Kb Financial Partners, LLC 13F Holdings · last filed Q3 2023
Kb Financial Partners, LLC reported 579 securities worth $349.61M in its SEC 13F filing for Q3 2023 (period ended 2023-09-30). Top holdings: GSLC (17.31%), IVV (9.41%), MBB (9.35%). Among its top 25 positions this quarter: 13 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman ActiveBeta US Large Cap ETF | $60.5M | 17.31% | 718,609 | Trimmed |
| 2 | IVV | iShares Core S&P 500 ETF | $32.9M | 9.41% | 76,597 | Trimmed |
| 3 | MBB | iShares MBS ETF | $32.7M | 9.35% | 367,979 | Added |
| 4 | DGRW | WisdomTree US Quality Div Gr ETF | $29.4M | 8.41% | 457,422 | Trimmed |
| 5 | GSIE | Goldman ActiveBeta Int'l ETF | $24.7M | 7.08% | 823,875 | Added |
| 6 | JPST | JP Morgan Ultra-Short Income ETF | $19.0M | 5.44% | 379,229 | Trimmed |
| 7 | IAU | iShares Gold Trust ETF | $16.6M | 4.76% | 475,781 | Trimmed |
| 8 | PULS | PGIM Ultra-Short Bond ETF | $4.2M | 1.19% | 84,090 | Hold |
| 9 | VIG | Vanguard Div Appreciation ETF | $4.0M | 1.13% | 25,427 | Hold |
| 10 | CP | CANADIAN PACIFIC KANSAS CITY COM | $3.4M | 0.96% | 45,197 | Added |
| 11 | IEFA | iShares Core MSCI EAFE ETF | $3.4M | 0.96% | 52,315 | Hold |
| 12 | V | VISA INC COM CL A | $3.0M | 0.85% | 12,887 | Added |
| 13 | NBR | NABORS INDUSTRIES LTD SHS | $2.8M | 0.79% | 22,331 | Hold |
| 14 | MSFT | MICROSOFT CORP COM | $2.7M | 0.78% | 8,602 | Trimmed |
| 15 | EWJ | ISHARES MSCI JAPAN ETF | $2.5M | 0.70% | 57,242 | Added |
| 16 | META | META PLATFORMS INC CL A | $2.4M | 0.68% | 7,912 | Trimmed |
| 17 | STLA | STELLANTIS N.V SHS | $2.3M | 0.67% | 121,755 | Added |
| 18 | CNI | CANADIAN NATL RY CO COM | $2.2M | 0.64% | 20,524 | Added |
| 19 | AMZN | AMAZON COM INC COM | $1.8M | 0.53% | 14,446 | Added |
| 20 | IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $1.8M | 0.51% | 20,404 | Added |
| 21 | EFV | ISHARES MSCI EAFE VALUE ETF | $1.7M | 0.48% | 34,515 | Added |
| 22 | GOOG | ALPHABET INC CAP STK CL C | $1.7M | 0.48% | 12,795 | Added |
| 23 | ACGL | ARCH CAP GROUP LTD ORD | $1.6M | 0.45% | 19,525 | Added |
| 24 | UPWK | UPWORK INC COM | $1.5M | 0.43% | 133,806 | Added |
| 25 | MA | MASTERCARD INCORPORATED CL A | $1.3M | 0.38% | 3,340 | Trimmed |
Source: SEC Form 13F filings · as of 2023-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR