Kfa Private Wealth Group, LLC Purchases and Sells in Q1 2025

Kfa Private Wealth Group, LLC

$286 Million
Q1 2025

Top Buys

Incresed Positions

75 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	20.3K + 26.22%	$554.06 - $615.85 $11.2M - $12.5M	97.7K $54.9M
AGG	46.8K + 145.1%	$95.85 - $99.25 $4.49M - $4.65M	79.1K $7.82M
IXUS	49.1K + 86.62%	$65.06 - $72.31 $3.19M - $3.55M	106K $7.38M
IJH	68.6K + 56.51%	$57.21 - $65.8 $3.93M - $4.52M	190K $11.1M
SPY	5.48K + 84.33%	$551.42 - $612.93 $3.02M - $3.36M	12K $6.7M
IJR	32.7K + 57.09%	$102.49 - $119.96 $3.35M - $3.93M	90.1K $9.42M

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLOT	13.7K New	$50.87 - $51.09 $699K - $702K	13.7K $701K
ONEQ	9.65K New	$68.07 - $78.99 $657K - $762K	9.65K $657K
ISCB	10.8K New	$53.73 - $61.7 $583K - $669K	10.8K $587K
MCD	1.69K New	$279.74 - $321.29 $472K - $542K	1.69K $527K
IWR	5.13K New	$82.81 - $92.93 $425K - $477K	5.13K $436K
AVDE	6.42K New	$60.63 - $68.55 $389K - $440K	6.42K $425K

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBCG	-13.9K - 1.64%	$39.97 - $48.7 $556K - $678K	836K $33.4M
ITOT	-2.24K - 3.29%	$120.29 - $134.6 $269K - $301K	65.8K $8.03M
META	-20 - 2.32%	$576.36 - $736.67 $11.5K - $14.7K	841 $484K
HD	-11 - 1.8%	$347.25 - $424.87 $3.82K - $4.67K	601 $220K
SHYG	-415 - 3.8%	$42.38 - $43.28 $17.6K - $18K	10.5K $447K
NFLX	-30 - 10.6%	$828.4 - $1058.6 $24.9K - $31.8K	253 $235K

Activity Summary All Purchases 101 New Holdings 26 Increased Positions 75 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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