KKM Financial LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$236.5M

Holdings

148

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (148 positions)

StockValue
ESNNORTHERN LTS FD TR II
$9.1M
METAMETA PLATFORMS INC
$8.8M
AAPLAPPLE INC
$8.7M
SPYSPDR S&P 500 ETF TR
$8.0M
MSFTMICROSOFT CORP
$5.0M
IGMISHARES TR
$4.8M
IGVISHARES TR
$4.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$4.5M
XLKSELECT SECTOR SPDR TR
$4.0M
IYFISHARES TR
$3.9M
PANWPALO ALTO NETWORKS INC
$3.8M
VVISA INC
$3.6M
JPMJPMORGAN CHASE & CO
$3.6M
XLISELECT SECTOR SPDR TR
$3.5M
JNJJOHNSON & JOHNSON
$3.4M
SOXXISHARES TR
$3.4M
COSTCOSTCO WHSL CORP NEW
$3.3M
AMZNAMAZON COM INC
$3.2M
WMWASTE MGMT INC DEL
$3.2M
NEARISHARES U S ETF TR
$3.2M
IBMINTERNATIONAL BUSINESS MACHS
$3.2M
ADPAUTOMATIC DATA PROCESSING IN
$3.0M
CBCHUBB LIMITED
$3.0M
UNHUNITEDHEALTH GROUP INC
$3.0M
HDHOME DEPOT INC
$3.0M
NVDANVIDIA CORPORATION
$3.0M
XOMEXXON MOBIL CORP
$2.9M
CMECME GROUP INC
$2.9M
DUKDUKE ENERGY CORP NEW
$2.9M
CVSCVS HEALTH CORP
$2.8M
BACVERIZON COMMUNICATIONS INC
$2.8M
ORCLORACLE CORP
$2.8M
SYYSYSCO CORP
$2.7M
AWCAMERICAN WATER WORKS COMPANY INC
$2.6M
IWRISHARES TR
$2.6M
EPDENTERPRISE PRODS PARTNERS L
$2.6M
INTCINTEL CORP
$2.6M
LLYLILLY ELI & CO
$2.5M
MMM3M CO
$2.5M
MASMASCO CORP
$2.5M
IYJISHARES TR
$2.5M
LMTLOCKHEED MARTIN CORP
$2.5M
NDQINVESCO QQQ TR
$2.5M
BABOEING CO
$2.5M
CMCSACOMCAST CORP NEW
$2.4M
FDXFEDEX CORP
$2.4M
NTRNUTRIEN LTD
$2.4M
MPCMARATHON PETE CORP
$2.4M
PFEPFIZER INC
$2.4M
FFORD MTR CO DEL
$2.3M
IYWISHARES TR
$2.3M
FCXFREEPORT-MCMORAN INC
$2.2M
GOOGLALPHABET INC
$2.1M
VOOVANGUARD INDEX FDS
$1.9M
DALDELTA AIR LINES INC DEL
$1.8M
IWMISHARES TR
$1.8M
IYTISHARES TR
$1.4M
AVGOBROADCOM INC
$1.4M
FTSMFIRST TR EXCHANGE-TRADED FD
$1.3M
IAKISHARES TR
$1.2M
DHRDANAHER CORPORATION
$1.2M
GOOGALPHABET INC
$1.2M
JEPIJ P MORGAN EXCHANGE TRADED F
$1.1M
SPIBSPDR SER TR
$1.1M
TSLATESLA INC
$1.0M
DBJPDBX ETF TR
$968K
IYEISHARES TR
$950K
DBEZDBX ETF TR
$950K
IYCISHARES TR
$933K
XLCSELECT SECTOR SPDR TR
$932K
ITBISHARES TR
$923K
WMTWALMART INC
$918K
CATCATERPILLAR INC
$850K
ISPYPROSHARES TR
$834K
DBEFDBX ETF TR
$824K
AQLTISHARES TR
$807K
FXOFIRST TR EXCHANGE TRADED FD
$807K
SPLBSPDR SER TR PORTFOLIO
$794K
ITA*ISHARES TR
$775K
ADBEADOBE SYSTEMS INCORPORATED
$672K
SMCISUPER MICRO COMPUTER INC
$671K
XLFISELECT SECTOR SPDR TR
$650K
VEAVANGUARD TAX-MANAGED FDS
$581K
XLVSELECT SECTOR SPDR TR
$576K
IGHGPROSHARES TR
$568K
HYHGPROSHARES TR
$547K
AXPAMERICAN EXPRESS CO
$545K
PPAINVESCO EXCHANGE TRADED FD T
$538K
AVDEAMERICAN CENTY ETF TR
$529K
IAU*ISHARES GOLD TR
$512K
IVVISHARES TR
$510K
VWOBVANGUARD WHITEHALL FDS
$510K
EMBISHARES TR
$510K
IWPISHARES TR
$507K
CSCOCISCO SYS INC
$496K
XYLXYLEM INC
$495K
DWDMORGAN STANLEY
$492K
XLFSELECT SECTOR SPDR TR
$475K
MTUMISHARES TR
$469K
KOCOCA COLA CO
$457K
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