Kfa Private Wealth Group, LLC Purchases in Q3 2024

Kfa Private Wealth Group, LLC

  • $209 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FBCG
Fidelity Covington Tr Blue Chi

ETFs
296K
+ 66.68%
$37.45 - $44.25 $11.1M - $13.1M
740K $31.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
83.6K
+ 44.43%
$44.65 - $47.21 $3.73M - $3.95M
272K $12.7M
IEMG
Ishares Inc

ETFs
62.4K
+ 103.1%
$53.64 - $53.64 $3.35M - $3.35M
123K $6.59M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
63.1K
+ 124.55%
$47.18 - $48.74 $2.98M - $3.08M
114K $5.54M
IVV
Ishares Core S&P 500 ETF

ETFs
1.47K
+ 2.25%
$520.18 - $576.82 $763K - $846K
66.7K $38.5M
JNK
Spdr Bloomberg High Yield Bond

ETFs
23.3K
+ 112.66%
$93.65 - $97.81 $2.18M - $2.28M
44K $4.3M
AAPL
Apple Inc.

Technology
522
+ 3.51%
$207.23 - $234.82 $108K - $123K
15.4K $3.58M
T
At&T Inc.

Communication Services
16.4K
New
$18.21 - $22.28 $299K - $366K
16.4K $361K
CAT
Caterpillar Inc

Industrials
776
New
$316.8 - $391.12 $246K - $304K
776 $303K
INTU
Intuit Inc

Technology
455
New
$602.97 - $670.49 $274K - $305K
455 $282K
UNH
Unitedhealth Group Inc

Healthcare
430
New
$488.01 - $604.18 $210K - $260K
430 $251K
HD
Home Depot, Inc.

Consumer Cyclical
554
New
$333.64 - $405.2 $185K - $224K
554 $224K
SUB
Ishares Short Term National Mu

ETFs
2.01K
+ 35.28%
$104.3 - $106.3 $209K - $213K
7.7K $817K
MRK
Merck & Co., Inc.

Healthcare
1.79K
New
$111.15 - $128.97 $199K - $231K
1.79K $203K
HYG
Ishares Tr

ETFs
2.51K
New
$76.72 - $80.36 $193K - $202K
2.51K $201K
EFA
Ishares Tr Msci Eafe ETF

ETFs
796
+ 7.55%
$75.32 - $84.37 $60K - $67.2K
11.3K $948K
ABBV
Abb Vie Inc.

Healthcare
419
+ 32.26%
$163.84 - $199.33 $68.6K - $83.5K
1.72K $339K
COST
Costco Wholesale Corp

Consumer Defensive
99
+ 25.85%
$801.83 - $917.05 $79.4K - $90.8K
482 $427K
GIB
Cgi Inc

Technology
64
+ 1.16%
$99.02 - $116.4 $6.34K - $7.45K
5.59K $642K
LMT
Lockheed Martin Corp

Industrials
13
+ 1.98%
$460.3 - $584.56 $5.98K - $7.6K
670 $391K
VUG
Vanguard Growth ETF

ETFs
16
+ 0.29%
$341.08 - $391.94 $5.46K - $6.27K
5.45K $2.09M
NVDA
Nvidia Corp

Technology
781
+ 4.2%
$98.91 - $134.91 $77.2K - $105K
19.4K $2.36M
XLV
Select Sector Spdr Fund Health

ETFs
43
+ 0.92%
$143.3 - $157.24 $6.16K - $6.76K
4.69K $722K
XLF
Financial Sector Spdr

ETFs
23
+ 0.23%
$40.84 - $45.74 $939 - $1.05K
9.94K $450K
IEFA
Ishares Tr

ETFs
31
+ 0.58%
$70.09 - $78.74 $2.17K - $2.44K
5.4K $421K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.19%
$125.95 - $142.04 $504 - $568
2.12K $301K
CSCO
Cisco Systems, Inc.

Technology
16
+ 0.36%
$44.74 - $53.22 $716 - $852
4.49K $238K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
252
+ 2.44%
$41.95 - $43.42 $10.6K - $10.9K
10.6K $459K
AVGO
Broadcom Inc.

Technology
1.54K
+ 902.34%
$136.27 - $1745.86 $210K - $2.69M
1.71K $295K
XOM
Exxon Mobil Corp

Energy
8
+ 0.14%
$109.72 - $119.0 $878 - $952
5.69K $667K
ADBE
Adobe Inc.

Technology
57
+ 12.03%
$508.13 - $586.55 $29K - $33.4K
531 $274K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
370
+ 1.64%
$10.64 - $11.07 $3.94K - $4.1K
22.9K $252K
XLE
Energy Sector Spdr

ETFs
12
+ 0.53%
$84.35 - $93.39 $1.01K - $1.12K
2.28K $200K
HON
Honeywell International Inc

Industrials
1
+ 0.04%
$196.73 - $220.21 $197 - $220
2.74K $566K
GOOGL
Alphabet Inc.

Communication Services
123
+ 2.89%
$148.65 - $191.18 $18.3K - $23.5K
4.37K $725K
Activity Summary
Buys All Purchases 36 New Holdings 8 Increased Positions 28 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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