Kaufman Rossin Wealth, LLC Incresed Positions 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
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
ADSK
Autodesk, Inc.

Technology
998
+ 124.44%
N/A
1.8K $557M
LYFT
Lyft, Inc.

Technology
15.5K
+ 93.09%
$9.97 - $17.21 $155K - $267K
32.2K $507M
PM
Philip Morris International Inc.

Consumer Defensive
1.25K
+ 44.42%
$149.23 - $184.95 $186K - $230K
4.05K $738M
Arista Networks Inc
523
+ 6.75%
N/A
8.27K $846M
FIX
Comfort Systems Usa Inc

Industrials
109
+ 12.65%
$296.51 - $536.21 $32.3K - $58.4K
971 $521M
MRK
Merck & Co., Inc.

Healthcare
3.41K
+ 92.76%
$73.47 - $87.12 $251K - $297K
7.09K $561M
PNC
Pnc Financial Services Group, Inc.

Financial Services
881
+ 23.42%
$149.76 - $186.42 $132K - $164K
4.64K $866M
JCI
Johnson Controls International PLC

Industrials
1.01K
+ 29.06%
$71.14 - $105.62 $72.1K - $107K
4.5K $476M
EIX
Edison International

Utilities
3.88K
+ 60.99%
$48.32 - $59.92 $187K - $232K
10.2K $528M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
472
+ 20.73%
$153.22 - $199.8 $72.3K - $94.3K
2.75K $515M
VRSN
Verisign Inc

Technology
146
+ 5.53%
$234.49 - $288.8 $34.2K - $42.2K
2.79K $805M
COST
Costco Wholesale Corp

Consumer Defensive
77
+ 9.83%
$908.13 - $1056.85 $69.9K - $81.4K
860 $851M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
86
+ 12.61%
$328.01 - $475.68 $28.2K - $40.9K
768 $359M
NTRA
Natera, Inc.

Healthcare
203
+ 10.18%
$132.23 - $171.87 $26.8K - $34.9K
2.2K $371M
ILMN
Illumina, Inc.

Healthcare
64
+ 1.39%
$70.3 - $95.41 $4.5K - $6.11K
4.65K $444M
OSK
Oshkosh Corp

Industrials
242
+ 9.68%
$79.17 - $113.62 $19.2K - $27.5K
2.74K $311M
JPM
Jpmorgan Chase & CO

Financial Services
79
+ 8.69%
$210.28 - $289.91 $16.6K - $22.9K
988 $286M
ADT
Adt Inc.

Industrials
6.15K
+ 47.45%
$7.54 - $8.6 $46.4K - $52.9K
19.1K $162M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
425
+ 10.11%
$45.98 - $56.15 $19.5K - $23.9K
4.63K $260M
BRKR
Bruker Corp

Healthcare
725
+ 14.71%
$35.5 - $42.18 $25.7K - $30.6K
5.65K $233M
AXS
Axis Capital Holdings LTD

Financial Services
18
+ 0.42%
$87.23 - $106.93 $1.57K - $1.92K
4.29K $445M
LMT
Lockheed Martin Corp

Industrials
4
+ 0.56%
$430.82 - $486.45 $1.72K - $1.95K
722 $334M
ORI
Old Republic International Corp

Financial Services
493
+ 6.06%
$35.25 - $39.79 $17.4K - $19.6K
8.62K $331M
EXPE
Expedia Group, Inc.

Consumer Cyclical
14
+ 0.79%
$136.63 - $176.62 $1.91K - $2.47K
1.78K $300M
PCG
Pg&E Corp

Utilities
4.28K
+ 23.87%
$13.55 - $17.87 $57.9K - $76.4K
22.2K $309M
WEN
Wendy'S CO

Consumer Cyclical
5.82K
+ 24.95%
$11.11 - $14.72 $64.6K - $85.7K
29.1K $333M
KMX
Carmax Inc

Consumer Cyclical
194
+ 6.16%
$62.27 - $82.77 $12.1K - $16.1K
3.34K $225M
RHI
Robert Half International Inc.

Industrials
1.03K
+ 15.24%
$40.31 - $54.71 $41.4K - $56.2K
7.77K $319M
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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