KF

KB FINANCIAL PARTNERS, LLC

13F
KB FINANCIAL PARTNERS, LLC
Last update 2023-11-21 581 Stocks (17 new)
Value $350.00 Mil Turnover 0 %
Countries:
Top Holdings: GSLC(17.31%)IVV(9.41%)MBB(9.35%)DGRW(8.41%)GSIE(7.08%)
Portfolio Report
Summary Stock Picks Current Portfolio
KB FINANCIAL PARTNERS, LLC Top Holdings of 2023-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GSLC 		Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
718,609
60530.000
-1.26%
17.310
-0.22%
0.540
+6.56%
+21.93%
13101.793
 
IVV 		iShares Core S&P 500 ETF
76,597
32890.000
-0.07%
9.410
-0.01%
0.010
+6.58%
+22.23%
548472.135
 
MBB 		iShares MBS ETF
367,979
32680.000
+0.28%
9.350
+0.03%
0.130
-0.61%
-1.47%
33295.722
 
DGRW 		WisdomTree U.S. Dividend Growth Fund
457,422
29400.000
-0.01%
8.410
0%
0.350
+5.54%
+18.55%
14761.545
 
GSIE 		Goldman Sachs ActiveBeta International Equity ETF
823,875
24740.000
+0.12%
7.080
+0.01%
0.820
+1.99%
+6.58%
3644.792
 
JPST 		JPMorgan Ultra-Short Income ETF
379,229
19030.000
-0.12%
5.440
-0.01%
0.080
+0.05%
+0.73%
26822.938
 
IAU 		iShares Gold Trust
475,781
16650.000
-0.23%
4.760
-0.01%
0.060
+16.18%
+34.01%
33799.962
 
PULS 		PGIM Ultra Short Bond ETF
84,090
4160.000
0%
1.190
0%
0.100
+0.07%
+0.74%
8458.520
 
VIG 		Vanguard Dividend Appreciation FTF
25,427
3950.000
0%
1.130
0%
0.010
+5.02%
+16.09%
82417.475
 
IEFA 		iShares Core MSCI EAFE ETF
52,315
3370.000
0%
0.960
0%
0.000
+1.71%
+6.32%
122444.975
 

KB FINANCIAL PARTNERS, LLC's Historical Top Holdings Breakdowns

KB FINANCIAL PARTNERS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GSLC 		Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF2023-09-30Reduce
-0.22%
●
83.87 ($87.55) 90.06
$114.33
30.58%
Reduce -1.26%
718,609
-9,174
CVS 		CVS Health Corp2023-09-30Reduce
-0.10%
●
65.17 ($70.86) 76.41
$57.39
-19.01%
Reduce -78.95%
1,432
-5,370
QUOT Quotient Technology Inc2023-09-30Sold Out
-0.09%
●
3.78 ($3.92) 3.99
$3.99
1.79%
Sold Out
0
-84,224
SPG 		Simon Property Group Inc2023-09-30Sold Out
-0.08%
●
108.03 ($117.12) 125.44
$172.37
47.17%
Sold Out
0
-2,602
FRG 		Franchise Group Inc2023-09-30Sold Out
-0.07%
●
28.6 ($29.57) 29.88
$29.88
1.05%
Sold Out
0
-8,226
NVDA 		NVIDIA Corp2023-09-30Reduce
-0.04%
●
40.86 ($44.8) 49.36
$140.42
213.44%
Reduce -28.71%
7,820
-315
AMZN 		Amazon.com Inc2023-09-30Add
+0.03%
●
125.98 ($134) 144.85
$188.77
40.87%
Add 6.7%
14,446
907
MBB 		iShares MBS ETF2023-09-30Add
+0.03%
●
88.51 ($91.4) 93.81
$92.69
1.42%
Add 0.28%
367,979
1,015
JNJ 		Johnson & Johnson2023-09-30Reduce
-0.03%
●
155.75 ($165.01) 174.48
$161.94
-1.86%
Reduce -38.72%
918
-580
EQR 		Equity Residential2023-09-30Sold Out
-0.03%
●
58.44 ($64.61) 69.06
$74.96
16.02%
Sold Out
0
-1,499

KB FINANCIAL PARTNERS, LLC Total Holding History ($B)

To

KB FINANCIAL PARTNERS, LLC's Asset Allocation

To

KB FINANCIAL PARTNERS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

KB FINANCIAL PARTNERS, LLC's Hypothetical Growth since 2023-09-30

KB FINANCIAL PARTNERS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

KB FINANCIAL PARTNERS, LLC's Holdings Heat Map

Size field:

KB FINANCIAL PARTNERS, LLC's Holdings Bubble Chart

KB FINANCIAL PARTNERS, LLC News

  • 1

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