KDK Private Wealth Management, LLC

Q4 2024 13F Combination Report, Stock Holdings

Signature - Title
Kamden Kanaly - CCO
Location
Houston, TX
Holdings as of
31 Dec 2024
Value $
$96.3M
Num holdings
55
Filing time
13 Feb 2025, 12:48:03 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included EPD, IWV, CCI, FTEC, and IVV.
Next filing
Q1 2025 - 06 May 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Kamden Kanaly CCO Houston, Texas 13 Feb 2025

List of Other Managers Reporting for KDK Private Wealth Management, LLC:

Name Holdings Value Location File Number
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558