Kaufman Rossin Wealth, LLC New Holdings in Q2 2025

Kaufman Rossin Wealth, LLC

  • $158 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEEV
Veeva Systems Inc

Healthcare
1.64K
New
$209.39 - $289.94 $342K - $474K
1.64K $471M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.36K
New
$152.42 - $182.82 $359K - $431K
2.36K $431M
TOL
Toll Brothers, Inc.

Consumer Cyclical
3.77K
New
$90.5 - $114.3 $341K - $431K
3.77K $431M
DAL
Delta Air Lines, Inc.

Industrials
8.68K
New
$35.88 - $52.99 $312K - $460K
8.68K $427M
MANH
Manhattan Associates Inc

Technology
2.03K
New
$143.9 - $197.47 $292K - $401K
2.03K $401M
VRT
Vertiv Holdings CO

Industrials
3.08K
New
N/A
3.08K $395M
INTC
Intel Corp

Technology
16K
New
$18.13 - $22.69 $290K - $363K
16K $359M
AVEM
American Centy ETF Tr Avantis

ETFs
5.16K
New
$53.08 - $68.54 $274K - $353K
5.16K $353M
DVN
Devon Energy Corp

Energy
10.3K
New
$26.8 - $37.92 $275K - $389K
10.3K $326M
NWSA
News Corp

Communication Services
10.7K
New
$23.97 - $29.72 $256K - $318K
10.7K $318M
DDOG
Datadog, Inc.

Technology
2.16K
New
$87.0 - $134.33 $188K - $291K
2.16K $291M
PEP
Pepsico Inc

Consumer Defensive
2.19K
New
$128.02 - $151.37 $280K - $331K
2.19K $289M
HAS
Hasbro, Inc.

Consumer Cyclical
3.69K
New
$50.71 - $73.82 $187K - $272K
3.69K $272M
DD
Du Pont De Nemours, Inc.

Basic Materials
3.96K
New
$55.13 - $75.25 $219K - $298K
3.96K $272M
ZS
Zscaler, Inc.

Technology
858
New
$174.67 - $315.32 $150K - $271K
858 $269M
LNG
Cheniere Energy, Inc.

Energy
1.09K
New
$197.25 - $244.33 $215K - $266K
1.09K $265M
CTAS
Cintas Corp

Industrials
1.19K
New
$190.11 - $227.66 $226K - $270K
1.19K $265M
ARW
Arrow Electronics Inc

Technology
2.06K
New
$90.32 - $128.28 $186K - $264K
2.06K $263M
A
Agilent Technologies, Inc.

Healthcare
2.22K
New
$99.29 - $120.52 $221K - $268K
2.22K $262M
GL
Globe Life Inc.

Financial Services
2.08K
New
$113.29 - $133.09 $236K - $277K
2.08K $259M
COF
Capital One Financial Corp

Financial Services
1.2K
New
$150.57 - $212.76 $180K - $255K
1.2K $255M
PLTR
Palantir Technologies Inc.

Technology
1.85K
New
$74.01 - $144.25 $137K - $266K
1.85K $252M
PSA
Public Storage

Real Estate
838
New
$266.31 - $309.77 $223K - $260K
838 $246M
CCK
Crown Holdings Inc

Consumer Cyclical
2.35K
New
$78.47 - $104.45 $184K - $245K
2.35K $242M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.18K
New
$60.34 - $74.89 $192K - $238K
3.18K $238M
EME
Emcor Group, Inc.

Industrials
443
New
$342.02 - $534.89 $152K - $237K
443 $237M
PEGA
Pegasystems Inc

Technology
4.33K
New
$49.95 - $103.29 $216K - $447K
4.33K $234M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.75K
New
$73.0 - $85.5 $201K - $235K
2.75K $231M
EXR
Extra Space Storage Inc.

Real Estate
1.53K
New
$126.61 - $152.99 $194K - $234K
1.53K $225M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
801
New
$201.28 - $266.34 $161K - $213K
801 $213M
MNST
Monster Beverage Corp

Consumer Defensive
3.4K
New
$55.01 - $64.24 $187K - $218K
3.4K $213M
QQQ
Invesco Qqq Trust, Series 1

ETFs
386
New
$416.06 - $551.64 $161K - $213K
386 $213M
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.18K
New
$24.21 - $29.47 $174K - $211K
7.18K $211M
SKX
Skechers Usa Inc

Consumer Cyclical
3.34K
New
$45.48 - $63.1 $152K - $211K
3.34K $211M
TSLA
Tesla, Inc.

Consumer Cyclical
659
New
$221.86 - $362.89 $146K - $239K
659 $209M
WING
Wingstop Inc.

Consumer Cyclical
617
New
$210.24 - $381.46 $130K - $235K
617 $208M
LECO
Lincoln Electric Holdings Inc

Industrials
993
New
$167.18 - $211.38 $166K - $210K
993 $206M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.78K
New
$67.83 - $92.33 $189K - $257K
2.78K $202M
HAL
Halliburton CO

Energy
9.82K
New
$19.26 - $25.7 $189K - $252K
9.82K $200M
PATH
Ui Path, Inc.

Technology
15.2K
New
$9.79 - $13.31 $149K - $203K
15.2K $195M
AMCR
Amcor PLC

Consumer Cyclical
20.6K
New
$8.57 - $9.81 $176K - $202K
20.6K $189M
PK
Park Hotels & Resorts Inc.

Real Estate
11.1K
New
$8.85 - $11.18 $97.8K - $124K
11.1K $113M
TLRY
Tilray Brands, Inc.

Healthcare
12.2K
New
$0.36 - $0.65 $4.38K - $7.91K
12.2K $5.05M
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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