Kaufman Rossin Wealth, LLC Incresed Positions 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
AAPL
Apple Inc.

Technology
3.85K
+ 90.33%
$209.68 - $247.1 $807K - $951K
8.11K $1.8B
NVDA
Nvidia Corp

Technology
7.34K
+ 196.55%
$106.98 - $149.43 $785K - $1.1M
11.1K $1.2B
FTNT
Fortinet, Inc.

Technology
6.06K
+ 259.15%
$92.49 - $114.57 $561K - $695K
8.4K $809M
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
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
14.1K
+ 4.95%
$25.35 - $27.46 $357K - $386K
299K $7.9B
DISV
Dimensional ETF Tr Dimensional

ETFs
432
+ 0.33%
$26.09 - $30.21 $11.3K - $13.1K
131K $3.82B
AMZN
Amazon Com Inc

Consumer Cyclical
1.57K
+ 78.6%
$190.26 - $242.06 $298K - $380K
3.56K $678M
VTI
Vanguard Total Stock Market Et

ETFs
788
+ 25.1%
$271.18 - $303.12 $214K - $239K
3.93K $1.08B
MSFT
Microsoft Corp

Technology
670
+ 33.04%
$375.39 - $447.2 $252K - $300K
2.7K $1.01B
DUHP
Dimensional ETF Tr Dimensional

ETFs
6.91K
+ 3.93%
$32.57 - $35.82 $225K - $247K
183K $6.06B
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
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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