Kaufman Rossin Wealth, LLC Purchases and Sells in Q1 2025

Kaufman Rossin Wealth, LLC

$140 Billion
Q1 2025

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ADBE	4.51K + 348.72%	$377.84 - $464.11 $1.7M - $2.09M	5.8K $2.23B
AVDV	7.04K + 5.16%	$63.74 - $71.96 $449K - $506K	143K $10B
AVUV	9.71K + 172.91%	$84.95 - $100.62 $825K - $977K	15.3K $1.34B
AAPL	3.85K + 90.33%	$209.68 - $247.1 $807K - $951K	8.11K $1.8B
NVDA	7.34K + 196.55%	$106.98 - $149.43 $785K - $1.1M	11.1K $1.2B
FTNT	6.06K + 259.15%	$92.49 - $114.57 $561K - $695K	8.4K $809M

New Holdings

116 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RBLX	12.8K New	$53.77 - $75.47 $689K - $967K	12.8K $747M
GE	3.59K New	$168.59 - $212.13 $605K - $761K	3.59K $718M
SNOW	4.87K New	$146.16 - $192.78 $712K - $939K	4.87K $712M
INCY	11.7K New	$60.0 - $75.26 $701K - $879K	11.7K $707M
VRSN	2.64K New	$205.1 - $254.74 $541K - $673K	2.64K $670M
PNC	3.76K New	$168.84 - $202.89 $635K - $763K	3.76K $661M

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EA SERIES TRUST	-519 - 0.05%	N/A	1M $19.4B
DFAC	-712 - 0.38%	$32.42 - $36.13 $23.1K - $25.7K	187K $6.18B
DFSD	-6.13K - 15.52%	$46.74 - $47.55 $287K - $291K	33.4K $1.59B
VTIP	-3.97K - 15.88%	$48.43 - $49.9 $192K - $198K	21K $1.05B
VGIT	-1.89K - 3.46%	$57.44 - $59.4 $109K - $112K	52.8K $3.14B
IVLU	-19 - 0.15%	$26.71 - $31.58 $507 - $600	12.8K $388M

Activity Summary All Purchases 138 New Holdings 116 Increased Positions 22 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kaufman Rossin Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kaufman Rossin Wealth, LLC with notifications on news.