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
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
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
NVDA
Nvidia Corp

Technology
1.37K
+ 7.7%
$106.98 - $149.43 $147K - $205K
19.2K $2.08M
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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