Kfa Private Wealth Group, LLC Incresed Positions 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
XLK
Technology Sector Spdr

ETFs
318
+ 0.97%
$179.73 - $253.23 $57.2K - $80.5K
32.9K $8.34M
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
IJH
Ishares Core S&P Mid Cap ETF

ETFs
714
+ 0.38%
$51.16 - $62.02 $36.5K - $44.3K
191K $11.8M
WMT
Walmart Inc.

Consumer Defensive
6.01K
+ 92.68%
$81.79 - $99.98 $491K - $600K
12.5K $1.22M
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
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
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
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.31K
+ 89.36%
$152.93 - $181.74 $200K - $238K
2.78K $504K
VTI
Vanguard Total Stock Market Et

ETFs
23
+ 0.3%
$243.75 - $303.93 $5.61K - $6.99K
7.71K $2.34M
IEMG
Ishares Inc

ETFs
4.05K
+ 2.6%
N/A
160K $8.56M
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
AGG
Ishares Core U.S. Aggregate Bo

ETFs
809
+ 1.02%
$96.84 - $99.46 $78.3K - $80.5K
79.9K $7.93M
XLF
Financial Sector Spdr

ETFs
23
+ 0.06%
$43.92 - $52.37 $1.01K - $1.2K
38.4K $2.01M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
239
+ 2.31%
$114.78 - $133.31 $27.4K - $31.9K
10.6K $1.41M
VZ
Verizon Communications Inc

Communication Services
1.57K
+ 28.84%
$41.67 - $45.62 $65.3K - $71.5K
7K $303K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
137
+ 3.02%
$57.14 - $72.68 $7.83K - $9.96K
4.67K $339K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.02%
$22.27 - $29.21 $44.5 - $58.4
12.5K $364K
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.05%
$150.43 - $192.71 $150 - $193
1.95K $376K
IEFA
Ishares Tr

ETFs
65
+ 1.51%
$67.83 - $84.09 $4.41K - $5.47K
4.37K $364K
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.76%
$908.13 - $1056.85 $4.54K - $5.28K
659 $652K
RTX
Raytheon Technologies Corp

Industrials
10
+ 0.62%
$113.75 - $148.48 $1.14K - $1.48K
1.61K $235K
CRM
Salesforce, Inc.

Technology
55
+ 4.33%
$236.26 - $291.15 $13K - $16K
1.32K $361K
T
At&T Inc.

Communication Services
41
+ 0.2%
$26.33 - $28.94 $1.08K - $1.19K
20.2K $583K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
171
+ 1.63%
$40.82 - $43.14 $6.98K - $7.38K
10.7K $461K
D
Dominion Energy, Inc

Utilities
151
+ 4.04%
$49.66 - $58.0 $7.5K - $8.76K
3.89K $219K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
11
+ 0.32%
$77.74 - $78.78 $855 - $867
3.4K $267K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.21%
$121.58 - $136.74 $486 - $547
1.94K $263K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
29
+ 0.42%
$90.85 - $102.31 $2.63K - $2.97K
6.98K $702K
JNJ
Johnson & Johnson

Healthcare
239
+ 4.95%
$146.36 - $159.82 $35K - $38.2K
5.07K $774K
XLE
Energy Sector Spdr

ETFs
147
+ 1.76%
$76.44 - $94.13 $11.2K - $13.8K
8.49K $720K
UNH
Unitedhealth Group Inc

Healthcare
198
+ 33.9%
$274.35 - $599.47 $54.3K - $119K
782 $243K
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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