KWB WEALTH
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LXRX | 41K | $38.43K |
 | LPLA | 28K | $10.67M |
 | PG | 26K | $4.10M |
 | GNLX | 23K | $66.95K |
 | WMT | 20K | $1.92M |
 | AAPL | 16K | $3.31M |
 | CVBF | 14K | $275.40K |
 | EIX | 13K | $665.14K |
 | PAA | 13K | $229.85K |
 | MSFT | 12K | $5.89M |
 | BAC | 11K | $502.18K |
 | AXP | 10K | $3.14M |
 | NVDA | 9K | $1.35M |
 | WFC | 6K | $444.89K |
 | BRK-B | 6K | $2.69M |
 | PEP | 4K | $491.43K |
 | WM | 3K | $760.14K |
 | V | 3K | $1.17M |
 | MRK | 3K | $211.21K |
 | MMM | 3K | $399.46K |
Lexicon Pharmaceuticals, Inc.
LXRX
Shares Held
41K
Value
$38.43K
LPL Financial Holdings Inc.
LPLA
Shares Held
28K
Value
$10.67M
The Procter & Gamble Company
PG
Shares Held
26K
Value
$4.10M
Genelux Corporation
GNLX
Shares Held
23K
Value
$66.95K
Walmart Inc.
WMT
Shares Held
20K
Value
$1.92M
Apple Inc.
AAPL
Shares Held
16K
Value
$3.31M
CVB Financial Corp.
CVBF
Shares Held
14K
Value
$275.40K
Edison International
EIX
Shares Held
13K
Value
$665.14K
Plains All American Pipeline, L.P.
PAA
Shares Held
13K
Value
$229.85K
Microsoft Corporation
MSFT
Shares Held
12K
Value
$5.89M
Bank of America Corporation
BAC
Shares Held
11K
Value
$502.18K
American Express Company
AXP
Shares Held
10K
Value
$3.14M
NVIDIA Corporation
NVDA
Shares Held
9K
Value
$1.35M
Wells Fargo & Company
WFC
Shares Held
6K
Value
$444.89K
Berkshire Hathaway Inc.
BRK-B
Shares Held
6K
Value
$2.69M
PepsiCo, Inc.
PEP
Shares Held
4K
Value
$491.43K
Waste Management, Inc.
WM
Shares Held
3K
Value
$760.14K
Visa Inc.
V
Shares Held
3K
Value
$1.17M
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$211.21K
3M Company
MMM
Shares Held
3K
Value
$399.46K