.01 
RAAX VanEck Real Assets ETF
-1.32%
-$15.22 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.29%
-$154,814.4 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-1.23%
-$76.6 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.22%
-$196,458.78 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.13%
-$5,713.28 
JCI Johnson Controls International plc
-1.05%
-$2,721 
DHT DHT Holdings Inc.
-0.94%
-$3,400 
FET Forum Energy Technologies Inc.
-0.89%
-$2,530.01 
EFA iShares MSCI EAFE ETF
-0.84%
-$56 
TSLA Tesla, Inc.
-0.83%
-$2,062.83 
EQNR Equinor ASA Sponsored ADR
-0.68%
-$13,751.11 
PAGS PagSeguro Digital Ltd.
-0.65%
-$1,239.06 
NVGS Navigator Holdings Ltd.
-0.61%
-$1,300 
IVV iShares Core S&P 500 ETF
-0.52%
-$31.76 
BTE Baytex Energy Corp
-0.48%
-$2,077.38 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.35%
-$32,074.38 
LMT Lockheed Martin Corporation
-0.22%
-$907.2 
TIP iShares TIPS Bond ETF
-0.08%
-$1.26 
ENVA Enova International Inc.
-0.08%
-$2,507.76 
IEF iShares 7-10 Year Treasury Bond ETF
-0.06%
-$5.16 
GEX VanEck Vectors Global Alternative Energy ETF
-0.05%
-$3.64 
IWM iShares Russell 2000 ETF
-0.04%
-$8,179.62 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$4,118.46 
TLT iShares 20+ Year Treasury Bond ETF
-0.04%
-$2,667.54 
IEI iShares 3-7 Year Treasury Bond ETF
-0.03%
-$6.96 Events
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Dividends
Dividend Analysis
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| Trades 1497 | Longs Won 740/1497 49% | Profit Factor 2.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $286,427.04 |
| Average Win $65,608.84 | Best Trade (Dec 31) $5.8M | Sharpe Ratio 0.37 |
| Average Loss -$27,070.09 | Worst Trade (Jul 16) -$2.92M | Z-Score -14.42 (100%) |
| Commissions $0 | Avg. Trade Length 5m 1w 3d | Expectancy $18,743.14 |
| 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 | 7,576 | 6,818 | 6,061 | 5,303 | 4,545 | 3,788 | 3,030 | 2,273 | 1,515 | 758 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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