Kiker Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Kiker Wealth Management, LLC reported 709 stock positions worth $146.5 million. Its top holding was Vaneck Merk Gold ETF (OUNZ) at 7.8% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 6.9%) and iShares 1-5Y Inv Grade (IGSB, 5.0%). Compared with Q4 2024, it opened 556 new positions, sold out of 17, added to 44 and reduced 64. The biggest buy was a new position in Equinor ASA-Spon ADR (EQNR) and the biggest sale Vaneck Digital Transformatio (DAPP, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- JASPER, GA
- CIK
- 0002042502
- Portfolio Value
- $146.5M (Q1 2025)
- SEC Filing
- 0001398344-25-009691 ↗ filed May 15, 2025
Holdings Value
Holdings 709 stocks · $146.5M
| OUNZ Vaneck Merk Gold ETF | 7.79% | 378,930 | $11.4M | Add +1.8% |
| IWM iShares Russell 2000 ETF | 6.90% | 50,662 | $10.1M | Add +3.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 5.04% | 140,999 | $7.4M | Add +18.8% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 4.04% | 80,858 | $5.9M | Add +5.8% |
| TLT iShares 20+ Year Treasury BD | 3.70% | 59,635 | $5.4M | Add +24.4% |
| FTXL First Trust Nasdaq Semicondu | 3.25% | 63,078 | $4.8M | Add +8.1% |
| CIBR First Trust Nasdaq Cybersecu | 3.05% | 70,939 | $4.5M | Reduce -2.1% |
| EMLC Vaneck JPM Em Local Curr BND | 2.56% | 157,131 | $3.7M | Add +26.8% |
| QQQM Invesco Nasdaq 100 ETF | 2.52% | 19,134 | $3.7M | Reduce -3.2% |
| ILF iShares Latin America 40 ETF | 2.51% | 156,370 | $3.7M | Reduce -1.8% |
| SHY iShares 1-3 Year Treasury Bo | 2.41% | 42,758 | $3.5M | Add +15.4% |
| EWP iShares MSCI Spain ETF | 2.38% | 91,488 | $3.5M | Reduce -7.1% |
| EWZ iShares MSCI Brazil ETF | 2.32% | 131,711 | $3.4M | Reduce -2.1% |
| SLV iShares Silver Trust | 2.31% | 109,299 | $3.4M | Reduce -4.2% |
| DAPP Vaneck Digital Transformatio | 1.63% | 264,578 | $2.4M | Reduce -2.8% |
| CNO Cno Financial Group Inc. | 1.34% | 47,315 | $2.0M | Reduce -3.2% |
| CEF Sprott Physical Gold and Sil | 1.24% | 64,063 | $1.8M | Add +2.0% |
| GM General Motors Co. | 1.18% | 36,864 | $1.7M | Add +15.2% |
| EQNR Equinor ASA-Spon ADR | 1.12% | 61,994 | $1.6M | New |
| RCL Royal Caribbean Cruises Ltd. | 1.02% | 7,253 | $1.5M | Reduce -4.3% |
| TGNA Tegna Inc. | 0.99% | 79,846 | $1.5M | New |
| JBL Jabil Inc. | 0.98% | 10,520 | $1.4M | New |
| AAPL Apple Inc. | 0.93% | 6,149 | $1.4M | Add +75.6% |
| UBER Uber Technologies Inc. | 0.90% | 18,142 | $1.3M | Reduce -1.8% |
| SO The Southern Co. | 0.89% | 14,112 | $1.3M | Add +0.9% |
| ARR Armour Residential REIT Inc. | 0.85% | 72,770 | $1.2M | Reduce -5.2% |
| ENR Energizer Holdings Inc. | 0.85% | 41,476 | $1.2M | New |
| APH Amphenol Corp. Class A | 0.85% | 18,907 | $1.2M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.84% | 7,379 | $1.2M | Add +5.7% |
| RMD Resmed Inc. | 0.83% | 5,464 | $1.2M | New |
| IVZ Invesco Ltd. | 0.81% | 78,693 | $1.2M | Reduce -2.4% |
| SM SM Energy Co. | 0.81% | 39,847 | $1.2M | New |
| IFV First Trust DW Focus 5 Intl | 0.79% | 58,067 | $1.2M | Reduce -3.7% |
| SLVM Sylvamo Corp. | 0.78% | 16,967 | $1.1M | New |
| VRT Vertiv Holdings Co. Class A | 0.75% | 15,261 | $1.1M | Reduce -1.1% |
| FV First Trust DW Focus 5 Fund | 0.69% | 18,378 | $1.0M | Reduce -3.2% |
| HAE Haemonetics Corp. | 0.67% | 15,472 | $983K | Reduce -2.1% |
| HES Hess Corp. | 0.63% | 5,771 | $922K | Reduce -2.7% |
| GFF Griffon Corp. | 0.58% | 11,961 | $855K | Reduce -1.8% |
| DVA Davita Inc. | 0.55% | 5,267 | $806K | Reduce -3.7% |
| OMC Omnicom Group | 0.53% | 9,410 | $780K | New |
| KO The Coca-Cola Co. | 0.51% | 10,364 | $742K | Reduce -1.9% |
| ACN Accenture PLC Class A | 0.48% | 2,257 | $704K | Reduce -0.4% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.47% | 2,393 | $690K | Reduce -3.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.46% | 2,702 | $672K | Reduce -6.9% |
| VZ Verizon Communications Inc. | 0.45% | 14,457 | $656K | Reduce -7.3% |
| EIX Edison International | 0.44% | 11,049 | $651K | New |
| GDX Vaneck Gold Miners ETF | 0.44% | 13,992 | $643K | Add +0.3% |
| IMTM iShares MSCI Intl Momentum F | 0.43% | 15,836 | $632K | Reduce -3.6% |
| MSFT Microsoft Corp. | 0.43% | 1,674 | $628K | Reduce -12.0% |
| PHYS Sprott Physical Gold Trust | 0.43% | 26,004 | $626K | Reduce -18.4% |
| DRI Darden Restaurants Inc. | 0.41% | 2,894 | $601K | Reduce -7.8% |
| IPG Interpublic Group of Cos Inc. | 0.39% | 20,770 | $564K | Reduce -5.1% |
| PDP Invesco Dorsey Wright Moment | 0.38% | 5,585 | $558K | Add +19.9% |
| MDT Medtronic PLC | 0.38% | 6,213 | $558K | Reduce -6.3% |
| BND Vanguard Total Bond Market | 0.37% | 7,371 | $541K | Reduce -3.0% |
| PLTR Palantir Technologies Inc. Class A | 0.36% | 6,335 | $535K | Reduce -49.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 951 | $532K | Add +85.4% |
| SIVR Abrdn Physical Silver Shares | 0.35% | 15,584 | $507K | Reduce -4.3% |
| ADM Archer-Daniels-Midland Co. | 0.34% | 10,294 | $494K | Reduce -4.5% |
| IVV iShares Core S&P 500 ETF | 0.33% | 864 | $485K | Add +24.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 909 | $484K | Reduce -36.7% |
| ABBV Abbvie Inc. | 0.32% | 2,265 | $475K | Reduce -11.7% |
| ASX Ase Technology Holding -ADR | 0.30% | 50,231 | $440K | Reduce -3.6% |
| WEC WEC Energy Group Inc. | 0.29% | 3,920 | $427K | Reduce -7.3% |
| GIS General Mills Inc. | 0.29% | 7,080 | $423K | Reduce -4.5% |
| USB US Bancorp | 0.29% | 9,927 | $419K | Reduce -6.7% |
| EPD Enterprise Products Partners | 0.28% | 12,066 | $412K | Add +70.7% |
| HD Home Depot Inc. | 0.28% | 1,115 | $409K | Reduce -19.0% |
| PSLV Sprott Physical Silver Trust | 0.27% | 34,150 | $396K | Reduce -0.9% |
| CVX Chevron Corp. | 0.25% | 2,227 | $373K | Add +35.2% |
| MAA Mid-America Apartment Comm | 0.24% | 2,064 | $346K | Reduce -11.8% |
| BMY Bristol-Myers Squibb Co. | 0.23% | 5,630 | $343K | Reduce -7.3% |
| FBTC Fidelity Wise Origin Bitcoin | 0.23% | 4,673 | $336K | Add +9.4% |
| CAG Conagra Brands Inc. | 0.23% | 12,439 | $332K | Reduce -6.4% |
| PG The Procter & Gamble Co. | 0.22% | 1,899 | $324K | Add +3.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 1,159 | $319K | Add +8.8% |
| UDR Udr Inc. | 0.21% | 6,814 | $308K | Reduce -12.1% |
| RF Regions Financial Corp. | 0.20% | 13,315 | $289K | No change |
| UPS United Parcel Service Class B | 0.20% | 2,615 | $288K | Reduce -7.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.19% | 5,750 | $281K | Reduce -22.6% |
| NI Nisource Inc. | 0.19% | 6,946 | $278K | Reduce -12.6% |
| ET Energy Transfer LP | 0.17% | 13,575 | $252K | Reduce -12.9% |
| LMT Lockheed Martin Corp. | 0.17% | 564 | $252K | Add +30.3% |
| JPM JPMorgan Chase & Co. | 0.17% | 1,003 | $246K | New |
| SDY SS SPDR S&P Dividend ETF | 0.16% | 1,688 | $229K | Add +139.4% |
| CAT Caterpillar Inc. | 0.15% | 685 | $226K | New |
| WPM Wheaton Precious Metals Corp. | 0.15% | 2,754 | $214K | New |
| DHT DHT Holdings Inc. | 0.14% | 20,000 | $210K | New |
| T AT&T Inc. | 0.14% | 7,227 | $204K | New |
| TSLA Tesla Inc. | 0.13% | 742 | $192K | Add +1.4% |
| GLNG Golar LNG Ltd. | 0.13% | 5,000 | $190K | New |
| NVDA Nvidia Corp. | 0.13% | 1,710 | $185K | New |
| SRE Sempra | 0.13% | 2,576 | $184K | Reduce -12.8% |
| GLD SPDR Gold Shares | 0.12% | 602 | $173K | Reduce -61.5% |
| RDVY First Trust Rising Dividend | 0.12% | 2,906 | $170K | Add +7.5% |
| FISV Fiserv Inc. | 0.11% | 752 | $166K | New |
| BSM Black Stone Minerals LP | 0.11% | 10,750 | $164K | New |
| CSX CSX Corp. | 0.11% | 5,465 | $161K | New |
| FRO Frontline PLC | 0.10% | 10,000 | $149K | New |
Options reported separately and not counted above: AMZN calls ($38K), GDX puts ($37K), MSTR calls ($29K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $13K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 478 | $13K | New |
Lines left out (5) · $98 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| MTB M & T Bank Corp. | COM | 0 | $62 |
| MT Arcelormittal-NY Registered | NY REGISTRY SH | 0 | $13 |
| FIX Comfort Systems USA Inc. | COM | 0 | $10 |
| DOC Healthpeak Properties Inc. | COM | 0 | $7 |
| EVRG Evergy Inc. | COM | 0 | $6 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $146.6M.
Portfolio Sells Q4 2024 → Q1 2025
| DAPP Vaneck Digital Transformatio | Reduce -2.8% | 1.63% | −1.54 |
| EPC Edgewell Personal Care Co. | Reduce -100.0% | 0.00% | −0.92 |
| BURL Burlington Stores Inc. | Sold out | 0.00% | −0.85 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -3.2% | 2.52% | −0.85 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -2.1% | 3.05% | −0.68 |
| VRT Vertiv Holdings Co. Class A | Reduce -1.1% | 0.75% | −0.67 |
| RLJ RLJ Lodging Trust | Reduce -100.0% | 0.00% | −0.62 |
| PAGS Pagseguro Digital Ltd. Class A | Sold out | 0.00% | −0.42 |
| PLTR Palantir Technologies Inc. Class A | Reduce -49.6% | 0.36% | −0.40 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -4.3% | 1.02% | −0.40 |
| HAE Haemonetics Corp. | Reduce -2.1% | 0.67% | −0.33 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.33 |
| IVZ Invesco Ltd. | Reduce -2.4% | 0.81% | −0.33 |
| ARR Armour Residential REIT Inc. | Reduce -5.2% | 0.85% | −0.32 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -95.8% | 0.01% | −0.29 |
| MSFT Microsoft Corp. | Reduce -12.0% | 0.43% | −0.22 |
| FV First Trust DW Focus 5 Fund | Reduce -3.2% | 0.69% | −0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -36.7% | 0.33% | −0.20 |
| GLD SPDR Gold Shares | Reduce -61.5% | 0.12% | −0.19 |
| ILF iShares Latin America 40 ETF | Reduce -1.8% | 2.51% | −0.18 |
| ACN Accenture PLC Class A | Reduce -0.4% | 0.48% | −0.17 |
| HD Home Depot Inc. | Reduce -19.0% | 0.28% | −0.15 |
| IFV First Trust DW Focus 5 Intl | Reduce -3.7% | 0.79% | −0.14 |
| EWZ iShares MSCI Brazil ETF | Reduce -2.1% | 2.32% | −0.13 |
| CNO Cno Financial Group Inc. | Reduce -3.2% | 1.34% | −0.13 |
| USB US Bancorp | Reduce -6.7% | 0.29% | −0.13 |
| BLES Inspire Global Hope ETF | Sold out | 0.00% | −0.13 |
| ASX Ase Technology Holding -ADR | Reduce -3.6% | 0.30% | −0.12 |
| SLV iShares Silver Trust | Reduce -4.2% | 2.31% | −0.12 |
| GFF Griffon Corp. | Reduce -1.8% | 0.58% | −0.12 |
| MSTR Strategy Inc. | Reduce -3.8% | 0.47% | −0.11 |
| DVA Davita Inc. | Reduce -3.7% | 0.55% | −0.11 |
| IPG Interpublic Group of Cos Inc. | Reduce -5.1% | 0.39% | −0.11 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -51.5% | 0.08% | −0.11 |
| ADM Archer-Daniels-Midland Co. | Reduce -4.5% | 0.34% | −0.10 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -22.6% | 0.19% | −0.10 |
| GLRY Inspire Growth ETF | Reduce -85.8% | 0.01% | −0.10 |
| EWP iShares MSCI Spain ETF | Reduce -7.1% | 2.38% | −0.10 |
| GIS General Mills Inc. | Reduce -4.5% | 0.29% | −0.09 |
| PHYS Sprott Physical Gold Trust | Reduce -18.4% | 0.43% | −0.09 |
| UPS United Parcel Service Class B | Reduce -7.4% | 0.20% | −0.09 |
| SRE Sempra | Reduce -12.8% | 0.13% | −0.08 |
| ET Energy Transfer LP | Reduce -12.9% | 0.17% | −0.08 |
| BND Vanguard Total Bond Market | Reduce -3.0% | 0.37% | −0.07 |
| CAG Conagra Brands Inc. | Reduce -6.4% | 0.23% | −0.07 |
| IMTM iShares MSCI Intl Momentum F | Reduce -3.6% | 0.43% | −0.07 |
| DRI Darden Restaurants Inc. | Reduce -7.8% | 0.41% | −0.06 |
| UDR Udr Inc. | Reduce -12.1% | 0.21% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -6.9% | 0.46% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -7.3% | 0.45% | −0.06 |
Portfolio Buys Q4 2024 → Q1 2025
| EQNR Equinor ASA-Spon ADR | New | 1.12% | +1.12 |
| TGNA Tegna Inc. | New | 0.99% | +0.99 |
| JBL Jabil Inc. | New | 0.98% | +0.98 |
| ENR Energizer Holdings Inc. | New | 0.85% | +0.85 |
| APH Amphenol Corp. Class A | New | 0.85% | +0.85 |
| RMD Resmed Inc. | New | 0.83% | +0.83 |
| SM SM Energy Co. | New | 0.81% | +0.81 |
| SLVM Sylvamo Corp. | New | 0.78% | +0.78 |
| OMC Omnicom Group | New | 0.53% | +0.53 |
| EIX Edison International | New | 0.44% | +0.44 |
| TLT iShares 20+ Year Treasury BD | Add +24.4% | 3.70% | +0.31 |
| EMLC Vaneck JPM Em Local Curr BND | Add +26.8% | 2.56% | +0.24 |
| AAPL Apple Inc. | Add +75.6% | 0.93% | +0.22 |
| JPM JPMorgan Chase & Co. | New | 0.17% | +0.17 |
| OUNZ Vaneck Merk Gold ETF | Add +1.8% | 7.79% | +0.16 |
| CAT Caterpillar Inc. | New | 0.15% | +0.15 |
| WPM Wheaton Precious Metals Corp. | New | 0.15% | +0.15 |
| DHT DHT Holdings Inc. | New | 0.14% | +0.14 |
| T AT&T Inc. | New | 0.14% | +0.14 |
| GLNG Golar LNG Ltd. | New | 0.13% | +0.13 |
| NVDA Nvidia Corp. | New | 0.13% | +0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +85.4% | 0.36% | +0.12 |
| FISV Fiserv Inc. | New | 0.11% | +0.11 |
| BSM Black Stone Minerals LP | New | 0.11% | +0.11 |
| CSX CSX Corp. | New | 0.11% | +0.11 |
| EPD Enterprise Products Partners | Add +70.7% | 0.28% | +0.10 |
| FRO Frontline PLC | New | 0.10% | +0.10 |
| AMLP Alerian MLP ETF | New | 0.10% | +0.10 |
| V Visa Inc. Class A | New | 0.10% | +0.10 |
| AMZN Amazon.com Inc. | New | 0.09% | +0.09 |
| AEM Agnico Eagle Mines Ltd. | New | 0.09% | +0.09 |
| NVGS Navigator Holdings Ltd. | New | 0.09% | +0.09 |
| JNJ Johnson & Johnson | New | 0.09% | +0.09 |
| COP Conocophillips | New | 0.09% | +0.09 |
| AMP Ameriprise Financial Inc. | New | 0.08% | +0.08 |
| DGRO iShares Core Dividend Growth | New | 0.08% | +0.08 |
| NAK Northern Dynasty Minerals | New | 0.08% | +0.08 |
| AON Aon PLC Class A | New | 0.08% | +0.08 |
| SDY SS SPDR S&P Dividend ETF | Add +139.4% | 0.16% | +0.08 |
| ORLA Orla Mining Ltd. | New | 0.08% | +0.08 |
| USFR Wisdomtree Floating Rate Tre | New | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | New | 0.08% | +0.08 |
| ECO Okeanis Eco Tankers Corp. | New | 0.08% | +0.08 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.07% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.07% | +0.07 |
| MPC Marathon Petroleum Corp. | New | 0.07% | +0.07 |
| AVLV Avantis US Large Cap Value | New | 0.07% | +0.07 |
| MAG Mag Silver Corp. | New | 0.07% | +0.07 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +18.8% | 5.04% | +0.07 |
| PEP Pepsico Inc. | New | 0.07% | +0.07 |
Options Activity Q4 2024 → Q1 2025
| AMZN Amazon.com Inc. | call | New | 200 | $38K |
| GDX Vaneck Gold Miners ETF | put | New | 800 | $37K |
| MSTR Strategy Inc. | call | New | 100 | $29K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2024 → Q1 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | New | 478 | $13K |
| MTB M & T Bank Corp. | COM | New | 0 | $62 |
| MT Arcelormittal-NY Registered | NY REGISTRY SH | New | 0 | $13 |
| FIX Comfort Systems USA Inc. | COM | Reduce -100.0% | 0 | $10 |
| DOC Healthpeak Properties Inc. | COM | New | 0 | $7 |
| EVRG Evergy Inc. | COM | New | 0 | $6 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 161 | $256.3M | IWM, OUNZ, PDBC, IGSB, CIBR |
| Q1 2026 | 132 | $209.4M | OUNZ, PDBC, IWM, NLR, IGSB |
| Q4 2025 | 12 | $3.0M | IGSB, OUNZ, IWM, PDBC, TLT |
| Q3 2025 | 220 | $198.0M | OUNZ, IWM, PDBC, DAPP, NLR |
| Q2 2025 | 622 | $177.3M | IWM, OUNZ, PDBC, DAPP, NLR |
| Q1 2025 | 709 | $146.5M | OUNZ, IWM, IGSB, NLR, TLT |
| Q4 2024 | 171 | $123.4M | IWM, OUNZ, NLR, IGSB, FTXL |