Kfa Private Wealth Group, LLC Purchases in Q2 2025

Kfa Private Wealth Group, LLC

  • $322 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FBCG
Fidelity Covington Tr Blue Chi

ETFs
12.1K
+ 1.45%
$35.12 - $48.24 $425K - $584K
848K $40.9M
SHW
Sherwin Williams CO

Basic Materials
4.8K
New
$313.51 - $363.51 $1.51M - $1.75M
4.8K $1.65M
XLK
Technology Sector Spdr

ETFs
318
+ 0.97%
$179.73 - $253.23 $57.2K - $80.5K
32.9K $8.34M
ADP
Automatic Data Processing Inc

Industrials
4.2K
New
$276.76 - $326.81 $1.16M - $1.37M
4.2K $1.3M
SHV
Ishares Tr

ETFs
11.3K
+ 13.0%
$110.06 - $110.46 $1.24M - $1.24M
97.8K $10.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
13.8K
+ 28.79%
$82.21 - $83.12 $1.14M - $1.15M
61.9K $5.13M
MSFT
Microsoft Corp

Technology
776
+ 14.67%
$354.56 - $497.45 $275K - $386K
6.06K $3.02M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.19K
+ 1.81%
$108.12 - $135.04 $129K - $161K
67K $9.05M
IXUS
Ishares Tr

ETFs
2.1K
+ 1.99%
$62.37 - $77.63 $131K - $163K
108K $8.34M
MCD
Mcdonalds Corp

Consumer Cyclical
3.2K
+ 189.57%
$285.55 - $321.23 $914K - $1.03M
4.89K $1.43M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
31.2K
New
$22.18 - $23.36 $693K - $730K
31.2K $699K
IVW
Ishares S&P 500 Growth ETF

ETFs
6.1K
New
$82.96 - $110.1 $506K - $671K
6.1K $671K
WMT
Walmart Inc.

Consumer Defensive
6.01K
+ 92.68%
$81.79 - $99.98 $491K - $600K
12.5K $1.22M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
583
+ 11.32%
$456.74 - $568.03 $266K - $331K
5.74K $3.26M
NSC
Norfolk Southern Corp

Industrials
2.18K
New
$206.34 - $257.46 $449K - $560K
2.18K $556K
SUB
Ishares Short Term National Mu

ETFs
4.61K
+ 39.24%
$104.77 - $106.34 $483K - $490K
16.4K $1.74M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
543
+ 0.6%
$90.56 - $109.49 $49.2K - $59.5K
90.6K $9.9M
VUG
Vanguard Growth ETF

ETFs
4
+ 0.06%
$329.49 - $438.4 $1.32K - $1.75K
6.87K $3.01M
DOV
Dover Corp

Industrials
2.52K
New
$151.14 - $186.7 $381K - $470K
2.52K $461K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
8.46K
+ 6.02%
$47.89 - $48.65 $405K - $412K
149K $7.25M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
4.04K
+ 41.8%
$60.22 - $80.1 $243K - $323K
13.7K $1.1M
MAR
Marriott International Inc

Consumer Cyclical
1.45K
New
$211.12 - $274.14 $306K - $398K
1.45K $396K
PEP
Pepsico Inc

Consumer Defensive
2.96K
New
$128.02 - $151.37 $378K - $447K
2.96K $390K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
7.43K
New
$47.02 - $47.83 $349K - $355K
7.43K $355K
HD
Home Depot, Inc.

Consumer Cyclical
911
+ 151.58%
$335.24 - $380.78 $305K - $347K
1.51K $554K
XOM
Exxon Mobil Corp

Energy
3.84K
+ 46.56%
$99.93 - $119.04 $384K - $457K
12.1K $1.3M
FVD
First Tr Value Line Divid Inde

ETFs
6.56K
New
$40.62 - $45.12 $266K - $296K
6.56K $293K
DTH
Wisdomtree Tr

ETFs
6.3K
New
$37.84 - $46.83 $238K - $295K
6.3K $291K
COF
Capital One Financial Corp

Financial Services
1.35K
New
$150.57 - $212.76 $203K - $287K
1.35K $286K
IWM
Ishares Russell 2000 ETF

ETFs
1.28K
New
$174.82 - $215.79 $224K - $277K
1.28K $276K
GE
General Electric CO

Industrials
1.06K
New
$166.81 - $257.39 $176K - $272K
1.06K $272K
AMD
Advanced Micro Devices Inc

Technology
1.9K
New
$78.21 - $143.81 $148K - $273K
1.9K $269K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.31K
+ 89.36%
$152.93 - $181.74 $200K - $238K
2.78K $504K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.21K
New
$89.63 - $111.92 $198K - $248K
2.21K $247K
VTI
Vanguard Total Stock Market Et

ETFs
23
+ 0.3%
$243.75 - $303.93 $5.61K - $6.99K
7.71K $2.34M
BAC
Bank Of America Corp

Financial Services
4.78K
New
$34.39 - $47.46 $164K - $227K
4.78K $226K
BR
Broadridge Financial Solutions, Inc.

Technology
905
New
$217.22 - $246.25 $197K - $223K
905 $219K
YUM
Yum Brands Inc

Consumer Cyclical
1.47K
New
$138.36 - $161.45 $203K - $237K
1.47K $217K
IEMG
Ishares Inc

ETFs
4.05K
+ 2.6%
N/A
160K $8.56M
MRK
Merck & Co., Inc.

Healthcare
2.68K
New
$73.47 - $87.12 $197K - $234K
2.68K $212K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.7K
+ 52.01%
$51.14 - $57.0 $189K - $211K
10.8K $614K
JPM
Jpmorgan Chase & CO

Financial Services
253
+ 8.89%
$210.28 - $289.91 $53.2K - $73.3K
3.1K $898K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13
+ 0.05%
$55.54 - $69.09 $722 - $898
28.3K $1.96M
AVGO
Broadcom Inc.

Technology
27
+ 1.53%
$146.29 - $275.65 $3.95K - $7.44K
1.79K $492K
VEA
Vanguard Ftse Developed Market

ETFs
2.16K
+ 21.78%
$45.65 - $57.01 $98.4K - $123K
12.1K $687K
IBM
International Business Machines Corp

Technology
7
+ 0.18%
$221.03 - $294.78 $1.55K - $2.06K
3.83K $1.13M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
6.72K
+ 3.36%
$24.96 - $25.5 $168K - $171K
207K $5.27M
EEM
Ishares Msci Emerging Markets

ETFs
185
+ 0.8%
$38.52 - $48.28 $7.13K - $8.93K
23.2K $1.12M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.74K
+ 41.12%
$45.88 - $54.4 $79.9K - $94.7K
5.98K $325K
Activity Summary
Buys All Purchases 71 New Holdings 20 Increased Positions 51 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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