KWB WEALTH
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LXRX | 41K | $46.74K |
 | LPLA | 29K | $10.22M |
 | PG | 26K | $3.69M |
 | GNLX | 23K | $101.71K |
 | CALY | 21K | $1.08M |
 | WMT | 19K | $2.11M |
 | AAPL | 17K | $4.56M |
 | CVBF | 14K | $261.31K |
 | EIX | 13K | $779.61K |
 | PAA | 13K | $225.34K |
 | MSFT | 11K | $5.48M |
 | BAC | 11K | $587.56K |
 | NVDA | 10K | $1.91M |
 | AXP | 10K | $3.61M |
 | WFC | 9K | $809.56K |
 | HAS | 5K | $391.47K |
 | CHD | 5K | $389.49K |
 | PEP | 5K | $662.93K |
 | DAL | 4K | $290.68K |
 | C | 4K | $477.81K |
Lexicon Pharmaceuticals, Inc.
LXRX
Shares Held
41K
Value
$46.74K
LPL Financial Holdings Inc.
LPLA
Shares Held
29K
Value
$10.22M
The Procter & Gamble Company
PG
Shares Held
26K
Value
$3.69M
Genelux Corporation
GNLX
Shares Held
23K
Value
$101.71K
Callaway Golf Company
CALY
Shares Held
21K
Value
$1.08M
Walmart Inc.
WMT
Shares Held
19K
Value
$2.11M
Apple Inc.
AAPL
Shares Held
17K
Value
$4.56M
CVB Financial Corp.
CVBF
Shares Held
14K
Value
$261.31K
Edison International
EIX
Shares Held
13K
Value
$779.61K
Plains All American Pipeline, L.P.
PAA
Shares Held
13K
Value
$225.34K
Microsoft Corporation
MSFT
Shares Held
11K
Value
$5.48M
Bank of America Corporation
BAC
Shares Held
11K
Value
$587.56K
NVIDIA Corporation
NVDA
Shares Held
10K
Value
$1.91M
American Express Company
AXP
Shares Held
10K
Value
$3.61M
Wells Fargo & Company
WFC
Shares Held
9K
Value
$809.56K
Hasbro, Inc.
HAS
Shares Held
5K
Value
$391.47K
Church & Dwight Co., Inc.
CHD
Shares Held
5K
Value
$389.49K
PepsiCo, Inc.
PEP
Shares Held
5K
Value
$662.93K
Delta Air Lines, Inc.
DAL
Shares Held
4K
Value
$290.68K
Citigroup Inc.
C
Shares Held
4K
Value
$477.81K