| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 3 | Q2 2024 | 4.7% |
| SPDR S&P 500 ETF TR | 3 | Q2 2024 | 3.3% |
| ISHARES TR | 3 | Q2 2024 | 3.2% |
| MICROSOFT CORP | 3 | Q2 2024 | 3.1% |
| META PLATFORMS INC | 3 | Q2 2024 | 2.9% |
| AMAZON COM INC | 3 | Q2 2024 | 3.0% |
| PALO ALTO NETWORKS INC | 3 | Q2 2024 | 2.6% |
| ISHARES TR | 3 | Q2 2024 | 2.1% |
| ISHARES TR | 3 | Q2 2024 | 2.2% |
| ISHARES TR | 3 | Q2 2024 | 1.9% |
View KKM Financial LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-03 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
View KKM Financial 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.