Kaufman Rossin Wealth, LLC Purchases in Q4 2025

Kaufman Rossin Wealth, LLC

  • $192 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.56K
+ 5.53%
$142.79 - $150.05 $936K - $984K
125K $18.6B
AVDV
American Centy ETF Tr Avantis

ETFs
1.06K
+ 0.64%
$87.37 - $90.92 $92.5K - $96.3K
167K $15.7B
Atlassian Corporation
4.83K
New
N/A
4.83K $783M
IWN
Ishares Russell2000 Val ETF

ETFs
3.81K
New
$172.34 - $181.51 $656K - $691K
3.81K $690M
BMY
Bristol Myers Squibb CO

Healthcare
11.7K
New
$42.6 - $49.08 $496K - $572K
11.7K $629M
PCG
Pg&E Corp

Utilities
30.8K
+ 266.76%
$15.63 - $16.81 $481K - $518K
42.3K $680M
CNC
Centene Corp

Healthcare
10.1K
+ 98.47%
$33.15 - $38.7 $336K - $392K
20.4K $840M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
4.09K
+ 1.23%
$31.28 - $33.46 $128K - $137K
338K $11.2B
DIHP
Dimensional ETF Tr Dimensional

ETFs
5.16K
+ 2.45%
$30.11 - $31.43 $155K - $162K
216K $6.83B
NVDA
Nvidia Corp

Technology
2.14K
+ 16.17%
$179.83 - $207.04 $385K - $443K
15.4K $2.87B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
7.95K
New
$47.98 - $48.33 $381K - $384K
7.95K $383M
MKTX
Marketaxess Holdings Inc

Financial Services
2.07K
New
$158.85 - $177.4 $329K - $368K
2.07K $376M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.63K
New
$117.6 - $129.07 $309K - $339K
2.63K $357M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.74K
+ 2.06%
$79.1 - $82.39 $138K - $143K
86.3K $7.12B
FCX
Freeport Mcmoran Inc

Basic Materials
6.39K
New
$38.65 - $43.31 $247K - $277K
6.39K $324M
JBHT
Hunt J B Transport Services Inc

Industrials
1.65K
New
$132.68 - $172.64 $219K - $285K
1.65K $321M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.47K
+ 7.73%
$59.84 - $60.54 $327K - $331K
76.2K $4.57B
LVS
Las Vegas Sands Corp

Consumer Cyclical
4.91K
New
$46.47 - $66.99 $228K - $329K
4.91K $319M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
11.4K
New
$25.3 - $29.23 $287K - $332K
11.4K $318M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
8.48K
New
$29.81 - $42.36 $253K - $359K
8.48K $314M
NEM
Newmont Corp

Basic Materials
2.81K
New
$78.63 - $98.27 $221K - $276K
2.81K $281M
EXAS
Exact Sciences Corp

Healthcare
2.69K
New
$56.19 - $69.63 $151K - $188K
2.69K $274M
UTHR
United Therapeutics Corp

Healthcare
530
New
$415.34 - $466.4 $220K - $247K
530 $258M
MU
Micron Technology Inc

Technology
876
New
$181.6 - $253.3 $159K - $222K
876 $250M
DG
Dollar General Corp

Consumer Defensive
1.79K
New
$95.94 - $106.44 $171K - $190K
1.79K $237M
DKNG
Draft Kings Inc.

Consumer Cyclical
7.39K
+ 114.42%
$27.92 - $35.5 $206K - $262K
13.8K $477M
EIX
Edison International

Utilities
3.39K
+ 51.05%
$52.12 - $59.08 $177K - $200K
10K $602M
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.66K
+ 11.81%
$48.17 - $48.5 $224K - $226K
44.1K $2.12B
TXT
Textron Inc

Industrials
2.41K
New
$79.42 - $87.34 $191K - $210K
2.41K $210M
BDX
Becton Dickinson & CO

Healthcare
1.08K
New
$176.39 - $193.93 $190K - $209K
1.08K $209M
Lam Research Corp
1.22K
New
N/A
1.22K $208M
RGLD
Royal Gold Inc

Basic Materials
937
New
$169.08 - $206.65 $158K - $194K
937 $208M
GLW
Corning Inc

Technology
2.37K
New
$82.06 - $90.29 $194K - $214K
2.37K $208M
LLY
Eli Lilly & CO

Healthcare
192
New
$799.57 - $1025.28 $154K - $197K
192 $206M
SCHW
Schwab Charles Corp

Financial Services
2.04K
New
$91.91 - $97.71 $187K - $199K
2.04K $204M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
80
+ 13.09%
$557.73 - $694.99 $44.6K - $55.6K
691 $534M
CB
Chubb LTD

Financial Services
525
+ 68.54%
$268.2 - $296.22 $141K - $156K
1.29K $403M
ZM
Zoom Video Communications, Inc.

Technology
2.01K
+ 59.08%
$79.17 - $87.23 $159K - $175K
5.41K $467M
ILMN
Illumina, Inc.

Healthcare
34
+ 0.7%
$91.0 - $123.54 $3.09K - $4.2K
4.89K $641M
EXPE
Expedia Group, Inc.

Consumer Cyclical
54
+ 2.38%
$210.33 - $273.65 $11.4K - $14.8K
2.32K $657M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.66K
+ 15.1%
$49.98 - $50.22 $183K - $184K
27.9K $1.38B
ESTC
Elastic N.V.

Technology
2.13K
+ 78.88%
$80.19 - $94.47 $171K - $201K
4.83K $364M
NTRA
Natera, Inc.

Healthcare
186
+ 13.56%
$160.21 - $209.5 $29.8K - $39K
1.56K $357M
DAL
Delta Air Lines, Inc.

Industrials
182
+ 2.16%
$55.65 - $62.32 $10.1K - $11.3K
8.59K $596M
GOOG
Alphabet Inc.

Communication Services
74
+ 5.52%
$237.49 - $291.74 $17.6K - $21.6K
1.42K $444M
GOOGL
Alphabet Inc.

Communication Services
30
+ 1.94%
$236.57 - $291.31 $7.1K - $8.74K
1.58K $493M
VLUE
Ishares Msci Usa Value Factor

ETFs
404
+ 13.63%
$122.29 - $132.67 $49.4K - $53.6K
3.37K $461M
UPS
United Parcel Service Inc

Industrials
488
+ 20.04%
$82.87 - $97.4 $40.4K - $47.5K
2.92K $290M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
266
+ 55.07%
$423.47 - $491.22 $113K - $131K
749 $298M
Activity Summary
Buys All Purchases 77 New Holdings 24 Increased Positions 53 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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