Kfg Wealth Management, LLC Purchases in Q2 2025

Kfg Wealth Management, LLC

  • $434 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
101K
+ 7.34%
$36.36 - $41.4 $3.66M - $4.17M
1.47M $61M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
23.4K
New
$180.84 - $240.32 $4.23M - $5.62M
23.4K $5.62M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
126K
+ 40.88%
$30.9 - $34.31 $3.9M - $4.33M
435K $14.9M
DRSK
ETF Ser Solutions Aptus Define

ETFs
74.6K
+ 5.55%
$26.75 - $28.79 $2M - $2.15M
1.42M $40.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
36.6K
+ 8.59%
$34.72 - $42.74 $1.27M - $1.57M
463K $19.8M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
15.3K
+ 3.76%
$41.3 - $47.0 $632K - $719K
422K $19.8M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
21.4K
+ 3.7%
$29.4 - $33.37 $629K - $714K
600K $20M
AMGN
Amgen Inc

Healthcare
7.07K
+ 204.19%
$262.28 - $309.85 $1.85M - $2.19M
10.5K $2.94M
OSCV
Opus Small Cap Value ETF

ETFs
35.9K
+ 9.08%
$31.34 - $36.29 $1.13M - $1.3M
431K $15.6M
SOXX
Ishares Semiconductor ETF

ETFs
6.8K
+ 442.67%
$154.86 - $239.07 $1.05M - $1.62M
8.33K $1.99M
PAPR
Innovator U.S. Equity Power Bu

ETFs
22.3K
+ 14.59%
$33.22 - $37.29 $742K - $833K
175K $6.54M
VGT
Vanguard Information Technolog

ETFs
1.65K
New
$470.37 - $663.28 $777K - $1.1M
1.65K $1.1M
AAPL
Apple Inc.

Technology
6.87K
+ 32.85%
$172.42 - $223.89 $1.18M - $1.54M
27.8K $5.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.31K
+ 2.33%
$24.94 - $31.15 $157K - $196K
278K $8.63M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
20.7K
+ 17.96%
$32.77 - $36.44 $677K - $753K
136K $4.94M
NVDA
Nvidia Corp

Technology
936
+ 5.51%
$94.31 - $157.99 $88.3K - $148K
17.9K $2.83M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
18.5K
+ 14.1%
$33.82 - $37.61 $624K - $694K
149K $5.62M
PMAR
Innovator U.S. Equity Power Bu

ETFs
11K
+ 8.35%
$37.18 - $42.23 $408K - $464K
142K $6.02M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
12.5K
+ 2.1%
$44.68 - $45.96 $558K - $574K
608K $27.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.4K
+ 27.0%
$51.14 - $57.0 $581K - $647K
53.4K $3.04M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
4.65K
+ 2.91%
$23.4 - $29.68 $109K - $138K
165K $4.89M
PJUN
Innovator U.S. Equity Power Bu

ETFs
12.1K
+ 25.73%
$34.48 - $39.76 $418K - $482K
59.2K $2.35M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.74K
+ 27.79%
$45.88 - $54.4 $401K - $475K
40.2K $2.19M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
6.43K
+ 4.69%
$33.11 - $37.79 $213K - $243K
144K $5.42M
BALT
Innovator Etfs Tr
15K
+ 34.01%
$30.33 - $32.1 $454K - $480K
58.9K $1.89M
ABBV
Abb Vie Inc.

Healthcare
2.85K
+ 156.46%
$170.16 - $206.27 $484K - $587K
4.67K $865K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.16K
+ 57.68%
$483.48 - $539.8 $559K - $624K
3.16K $1.54M
GOOGL
Alphabet Inc.

Communication Services
2.28K
+ 89.54%
$144.7 - $178.6 $329K - $407K
4.82K $849K
V
Visa Inc.

Financial Services
1.17K
+ 69.92%
$308.27 - $373.31 $360K - $436K
2.84K $1.01M
XLRE
Select Sector Spdr Tr Real Est

ETFs
10.1K
+ 8.49%
$37.08 - $42.26 $376K - $429K
130K $5.37M
AMZN
Amazon Com Inc

Consumer Cyclical
1.47K
+ 43.74%
$167.32 - $223.3 $246K - $328K
4.82K $1.06M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.17K
New
$149.76 - $186.42 $325K - $405K
2.17K $404K
FDVV
Fidelity High Dividend ETF

ETFs
6.37K
+ 27.99%
$43.6 - $52.02 $278K - $332K
29.1K $1.52M
ABT
Abbott Laboratories

Healthcare
2.6K
+ 97.23%
$123.95 - $138.08 $323K - $359K
5.28K $717K
SLV
I Shares Silver Trust

ETFs
11K
New
$27.08 - $33.74 $298K - $371K
11K $361K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
1.4K
+ 1.22%
$28.75 - $33.88 $40.2K - $47.4K
116K $3.92M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.24K
+ 27.52%
$65.84 - $80.81 $214K - $262K
15K $1.2M
WFC
Wells Fargo & Company

Financial Services
4.12K
New
$60.98 - $80.12 $251K - $330K
4.12K $330K
SHW
Sherwin Williams CO

Basic Materials
924
New
$313.51 - $363.51 $290K - $336K
924 $317K
PJUL
Innovator U.S. Equity Power Bu

ETFs
2.09K
+ 3.58%
$37.66 - $43.85 $78.5K - $91.4K
60.4K $2.65M
PATK
Patrick Industries Inc

Consumer Cyclical
2.36K
+ 29.21%
$74.33 - $93.03 $175K - $219K
10.4K $961K
AVGO
Broadcom Inc.

Technology
68
+ 2.79%
$146.29 - $275.65 $9.95K - $18.7K
2.5K $689K
HD
Home Depot, Inc.

Consumer Cyclical
719
+ 31.88%
$335.24 - $380.78 $241K - $274K
2.97K $1.09M
WMT
Walmart Inc.

Consumer Defensive
277
+ 1.18%
$81.79 - $99.98 $22.7K - $27.7K
23.7K $2.32M
GOOG
Alphabet Inc.

Communication Services
1.07K
+ 33.88%
$146.58 - $180.01 $157K - $193K
4.24K $751K
CSCO
Cisco Systems, Inc.

Technology
3.48K
New
$53.19 - $69.38 $185K - $241K
3.48K $241K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10.3K
New
$22.54 - $23.17 $232K - $238K
10.3K $236K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.76K
New
$114.78 - $133.31 $202K - $235K
1.76K $234K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.82K
+ 24.9%
$24.32 - $27.87 $239K - $274K
49.3K $1.31M
Activity Summary
Buys All Purchases 152 New Holdings 19 Increased Positions 133 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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