Kfg Wealth Management, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $390 Million distributed in 189 stocks.
Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Collar with a value of $53M, ETF Ser Solutions Aptus Define with a value of $36.8M, Fidelity Merrimack Str Tr Tota with a value of $27.1M, Innovator Etfs Tr Pwr Buffer S with a value of $18.2M, and Blue Buffalo Pet Products, Inc. with a value of $17.9M.
Examining the 13F form we can see an increase of $5.45M in the current position value, from $385M to 390M.
Kfg Wealth Management, LLC is based out at Granger, IN
Below you can find more details about Kfg Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$390 Million
ETFs: $322 Million
Consumer Defensive: $27 Million
Technology: $11 Million
Healthcare: $8.62 Million
Consumer Cyclical: $7.06 Million
Financial Services: $5.67 Million
Industrials: $3.1 Million
Communication Services: $1.11 Million
Other: $2.69 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
