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KKM Financial

Latest statistics and disclosures from KKM Financial's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002001943

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Positions held by KKM Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for KKM Financial

KKM Financial holds 125 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Apple (AAPL)	4.7	$7.4M	39k	192.53	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.3	$5.2M	11k	475.31	View chart
Microsoft Corporation (MSFT)	3.1	$4.8M	13k	376.04	View chart
Amazon (AMZN)	3.0	$4.8M	31k	151.94	View chart
Meta Platforms Cl A (META)	2.9	$4.7M	13k	353.96	View chart
Palo Alto Networks (PANW)	2.6	$4.2M	14k	294.88	View chart
Ishares Tr Ishares Semicdtr (SOXX)	2.0	$3.1M	5.4k	576.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.8	$2.8M	8.0k	356.66	View chart
Intel Corporation (INTC)	1.8	$2.8M	56k	50.25	View chart
Costco Wholesale Corporation (COST)	1.6	$2.6M	4.0k	660.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$2.6M	19k	139.69	View chart
JPMorgan Chase & Co. (JPM)	1.6	$2.6M	15k	170.10	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.6	$2.5M	21k	122.75	View chart
Visa Com Cl A (V)	1.5	$2.5M	9.5k	260.35	View chart
Home Depot (HD)	1.5	$2.4M	7.1k	346.55	View chart
UnitedHealth (UNH)	1.5	$2.4M	4.6k	526.47	View chart
Ishares Tr Expanded Tech (IGV)	1.5	$2.4M	5.9k	405.64	View chart
Johnson & Johnson (JNJ)	1.5	$2.3M	15k	156.74	View chart
Ford Motor Company (F)	1.4	$2.3M	188k	12.19	View chart
Boeing Company (BA)	1.4	$2.3M	8.8k	260.66	View chart
FedEx Corporation (FDX)	1.4	$2.3M	9.0k	252.97	View chart
Ishares Tr Us Industrials (IYJ)	1.4	$2.3M	20k	114.36	View chart
Masco Corporation (MAS)	1.4	$2.3M	34k	66.98	View chart
Oracle Corporation (ORCL)	1.4	$2.3M	21k	105.43	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	1.4	$2.2M	5.0k	448.18	View chart
Waste Management (WM)	1.4	$2.2M	12k	179.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$2.2M	5.3k	409.52	View chart
Ishares Tr Us Trsprtion (IYT)	1.3	$2.0M	7.7k	262.43	View chart
International Business Machines (IBM)	1.2	$2.0M	12k	163.55	View chart
Marathon Petroleum Corp (MPC)	1.2	$2.0M	13k	148.36	View chart
Comcast Corp Cl A (CMCSA)	1.2	$2.0M	45k	43.85	View chart
Cme (CME)	1.2	$1.9M	9.2k	210.60	View chart
Automatic Data Processing (ADP)	1.2	$1.9M	8.2k	232.97	View chart
Xylem (XYL)	1.2	$1.9M	17k	114.36	View chart
Lockheed Martin Corporation (LMT)	1.2	$1.9M	4.2k	453.24	View chart
Exxon Mobil Corporation (XOM)	1.1	$1.8M	18k	99.98	View chart
NVIDIA Corporation (NVDA)	1.1	$1.8M	3.7k	495.22	View chart
Chubb (CB)	1.1	$1.8M	8.0k	226.00	View chart
Delta Air Lines Inc Del Com New (DAL)	1.1	$1.8M	45k	40.23	View chart
SYSCO Corporation (SYY)	1.1	$1.7M	24k	73.13	View chart
Enterprise Products Partners (EPD)	1.1	$1.7M	65k	26.35	View chart
Archer Daniels Midland Company (ADM)	1.1	$1.7M	24k	72.22	View chart
Ishares Tr U.s.finls Etf (IYF)	1.1	$1.7M	20k	85.41	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	1.0	$1.6M	12k	137.71	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$1.6M	3.6k	436.80	View chart
Duke Energy Corp Com New (DUK)	1.0	$1.6M	16k	97.04	View chart
CVS Caremark Corporation (CVS)	1.0	$1.6M	20k	78.96	View chart
Verizon Communications (VZ)	0.9	$1.5M	39k	37.70	View chart
International Paper Company (IP)	0.9	$1.5M	40k	36.15	View chart
Nutrien (NTR)	0.9	$1.4M	24k	56.33	View chart
Ishares Tr Us Consm Staples (IYK)	0.8	$1.3M	6.9k	191.71	View chart
3M Company (MMM)	0.8	$1.2M	11k	109.32	View chart
Pfizer (PFE)	0.7	$1.2M	41k	28.79	View chart
Bank of America Corporation (BAC)	0.7	$1.1M	33k	33.67	View chart
Adobe Systems Incorporated (ADBE)	0.7	$1.0M	1.8k	596.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$1.0M	7.4k	140.93	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$1.0M	18k	54.98	View chart
Ishares Tr U.s. Entergy Etf (IYE)	0.6	$996k	23k	44.12	View chart
Ishares Tr Us Hom Cons Etf (ITB)	0.6	$987k	9.7k	101.73	View chart
Broadcom (AVGO)	0.6	$900k	806.00	1116.25	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	0.5	$872k	8.7k	100.12	View chart
Ishares Tr Us Consum Discre (IYC)	0.5	$859k	11k	75.77	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.5	$725k	10k	72.03	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$693k	3.6k	192.46	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$624k	4.9k	126.60	View chart
Invesco Exchange Traded Fd T Dynmc Semicndt (PSI)	0.4	$597k	12k	49.50	View chart
Ishares Tr Ishares Biotech (IBB)	0.4	$582k	4.3k	135.85	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$579k	4.2k	136.38	View chart
Dbx Etf Tr Xtrack Msci Euro (DBEZ)	0.4	$576k	14k	41.97	View chart
Dbx Etf Tr Xtrack Msci Japn (DBJP)	0.4	$573k	9.2k	62.04	View chart
Caterpillar (CAT)	0.4	$557k	1.9k	295.67	View chart
Wal-Mart Stores (WMT)	0.3	$548k	3.5k	157.65	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$511k	13k	39.03	View chart
Danaher Corporation (DHR)	0.3	$495k	2.1k	231.34	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.3	$493k	5.3k	92.16	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.3	$486k	4.3k	114.00	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$485k	13k	36.98	View chart
Ishares Msci Italy Etf (EWI)	0.3	$480k	14k	33.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$464k	972.00	477.63	View chart
Cisco Systems (CSCO)	0.3	$464k	9.2k	50.52	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$446k	7.1k	62.66	View chart
Thermo Fisher Scientific (TMO)	0.3	$437k	823.00	530.79	View chart
McDonald's Corporation (MCD)	0.3	$413k	1.4k	296.51	View chart
Ishares Msci Mexico Etf (EWW)	0.3	$403k	5.9k	67.85	View chart
Invesco Exchange Traded Fd T Dynmc Enrg Exp (PXE)	0.3	$402k	13k	30.90	View chart
Dollar General (DG)	0.3	$399k	2.9k	135.95	View chart
Ishares Tr Msci Us Mmetnm (MTUM)	0.2	$396k	2.5k	156.89	View chart
Ishares Tr North Amern Nat (IGE)	0.2	$392k	9.6k	40.72	View chart
Coca-Cola Company (KO)	0.2	$388k	6.6k	58.93	View chart
American Express Company (AXP)	0.2	$379k	2.0k	187.34	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$369k	3.5k	105.23	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$369k	2.0k	179.97	View chart
Ishares Msci Turkey Etf (TUR)	0.2	$362k	11k	32.28	View chart
Invesco Exchange Traded Fd T Dynmc Bldg Con (PKB)	0.2	$361k	5.7k	63.12	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$360k	9.6k	37.60	View chart
Ishares Msci France Etf (EWQ)	0.2	$348k	8.9k	39.18	View chart
Stryker Corporation (SYK)	0.2	$316k	1.1k	299.46	View chart
Mastercard Incorporated Cl A (MA)	0.2	$305k	716.00	426.51	View chart
Ishares Tr Us Digital Infra (IDGT)	0.2	$291k	4.5k	64.68	View chart
Spdr Ser Tr S&p Transn Etf (XTN)	0.2	$286k	3.4k	83.49	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$281k	3.9k	72.66	View chart
Invesco Exchange Traded Fd T Dwa Technology (PTF)	0.2	$280k	5.5k	50.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$277k	5.8k	47.90	View chart
Chevron Corporation (CVX)	0.2	$275k	1.8k	149.16	View chart
Philip Morris International (PM)	0.2	$274k	2.9k	94.08	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.2	$273k	4.5k	60.86	View chart
Ishares Tr Us Oil Eq&sv Etf (IEZ)	0.2	$268k	12k	21.92	View chart
Ishares Msci Spain Etf (EWP)	0.2	$267k	8.7k	30.62	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$265k	3.2k	83.84	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$264k	923.00	286.24	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$263k	3.5k	75.10	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$251k	1.3k	200.71	View chart
Invesco Exchange Traded Fd T Dynmc Oil Gas	0.2	$250k	8.7k	28.69	View chart
Tesla Motors (TSLA)	0.2	$249k	1.0k	248.48	View chart
Honeywell International (HON)	0.2	$243k	1.2k	209.71	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.2	$241k	6.7k	36.07	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$237k	4.0k	59.66	View chart
Arista Networks (ANET)	0.1	$234k	992.00	235.51	View chart
Rivian Automotive Com Cl A (RIVN)	0.1	$228k	9.7k	23.46	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$222k	2.6k	85.37	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$220k	1.2k	179.21	View chart
Morgan Stanley Com New (MS)	0.1	$219k	2.3k	93.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$217k	916.00	237.22	View chart
Southern Company (SO)	0.1	$210k	3.0k	70.12	View chart
Dow (DOW)	0.1	$203k	3.7k	54.84	View chart

Past Filings by KKM Financial

SEC 13F filings are viewable for KKM Financial going back to 2023

KKM Financial 2023 Q4 filed Feb. 14, 2024

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