Kaufman Rossin Wealth, LLC Purchases in Q2 2025

Kaufman Rossin Wealth, LLC

  • $158 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
169K
+ 16.88%
N/A
1.17M $23.8B
AVDV
American Centy ETF Tr Avantis

ETFs
15K
+ 10.49%
$61.76 - $79.32 $929K - $1.19M
158K $12.6B
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.13K
+ 5.02%
$108.12 - $135.04 $554K - $692K
107K $14.5B
VTI
Vanguard Total Stock Market Et

ETFs
5.94K
+ 151.15%
$243.75 - $303.93 $1.45M - $1.8M
9.87K $3B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
23.1K
+ 7.74%
$23.4 - $29.68 $540K - $685K
322K $9.55B
IDEV
Ishares Core Msci Intl Develop

ETFs
7.67K
+ 10.55%
$61.79 - $76.67 $474K - $588K
80.3K $6.11B
DUHP
Dimensional ETF Tr Dimensional

ETFs
17.5K
+ 9.58%
$29.36 - $35.56 $514K - $623K
200K $7.12B
DIHP
Dimensional ETF Tr Dimensional

ETFs
21K
+ 12.38%
$24.32 - $29.74 $512K - $626K
191K $5.63B
DISV
Dimensional ETF Tr Dimensional

ETFs
5.72K
+ 4.35%
$25.93 - $32.91 $148K - $188K
137K $4.51B
RBLX
Roblox Corp

Communication Services
569
+ 4.44%
$51.22 - $105.59 $29.1K - $60.1K
13.4K $1.41B
VGIT
Vanguard Intermediate Term Tre

ETFs
8.37K
+ 15.85%
$58.63 - $59.9 $491K - $501K
61.2K $3.66B
AAPL
Apple Inc.

Technology
3.21K
+ 39.53%
$172.42 - $223.89 $553K - $718K
11.3K $2.32B
VEEV
Veeva Systems Inc

Healthcare
1.64K
New
$209.39 - $289.94 $342K - $474K
1.64K $471M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.36K
New
$152.42 - $182.82 $359K - $431K
2.36K $431M
TOL
Toll Brothers, Inc.

Consumer Cyclical
3.77K
New
$90.5 - $114.3 $341K - $431K
3.77K $431M
DAL
Delta Air Lines, Inc.

Industrials
8.68K
New
$35.88 - $52.99 $312K - $460K
8.68K $427M
MANH
Manhattan Associates Inc

Technology
2.03K
New
$143.9 - $197.47 $292K - $401K
2.03K $401M
VRT
Vertiv Holdings CO

Industrials
3.08K
New
N/A
3.08K $395M
SNOW
Snowflake Inc.

Technology
22
+ 0.45%
$130.53 - $223.77 $2.87K - $4.92K
4.89K $1.09B
AVGO
Broadcom Inc.

Technology
323
+ 12.93%
$146.29 - $275.65 $47.3K - $89K
2.82K $778M
INTC
Intel Corp

Technology
16K
New
$18.13 - $22.69 $290K - $363K
16K $359M
AVEM
American Centy ETF Tr Avantis

ETFs
5.16K
New
$53.08 - $68.54 $274K - $353K
5.16K $353M
ADSK
Autodesk, Inc.

Technology
998
+ 124.44%
N/A
1.8K $557M
DVN
Devon Energy Corp

Energy
10.3K
New
$26.8 - $37.92 $275K - $389K
10.3K $326M
NWSA
News Corp

Communication Services
10.7K
New
$23.97 - $29.72 $256K - $318K
10.7K $318M
LYFT
Lyft, Inc.

Technology
15.5K
+ 93.09%
$9.97 - $17.21 $155K - $267K
32.2K $507M
FCX
Freeport Mcmoran Inc

Basic Materials
7.13K
New
$29.15 - $44.46 $208K - $317K
7.13K $309M
PM
Philip Morris International Inc.

Consumer Defensive
1.25K
+ 44.42%
$149.23 - $184.95 $186K - $230K
4.05K $738M
DDOG
Datadog, Inc.

Technology
2.16K
New
$87.0 - $134.33 $188K - $291K
2.16K $291M
PEP
Pepsico Inc

Consumer Defensive
2.19K
New
$128.02 - $151.37 $280K - $331K
2.19K $289M
HAS
Hasbro, Inc.

Consumer Cyclical
3.69K
New
$50.71 - $73.82 $187K - $272K
3.69K $272M
DD
Du Pont De Nemours, Inc.

Basic Materials
3.96K
New
$55.13 - $75.25 $219K - $298K
3.96K $272M
ZS
Zscaler, Inc.

Technology
858
New
$174.67 - $315.32 $150K - $271K
858 $269M
LNG
Cheniere Energy, Inc.

Energy
1.09K
New
$197.25 - $244.33 $215K - $266K
1.09K $265M
CTAS
Cintas Corp

Industrials
1.19K
New
$190.11 - $227.66 $226K - $270K
1.19K $265M
ARW
Arrow Electronics Inc

Technology
2.06K
New
$90.32 - $128.28 $186K - $264K
2.06K $263M
A
Agilent Technologies, Inc.

Healthcare
2.22K
New
$99.29 - $120.52 $221K - $268K
2.22K $262M
GL
Globe Life Inc.

Financial Services
2.08K
New
$113.29 - $133.09 $236K - $277K
2.08K $259M
COF
Capital One Financial Corp

Financial Services
1.2K
New
$150.57 - $212.76 $180K - $255K
1.2K $255M
PLTR
Palantir Technologies Inc.

Technology
1.85K
New
$74.01 - $144.25 $137K - $266K
1.85K $252M
Arista Networks Inc
523
+ 6.75%
N/A
8.27K $846M
PSA
Public Storage

Real Estate
838
New
$266.31 - $309.77 $223K - $260K
838 $246M
FIX
Comfort Systems Usa Inc

Industrials
109
+ 12.65%
$296.51 - $536.21 $32.3K - $58.4K
971 $521M
CCK
Crown Holdings Inc

Consumer Cyclical
2.35K
New
$78.47 - $104.45 $184K - $245K
2.35K $242M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.18K
New
$60.34 - $74.89 $192K - $238K
3.18K $238M
EME
Emcor Group, Inc.

Industrials
443
New
$342.02 - $534.89 $152K - $237K
443 $237M
PEGA
Pegasystems Inc

Technology
4.33K
New
$49.95 - $103.29 $216K - $447K
4.33K $234M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.75K
New
$73.0 - $85.5 $201K - $235K
2.75K $231M
MRK
Merck & Co., Inc.

Healthcare
3.41K
+ 92.76%
$73.47 - $87.12 $251K - $297K
7.09K $561M
Activity Summary
Buys All Purchases 87 New Holdings 44 Increased Positions 43 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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