Kfg Wealth Management, LLC Purchases and Sells in Q3 2025

Kfg Wealth Management, LLC

$472 Million
Q3 2025

Top Buys

Incresed Positions

94 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACIO	164K + 11.13%	$41.26 - $43.63 $6.77M - $7.16M	1.64M $71.1M
DRSK	154K + 10.85%	$28.26 - $29.29 $4.35M - $4.51M	1.57M $45.4M
SPEM	54K + 11.66%	$42.67 - $46.91 $2.3M - $2.53M	517K $24.2M
FBND	59.8K + 9.83%	$45.26 - $46.63 $2.71M - $2.79M	668K $30.9M
OSCV	51.7K + 11.99%	$35.98 - $38.73 $1.86M - $2M	483K $18.5M
BUFF	39.8K + 9.42%	$46.97 - $48.89 $1.87M - $1.94M	462K $22.6M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJS	9.78K New	$98.99 - $112.2 $968K - $1.1M	9.78K $1.08M
TSM	2.38K New	$224.68 - $282.71 $535K - $674K	2.38K $665K
DUK	2.33K New	$116.31 - $125.93 $271K - $294K	2.33K $288K
DFAI	7.28K New	$34.05 - $36.55 $248K - $266K	7.28K $264K
NOW	266 New	$850.86 - $1044.69 $226K - $278K	266 $244K
IJR	2K New	$108.46 - $120.63 $217K - $242K	2K $238K

Top Sells

Reduced Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	-8.29K - 46.77%	$546.99 - $602.2 $4.53M - $4.99M	9.43K $5.66M
ICVT	-6.29K - 35.14%	$89.29 - $100.17 $562K - $630K	11.6K $1.16M
PMAR	-14.6K - 10.23%	$42.21 - $43.91 $615K - $640K	128K $5.59M
SOXX	-2.35K - 28.26%	$236.93 - $271.12 $558K - $638K	5.98K $1.62M
INTU	-282 - 26.58%	$646.03 - $807.39 $182K - $228K	779 $531K
FDS	-57 - 4.45%	$283.86 - $450.3 $16.2K - $25.7K	1.23K $350K

Activity Summary All Purchases 104 New Holdings 10 Increased Positions 94 All Sells 83 Reductions 83 Sold out 0 Calls 0 Puts 0

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