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
TSLA
Tesla, Inc.

Consumer Cyclical
52
+ 1.51%
$221.86 - $362.89 $11.5K - $18.9K
3.49K $1.11M
META
Meta Platforms, Inc.

Communication Services
292
New
$484.66 - $738.09 $142K - $216K
292 $215K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.59K
New
$108.12 - $135.04 $172K - $215K
1.59K $215K
INTU
Intuit Inc

Technology
47
+ 4.64%
$544.07 - $787.63 $25.6K - $37K
1.06K $835K
DOX
Amdocs LTD

Technology
2.31K
New
$80.46 - $94.08 $186K - $218K
2.31K $210K
JPM
Jpmorgan Chase & CO

Financial Services
237
+ 7.58%
$210.28 - $289.91 $49.8K - $68.7K
3.36K $975K
IDXX
Idexx Laboratories Inc

Healthcare
31
+ 2.23%
$361.04 - $536.34 $11.2K - $16.6K
1.42K $762K
PWR
Quanta Services, Inc.

Industrials
93
+ 8.51%
$239.47 - $381.26 $22.3K - $35.5K
1.19K $448K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
147
+ 3.69%
$66.89 - $111.18 $9.83K - $16.3K
4.13K $459K
DFIP
Dimensional ETF Tr Inflation P

ETFs
4.6K
+ 2.42%
$41.11 - $42.42 $189K - $195K
195K $8.15M
ASML
Asml Holding Nv

Technology
60
+ 8.39%
$595.37 - $815.24 $35.7K - $48.9K
775 $621K
CL
Colgate Palmolive CO

Consumer Defensive
1.79K
+ 20.27%
$87.57 - $96.0 $157K - $172K
10.6K $965K
RMD
Resmed Inc

Healthcare
170
+ 7.64%
$204.54 - $258.0 $34.8K - $43.9K
2.4K $618K
XOM
Exxon Mobil Corp

Energy
1.31K
+ 76.57%
$99.93 - $119.04 $131K - $156K
3.01K $324K
GLD
Spdr Gold Trust

ETFs
11
+ 0.17%
$273.71 - $316.29 $3.01K - $3.48K
6.41K $1.95M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
129
+ 4.09%
$101.69 - $139.02 $13.1K - $17.9K
3.28K $456K
XLK
Technology Sector Spdr

ETFs
3
+ 0.17%
$179.73 - $253.23 $539 - $760
1.77K $449K
NVO
Novo Nordisk A S

Healthcare
1.25K
+ 19.09%
$58.08 - $81.05 $72.3K - $101K
7.77K $536K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
68
+ 1.07%
$57.46 - $75.58 $3.91K - $5.14K
6.4K $483K
COST
Costco Wholesale Corp

Consumer Defensive
44
+ 5.88%
$908.13 - $1056.85 $40K - $46.5K
792 $784K
KO
Coca Cola CO

Consumer Defensive
1.12K
+ 26.72%
$68.37 - $73.9 $76.3K - $82.5K
5.29K $374K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
316
+ 1.36%
$36.26 - $40.45 $11.5K - $12.8K
23.5K $950K
MA
Mastercard Inc

Financial Services
83
+ 7.22%
$479.92 - $590.74 $39.8K - $49K
1.23K $692K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
250
+ 3.54%
$35.38 - $48.08 $8.85K - $12K
7.32K $352K
MTD
Mettler Toledo International Inc

Healthcare
51
+ 12.03%
$970.15 - $1216.57 $49.5K - $62K
475 $557K
ADP
Automatic Data Processing Inc

Industrials
151
+ 6.03%
$276.76 - $326.81 $41.8K - $49.3K
2.65K $818K
ISRG
Intuitive Surgical Inc

Healthcare
10
+ 1.06%
$451.58 - $565.94 $4.52K - $5.66K
955 $518K
HSY
Hershey CO

Consumer Defensive
454
+ 9.01%
$151.29 - $173.13 $68.7K - $78.6K
5.49K $911K
AMT
American Tower Corp

Real Estate
196
+ 11.49%
$203.96 - $228.19 $40K - $44.7K
1.9K $420K
BOTZ
Global X Fds

ETFs
225
+ 2.05%
$24.51 - $32.65 $5.51K - $7.35K
11.2K $365K
ROL
Rollins Inc

Consumer Cyclical
340
+ 3.01%
$50.65 - $58.58 $17.2K - $19.9K
11.6K $657K
LHX
L3 Harris Technologies, Inc.

Industrials
10
+ 0.94%
$200.21 - $256.99 $2K - $2.57K
1.07K $268K
FISV
Fiserv Inc

Technology
309
+ 9.0%
N/A
3.74K $468K
XT
Ishares Tr Exponential Technol

ETFs
39
+ 0.8%
$49.86 - $65.25 $1.94K - $2.54K
4.9K $319K
BR
Broadridge Financial Solutions, Inc.

Technology
146
+ 9.73%
$217.22 - $246.25 $31.7K - $36K
1.65K $400K
MCD
Mcdonalds Corp

Consumer Cyclical
293
+ 12.14%
$285.55 - $321.23 $83.7K - $94.1K
2.71K $790K
FIW
First Trust Water ETF

ETFs
58
+ 1.55%
$90.26 - $108.05 $5.24K - $6.27K
3.8K $410K
LKFN
Lakeland Financial Corp

Financial Services
310
+ 2.47%
$51.45 - $61.84 $15.9K - $19.2K
12.8K $788K
ROP
Roper Technologies Inc

Industrials
78
+ 13.59%
$519.19 - $590.78 $40.5K - $46.1K
652 $369K
ICLN
Ishares

ETFs
457
+ 2.89%
$10.56 - $13.31 $4.83K - $6.08K
16.3K $213K
FDS
Factset Research Systems Inc

Financial Services
87
+ 7.28%
$398.85 - $473.32 $34.7K - $41.2K
1.28K $573K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.23K
+ 5.23%
$22.81 - $22.97 $28.1K - $28.3K
24.8K $567K
T
At&T Inc.

Communication Services
786
+ 9.74%
$26.33 - $28.94 $20.7K - $22.7K
8.85K $256K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.16K
+ 8.78%
$22.3 - $22.57 $25.8K - $26.1K
14.4K $322K
FAST
Fastenal CO

Industrials
3.97K
+ 100.3%
$40.65 - $83.16 $161K - $330K
7.92K $332K
BMAR
Innovator U.S. Equity Buffer E

ETFs
127
+ 2.8%
$41.56 - $49.04 $5.28K - $6.23K
4.67K $228K
BSTP
Innovator Etfs Tr Buffer Step

ETFs
111
+ 1.38%
$29.64 - $34.54 $3.29K - $3.83K
8.13K $280K
TSCO
Tractor Supply CO

Consumer Cyclical
1K
+ 7.2%
$47.86 - $55.77 $47.9K - $55.8K
14.9K $786K
PGR
Progressive Corp

Financial Services
163
+ 11.91%
$255.27 - $288.74 $41.6K - $47.1K
1.53K $408K
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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