Kfa Private Wealth Group, LLC Incresed Positions 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
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
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
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
XLE
Energy Sector Spdr

ETFs
3.36K
+ 67.34%
$85.7 - $93.96 $288K - $316K
8.35K $779K
PG
Procter & Gamble CO

Consumer Defensive
1.99K
+ 88.21%
$158.56 - $176.26 $316K - $351K
4.25K $723K
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
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
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
INDY
Ishares India 50 ETF

ETFs
4.55K
+ 106.63%
$47.15 - $51.6 $215K - $235K
8.83K $448K
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
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
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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