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
IAU
Ishares Gold Trust

ETFs
135
+ 3.96%
$56.1 - $64.74 $7.57K - $8.74K
3.54K $220K
ABC
Amerisourcebergen Corp

Healthcare
96
+ 4.43%
N/A
2.26K $419K
ECL
Ecolab Inc.

Basic Materials
11
+ 1.21%
$225.65 - $270.95 $2.48K - $2.98K
921 $248K
MDLZ
Mondelez International, Inc.

Consumer Defensive
276
+ 8.87%
$63.54 - $68.5 $17.5K - $18.9K
3.39K $228K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
276
+ 3.06%
$22.09 - $22.44 $6.1K - $6.19K
9.3K $207K
IBB
Ishares Biotechnology ETF

ETFs
112
+ 4.8%
$112.02 - $129.0 $12.5K - $14.4K
2.44K $309K
ITW
Illinois Tool Works Inc

Industrials
24
+ 2.91%
$218.41 - $252.43 $5.24K - $6.06K
850 $210K
LLY
Eli Lilly & CO

Healthcare
31
+ 7.28%
$713.71 - $898.95 $22.1K - $27.9K
457 $356K
LOW
Lowes Companies Inc

Consumer Cyclical
70
+ 7.04%
$210.83 - $235.28 $14.8K - $16.5K
1.07K $236K
FANG
Diamondback Energy, Inc.

Energy
298
+ 16.68%
$119.25 - $161.49 $35.5K - $48.1K
2.09K $286K
Innovator Etfs Trust
9.99K
New
N/A
9.99K $0
Innovator Etfs Trust
1.15K
+ 1.46%
N/A
80.3K $0
Innovator Etfs Trust
1.09K
+ 6.11%
N/A
18.8K $0
Innovator Etfs Trust
7.2K
+ 58.71%
N/A
19.5K $0
Innovator Etfs Trust
123
+ 0.42%
N/A
29.4K $0
Innovator Etfs Trust
5.74K
+ 15.04%
N/A
43.9K $0
Innovator Etfs Trust
8.5K
New
N/A
8.5K $0
Innovator Etfs Trust
11.1K
New
N/A
11.1K $0
Innovator Etfs Trust
3.95K
New
N/A
3.95K $0
Innovator Etfs Trust
110
+ 0.39%
N/A
28.6K $0
PDEC
Innovator U.S. Equity Power Bu
2.82K
+ 2.94%
N/A
98.7K $0
Arista Networks Inc
452
+ 7.35%
N/A
6.6K $0
Innovator Etfs Trust
114
+ 0.39%
N/A
29.5K $0
Fidelity Wise Origin Bitcoin
1.15K
+ 21.31%
N/A
6.52K $0
PNOV
Innovator U.S. Equity Power Bu
158
+ 0.28%
N/A
56.9K $0
Linde PLC
448
New
N/A
448 $0
Dimensional ETF Trust
8.78K
+ 2.98%
N/A
303K $0
Fidelity Covington Trust
43K
+ 9.25%
N/A
508K $0
Dragonfly Energy Holdings CO
49.5K
+ 99.16%
N/A
99.3K $0
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
9
+ 0.16%
$46.77 - $47.89 $421 - $431
5.58K $264K
Dimensional ETF Trust
1.4K
+ 2.96%
N/A
48.6K $0
Fidelity Covington Trust
73.8K
+ 7.57%
N/A
1.05M $0
Fidelity Covington Trust
187K
+ 9.19%
N/A
2.22M $0
Innovator Etfs Trust
3.17K
+ 12.67%
N/A
28.2K $0
Innovator Etfs Trust
116
+ 0.41%
N/A
28.1K $0
AR
Antero Resources Corp

Energy
7
+ 0.1%
$31.92 - $43.78 $223 - $306
7.01K $282K
AZO
Autozone Inc

Consumer Cyclical
4
+ 2.23%
$3478.38 - $3880.15 $13.9K - $15.5K
183 $679K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.76K
+ 1475.76%
$87.84 - $1441.89 $594K - $9.75M
7.22K $650K
CHD
Church & Dwight CO Inc

Consumer Defensive
714
+ 13.04%
$91.57 - $110.76 $65.4K - $79.1K
6.19K $594K
PAYX
Paychex Inc

Industrials
241
+ 4.77%
$137.01 - $159.78 $33K - $38.5K
5.3K $770K
JNJ
Johnson & Johnson

Healthcare
406
+ 7.27%
$146.36 - $159.82 $59.4K - $64.9K
5.99K $914K
CPRT
Copart Inc

Consumer Cyclical
604
+ 10.21%
$47.72 - $63.84 $28.8K - $38.6K
6.52K $319K
NEE
Nextera Energy Inc

Utilities
11
+ 0.08%
$64.11 - $75.0 $705 - $825
13.8K $957K
MKC
Mccormick & CO Inc

Consumer Defensive
546
+ 5.5%
$71.11 - $82.25 $38.8K - $44.9K
10.5K $793K
PFE
Pfizer Inc

Healthcare
21
+ 0.1%
$21.59 - $24.84 $453 - $522
21K $509K
PG
Procter & Gamble CO

Consumer Defensive
283
+ 3.94%
$157.66 - $172.39 $44.6K - $48.8K
7.47K $1.19M
CHE
Chemed Corp

Healthcare
65
+ 12.38%
$486.93 - $619.21 $31.7K - $40.2K
590 $287K
PEP
Pepsico Inc

Consumer Defensive
386
+ 6.91%
$128.02 - $151.37 $49.4K - $58.4K
5.97K $788K
AON
Aon PLC

Financial Services
6
+ 0.38%
$335.85 - $398.81 $2.02K - $2.39K
1.6K $570K
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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