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
ADBE
Adobe Inc.

Technology
4.51K
+ 348.72%
$377.84 - $464.11 $1.7M - $2.09M
5.8K $2.23B
AVDV
American Centy ETF Tr Avantis

ETFs
7.04K
+ 5.16%
$63.74 - $71.96 $449K - $506K
143K $10B
AVUV
American Centy ETF Tr Avantis

ETFs
9.71K
+ 172.91%
$84.95 - $100.62 $825K - $977K
15.3K $1.34B
RBLX
Roblox Corp

Communication Services
12.8K
New
$53.77 - $75.47 $689K - $967K
12.8K $747M
AAPL
Apple Inc.

Technology
3.85K
+ 90.33%
$209.68 - $247.1 $807K - $951K
8.11K $1.8B
GE
General Electric CO

Industrials
3.59K
New
$168.59 - $212.13 $605K - $761K
3.59K $718M
SNOW
Snowflake Inc.

Technology
4.87K
New
$146.16 - $192.78 $712K - $939K
4.87K $712M
INCY
Incyte Corp

Healthcare
11.7K
New
$60.0 - $75.26 $701K - $879K
11.7K $707M
NVDA
Nvidia Corp

Technology
7.34K
+ 196.55%
$106.98 - $149.43 $785K - $1.1M
11.1K $1.2B
VRSN
Verisign Inc

Technology
2.64K
New
$205.1 - $254.74 $541K - $673K
2.64K $670M
CNC
Centene Corp

Healthcare
9.99K
New
$55.93 - $65.89 $559K - $658K
9.99K $606M
Arista Networks Inc
7.75K
New
N/A
7.75K $600M
GM
General Motors CO

Consumer Cyclical
12.7K
New
$45.22 - $54.92 $576K - $700K
12.7K $599M
NOC
Northrop Grumman Corp

Industrials
1.17K
New
$433.45 - $513.82 $507K - $601K
1.17K $599M
FTNT
Fortinet, Inc.

Technology
6.06K
+ 259.15%
$92.49 - $114.57 $561K - $695K
8.4K $809M
ABNB
Airbnb, Inc.

Consumer Cyclical
4.87K
New
$119.38 - $161.42 $582K - $786K
4.87K $582M
BKNG
Booking Holdings Inc.

Consumer Cyclical
119
New
$4295.4 - $5141.88 $511K - $612K
119 $548M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.04K
+ 4.36%
$63.77 - $71.36 $194K - $217K
72.7K $5.01B
DIHP
Dimensional ETF Tr Dimensional

ETFs
8.75K
+ 5.43%
$25.1 - $27.85 $220K - $244K
170K $4.58B
DASH
Door Dash, Inc.

Communication Services
2.8K
New
$168.37 - $213.38 $471K - $596K
2.8K $511M
C
Citigroup Inc

Financial Services
7.11K
New
$67.23 - $84.63 $478K - $602K
7.11K $505M
MSCI
Msci Inc.

Financial Services
858
New
$541.46 - $628.34 $465K - $539K
858 $485M
HUM
Humana Inc

Healthcare
1.79K
New
$249.11 - $303.11 $447K - $544K
1.79K $475M
NOW
Service Now, Inc.

Technology
586
New
$783.83 - $1170.39 $459K - $686K
586 $467M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
6.52K
New
$61.25 - $72.83 $399K - $475K
6.52K $461M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
14.1K
+ 4.95%
$25.35 - $27.46 $357K - $386K
299K $7.9B
Atlassian Corporation
2.11K
New
N/A
2.11K $447M
ETSY
Etsy Inc

Consumer Cyclical
9.46K
New
$44.4 - $57.29 $420K - $542K
9.46K $446M
PM
Philip Morris International Inc.

Consumer Defensive
2.81K
New
$117.15 - $158.79 $329K - $445K
2.81K $445M
UNH
Unitedhealth Group Inc

Healthcare
836
New
$461.52 - $548.18 $386K - $458K
836 $438M
Ge Vernova Inc
1.43K
New
N/A
1.43K $436M
COP
Conocophillips

Energy
4.14K
New
$88.6 - $105.85 $367K - $439K
4.14K $435M
FTI
Technip Fmc PLC

Energy
13.6K
New
$25.3 - $32.57 $344K - $442K
13.6K $431M
AXS
Axis Capital Holdings LTD

Financial Services
4.27K
New
$85.54 - $100.24 $365K - $428K
4.27K $428M
CMCSA
Comcast Corp

Communication Services
11.4K
New
$33.19 - $38.23 $379K - $437K
11.4K $421M
GRMN
Garmin LTD

Technology
1.94K
New
$204.55 - $241.93 $396K - $468K
1.94K $420M
AVGO
Broadcom Inc.

Technology
2.5K
New
$167.43 - $244.7 $418K - $612K
2.5K $418M
MMM
3 M CO

Industrials
2.78K
New
$129.7 - $155.12 $361K - $432K
2.78K $409M
DINO
Hf Sinclair Corp

Energy
12.2K
New
$30.66 - $38.48 $373K - $468K
12.2K $400M
BAH
Booz Allen Hamilton Holding Corp

Industrials
3.67K
New
$102.72 - $143.06 $377K - $525K
3.67K $384M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
718
New
$442.66 - $534.52 $318K - $384K
718 $382M
ELV
Elevance Health, Inc.

Healthcare
879
New
$365.9 - $436.25 $322K - $383K
879 $382M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
2.28K
New
$166.63 - $185.86 $379K - $423K
2.28K $379M
EIX
Edison International

Utilities
6.35K
New
$50.06 - $80.01 $318K - $508K
6.35K $374M
TSN
Tyson Foods, Inc.

Consumer Defensive
5.84K
New
$54.27 - $63.81 $317K - $373K
5.84K $373M
RHI
Robert Half International Inc.

Industrials
6.74K
New
$51.96 - $71.3 $350K - $480K
6.74K $368M
ILMN
Illumina, Inc.

Healthcare
4.59K
New
$79.34 - $144.22 $364K - $662K
4.59K $364M
CNXC
Concentrix Corp

Technology
6.52K
New
$42.45 - $65.04 $277K - $424K
6.52K $362M
MRVL
Marvell Technology, Inc.

Technology
5.79K
New
$61.57 - $126.06 $356K - $730K
5.79K $356M
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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