Kfa Private Wealth Group, LLC New Holdings in Q2 2025

Kfa Private Wealth Group, LLC

  • $322 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
4.8K
New
$313.51 - $363.51 $1.51M - $1.75M
4.8K $1.65M
ADP
Automatic Data Processing Inc

Industrials
4.2K
New
$276.76 - $326.81 $1.16M - $1.37M
4.2K $1.3M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
31.2K
New
$22.18 - $23.36 $693K - $730K
31.2K $699K
IVW
Ishares S&P 500 Growth ETF

ETFs
6.1K
New
$82.96 - $110.1 $506K - $671K
6.1K $671K
NSC
Norfolk Southern Corp

Industrials
2.18K
New
$206.34 - $257.46 $449K - $560K
2.18K $556K
DOV
Dover Corp

Industrials
2.52K
New
$151.14 - $186.7 $381K - $470K
2.52K $461K
MAR
Marriott International Inc

Consumer Cyclical
1.45K
New
$211.12 - $274.14 $306K - $398K
1.45K $396K
PEP
Pepsico Inc

Consumer Defensive
2.96K
New
$128.02 - $151.37 $378K - $447K
2.96K $390K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
7.43K
New
$47.02 - $47.83 $349K - $355K
7.43K $355K
FVD
First Tr Value Line Divid Inde

ETFs
6.56K
New
$40.62 - $45.12 $266K - $296K
6.56K $293K
COF
Capital One Financial Corp

Financial Services
1.35K
New
$150.57 - $212.76 $203K - $287K
1.35K $286K
IWM
Ishares Russell 2000 ETF

ETFs
1.28K
New
$174.82 - $215.79 $224K - $277K
1.28K $276K
GE
General Electric CO

Industrials
1.06K
New
$166.81 - $257.39 $176K - $272K
1.06K $272K
AMD
Advanced Micro Devices Inc

Technology
1.9K
New
$78.21 - $143.81 $148K - $273K
1.9K $269K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.21K
New
$89.63 - $111.92 $198K - $248K
2.21K $247K
BAC
Bank Of America Corp

Financial Services
4.78K
New
$34.39 - $47.46 $164K - $227K
4.78K $226K
BR
Broadridge Financial Solutions, Inc.

Technology
905
New
$217.22 - $246.25 $197K - $223K
905 $219K
YUM
Yum Brands Inc

Consumer Cyclical
1.47K
New
$138.36 - $161.45 $203K - $237K
1.47K $217K
MRK
Merck & Co., Inc.

Healthcare
2.68K
New
$73.47 - $87.12 $197K - $234K
2.68K $212K
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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