StockDriftsStockDriftsTop 50 KDK Private Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EPD | ENTERPRISE PRODS PARTNERS L | 26.99% | 779.7K | $29.5M | +0.93%(+7.15K) | $30.46(+25.72%) | 2026-03-31 | |
| IWV | ISHARES TR | 15.18% | 44.8K | $16.6M | -0.77%(-346) | $330.85(+26.97%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.9% | 9.9K | $6.4M | -0.30%(-30) | $585.57(+27.35%) | 2026-03-31 | |
| FTEC | FIDELITY COVINGTON TRUST | 5.35% | 28.1K | $5.8M | -2.40%(-691) | $179.69(+50.67%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.48% | 8.9K | $3.8M | -0.06%(-5) | $388.48(-68.00%) | 2026-03-31 | |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 2.86% | 53.0K | $3.1M | +2.47%(+1.28K) | $87.53(-20.83%) | 2026-03-31 | |
| FETH | FIDELITY ETHEREUM FD | 2.62% | 137.3K | $2.9M | +2.48%(+3.32K) | $35.33(-36.34%) | 2026-03-31 | |
| SHV | ISHARES TR | 2.46% | 24.3K | $2.7M | -3.41%(-858) | $110.37(-0.16%) | 2026-03-31 | |
| FIDU | FIDELITY COVINGTON TRUST | 2.06% | 26.0K | $2.2M | -0.87%(-227) | $71.24(+31.98%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.89% | 8.1K | $2.1M | -20.43%(-2.09K) | $237.74(+25.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.67% | +31.92% |
| Top 20 Holdings Unweighted | +7.20% | +23.18% |
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