Kfg Wealth Management, LLC Sells in Q4 2024

Kfg Wealth Management, LLC

  • $385 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-27.2K
- 89.26%
$113.92 - $127.38 $3.09M - $3.46M
3.27K $376K
SOXX
Ishares Semiconductor ETF

ETFs
-12.2K
- 88.88%
$211.27 - $239.8 $2.58M - $2.92M
1.53K $328K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-37.1K
- 17.63%
$33.03 - $34.15 $1.23M - $1.27M
173K $5.86M
PATK
Patrick Industries Inc

Consumer Cyclical
-2.93K
- 25.8%
$82.71 - $146.16 $243K - $429K
8.44K $700K
REZ
Ishares Tr Residential And Mul

ETFs
-6.76K
- 16.78%
$79.04 - $89.77 $534K - $606K
33.5K $2.71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3K
- 9.45%
$481.22 - $538.17 $1.44M - $1.61M
28.7K $14.7M
AAPL
Apple Inc.

Technology
-4.33K
- 19.76%
$221.69 - $259.02 $961K - $1.12M
17.6K $4.41M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-16K
- 33.43%
$35.94 - $36.85 $577K - $591K
32K $1.18M
IVW
Ishares S&P 500 Growth ETF

ETFs
-11.8K
- 10.44%
$94.43 - $105.47 $1.12M - $1.25M
102K $10.3M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-22.1K
- 9.75%
$30.02 - $31.23 $664K - $690K
205K $6.31M
NVDA
Nvidia Corp

Technology
-5.1K
- 38.39%
$117.0 - $148.88 $596K - $759K
8.18K $1.1M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-16.2K
- 48.52%
$32.44 - $33.28 $525K - $538K
17.2K $570K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.19K
- 7.03%
$567.81 - $607.81 $677K - $725K
15.8K $9.25M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-18.7K
- 6.7%
$33.71 - $34.99 $630K - $654K
260K $8.98M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-14K
- 12.59%
$39.04 - $40.41 $548K - $567K
97.4K $3.92M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-14.7K
- 9.09%
$35.07 - $36.08 $516K - $531K
147K $5.29M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-9.38K
- 33.35%
$37.97 - $38.95 $356K - $365K
18.7K $730K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-9.32K
- 11.58%
$34.72 - $35.93 $324K - $335K
71.2K $2.54M
JNJ
Johnson & Johnson

Healthcare
-526
- 9.05%
$143.34 - $165.86 $75.4K - $87.2K
5.29K $764K
ELV
Elevance Health, Inc.

Healthcare
-30
- 2.99%
$365.96 - $514.62 $11K - $15.4K
972 $359K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-4.61K
- 11.61%
$41.16 - $42.25 $190K - $195K
35.1K $1.48M
LLY
Eli Lilly & CO

Healthcare
-93
- 17.03%
$727.2 - $932.06 $67.6K - $86.7K
453 $349K
GOOGL
Alphabet Inc.

Communication Services
-979
- 25.23%
$161.86 - $196.66 $158K - $193K
2.9K $549K
ABT
Abbott Laboratories

Healthcare
-805
- 23.13%
$111.93 - $119.39 $90.1K - $96.1K
2.68K $302K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-3.49K
- 4.4%
$40.12 - $41.68 $140K - $145K
75.8K $3.12M
MCD
Mcdonalds Corp

Consumer Cyclical
-155
- 5.81%
$288.47 - $316.54 $44.7K - $49.1K
2.51K $727K
PFE
Pfizer Inc

Healthcare
-842
- 3.85%
$24.8 - $30.19 $20.9K - $25.4K
21K $557K
SRCE
1 St Source Corp

Financial Services
-886
- 14.31%
$57.54 - $67.29 $51K - $59.6K
5.31K $309K
ICLN
Ishares

ETFs
-234
- 1.4%
$11.35 - $14.51 $2.66K - $3.4K
16.4K $186K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.92K
- 13.66%
$23.29 - $23.93 $44.6K - $45.8K
12.1K $283K
HD
Home Depot, Inc.

Consumer Cyclical
-36
- 1.48%
$385.02 - $431.37 $13.9K - $15.5K
2.39K $931K
LKFN
Lakeland Financial Corp

Financial Services
-1.5K
- 10.68%
$61.39 - $75.85 $92.1K - $114K
12.5K $862K
KO
Coca Cola CO

Consumer Defensive
-162
- 3.78%
$61.74 - $71.71 $10K - $11.6K
4.13K $256K
V
Visa Inc.

Financial Services
-419
- 20.51%
$273.87 - $320.91 $115K - $134K
1.62K $513K
DVY
Ishares Tr

ETFs
-194
- 3.66%
$129.55 - $143.41 $25.1K - $27.8K
5.1K $669K
AMZN
Amazon Com Inc

Consumer Cyclical
-914
- 19.33%
$180.88 - $232.93 $165K - $213K
3.82K $836K
FIW
First Trust Water ETF

ETFs
-124
- 3.24%
$102.02 - $110.91 $12.7K - $13.8K
3.7K $377K
XT
Ishares Tr Exponential Technol

ETFs
-552
- 9.71%
$58.7 - $62.72 $32.4K - $34.6K
5.13K $306K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-2.9K
- 2.52%
$37.61 - $38.92 $109K - $113K
112K $4.32M
UNP
Union Pacific Corp

Industrials
-50
- 5.17%
$223.15 - $249.32 $11.2K - $12.5K
918 $209K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-3.92K
- 2.6%
$35.71 - $37.1 $140K - $145K
147K $5.4M
HPQ
Hp Inc

Technology
-41
- 0.66%
$32.46 - $39.3 $1.33K - $1.61K
6.13K $200K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-276
- 2.37%
$61.68 - $67.87 $17K - $18.7K
11.4K $708K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.32K
- 2.34%
$36.63 - $37.8 $48.5K - $50K
55.3K $2.07M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-585
- 5.48%
$22.06 - $22.58 $12.9K - $13.2K
10.1K $226K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
-1.1K
- 2.48%
$32.84 - $33.81 $36.1K - $37.2K
43.3K $1.46M
MUB
Ishares National Muni Bond ETF

ETFs
-40
- 1.63%
$105.78 - $108.7 $4.23K - $4.35K
2.42K $257K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-553
- 4.29%
$23.92 - $24.89 $13.2K - $13.8K
12.3K $302K
DGX
Quest Diagnostics Inc

Healthcare
-59
- 4.16%
N/A
1.36K $186K
Activity Summary
Buys All Purchases 106 New Holdings 10 Increased Positions 96 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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