Kaufman Rossin Wealth, LLC Reduced Holdings in Q2 2025

Kaufman Rossin Wealth, LLC

  • $158 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ABNB
Airbnb, Inc.

Consumer Cyclical
-3.14K
- 64.35%
$105.69 - $140.64 $331K - $441K
1.74K $230M
C
Citigroup Inc

Financial Services
-3.99K
- 56.11%
$58.13 - $85.12 $232K - $340K
3.12K $266M
FTNT
Fortinet, Inc.

Technology
-2.94K
- 34.94%
$84.71 - $108.69 $249K - $319K
5.47K $578M
UNH
Unitedhealth Group Inc

Healthcare
-25
- 2.99%
$274.35 - $599.47 $6.86K - $15K
811 $253M
ETSY
Etsy Inc

Consumer Cyclical
-4.24K
- 44.88%
$40.8 - $63.88 $173K - $271K
5.21K $261M
MSCI
Msci Inc.

Financial Services
-265
- 30.89%
$506.56 - $576.74 $134K - $153K
593 $342M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-194
- 27.02%
$483.48 - $539.8 $93.8K - $105K
524 $255M
Atlassian Corporation
-534
- 25.37%
N/A
1.57K $319M
ADBE
Adobe Inc.

Technology
-331
- 5.7%
$340.0 - $420.68 $113K - $139K
5.47K $2.12B
TRV
Travelers Companies, Inc.

Financial Services
-340
- 26.58%
$233.83 - $276.34 $79.5K - $94K
939 $251M
GOOGL
Alphabet Inc.

Communication Services
-640
- 34.52%
$144.7 - $178.6 $92.6K - $114K
1.21K $214M
DINO
Hf Sinclair Corp

Energy
-4.04K
- 33.24%
$25.91 - $41.85 $105K - $169K
8.12K $333M
GM
General Motors CO

Consumer Cyclical
-1.83K
- 14.38%
$42.48 - $50.46 $77.8K - $92.4K
10.9K $537M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.19K
- 5.67%
$49.57 - $50.27 $59K - $59.8K
19.8K $996M
ABBV
Abb Vie Inc.

Healthcare
-114
- 9.5%
$170.16 - $206.27 $19.4K - $23.5K
1.09K $202M
GOOG
Alphabet Inc.

Communication Services
-423
- 26.91%
$146.58 - $180.01 $62K - $76.1K
1.15K $204M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-1.11K
- 3.31%
$47.09 - $48.01 $52.1K - $53.1K
32.3K $1.55B
CNXC
Concentrix Corp

Technology
-185
- 2.84%
$45.73 - $57.88 $8.46K - $10.7K
6.33K $335M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.36K
- 4.59%
$36.25 - $42.28 $49.4K - $57.6K
28.3K $1.2B
MSFT
Microsoft Corp

Technology
-713
- 26.43%
$354.56 - $497.45 $253K - $355K
1.99K $988M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-651
- 11.12%
$38.16 - $46.72 $24.8K - $30.4K
5.2K $230M
CME
Cme Group Inc.

Financial Services
-3
- 0.35%
$252.37 - $290.71 $757 - $872
845 $233M
AVUV
American Centy ETF Tr Avantis

ETFs
-573
- 3.74%
$75.17 - $91.21 $43.1K - $52.3K
14.7K $1.34B
EXEL
Exelixis, Inc.

Healthcare
-895
- 12.28%
$34.13 - $46.26 $30.5K - $41.4K
6.39K $282M
PINS
Pinterest, Inc.

Communication Services
-685
- 8.54%
$24.21 - $35.95 $16.6K - $24.6K
7.34K $263M
NTNX
Nutanix, Inc.

Technology
-237
- 4.74%
$58.17 - $83.07 $13.8K - $19.7K
4.77K $364M
USFD
Us Foods Holding Corp.

Consumer Defensive
-402
- 9.29%
$60.47 - $79.12 $24.3K - $31.8K
3.93K $302M
PANW
Palo Alto Networks Inc

Technology
-217
- 11.56%
$152.44 - $204.64 $33.1K - $44.4K
1.66K $340M
TPR
Tapestry, Inc.

Consumer Cyclical
-662
- 14.63%
$60.6 - $87.81 $40.1K - $58.1K
3.86K $339M
NOW
Service Now, Inc.

Technology
-96
- 16.38%
$721.65 - $1040.18 $69.3K - $99.9K
490 $504M
GE
General Electric CO

Industrials
-630
- 17.56%
$166.81 - $257.39 $105K - $162K
2.96K $761M
DFAI
Dimensional ETF Tr

ETFs
-709
- 3.31%
$28.02 - $34.71 $19.9K - $24.6K
20.7K $716M
DFAX
Dimensional ETF Tr
-885
- 3.74%
$23.37 - $29.39 $20.7K - $26K
22.8K $670M
META
Meta Platforms, Inc.

Communication Services
-9
- 2.58%
$484.66 - $738.09 $4.36K - $6.64K
340 $251M
DFAU
Dimensional ETF Tr

ETFs
-1.77K
- 5.03%
$34.04 - $42.36 $60.4K - $75.1K
33.5K $1.42B
INCY
Incyte Corp

Healthcare
-176
- 1.51%
$55.17 - $71.22 $9.71K - $12.5K
11.5K $784M
AMZN
Amazon Com Inc

Consumer Cyclical
-87
- 2.44%
$167.32 - $223.3 $14.6K - $19.4K
3.48K $763M
TT
Trane Technologies PLC

Industrials
-4
- 0.41%
$315.21 - $437.41 $1.26K - $1.75K
970 $424M
DFIV
Dimensional ETF Tr

ETFs
-2.3K
- 3.71%
$34.67 - $43.21 $79.9K - $99.6K
59.8K $2.56B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 2.52%
$4164.15 - $5789.24 $12.5K - $17.4K
116 $672M
DASH
Door Dash, Inc.

Communication Services
-156
- 5.58%
$163.16 - $246.51 $25.5K - $38.5K
2.64K $651M
APH
Amphenol Corp

Technology
-145
- 3.07%
$59.09 - $98.75 $8.57K - $14.3K
4.58K $453M
Ge Vernova Inc
-82
- 5.74%
N/A
1.35K $713M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-6.2K
- 3.31%
$29.12 - $35.84 $181K - $222K
181K $6.49B
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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