KWMG, LLC

13F filer, CIK 1633024, OVERLAND PARK, KS

KWMG, LLC reported $971,025,089 across 139 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-13. Its ten largest share positions make up 30.57% of the portfolio.

Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001214659-25-000479

Period: 2024-12-31
Reported value: $971M
Holdings: 139
Top 10 weight: 30.57%
New: 6
Sold out: 3

Largest buys vs the previous quarter

Security	Shares change	Approx. value
VEAadded	+30,766	$1.47M
XLVadded	+9,078	$1.25M
BNDadded	+8,352	$601K
DGadded	+7,655	$580K
VLOadded	+4,366	$535K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
LAM RESEARCH CORPexited	-7,816	-$6.38M
VOTreduced	-4,451	-$1.13M
SYFreduced	-16,985	-$1.1M
IVWreduced	-10,709	-$1.09M
NRGreduced	-8,680	-$783K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001214659-25-000479, largest first. % of portfolio is the value over $971,025,089, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VEAVANGUARD TAX-MANAGED FDS	971,122	$46.4M	4.78%	+30,766	Timeline
VOTVANGUARD INDEX FDS	130,024	$33M	3.4%	-4,451	Timeline
VNQVANGUARD INDEX FDS	339,870	$30.3M	3.12%	+256	Timeline
VOEVANGUARD INDEX FDS	181,834	$29.4M	3.03%	-2,364	Timeline
TIPISHARES TR	270,834	$28.9M	2.97%	+1,124	Timeline
DFASDIMENSIONAL ETF TRUST	429,869	$28M	2.88%	-6,076	Timeline
BNDVANGUARD BD INDEX FDS	372,536	$26.8M	2.76%	+8,352	Timeline
QQQINVESCO QQQ TR	49,870	$25.5M	2.63%	-1,397	Timeline
IVWISHARES TR	248,760	$25.3M	2.6%	-10,709	Timeline
BSVVANGUARD BD INDEX FDS	301,936	$23.3M	2.4%	+4,932	Timeline
IVEISHARES TR	111,172	$21.2M	2.19%	-705	Timeline
HYGISHARES TR	258,541	$20.3M	2.09%	+2,412	Timeline
VWOVANGUARD INTL EQUITY INDEX F	456,532	$20.1M	2.07%	+1,978	Timeline
VCSHVANGUARD SCOTTSDALE FDS	237,645	$18.5M	1.91%	+3,224	Timeline
MINTPIMCO ETF TR	178,199	$17.9M	1.84%	+2,023	Timeline
STIPISHARES TR	156,766	$15.8M	1.62%	+409	Timeline
CAHCARDINAL HEALTH INC	122,145	$14.4M	1.49%	-3,615	Timeline
IGSBISHARES TR	272,781	$14.1M	1.45%	+3,646	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	274,666	$13.8M	1.42%	+3,763	Timeline
NEARISHARES U S ETF TR	272,955	$13.8M	1.42%	+3,699	Timeline
VGTVANGUARD WORLD FD	22,125	$13.8M	1.42%	-917	Timeline
VYMIVANGUARD WHITEHALL FDS	196,662	$13.3M	1.37%	+5,442	Timeline
DVYISHARES TR	98,157	$12.9M	1.33%	-1,326	Timeline
BONDPIMCO ETF TR	132,675	$12M	1.24%	+1,824	Timeline
SHVISHARES TR	104,892	$11.5M	1.19%	+1,699	Timeline
AVUSAMERICAN CENTY ETF TR	115,186	$11.2M	1.15%	-1,559	Timeline
USMVISHARES TR	119,583	$10.6M	1.09%	+105	Timeline
VLOVALERO ENERGY CORP	86,063	$10.6M	1.09%	+4,366	Timeline
MSFTMICROSOFT CORP	20,328	$8.57M	0.88%	-40	Timeline
VIGVANGUARD SPECIALIZED FUNDS	42,864	$8.39M	0.86%	-531	Timeline
XLUSELECT SECTOR SPDR TR	106,964	$8.1M	0.83%	-939	Timeline
TJXTJX COS INC NEW	66,418	$8.02M	0.83%	-2,401	Timeline
XLKSELECT SECTOR SPDR TR	34,473	$8.02M	0.83%	-295	Timeline
XLVSELECT SECTOR SPDR TR	58,144	$8M	0.82%	+9,078	Timeline
XLPSELECT SECTOR SPDR TR	98,249	$7.72M	0.8%	+1,453	Timeline
AFLAFLAC INC	73,124	$7.56M	0.78%	-3,483	Timeline
SYFSYNCHRONY FINANCIAL	112,662	$7.32M	0.75%	-16,985	Timeline
ROSTROSS STORES INC	48,055	$7.27M	0.75%	+19	Timeline
NRGNRG ENERGY INC	80,192	$7.23M	0.75%	-8,680	Timeline
SMHVANECK ETF TRUST	29,427	$7.13M	0.73%	-1,352	Timeline
IPINTERNATIONAL PAPER CO	130,181	$7.01M	0.72%	-9,165	Timeline
CSLCARLISLE COS INC	18,899	$6.97M	0.72%	-606	Timeline
SWSMURFIT WESTROCK PLC	129,410	$6.97M	0.72%	-1,966	Timeline
DALDELTA AIR LINES INC	114,081	$6.9M	0.71%	-9,372	Timeline
HOMBHOME BANCSHARES INC	241,439	$6.83M	0.7%	-8,308	Timeline
IBMINTERNATIONAL BUSINESS MACHS	30,982	$6.81M	0.7%	-2,087	Timeline
IGVISHARES TR	67,359	$6.74M	0.69%	-3,822	Timeline
KRKROGER CO	110,107	$6.73M	0.69%	-1,530	Timeline
AALAMERICAN AIRLINES GROUP INC	385,586	$6.72M	0.69%	-12,741	Timeline
COFCAPITAL ONE FINL CORP	37,491	$6.69M	0.69%	-2,995	Timeline
PBPROSPERITY BANCSHARES INC	87,631	$6.6M	0.68%	-2,764	Timeline
AONAON PLC	18,350	$6.59M	0.68%	-614	Timeline
MOALTRIA GROUP INC	125,199	$6.55M	0.67%	-1,911	Timeline
GLWCORNING INC	137,125	$6.52M	0.67%	-10,201	Timeline
EIXEDISON INTL	81,059	$6.47M	0.67%	-341	Timeline
TRVTRAVELERS COMPANIES INC	26,851	$6.47M	0.67%	-1,105	Timeline
HDHOME DEPOT INC	16,489	$6.41M	0.66%	-487	Timeline
NFGNATIONAL FUEL GAS CO	104,467	$6.34M	0.65%	+688	Timeline
TXTTEXTRON INC	82,642	$6.32M	0.65%	+2,184	Timeline
AAPLAPPLE INC	24,678	$6.18M	0.64%	-56	Timeline
TAT&T INC	271,253	$6.18M	0.64%	-11,969	Timeline
KMBKIMBERLY-CLARK CORP	46,485	$6.09M	0.63%	+1,206	Timeline
JUNIPER NETWORKS INCJUNIPER NETWORKS INC	159,721	$5.98M	0.62%	+397
ROKROCKWELL AUTOMATION INC	20,875	$5.97M	0.61%	+255	Timeline
CNICANADIAN NATL RY CO	53,777	$5.46M	0.56%	+2,556	Timeline
STXSEAGATE TECHNOLOGY HLDNGS PL	63,034	$5.44M	0.56%	+73	Timeline
BABOEING CO	30,697	$5.43M	0.56%	+2,424	Timeline
BBWIBATH & BODY WORKS INC	139,383	$5.4M	0.56%	+8,969	Timeline
DDDUPONT DE NEMOURS INC	70,314	$5.36M	0.55%	+851	Timeline
CTRACOTERRA ENERGY INC	209,907	$5.36M	0.55%	+6,932	Timeline
MPCMARATHON PETE CORP	38,228	$5.33M	0.55%	+1,714	Timeline
WHRWHIRLPOOL CORP	45,890	$5.25M	0.54%	-28	Timeline
IVVISHARES TR	8,695	$5.12M	0.53%	-72	Timeline
AMGNAMGEN INC	19,475	$5.08M	0.52%	+651	Timeline
UFOXETF SER SOLUTIONS	103,383	$4.93M	0.51%	-4,398	Timeline
VCRVANGUARD WORLD FD	13,050	$4.9M	0.5%	-569	Timeline
LENLENNAR CORP	34,812	$4.75M	0.49%	+152	Timeline
XITKSPDR SERIES TRUST	26,946	$4.69M	0.48%	-1,014	Timeline
EMNEASTMAN CHEM CO	50,970	$4.65M	0.48%	+1,379	Timeline
SEESEALED AIR CORP NEW	136,537	$4.62M	0.48%	+6,527	Timeline
PFEPFIZER INC	173,153	$4.59M	0.47%	+10,344	Timeline
VTIVANGUARD INDEX FDS	15,548	$4.51M	0.46%	+403	Timeline
LYBLYONDELLBASELL INDUSTRIES NV	59,396	$4.41M	0.45%	+4,548	Timeline
IGFISHARES TR	82,856	$4.33M	0.45%	-284	Timeline
VUGVANGUARD INDEX FDS	10,382	$4.26M	0.44%	-210	Timeline
DVNDEVON ENERGY CORP NEW	126,619	$4.14M	0.43%	+16,180	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	8,978	$4.07M	0.42%	0	Timeline
DGDOLLAR GEN CORP	49,069	$3.72M	0.38%	+7,655	Timeline
SHMSPDR SERIES TRUST	78,492	$3.72M	0.38%	-4,740	Timeline
SUBISHARES TR	27,496	$2.9M	0.3%	-1,527	Timeline
MUBISHARES TR	26,669	$2.84M	0.29%	-3,056	Timeline
MEARISHARES U S ETF TR	48,504	$2.42M	0.25%	-1,556	Timeline
HYMBSPDR SERIES TRUST	90,870	$2.32M	0.24%	-3,258	Timeline
PEJINVESCO EXCHANGE TRADED FD T	37,939	$1.98M	0.2%	-666	Timeline
NVDANVIDIA CORPORATION	13,067	$1.75M	0.18%	+77	Timeline
AMZNAMAZON COM INC	7,682	$1.69M	0.17%	+37	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	32,037	$1.62M	0.17%	-960	Timeline
JEFJEFFERIES FINANCIAL GROUP IN	14,477	$1.14M	0.12%	-1,090	Timeline
VOVANGUARD INDEX FDS	3,779	$998K	0.1%	-3	Timeline
PGPROCTER & GAMBLE CO	5,785	$970K	0.1%	+9	Timeline
VVVANGUARD INDEX FDS	3,477	$938K	0.1%	0	Timeline
HONHONEYWELL INTL INC	3,967	$896K	0.09%	+2,280	Timeline
IEFAISHARES TR	12,588	$885K	0.09%	-149	Timeline
ITOTISHARES TR	6,813	$876K	0.09%	0	Timeline
GOOGALPHABET INC	4,514	$860K	0.09%	+140	Timeline
IJRISHARES TR	6,487	$747K	0.08%	+248	Timeline
IJHISHARES TR	11,317	$705K	0.07%	-5	Timeline
ARESARES MANAGEMENT CORPORATION	3,842	$680K	0.07%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	718	$658K	0.07%	+10	Timeline
SDYSPDR SERIES TRUST	4,860	$642K	0.07%	-165	Timeline
VEUVANGUARD INTL EQUITY INDEX F	10,767	$618K	0.06%	-176	Timeline
GOOGLALPHABET INC	3,083	$584K	0.06%	-4	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	981	$575K	0.06%	+36	Timeline
LOWLOWES COS INC	2,082	$514K	0.05%	0	Timeline
XLYSELECT SECTOR SPDR TR	2,202	$494K	0.05%	new	Timeline
SYKSTRYKER CORPORATION	1,347	$485K	0.05%	+2	Timeline
UPROPROSHARES TR	5,128	$455K	0.05%	+48	Timeline
KOCOCA COLA CO	6,828	$425K	0.04%	+1	Timeline
JPMJPMORGAN CHASE & CO	1,694	$406K	0.04%	-2	Timeline
VXUSVANGUARD STAR FDS	6,128	$361K	0.04%	+12	Timeline
IJJISHARES TR	2,872	$359K	0.04%	0	Timeline
PMPHILIP MORRIS INTL INC	2,824	$340K	0.04%	0	Timeline
JNJJOHNSON & JOHNSON	2,344	$339K	0.03%	+35	Timeline
VBVANGUARD INDEX FDS	1,354	$325K	0.03%	-12	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	508	$289K	0.03%	0	Timeline
MCDMCDONALDS CORP	996	$289K	0.03%	+14	Timeline
GRMNGARMIN LTD	1,285	$265K	0.03%	new	Timeline
TMUST-MOBILE US INC	1,187	$262K	0.03%	-4	Timeline
NGLNGL ENERGY PARTNERS LP	49,166	$245K	0.03%	-257	Timeline
METAMETA PLATFORMS INC	409	$239K	0.02%	0	Timeline
TQQQPROSHARES TR	3,013	$238K	0.02%	-9,487	Timeline
PZAINVESCO EXCH TRADED FD TR II	9,911	$234K	0.02%	new	Timeline
VVISA INC	727	$230K	0.02%	-12	Timeline
SPIPSPDR SERIES TRUST	8,814	$223K	0.02%	new	Timeline
MAMASTERCARD INCORPORATED	421	$222K	0.02%	0	Timeline
ABBVABBVIE INC	1,244	$221K	0.02%	0	Timeline
IYRISHARES TR	2,349	$219K	0.02%	new	Timeline
UNHUNITEDHEALTH GROUP INC	415	$210K	0.02%	-1	Timeline
WFCWELLS FARGO & CO	2,889	$203K	0.02%	new	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
LAM RESEARCH CORPLAM RESEARCH CORP	7,816	$6.38M	shares
TXNTEXAS INSTRS INC	1,038	$214K	shares
URTYPROSHARES TR	4,073	$212K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001214659-25-000479	base		2025-01-13	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC