Kfa Private Wealth Group, LLC Portfolio Holdings

Kfa Private Wealth Group, LLC

  • $286 Million
  • Q1 2025

Kfa Private Wealth Group, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $286 Million distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $54.9M, Fidelity Covington Tr Blue Chi with a value of $33.4M, Fidelity Merrimack Str Tr Tota with a value of $16.2M, Ishares Core S&P Mid Cap ETF with a value of $11.1M, and Ishares Tr with a value of $9.56M.

Examining the 13F form we can see an increase of $46.6M in the current position value, from $239M to 286M.

Below you can find more details about Kfa Private Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $286 Million
ETFs: $255 Million
Technology: $12.5 Million
Financial Services: $3.86 Million
Consumer Cyclical: $2.99 Million
Industrials: $2.71 Million
Communication Services: $2.55 Million
Consumer Defensive: $2.53 Million
Healthcare: $2.46 Million
Other: $1.19 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.9 Million 19.22% of portfolio
97,677
Q1 2025 Added 26.22%
$0
$33.4 Million 11.7% of portfolio
836,341
Q1 2025 Reduced 1.64%
$0
$16.2 Million 5.68% of portfolio
355,418
Q1 2025 Added 10.93%
$0
$11.1 Million 3.88% of portfolio
190,118
Q1 2025 Added 56.51%
$0
$9.56 Million 3.35% of portfolio
86,587
Q1 2025 Added 2.47%
$0
$9.42 Million 3.3% of portfolio
90,054
Q1 2025 Added 57.09%
$0
$8.35 Million 2.92% of portfolio
155,606
Q1 2025 Added 5.67%
$0
$8.03 Million 2.81% of portfolio
65,836
Q1 2025 Reduced 3.29%
$0
$7.82 Million 2.74% of portfolio
79,090
Q1 2025 Added 145.1%
$0
$7.79 Million 2.73% of portfolio
45,073
Q1 2025 Added 4.58%
$0
$7.38 Million 2.58% of portfolio
105,730
Q1 2025 Added 86.62%
$0
$6.79 Million 2.38% of portfolio
140,473
Q1 2025 Added 2.79%
$0
$6.74 Million 2.36% of portfolio
32,626
Q1 2025 Added 82.51%
$0
$6.7 Million 2.35% of portfolio
11,985
Q1 2025 Added 84.33%
$0
$6.47 Million 2.26% of portfolio
25,012
Q1 2025 Added 6.4%
$0
$5.6 Million 1.96% of portfolio
58,775
Q1 2025 Added 7.86%
$3.26T
$4.56 Million 1.6% of portfolio
20,524
Q1 2025 Added 37.12%
$0
$3.98 Million 1.39% of portfolio
48,071
Q1 2025 Added 22.08%
$0
$3.32 Million 1.16% of portfolio
14,961
Q1 2025 Added 9.37%
$0
$2.65 Million 0.93% of portfolio
5,152
Q1 2025 Added 5.29%
$0
$2.57 Million 0.9% of portfolio
55,729
Q1 2025 Added 10.94%
$0
$2.55 Million 0.89% of portfolio
6,869
Q1 2025 Added 20.15%
$0
$2.11 Million 0.74% of portfolio
7,688
Q1 2025 Added 18.04%
$359B
$2.08 Million 0.73% of portfolio
19,213
Q1 2025 Added 7.7%
$3.51T
$1.99 Million 0.7% of portfolio
5,288
Q1 2025 Added 12.03%
$2.22T
$1.94 Million 0.68% of portfolio
10,189
Q1 2025 Added 21.92%
$0
$1.91 Million 0.67% of portfolio
38,400
Q1 2025 Added 156.0%
$0
$1.76 Million 0.61% of portfolio
28,284
Q1 2025 Reduced 3.43%
$0
$1.49 Million 0.52% of portfolio
18,263
Q1 2025 Added 50.07%
$0
$1.33 Million 0.47% of portfolio
10,337
Q1 2025 Added 164.37%
$23B
$1.25 Million 0.44% of portfolio
12,500
Q1 2025 Added 1.21%
$0
$1.24 Million 0.43% of portfolio
11,753
Q1 2025 Added 0.19%
$106B
$1.12 Million 0.39% of portfolio
3,892
Q1 2025 Added 234.94%
$0
$1.11 Million 0.39% of portfolio
7,575
Q1 2025 Added 44.51%
$0
$1 Million 0.35% of portfolio
22,982
Q1 2025 Added 123.23%
$447B
$981,000 0.34% of portfolio
8,254
Q1 2025 Added 25.19%
$248B
$950,000 0.33% of portfolio
3,824
Q1 2025 Added 52.78%
$0
$939,000 0.33% of portfolio
97,978
Q1 2025 Added 181.15%
$648B
$886,000 0.31% of portfolio
1,664
Q1 2025 Added 25.21%
$152B
$825,000 0.29% of portfolio
3,900
Q1 2025 Added 23.69%
$0
$822,000 0.29% of portfolio
6,790
Q1 2025 Added 5.66%
$409B
$801,000 0.28% of portfolio
4,833
Q1 2025 Added 47.98%
$0
$779,000 0.27% of portfolio
8,345
Q1 2025 Added 67.34%
$993B
$777,000 0.27% of portfolio
5,029
Q1 2025 Added 14.27%
$189B
$730,000 0.26% of portfolio
2,216
Q1 2025 Added 57.95%
$0
$701,000 0.25% of portfolio
13,744
Q1 2025 New
$0
$709,000 0.25% of portfolio
6,948
Q1 2025 Reduced 0.6%
$386B
$723,000 0.25% of portfolio
4,248
Q1 2025 Added 88.21%
$788B
$697,000 0.24% of portfolio
2,845
Q1 2025 Added 34.96%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $286 Million
  • Prior Value $239 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 26 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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