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
IYR
Ishares Tr

ETFs
2.6K
New
$89.49 - $98.98 $233K - $258K
2.6K $249K
IWX
Ishares Tr Russell 200 Value E

ETFs
3.02K
New
$78.54 - $84.86 $237K - $256K
3.02K $248K
VZ
Verizon Communications Inc

Communication Services
5.44K
New
$37.81 - $46.49 $206K - $253K
5.44K $246K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.15K
New
$211.47 - $267.17 $243K - $307K
1.15K $242K
INDY
Ishares India 50 ETF

ETFs
4.55K
+ 106.63%
$47.15 - $51.6 $215K - $235K
8.83K $448K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
552
New
$408.78 - $448.82 $226K - $248K
552 $231K
VTI
Vanguard Total Stock Market Et

ETFs
1.18K
+ 18.04%
$271.18 - $303.12 $319K - $356K
7.69K $2.11M
CAT
Caterpillar Inc

Industrials
813
+ 57.95%
$326.75 - $407.63 $266K - $331K
2.22K $730K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.82K
New
$34.58 - $45.97 $167K - $221K
4.82K $221K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.23K
New
$51.45 - $58.51 $218K - $248K
4.23K $219K
D
Dominion Energy, Inc

Utilities
3.74K
New
$52.85 - $57.43 $197K - $215K
3.74K $209K
FSLR
First Solar, Inc.

Technology
1.64K
New
$126.34 - $197.73 $207K - $323K
1.64K $206K
VUG
Vanguard Growth ETF

ETFs
1.15K
+ 20.15%
$369.1 - $427.61 $425K - $493K
6.87K $2.55M
JPM
Jpmorgan Chase & CO

Financial Services
737
+ 34.96%
$225.19 - $279.95 $166K - $206K
2.85K $697K
COST
Costco Wholesale Corp

Consumer Defensive
173
+ 35.97%
$890.62 - $1076.86 $154K - $186K
654 $618K
T
At&T Inc.

Communication Services
2.67K
+ 15.31%
$21.56 - $28.28 $57.7K - $75.6K
20.1K $569K
VEA
Vanguard Ftse Developed Market

ETFs
2.02K
+ 25.55%
$47.4 - $52.99 $95.5K - $107K
9.9K $503K
CSCO
Cisco Systems, Inc.

Technology
1.78K
+ 40.05%
$58.74 - $64.87 $104K - $115K
6.21K $383K
HON
Honeywell International Inc

Industrials
747
+ 23.69%
$202.75 - $226.52 $151K - $169K
3.9K $825K
AMZN
Amazon Com Inc

Consumer Cyclical
1.83K
+ 21.92%
$190.26 - $242.06 $349K - $443K
10.2K $1.94M
V
Visa Inc.

Financial Services
174
+ 14.32%
$306.92 - $362.71 $53.4K - $63.1K
1.39K $486K
HDV
Ishares Core High Dividend ETF

ETFs
364
+ 5.66%
$110.86 - $121.12 $40.4K - $44.1K
6.79K $822K
ABBV
Abb Vie Inc.

Healthcare
160
+ 8.27%
$169.2 - $216.66 $27.1K - $34.7K
2.1K $438K
UNH
Unitedhealth Group Inc

Healthcare
139
+ 31.24%
$461.52 - $548.18 $64.2K - $76.2K
584 $305K
MUB
Ishares National Muni Bond ETF

ETFs
624
+ 12.56%
$104.71 - $107.69 $65.3K - $67.2K
5.59K $589K
WMT
Walmart Inc.

Consumer Defensive
838
+ 14.86%
$84.5 - $105.05 $70.8K - $88K
6.48K $568K
LLY
Eli Lilly & CO

Healthcare
25
+ 7.0%
$725.72 - $929.72 $18.1K - $23.2K
382 $315K
VB
Vanguard Small Cap ETF

ETFs
1.28K
+ 9.37%
$217.89 - $252.64 $279K - $324K
15K $3.32M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
144
+ 3.28%
$59.28 - $66.1 $8.54K - $9.52K
4.53K $287K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
259
+ 5.29%
$507.05 - $563.67 $131K - $146K
5.15K $2.65M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.21%
$128.74 - $138.67 $515 - $555
1.93K $262K
TSLA
Tesla, Inc.

Consumer Cyclical
434
+ 58.73%
$222.15 - $428.22 $96.4K - $186K
1.17K $303K
SUB
Ishares Short Term National Mu

ETFs
22
+ 0.19%
$105.3 - $106.24 $2.32K - $2.34K
11.8K $1.24M
GS
Goldman Sachs Group Inc

Financial Services
21
+ 5.88%
$524.81 - $672.19 $11K - $14.1K
378 $206K
RSP
Invesco S&P 500 Equal Weight E

ETFs
27
+ 1.88%
$169.43 - $182.84 $4.57K - $4.94K
1.47K $253K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
389
+ 1.87%
$10.43 - $10.86 $4.06K - $4.22K
21.2K $221K
INTU
Intuit Inc

Technology
3
+ 0.66%
$555.63 - $630.23 $1.67K - $1.89K
458 $281K
MSFT
Microsoft Corp

Technology
568
+ 12.03%
$375.39 - $447.2 $213K - $254K
5.29K $1.99M
QQQ
Invesco Qqq Trust, Series 1

ETFs
96
+ 6.97%
$468.34 - $539.52 $45K - $51.8K
1.47K $690K
GOOG
Alphabet Inc.

Communication Services
191
+ 14.42%
$156.06 - $207.71 $29.8K - $39.7K
1.52K $236K
ADBE
Adobe Inc.

Technology
33
+ 6.4%
$377.84 - $464.11 $12.5K - $15.3K
549 $210K
LMT
Lockheed Martin Corp

Industrials
11
+ 1.64%
$423.19 - $506.29 $4.66K - $5.57K
681 $304K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.04%
$126.86 - $146.45 $127 - $146
2.38K $302K
DSI
Ishares Msci Kld 400 Social Et

ETFs
5
+ 0.13%
$101.98 - $115.66 $510 - $578
3.97K $406K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4
+ 0.03%
$24.91 - $29.02 $99.6 - $116
12.5K $312K
AXP
American Express CO

Financial Services
5
+ 0.32%
$255.39 - $325.87 $1.28K - $1.63K
1.59K $427K
GOOGL
Alphabet Inc.

Communication Services
628
+ 14.27%
$154.33 - $206.19 $96.9K - $129K
5.03K $777K
GIB
Cgi Inc

Technology
150
+ 1.21%
$98.12 - $122.43 $14.7K - $18.4K
12.5K $1.25M
AVGO
Broadcom Inc.

Technology
4
+ 0.23%
$167.43 - $244.7 $670 - $979
1.76K $294K
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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