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Size ($ in 1000's)
At 12/31/2023: $158,782
At 09/30/2023: $0
KKM Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from KKM Financial LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the KKM Financial LLC top holdings by largest position size, as per the latest 13f filing made by KKM Financial LLC.
In the KKM Financial LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by KKM Financial LLC in that top holding, then the share count change between reporting periods, and finally the KKM Financial LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| APPLE INC |
38,659 |
+38,659 |
$7,443 | | AAPL | 38,659 | +38,659 | $7,443 | | SPDR S&P 500 ETF TR (SPY) |
10,918 |
+10,918 |
$5,189 | | SPY | 10,918 | +10,918 | $5,189 | | MICROSOFT CORP |
12,882 |
+12,882 |
$4,844 | | MSFT | 12,882 | +12,882 | $4,844 | | AMAZON COM INC |
31,275 |
+31,275 |
$4,752 | | AMZN | 31,275 | +31,275 | $4,752 | | META PLATFORMS INC |
13,171 |
+13,171 |
$4,662 | | META | 13,171 | +13,171 | $4,662 | | PALO ALTO NETWORKS INC |
14,153 |
+14,153 |
$4,173 | | PANW | 14,153 | +14,153 | $4,173 | | ISHARES TR (SOXX) |
5,419 |
+5,419 |
$3,122 | | SOXX | 5,419 | +5,419 | $3,122 |  BERKSHIRE HATHAWAY INC DEL |
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$2,845 | | BRK.B | 7,978 | +7,978 | $2,845 | | INTEL CORP |
56,162 |
+56,162 |
$2,822 | | INTC | 56,162 | +56,162 | $2,822 | | COSTCO WHSL CORP NEW |
3,967 |
+3,967 |
$2,619 | | COST | 3,967 | +3,967 | $2,619 | | ALPHABET INC |
18,499 |
+18,499 |
$2,584 | | GOOGL | 18,499 | +18,499 | $2,584 | | JPMORGAN CHASE & CO |
15,081 |
+15,081 |
$2,565 | | JPM | 15,081 | +15,081 | $2,565 | | ISHARES TR (IYW) |
20,539 |
+20,539 |
$2,521 | | IYW | 20,539 | +20,539 | $2,521 | | VISA INC |
9,455 |
+9,455 |
$2,462 | | V | 9,455 | +9,455 | $2,462 | | HOME DEPOT INC |
7,054 |
+7,054 |
$2,445 | | HD | 7,054 | +7,054 | $2,445 | | UNITEDHEALTH GROUP INC |
4,625 |
+4,625 |
$2,435 | | UNH | 4,625 | +4,625 | $2,435 | | ISHARES TR (IGV) |
5,875 |
+5,875 |
$2,383 | | IGV | 5,875 | +5,875 | $2,383 | | JOHNSON & JOHNSON |
14,944 |
+14,944 |
$2,342 | | JNJ | 14,944 | +14,944 | $2,342 | | FORD MTR CO DEL |
188,080 |
+188,080 |
$2,293 | | F | 188,080 | +188,080 | $2,293 | | BOEING CO |
8,784 |
+8,784 |
$2,290 | | BA | 8,784 | +8,784 | $2,290 | | FEDEX CORP |
9,024 |
+9,024 |
$2,283 | | FDX | 9,024 | +9,024 | $2,283 | | ISHARES TR (IYJ) |
19,898 |
+19,898 |
$2,276 | | IYJ | 19,898 | +19,898 | $2,276 | | MASCO CORP |
33,679 |
+33,679 |
$2,256 | | MAS | 33,679 | +33,679 | $2,256 | | ORACLE CORP |
21,361 |
+21,361 |
$2,252 | | ORCL | 21,361 | +21,361 | $2,252 | | ISHARES TR (IGM) |
4,973 |
+4,973 |
$2,229 | | IGM | 4,973 | +4,973 | $2,229 | | WASTE MGMT INC DEL |
12,215 |
+12,215 |
$2,188 | | WM | 12,215 | +12,215 | $2,188 | | INVESCO QQQ TR |
5,308 |
+5,308 |
$2,174 | | QQQ | 5,308 | +5,308 | $2,174 | | ISHARES TR (IYT) |
7,749 |
+7,749 |
$2,034 | | IYT | 7,749 | +7,749 | $2,034 | | INTERNATIONAL BUSINESS MACHS |
12,134 |
+12,134 |
$1,985 | | IBM | 12,134 | +12,134 | $1,985 | | MARATHON PETE CORP |
13,327 |
+13,327 |
$1,977 | | MPC | 13,327 | +13,327 | $1,977 | | COMCAST CORP NEW |
44,817 |
+44,817 |
$1,965 | | CMCSA | 44,817 | +44,817 | $1,965 | | CME GROUP INC |
9,188 |
+9,188 |
$1,935 | | CME | 9,188 | +9,188 | $1,935 | | AUTOMATIC DATA PROCESSING IN |
8,226 |
+8,226 |
$1,916 | | ADP | 8,226 | +8,226 | $1,916 | | XYLEM INC |
16,560 |
+16,560 |
$1,894 | | XYL | 16,560 | +16,560 | $1,894 | | LOCKHEED MARTIN CORP |
4,176 |
+4,176 |
$1,893 | | LMT | 4,176 | +4,176 | $1,893 | | EXXON MOBIL CORP |
18,183 |
+18,183 |
$1,818 | | XOM | 18,183 | +18,183 | $1,818 | | NVIDIA CORPORATION |
3,670 |
+3,670 |
$1,817 | | NVDA | 3,670 | +3,670 | $1,817 | | CHUBB LIMITED |
7,958 |
+7,958 |
$1,799 | | CB | 7,958 | +7,958 | $1,799 | | DELTA AIR LINES INC DEL |
44,487 |
+44,487 |
$1,790 | | DAL | 44,487 | +44,487 | $1,790 | | SYSCO CORP |
23,563 |
+23,563 |
$1,723 | | SYY | 23,563 | +23,563 | $1,723 | | ENTERPRISE PRODS PARTNERS L |
64,681 |
+64,681 |
$1,704 | | EPD | 64,681 | +64,681 | $1,704 | | ARCHER DANIELS MIDLAND CO |
23,518 |
+23,518 |
$1,698 | | ADM | 23,518 | +23,518 | $1,698 | | ISHARES TR (IYF) |
19,776 |
+19,776 |
$1,689 | | IYF | 19,776 | +19,776 | $1,689 | | ISHARES TR (IYM) |
11,898 |
+11,898 |
$1,638 | | IYM | 11,898 | +11,898 | $1,638 | | VANGUARD INDEX FDS (VOO) |
3,612 |
+3,612 |
$1,578 | | VOO | 3,612 | +3,612 | $1,578 | | DUKE ENERGY CORP NEW |
16,190 |
+16,190 |
$1,571 | | DUK | 16,190 | +16,190 | $1,571 | | CVS HEALTH CORP |
19,702 |
+19,702 |
$1,556 | | CVS | 19,702 | +19,702 | $1,556 | | VERIZON COMMUNICATIONS INC |
38,596 |
+38,596 |
$1,455 | | VZ | 38,596 | +38,596 | $1,455 | | INTERNATIONAL PAPER CO |
40,145 |
+40,145 |
$1,451 | | IP | 40,145 | +40,145 | $1,451 | | NUTRIEN LTD |
24,119 |
+24,119 |
$1,359 | | NTR | 24,119 | +24,119 | $1,359 |
See Full List: All Stocks Held By KKM Financial LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By KKM Financial LLC
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