Portfolio (Quarterly)
Guide ↗
KDK Private Wealth Management, LLC
· CIK 0001776910| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | SPACE EXPLORATION TECHN CORP | — | 2,300.0 | $393K | 0.33% | NEW | — | $170.86 | — |
| 2 | MLPX | GLOBAL X FDS | — | 3,711.0 | $273K | 0.23% | NEW | — | $73.66 | +1.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
36.3%
Technology
35.6%
Energy
20.7%
Communication Services
3.2%
Real Estate
2.9%
Consumer Cyclical
1.3%