Kfg Wealth Management, LLC Sells in Q3 2024

Kfg Wealth Management, LLC

  • $344 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-45.9K
- 14.87%
$33.02 - $35.03 $1.51M - $1.61M
262K $9.19M
EMB
Ishares Tr

ETFs
-15.4K
- 29.46%
$87.75 - $93.74 $1.35M - $1.44M
36.8K $3.44M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.82K
- 8.16%
$434.77 - $502.96 $1.22M - $1.42M
31.7K $15.5M
SOXX
Ishares Semiconductor ETF

ETFs
-2.21K
- 13.9%
$199.29 - $265.49 $441K - $588K
13.7K $3.16M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-10.2K
- 16.01%
$33.55 - $35.03 $341K - $356K
53.4K $1.87M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-6.56K
- 12.03%
$34.29 - $36.04 $225K - $236K
48K $1.73M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-6.79K
- 16.93%
$31.02 - $32.54 $211K - $221K
33.3K $1.08M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-8.34K
- 9.39%
$32.83 - $34.88 $274K - $291K
80.5K $2.81M
UNOV
Earth Science Tech, Inc.

ETFs
-5.51K
- 16.0%
$32.95 - $33.89 $181K - $187K
28.9K $979K
AMZN
Amazon Com Inc

Consumer Cyclical
-672
- 12.44%
$161.02 - $200.0 $108K - $134K
4.73K $881K
NVO
Novo Nordisk A S

Healthcare
-68
- 1.6%
$119.07 - $145.42 $8.1K - $9.89K
4.2K $499K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-3.55K
- 11.2%
$36.29 - $38.05 $129K - $135K
28.1K $1.07M
POCT
Innovator U.S. Equity Power Bu

ETFs
-3.33K
- 4.06%
$37.79 - $38.95 $126K - $130K
78.6K $3.06M
CL
Colgate Palmolive CO

Consumer Defensive
-1.31K
- 13.86%
$95.54 - $108.77 $125K - $142K
8.14K $845K
GOOG
Alphabet Inc.

Communication Services
-54
- 1.63%
$149.54 - $192.66 $8.08K - $10.4K
3.27K $546K
PG
Procter & Gamble CO

Consumer Defensive
-655
- 8.27%
$160.76 - $177.82 $105K - $116K
7.27K $1.26M
ELV
Elevance Health, Inc.

Healthcare
-30
- 2.91%
$500.12 - $562.29 $15K - $16.9K
1K $521K
SPY
Spdr S&P 500 ETF Trust

ETFs
-991
- 5.51%
$517.38 - $573.86 $513K - $569K
17K $9.74M
DGX
Quest Diagnostics Inc

Healthcare
-258
- 15.38%
$137.09 - $137.09 $35.4K - $35.4K
1.42K $194K
KO
Coca Cola CO

Consumer Defensive
-1.06K
- 19.76%
$62.69 - $73.01 $66.2K - $77.1K
4.29K $308K
TSCO
Tractor Supply CO

Consumer Cyclical
-344
- 10.14%
$251.95 - $290.93 $86.7K - $100K
3.05K $887K
AMGN
Amgen Inc

Healthcare
-175
- 5.19%
$309.38 - $337.38 $54.1K - $59K
3.2K $1.03M
LLY
Eli Lilly & CO

Healthcare
-12
- 2.15%
$772.14 - $960.02 $9.27K - $11.5K
546 $483K
DOX
Amdocs LTD

Technology
-515
- 18.25%
$78.13 - $87.85 $40.2K - $45.2K
2.31K $201K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
-2.04K
- 4.4%
$31.24 - $33.0 $63.8K - $67.4K
44.4K $1.47M
FAST
Fastenal CO

Industrials
-845
- 16.03%
$62.09 - $71.83 $52.5K - $60.7K
4.43K $316K
VUG
Vanguard Growth ETF

ETFs
-52
- 8.4%
$341.08 - $391.94 $17.7K - $20.4K
567 $217K
MDT
Medtronic PLC

Healthcare
-537
- 17.21%
$76.84 - $91.03 $41.3K - $48.9K
2.58K $232K
XLK
Technology Sector Spdr

ETFs
-51
- 2.79%
$197.34 - $237.68 $10.1K - $12.1K
1.78K $401K
ITW
Illinois Tool Works Inc

Industrials
-141
- 13.31%
$233.14 - $263.97 $32.9K - $37.2K
918 $240K
LKFN
Lakeland Financial Corp

Financial Services
-981
- 6.53%
$57.94 - $71.18 $56.8K - $69.8K
14K $914K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-525
- 14.06%
$64.35 - $75.71 $33.8K - $39.7K
3.21K $236K
HD
Home Depot, Inc.

Consumer Cyclical
-454
- 15.74%
$333.64 - $405.2 $151K - $184K
2.43K $984K
XT
Ishares Tr Exponential Technol

ETFs
-290
- 4.86%
$54.51 - $61.59 $15.8K - $17.9K
5.68K $345K
FISV
Fiserv Inc

Technology
-21
- 0.5%
N/A
4.15K $519K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-135
- 2.37%
$47.7 - $48.54 $6.44K - $6.55K
5.57K $270K
Innovator Etfs Trust
-1.5K
- 1.37%
N/A
108K $0
PNOV
Innovator U.S. Equity Power Bu
-4.95K
- 13.94%
N/A
30.6K $0
PDEC
Innovator U.S. Equity Power Bu
-4.81K
- 6.25%
N/A
72.2K $0
Innovator Etfs Trust
-230
- 0.79%
N/A
29K $0
Innovator Etfs Trust
-2.68K
- 6.43%
N/A
39K $0
USEP
Innovator U.S. Equity Ultra Bu
-3.35K
- 4.61%
N/A
69.4K $0
AAPL
Apple Inc.

Technology
-2.32K
- 9.56%
$207.23 - $234.82 $480K - $544K
21.9K $5.11M
AON
Aon PLC

Financial Services
-278
- 14.88%
$293.16 - $351.06 $81.5K - $97.6K
1.59K $550K
IEF
Ishares Barclays

ETFs
-67
- 2.8%
$92.67 - $99.14 $6.21K - $6.64K
2.32K $227K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-22
- 0.47%
$43.63 - $46.56 $960 - $1.02K
4.68K $217K
PEP
Pepsico Inc

Consumer Defensive
-109
- 2.28%
$161.9 - $179.3 $17.6K - $19.5K
4.66K $792K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.05K
- 3.92%
$96.25 - $101.98 $197K - $209K
50.2K $5.08M
PFE
Pfizer Inc

Healthcare
-134
- 0.61%
$27.7 - $31.39 $3.71K - $4.21K
21.9K $632K
Activity Summary
Buys All Purchases 102 New Holdings 31 Increased Positions 71 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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