Kfa Private Wealth Group, LLC Purchases in Q1 2025

Kfa Private Wealth Group, LLC

  • $286 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
20.3K
+ 26.22%
$554.06 - $615.85 $11.2M - $12.5M
97.7K $54.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
46.8K
+ 145.1%
$95.85 - $99.25 $4.49M - $4.65M
79.1K $7.82M
IXUS
Ishares Tr

ETFs
49.1K
+ 86.62%
$65.06 - $72.31 $3.19M - $3.55M
106K $7.38M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
68.6K
+ 56.51%
$57.21 - $65.8 $3.93M - $4.52M
190K $11.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.48K
+ 84.33%
$551.42 - $612.93 $3.02M - $3.36M
12K $6.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
32.7K
+ 57.09%
$102.49 - $119.96 $3.35M - $3.93M
90.1K $9.42M
XLK
Technology Sector Spdr

ETFs
14.8K
+ 82.51%
$206.38 - $242.18 $3.04M - $3.57M
32.6K $6.74M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
35K
+ 10.93%
$44.41 - $45.98 $1.55M - $1.61M
355K $16.2M
XLF
Financial Sector Spdr

ETFs
23.4K
+ 156.0%
$47.32 - $52.19 $1.11M - $1.22M
38.4K $1.91M
GLD
Spdr Gold Trust

ETFs
2.73K
+ 234.94%
$243.19 - $288.14 $664K - $787K
3.89K $1.12M
AAPL
Apple Inc.

Technology
5.56K
+ 37.12%
$209.68 - $247.1 $1.16M - $1.37M
20.5K $4.56M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.7K
+ 22.08%
$81.83 - $82.73 $712K - $719K
48.1K $3.98M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
13.7K
New
$50.87 - $51.09 $699K - $702K
13.7K $701K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
9.65K
New
$68.07 - $78.99 $657K - $762K
9.65K $657K
ISCB
International Speedway Corp

ETFs
10.8K
New
$53.73 - $61.7 $583K - $669K
10.8K $587K
EEM
Ishares Msci Emerging Markets

ETFs
12.7K
+ 123.23%
$40.81 - $45.34 $518K - $575K
23K $1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.09K
+ 50.07%
$74.85 - $84.89 $456K - $517K
18.3K $1.49M
MCD
Mcdonalds Corp

Consumer Cyclical
1.69K
New
$279.74 - $321.29 $472K - $542K
1.69K $527K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
63.1K
+ 181.15%
$9.59 - $11.83 $605K - $747K
98K $939K
VTV
Vanguard Value ETF

ETFs
1.98K
+ 4.58%
$167.73 - $179.21 $331K - $354K
45.1K $7.79M
IEMG
Ishares Inc

ETFs
8.36K
+ 5.67%
N/A
156K $8.35M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.13K
New
$82.81 - $92.93 $425K - $477K
5.13K $436K
AVDE
American Centy ETF Tr Avantis

ETFs
6.42K
New
$60.63 - $68.55 $389K - $440K
6.42K $425K
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.11K
New
$56.17 - $59.71 $400K - $425K
7.11K $406K
IBM
International Business Machines Corp

Technology
1.32K
+ 52.78%
$217.4 - $264.74 $287K - $350K
3.82K $950K
JNK
Spdr Bloomberg High Yield Bond

ETFs
4.28K
+ 7.86%
$94.86 - $97.12 $406K - $416K
58.8K $5.6M
XLV
Select Sector Spdr Fund Health

ETFs
2.33K
+ 44.51%
$137.61 - $149.68 $321K - $349K
7.58K $1.11M
AME
Ametek Inc

Industrials
2.16K
New
$170.39 - $190.43 $368K - $411K
2.16K $371K
XLE
Energy Sector Spdr

ETFs
3.36K
+ 67.34%
$85.7 - $93.96 $288K - $316K
8.35K $779K
XLI
Industrial Sector Spdr

ETFs
2.67K
New
$128.78 - $141.67 $344K - $378K
2.67K $349K
PG
Procter & Gamble CO

Consumer Defensive
1.99K
+ 88.21%
$158.56 - $176.26 $316K - $351K
4.25K $723K
CRM
Salesforce, Inc.

Technology
1.27K
New
$268.36 - $359.95 $341K - $457K
1.27K $340K
VXF
Vanguard Extended Market ETF

ETFs
1.95K
New
$170.36 - $201.04 $333K - $392K
1.95K $336K
HYG
Ishares Tr

ETFs
4.25K
+ 95.52%
$78.51 - $80.11 $333K - $340K
8.69K $685K
JNJ
Johnson & Johnson

Healthcare
1.57K
+ 47.98%
$142.06 - $167.7 $223K - $263K
4.83K $801K
VIG
Vanguard Dividend Appreciation

ETFs
1.66K
+ 144.38%
N/A
2.8K $510K
TIP
Ishares Tr Tips Bd ETF

ETFs
2.72K
New
$106.22 - $111.09 $288K - $302K
2.72K $301K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.5K
+ 10.94%
$44.72 - $46.25 $246K - $254K
55.7K $2.57M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
10.5K
+ 5.55%
$25.44 - $25.58 $268K - $269K
200K $5.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
335
+ 25.21%
$442.66 - $534.52 $148K - $179K
1.66K $886K
XOM
Exxon Mobil Corp

Energy
1.66K
+ 25.19%
$105.44 - $118.93 $175K - $198K
8.25K $981K
AZN
Astrazeneca PLC

Healthcare
3.68K
New
$65.37 - $77.96 $240K - $287K
3.68K $270K
DVY
Ishares Tr

ETFs
1.99K
New
$128.58 - $138.1 $256K - $275K
1.99K $267K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.39K
New
$76.94 - $78.28 $261K - $265K
3.39K $265K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.82K
+ 2.79%
$47.59 - $48.35 $182K - $185K
140K $6.79M
SHV
Ishares Tr

ETFs
2.08K
+ 2.47%
$110.11 - $110.51 $229K - $230K
86.6K $9.56M
VO
Vanguard Mid Cap ETF

ETFs
1.5K
+ 6.4%
$251.87 - $277.95 $379K - $418K
25K $6.47M
KO
Coca Cola CO

Consumer Defensive
2.77K
+ 46.98%
$60.81 - $72.32 $169K - $200K
8.67K $620K
IWC
Russell Micro Cap ETF

ETFs
2.29K
New
$110.91 - $133.46 $254K - $305K
2.29K $253K
Activity Summary
Buys All Purchases 101 New Holdings 26 Increased Positions 75 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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