Kfa Private Wealth Group, LLC Incresed Positions in Q3 2025

Kfa Private Wealth Group, LLC

  • $347 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FBCG
Fidelity Covington Tr Blue Chi

ETFs
45K
+ 5.31%
$47.75 - $54.24 $2.15M - $2.44M
893K $47.9M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
51.1K
+ 17.47%
$45.26 - $46.63 $2.31M - $2.38M
344K $15.9M
IEMG
Ishares Inc

ETFs
22.2K
+ 13.9%
N/A
182K $9.75M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.11K
+ 3.73%
$62.09 - $66.51 $442K - $473K
198K $12.9M
IXUS
Ishares Tr

ETFs
3.51K
+ 3.25%
$76.35 - $82.58 $268K - $289K
111K $9.11M
XLK
Technology Sector Spdr

ETFs
662
+ 2.01%
$250.97 - $282.66 $166K - $187K
33.6K $9.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3
+ 0.0%
$135.0 - $146.02 $405 - $438
67K $9.76M
JNK
Spdr Bloomberg High Yield Bond

ETFs
6.48K
+ 14.1%
$96.22 - $98.19 $624K - $637K
52.5K $5.13M
NVDA
Nvidia Corp

Technology
495
+ 2.72%
$153.3 - $186.58 $75.9K - $92.4K
18.7K $3.48M
SHV
Ishares Tr

ETFs
5.53K
+ 5.65%
$110.06 - $110.49 $609K - $611K
103K $11.4M
SUB
Ishares Short Term National Mu

ETFs
2.71K
+ 16.53%
$106.17 - $107.3 $287K - $290K
19.1K $2.04M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.95K
+ 11.91%
$87.29 - $93.61 $170K - $182K
18.3K $1.71M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.33K
+ 21.73%
$108.97 - $121.65 $144K - $161K
7.42K $895K
EEM
Ishares Msci Emerging Markets

ETFs
1.68K
+ 7.26%
$48.07 - $53.4 $80.9K - $89.9K
24.9K $1.33M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.3K
+ 3.72%
$82.38 - $83.0 $190K - $191K
64.2K $5.33M
JPM
Jpmorgan Chase & CO

Financial Services
346
+ 11.17%
$282.78 - $316.06 $97.8K - $109K
3.44K $1.09M
AVGO
Broadcom Inc.

Technology
209
+ 11.7%
$264.74 - $369.57 $55.3K - $77.2K
2K $658K
COF
Capital One Financial Corp

Financial Services
730
+ 54.15%
$207.29 - $229.74 $151K - $168K
2.08K $441K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
339
+ 0.42%
$97.75 - $100.63 $33.1K - $34.1K
80.2K $8.07M
VEA
Vanguard Ftse Developed Market

ETFs
1.45K
+ 11.98%
$56.02 - $60.3 $80.9K - $87.1K
13.5K $807K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.27K
+ 2.36%
$45.6 - $46.92 $57.8K - $59.4K
55K $2.57M
UNH
Unitedhealth Group Inc

Healthcare
176
+ 22.51%
$237.77 - $353.61 $41.8K - $62.2K
958 $330K
XOM
Exxon Mobil Corp

Energy
77
+ 0.64%
$105.83 - $117.22 $8.15K - $9.03K
12.2K $1.37M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
3.33K
+ 3.42%
$10.18 - $10.96 $33.9K - $36.5K
101K $1.09M
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 0.25%
$291.67 - $316.99 $3.5K - $3.8K
4.9K $1.49M
JEPI
J P Morgan Exchange Traded Fd

ETFs
626
+ 5.79%
$55.61 - $57.37 $34.8K - $35.9K
11.4K $650K
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.19%
$144.19 - $167.33 $433 - $502
1.62K $270K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.26%
$696.56 - $806.32 $697 - $806
379 $301K
MRK
Merck & Co., Inc.

Healthcare
203
+ 7.57%
$77.6 - $87.37 $15.8K - $17.7K
2.89K $242K
LMT
Lockheed Martin Corp

Industrials
7
+ 1.05%
$410.74 - $499.21 $2.88K - $3.49K
675 $336K
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.03%
$133.81 - $152.16 $134 - $152
2.96K $415K
BAC
Bank Of America Corp

Financial Services
23
+ 0.48%
$44.92 - $52.42 $1.03K - $1.21K
4.8K $247K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
78
+ 4.02%
$136.48 - $142.97 $10.6K - $11.2K
2.02K $283K
COST
Costco Wholesale Corp

Consumer Defensive
61
+ 9.26%
$915.95 - $994.57 $55.9K - $60.7K
720 $666K
T
At&T Inc.

Communication Services
739
+ 3.66%
$26.94 - $29.62 $19.9K - $21.9K
20.9K $590K
META
Meta Platforms, Inc.

Communication Services
4
+ 0.49%
$695.21 - $791.73 $2.78K - $3.17K
817 $599K
ADBE
Adobe Inc.

Technology
50
+ 9.23%
$333.65 - $392.1 $16.7K - $19.6K
592 $208K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.54%
$625.65 - $812.69 $1.25K - $1.63K
374 $285K
KO
Coca Cola CO

Consumer Defensive
418
+ 4.94%
$65.67 - $71.67 $27.5K - $30K
8.88K $588K
GIB
Cgi Inc

Technology
604
+ 4.86%
$88.14 - $106.19 $53.2K - $64.1K
13K $1.16M
Activity Summary
Buys All Purchases 52 New Holdings 11 Increased Positions 41 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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