Kaufman Rossin Wealth, LLC Purchases in Q1 2025

Kaufman Rossin Wealth, LLC

  • $140 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BKR
Baker Hughes CO

Energy
5.26K
New
$41.16 - $48.85 $216K - $257K
5.26K $231M
CME
Cme Group Inc.

Financial Services
848
New
$225.82 - $266.54 $191K - $226K
848 $225M
IVZ
Invesco Ltd.

Financial Services
14.8K
New
$14.82 - $19.34 $219K - $286K
14.8K $224M
JPM
Jpmorgan Chase & CO

Financial Services
909
New
$225.19 - $279.95 $205K - $254K
909 $223M
CINF
Cincinnati Financial Corp

Financial Services
1.49K
New
$133.67 - $147.81 $198K - $219K
1.49K $219M
FIVE
Five Below, Inc

Consumer Cyclical
2.92K
New
$72.25 - $103.2 $211K - $302K
2.92K $219M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
344
New
$634.14 - $744.83 $218K - $256K
344 $218M
ESTC
Elastic N.V.

Technology
2.45K
New
$89.1 - $117.76 $218K - $288K
2.45K $218M
MAN
Manpower Group Inc.

Industrials
3.77K
New
$53.77 - $62.66 $202K - $236K
3.77K $218M
AMP
Ameriprise Financial Inc

Financial Services
437
New
$472.29 - $575.13 $206K - $251K
437 $212M
ADSK
Autodesk, Inc.

Technology
802
New
N/A
802 $210M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
9.58K
New
$21.87 - $34.63 $209K - $332K
9.58K $209M
DFIC
Dimensional ETF Tr Dimensional

ETFs
7.46K
New
$25.54 - $28.79 $191K - $215K
7.46K $207M
BRKR
Bruker Corp

Healthcare
4.93K
New
$41.74 - $62.95 $206K - $310K
4.93K $206M
CI
Cigna Corp

Healthcare
616
New
$274.49 - $329.0 $169K - $203K
616 $203M
AFG
American Financial Group Inc

Financial Services
1.54K
New
$119.82 - $138.45 $184K - $213K
1.54K $202M
CLX
Clorox CO

Consumer Defensive
1.37K
New
$141.76 - $162.89 $194K - $223K
1.37K $202M
META
Meta Platforms, Inc.

Communication Services
349
New
$576.36 - $736.67 $201K - $257K
349 $201M
LYFT
Lyft, Inc.

Technology
16.7K
New
$11.27 - $15.12 $188K - $252K
16.7K $198M
XRAY
Dentsply Sirona Inc.

Healthcare
13.1K
New
$14.93 - $20.31 $195K - $265K
13.1K $195M
HPE
Hewlett Packard Enterprise CO

Technology
11.6K
New
$14.77 - $24.42 $171K - $283K
11.6K $179M
VTI
Vanguard Total Stock Market Et

ETFs
788
+ 25.1%
$271.18 - $303.12 $214K - $239K
3.93K $1.08B
VFC
V F Corp

Consumer Cyclical
10.4K
New
$15.52 - $26.93 $162K - $281K
10.4K $162M
ZI
Zoom Info Technologies Inc.

Technology
15.9K
New
$9.43 - $12.01 $149K - $190K
15.9K $159M
MSFT
Microsoft Corp

Technology
670
+ 33.04%
$375.39 - $447.2 $252K - $300K
2.7K $1.01B
NWL
Newell Brands Inc.

Consumer Defensive
23.3K
New
$6.2 - $10.66 $144K - $248K
23.3K $144M
WU
Western Union CO

Financial Services
11.5K
New
$10.24 - $11.62 $118K - $134K
11.5K $122M
DUHP
Dimensional ETF Tr Dimensional

ETFs
6.91K
+ 3.93%
$32.57 - $35.82 $225K - $247K
183K $6.06B
ADT
Adt Inc.

Industrials
13K
New
$6.87 - $8.23 $89K - $107K
13K $106M
DFAI
Dimensional ETF Tr

ETFs
355
+ 1.69%
$28.88 - $32.4 $10.3K - $11.5K
21.4K $669M
ABBV
Abb Vie Inc.

Healthcare
23
+ 1.95%
$169.2 - $216.66 $3.89K - $4.98K
1.2K $251M
DFAX
Dimensional ETF Tr
5
+ 0.02%
$24.45 - $27.2 $122 - $136
23.7K $621M
BAC
Bank Of America Corp

Financial Services
945
+ 20.26%
$39.61 - $47.74 $37.4K - $45.1K
5.61K $234M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
150
+ 0.51%
$39.96 - $43.3 $5.99K - $6.5K
29.7K $1.22B
GOOGL
Alphabet Inc.

Communication Services
412
+ 28.57%
$154.33 - $206.19 $63.6K - $85K
1.85K $287M
NKTR
Nektar Therapeutics

Healthcare
12.8K
New
$0.66 - $1.19 $8.48K - $15.3K
12.8K $8.73M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.16K
+ 3.19%
$120.29 - $134.6 $380K - $425K
102K $12.5B
Activity Summary
Buys All Purchases 138 New Holdings 116 Increased Positions 22 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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