$362 Million is the total value of KB FINANCIAL PARTNERS, LLC's 603 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABMD | New | ABIOMED INC COM | $83,000 | – | 252 | +100.0% | 0.02% | – |
| DXCM | New | DEXCOM INC COM | $72,000 | – | 140 | +100.0% | 0.02% | – |
| IT | New | GARTNER INC COM | $68,000 | – | 228 | +100.0% | 0.02% | – |
| ENPH | New | ENPHASE ENERGY INC COM | $28,000 | – | 139 | +100.0% | 0.01% | – |
| GTLS | New | CHART INDS INC COM | $28,000 | – | 165 | +100.0% | 0.01% | – |
| VTI | New | Vanguard Total Stock Market Index Fund | $24,000 | – | 107 | +100.0% | 0.01% | – |
| LDOS | New | LEIDOS HOLDINGS INC COM | $25,000 | – | 233 | +100.0% | 0.01% | – |
| RHP | New | RYMAN HOSPITALITY PPTYS INC COM | $25,000 | – | 272 | +100.0% | 0.01% | – |
| DDOG | New | DATADOG INC CL A COM | $20,000 | – | 130 | +100.0% | 0.01% | – |
| WWD | New | WOODWARD INC COM | $23,000 | – | 187 | +100.0% | 0.01% | – |
| New | TPG INC COM CL A | $14,000 | – | 470 | +100.0% | 0.00% | – | |
| VT | New | VANGUARD TOTAL WORLD STOCK INDEX FUND | $16,000 | – | 156 | +100.0% | 0.00% | – |
| XM | New | QUALTRICS INTL INC COM CL A | $11,000 | – | 394 | +100.0% | 0.00% | – |
| SONO | New | SONOS INC COM | $7,000 | – | 241 | +100.0% | 0.00% | – |
| New | CONSTELLATION ENERGY CORP COM | $3,000 | – | 50 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-17
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Goldman ActiveBeta US Large Cap ETF | 11 | Q3 2023 | 18.3% |
| iShares Core S&P 500 ETF | 11 | Q3 2023 | 9.7% |
| WisdomTree US Quality Div Gr ETF | 11 | Q3 2023 | 10.3% |
| Goldman ActiveBeta Int'l ETF | 11 | Q3 2023 | 8.4% |
| JP Morgan Ultra-Short Income ETF | 11 | Q3 2023 | 8.5% |
| Amplify BlackSwan ETF | 11 | Q3 2023 | 7.1% |
| MICROSOFT CORP COM | 11 | Q3 2023 | 0.8% |
| Invesco S&P 500 Pure Growth ETF | 11 | Q3 2023 | 2.0% |
| META PLATFORMS INC CL A | 11 | Q3 2023 | 0.8% |
| Invesco FTSE RAFI US 1000 ETF | 11 | Q3 2023 | 2.0% |
View KB FINANCIAL PARTNERS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-17 |
| 13F-HR | 2023-02-21 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-17 |
| 13F-HR | 2022-02-18 |
| 13F-HR | 2021-11-16 |
| 13F-HR | 2021-08-17 |
View KB FINANCIAL PARTNERS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.