KDT ADVISORS, LLC
KDT ADVISORS, LLC runs KDT ADVISORS, LLC and currently holds 73 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $72.26M. Their top holdings are VOO, AAPL, VYM, GOOGL, MSFT. The top five represent 35.4% of reported portfolio weight. KDT ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, KDT ADVISORS, LLC initiated 4 new positions. They added to 40 existing positions. They trimmed 2 positions. Their current best-performing preview position is LRCX with returns of +102.81%.
73 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | 14.10% | $540.48 | $703.77 | +30.21% | Added +3.32% |
AAPL APPLE INC | 6.64% | $251.19 | $309.35 | +23.15% | Added +0.88% |
VYM VANGUARD WHITEHALL FDS | 6.02% | $127.68 | $165.00 | +29.23% | Held |
GOOGL ALPHABET INC | 5.15% | $198.79 | $344.82 | +73.46% | Added +0.08% |
MSFT MICROSOFT CORP | 3.49% | $421.56 | $483.24 | +14.63% | Added +3.25% |
VIG VANGUARD SPECIALIZED FUNDS | 3.25% | $195.60 | $243.85 | +24.67% | Held |
BRK-B BERKSHIRE HATHAWAY INC DEL | 2.50% | $464.74 | $495.77 | +6.68% | Added +11.68% |
NVDA NVIDIA CORPORATION | 2.39% | $134.33 | $214.76 | +59.87% | Added +0.09% |
VTI VANGUARD INDEX FDS | 2.10% | $315.86 | $378.25 | +19.75% | Added +22.02% |
JNJ JOHNSON & JOHNSON | 1.94% | $152.59 | $270.30 | +77.14% | Added +1.85% |
Showing 1-10 of 73