Kfa Private Wealth Group, LLC New Holdings in Q1 2025

Kfa Private Wealth Group, LLC

  • $286 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
13.7K
New
$50.87 - $51.09 $699K - $702K
13.7K $701K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
9.65K
New
$68.07 - $78.99 $657K - $762K
9.65K $657K
ISCB
International Speedway Corp

ETFs
10.8K
New
$53.73 - $61.7 $583K - $669K
10.8K $587K
MCD
Mcdonalds Corp

Consumer Cyclical
1.69K
New
$279.74 - $321.29 $472K - $542K
1.69K $527K
IWR
Ishares Russell Mid Cap ETF

ETFs
5.13K
New
$82.81 - $92.93 $425K - $477K
5.13K $436K
AVDE
American Centy ETF Tr Avantis

ETFs
6.42K
New
$60.63 - $68.55 $389K - $440K
6.42K $425K
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.11K
New
$56.17 - $59.71 $400K - $425K
7.11K $406K
AME
Ametek Inc

Industrials
2.16K
New
$170.39 - $190.43 $368K - $411K
2.16K $371K
XLI
Industrial Sector Spdr

ETFs
2.67K
New
$128.78 - $141.67 $344K - $378K
2.67K $349K
CRM
Salesforce, Inc.

Technology
1.27K
New
$268.36 - $359.95 $341K - $457K
1.27K $340K
TIP
Ishares Tr Tips Bd ETF

ETFs
2.72K
New
$106.22 - $111.09 $288K - $302K
2.72K $301K
AZN
Astrazeneca PLC

Healthcare
3.68K
New
$65.37 - $77.96 $240K - $287K
3.68K $270K
DVY
Ishares Tr

ETFs
1.99K
New
$128.58 - $138.1 $256K - $275K
1.99K $267K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.39K
New
$76.94 - $78.28 $261K - $265K
3.39K $265K
IWC
Russell Micro Cap ETF

ETFs
2.29K
New
$110.91 - $133.46 $254K - $305K
2.29K $253K
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
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
552
New
$408.78 - $448.82 $226K - $248K
552 $231K
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
RTX
Raytheon Technologies Corp

Industrials
1.6K
New
$114.1 - $135.66 $183K - $217K
1.6K $212K
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
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
Track This Portfolio

Track Kfa Private Wealth Group, LLC Portfolio

Follow Kfa Private Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kfa Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfa Private Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email