$350 Thousand is the total value of KB FINANCIAL PARTNERS, LLC's 581 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SNOW | New | SNOWFLAKE INC CL A | $59 | – | 385 | +100.0% | 0.02% | – |
| EWZ | New | ISHARES MSCI BRAZIL ETF | $31 | – | 1,019 | +100.0% | 0.01% | – |
| KKR | New | KKR & CO INC COM | $25 | – | 407 | +100.0% | 0.01% | – |
| EFX | New | EQUIFAX INC COM | $25 | – | 139 | +100.0% | 0.01% | – |
| NET | New | CLOUDFLARE INC CL A COM | $20 | – | 315 | +100.0% | 0.01% | – |
| New | JACOBS SOLUTIONS INC COM | $16 | – | 115 | +100.0% | 0.01% | – | |
| MGM | New | MGM RESORTS INTERNATIONAL COM | $17 | – | 458 | +100.0% | 0.01% | – |
| New | MOBILEYE GLOBAL INC COMMON CLASS A | $18 | – | 434 | +100.0% | 0.01% | – | |
| CHK | New | CHESAPEAKE ENERGY CORP COM | $14 | – | 164 | +100.0% | 0.00% | – |
| TSN | New | TYSON FOODS INC CL A | $2 | – | 32 | +100.0% | 0.00% | – |
| JNPR | New | JUNIPER NETWORKS INC COM | $2 | – | 62 | +100.0% | 0.00% | – |
| CAH | New | CARDINAL HEALTH INC COM | $2 | – | 20 | +100.0% | 0.00% | – |
| BIO | New | BIO RAD LABS INC CL A | $2 | – | 5 | +100.0% | 0.00% | – |
| ABNB | New | AIRBNB INC COM CL A | $2 | – | 12 | +100.0% | 0.00% | – |
| BRKR | New | BRUKER CORP COM | $0 | – | 0 | +100.0% | 0.00% | – |
| New | SYLVAMO CORP COMMON STOCK | $0 | – | 3 | +100.0% | 0.00% | – | |
| OGN | New | ORGANON & CO COMMON STOCK | $0 | – | 0 | +100.0% | 0.00% | – |
| New | FORTREA HLDGS INC COMMON STOCK | $0 | – | 9 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-15
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.