KW WEALTH MANAGEMENT LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 2 quarters from 2025-09-30 to 2026-03-31, KW WEALTH MANAGEMENT LLC opened 2 positions, added to 30, reduced 3 and sold out of 42.
- Q4 2025: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 7,685.
- Q4 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 7,448.
- Q4 2025: Stock V; Country of operation United States; Class COM CL A; Shares before 3,581.
- Q4 2025: Stock AVGO; Country of operation United States; Class COM; Shares before 690.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2078696), 2 quarters: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-25). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-09-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2025 | GOOG
ALPHABET INC | United States | CAP STK CL C | 7,685 | 7,829 | +144 | $1,871,818 | $2,456,866 | +$585,048 | 2026-02-25 |
|---|
| Q4 2025 | MSFT
MICROSOFT CORP | United States | COM | 7,448 | 7,545 | +97 | $3,858,146 | $3,649,346 | -$208,800 | 2026-02-25 |
|---|
| Q4 2025 | V
VISA INC | United States | COM CL A | 3,581 | 3,948 | +367 | $1,222,594 | $1,384,919 | +$162,325 | 2026-02-25 |
|---|
| Q4 2025 | AVGO
BROADCOM INC | United States | COM | 690 | 1,080 | +390 | $227,653 | $373,804 | +$146,151 | 2026-02-25 |
|---|
| Q4 2025 | TROW
PRICE T ROWE GROUP INC | United States | COM | 2,048 | 3,337 | +1,289 | $210,300 | $341,736 | +$131,436 | 2026-02-25 |
|---|
| Q4 2025 | KO
COCA COLA CO | United States | COM | 6,577 | 8,110 | +1,533 | $436,187 | $567,039 | +$130,852 | 2026-02-25 |
|---|
| Q4 2025 | AMZN
AMAZON COM INC | United States | COM | 7,402 | 7,592 | +190 | $1,625,300 | $1,752,431 | +$127,131 | 2026-02-25 |
|---|
| Q4 2025 | LMT
LOCKHEED MARTIN CORP | United States | COM | 788 | 1,057 | +269 | $393,671 | $511,524 | +$117,853 | 2026-02-25 |
|---|
| Q4 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 1,406 | 1,450 | +44 | $341,985 | $454,098 | +$112,113 | 2026-02-25 |
|---|
| Q4 2025 | JPM
JPMORGAN CHASE & CO. | United States | COM | 2,545 | 2,809 | +264 | $803,001 | $905,353 | +$102,352 | 2026-02-25 |
|---|
| Q4 2025 | AB
ALLIANCEBERNSTEIN HLDG L P | United States | UNIT LTD PARTN | 6,388 | 8,687 | +2,299 | $244,149 | $334,293 | +$90,144 | 2026-02-25 |
|---|
| Q4 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 2,284 | 2,457 | +173 | $1,148,314 | $1,235,067 | +$86,753 | 2026-02-25 |
|---|
| Q4 2025 | WMT
WALMART INC | United States | COM | 8,129 | 8,282 | +153 | $837,858 | $922,788 | +$84,930 | 2026-02-25 |
|---|
| Q4 2025 | ABBV
ABBVIE INC | United States | COM | 4,158 | 4,573 | +415 | $962,928 | $1,045,067 | +$82,139 | 2026-02-25 |
|---|
| Q4 2025 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 6,276 | 6,614 | +338 | $456,705 | $536,858 | +$80,153 | 2026-02-25 |
|---|
| Q4 2025 | CVX
CHEVRON CORP NEW | United States | COM | 3,604 | 4,192 | +588 | $559,774 | $638,960 | +$79,186 | 2026-02-25 |
|---|
| Q4 2025 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 497 | 501 | +4 | $241,455 | $290,782 | +$49,327 | 2026-02-25 |
|---|
| Q4 2025 | META
META PLATFORMS INC | United States | CL A | 697 | 850 | +153 | $511,872 | $561,090 | +$49,218 | 2026-02-25 |
|---|
| Q4 2025 | SLB
SLB LIMITED | | COM STK | 7,038 | 7,306 | +268 | $241,896 | $280,404 | +$38,508 | 2026-02-25 |
|---|
| Q4 2025 | EQX
EQUINOX GOLD CORP | | COM | 10,203 | 10,623 | +420 | $114,478 | $149,147 | +$34,669 | 2026-02-25 |
|---|
| Q4 2025 | BAC
BANK AMERICA CORP | United States | COM | 9,546 | 9,571 | +25 | $492,478 | $526,405 | +$33,927 | 2026-02-25 |
|---|
| Q4 2025 | MRVL
MARVELL TECHNOLOGY INC | United States | COM | 5,595 | 5,885 | +290 | $470,445 | $500,185 | +$29,740 | 2026-02-25 |
|---|
| Q4 2025 | COST
COSTCO WHSL CORP NEW | United States | COM | 2,045 | 2,224 | +179 | $1,892,946 | $1,917,875 | +$24,929 | 2026-02-25 |
|---|
| Q4 2025 | ABT
ABBOTT LABS | United States | COM | 3,221 | 3,296 | +75 | $431,434 | $412,968 | -$18,466 | 2026-02-25 |
|---|
| Q4 2025 | NRG
NRG ENERGY INC | United States | COM NEW | 3,115 | 3,280 | +165 | $504,474 | $522,318 | +$17,844 | 2026-02-25 |
|---|
| Q4 2025 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 10,570 | 11,814 | +1,244 | $464,552 | $481,184 | +$16,632 | 2026-02-25 |
|---|
| Q4 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 7,305 | 7,394 | +89 | $1,362,981 | $1,378,996 | +$16,015 | 2026-02-25 |
|---|
| Q4 2025 | ADSK
AUTODESK INC | United States | COM | 754 | 787 | +33 | $239,523 | $232,960 | -$6,563 | 2026-02-25 |
|---|
| Q4 2025 | PFLT
PENNANTPARK FLOATING RATE CA | United States | COM | 12,842 | 13,002 | +160 | $114,168 | $120,531 | +$6,363 | 2026-02-25 |
|---|
| Q4 2025 | PANW
PALO ALTO NETWORKS INC | United States | COM | 1,532 | 1,712 | +180 | $312,143 | $315,529 | +$3,386 | 2026-02-25 |
|---|