Kaufman Rossin Wealth, LLC Purchases and Sells in Q2 2025

Kaufman Rossin Wealth, LLC

$158 Billion
Q2 2025

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EA SERIES TRUST	169K + 16.88%	N/A	1.17M $23.8B
AVDV	15K + 10.49%	$61.76 - $79.32 $929K - $1.19M	158K $12.6B
ITOT	5.13K + 5.02%	$108.12 - $135.04 $554K - $692K	107K $14.5B
VTI	5.94K + 151.15%	$243.75 - $303.93 $1.45M - $1.8M	9.87K $3B
DFEM	23.1K + 7.74%	$23.4 - $29.68 $540K - $685K	322K $9.55B
IDEV	7.67K + 10.55%	$61.79 - $76.67 $474K - $588K	80.3K $6.11B

New Holdings

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEEV	1.64K New	$209.39 - $289.94 $342K - $474K	1.64K $471M
QUAL	2.36K New	$152.42 - $182.82 $359K - $431K	2.36K $431M
TOL	3.77K New	$90.5 - $114.3 $341K - $431K	3.77K $431M
DAL	8.68K New	$35.88 - $52.99 $312K - $460K	8.68K $427M
MANH	2.03K New	$143.9 - $197.47 $292K - $401K	2.03K $401M
VRT	3.08K New	N/A	3.08K $395M

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ABNB	-3.14K - 64.35%	$105.69 - $140.64 $331K - $441K	1.74K $230M
C	-3.99K - 56.11%	$58.13 - $85.12 $232K - $340K	3.12K $266M
FTNT	-2.94K - 34.94%	$84.71 - $108.69 $249K - $319K	5.47K $578M
UNH	-25 - 2.99%	$274.35 - $599.47 $6.86K - $15K	811 $253M
ETSY	-4.24K - 44.88%	$40.8 - $63.88 $173K - $271K	5.21K $261M
MSCI	-265 - 30.89%	$506.56 - $576.74 $134K - $153K	593 $342M

Activity Summary All Purchases 87 New Holdings 44 Increased Positions 43 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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