Kfa Private Wealth Group, LLC Sells in Q2 2025

Kfa Private Wealth Group, LLC

  • $322 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-62.9K
- 17.71%
$44.68 - $45.96 $2.81M - $2.89M
292K $13.4M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-12.8K
- 21.75%
$91.23 - $97.27 $1.17M - $1.24M
46K $4.47M
AAPL
Apple Inc.

Technology
-667
- 3.25%
$172.42 - $223.89 $115K - $149K
19.9K $4.07M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.02K
- 3.62%
$45.12 - $46.23 $91.1K - $93.4K
53.7K $2.48M
PG
Procter & Gamble CO

Consumer Defensive
-170
- 4.0%
$157.66 - $172.39 $26.8K - $29.3K
4.08K $649K
ABBV
Abb Vie Inc.

Healthcare
-110
- 5.25%
$170.16 - $206.27 $18.7K - $22.7K
1.99K $368K
MUB
Ishares National Muni Bond ETF

ETFs
-384
- 6.87%
$102.31 - $105.8 $39.3K - $40.6K
5.21K $544K
HDV
Ishares Core High Dividend ETF

ETFs
-111
- 1.63%
$108.41 - $120.51 $12K - $13.4K
6.68K $782K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
-3.45K
- 16.28%
$9.13 - $10.58 $31.5K - $36.5K
17.7K $187K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.91K
- 10.44%
$72.96 - $90.39 $139K - $172K
16.4K $1.46M
LLY
Eli Lilly & CO

Healthcare
-10
- 2.62%
$713.71 - $898.95 $7.14K - $8.99K
372 $289K
KO
Coca Cola CO

Consumer Defensive
-208
- 2.4%
$68.37 - $73.9 $14.2K - $15.4K
8.46K $598K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-75
- 13.59%
$376.48 - $440.65 $28.2K - $33K
477 $210K
VIG
Vanguard Dividend Appreciation

ETFs
-46
- 1.64%
N/A
2.76K $502K
DVY
Ishares Tr

ETFs
-4
- 0.2%
$118.37 - $134.86 $473 - $539
1.99K $264K
ADBE
Adobe Inc.

Technology
-7
- 1.28%
$340.0 - $420.68 $2.38K - $2.94K
542 $209K
VTV
Vanguard Value ETF

ETFs
-1.03K
- 2.28%
$153.67 - $176.74 $158K - $181K
44K $7.78M
LMT
Lockheed Martin Corp

Industrials
-13
- 1.91%
$430.82 - $486.45 $5.6K - $6.32K
668 $309K
AVDE
American Centy ETF Tr Avantis

ETFs
-605
- 9.43%
$59.32 - $74.36 $35.9K - $45K
5.81K $430K
V
Visa Inc.

Financial Services
-1
- 0.07%
$308.27 - $373.31 $308 - $373
1.39K $492K
HYG
Ishares Tr

ETFs
-98
- 1.13%
$75.75 - $80.65 $7.42K - $7.9K
8.59K $692K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-344
- 8.66%
$91.62 - $116.16 $31.5K - $40K
3.63K $421K
GOOG
Alphabet Inc.

Communication Services
-68
- 4.49%
$146.58 - $180.01 $9.97K - $12.2K
1.45K $256K
IWR
Ishares Russell Mid Cap ETF

ETFs
-108
- 2.11%
$74.88 - $91.97 $8.09K - $9.93K
5.02K $461K
XLI
Industrial Sector Spdr

ETFs
-124
- 4.64%
$116.42 - $147.52 $14.4K - $18.3K
2.55K $375K
ISCB
International Speedway Corp

ETFs
-169
- 1.56%
$47.12 - $58.28 $7.96K - $9.85K
10.7K $622K
TSLA
Tesla, Inc.

Consumer Cyclical
-101
- 8.61%
$221.86 - $362.89 $22.4K - $36.7K
1.07K $340K
CSCO
Cisco Systems, Inc.

Technology
-68
- 1.1%
$53.19 - $69.38 $3.62K - $4.72K
6.14K $426K
HON
Honeywell International Inc

Industrials
-162
- 4.15%
$182.86 - $232.88 $29.6K - $37.7K
3.74K $870K
FSLR
First Solar, Inc.

Technology
-99
- 6.05%
$120.38 - $192.98 $11.9K - $19.1K
1.54K $254K
GLD
Spdr Gold Trust

ETFs
-47
- 1.21%
$273.71 - $316.29 $12.9K - $14.9K
3.85K $1.17M
GIB
Cgi Inc

Technology
-60
- 0.48%
$96.47 - $109.59 $5.79K - $6.58K
12.4K $1.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-38
- 3.31%
$179.95 - $278.88 $6.84K - $10.6K
1.11K $309K
NFLX
Netflix Inc

Communication Services
-15
- 5.93%
$855.86 - $1339.13 $12.8K - $20.1K
238 $318K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-696
- 0.71%
$8.65 - $10.52 $6.02K - $7.32K
97.3K $1.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-49
- 3.33%
$416.06 - $551.64 $20.4K - $27K
1.42K $785K
GOOGL
Alphabet Inc.

Communication Services
-30
- 0.6%
$144.7 - $178.6 $4.34K - $5.36K
5K $880K
CAT
Caterpillar Inc

Industrials
-61
- 2.75%
$273.94 - $388.21 $16.7K - $23.7K
2.16K $836K
META
Meta Platforms, Inc.

Communication Services
-28
- 3.33%
$484.66 - $738.09 $13.6K - $20.7K
813 $600K
VB
Vanguard Small Cap ETF

ETFs
-32
- 0.21%
$193.73 - $237.37 $6.2K - $7.6K
14.9K $3.54M
AMZN
Amazon Com Inc

Consumer Cyclical
-42
- 0.41%
$167.32 - $223.3 $7.03K - $9.38K
10.1K $2.23M
VO
Vanguard Mid Cap ETF

ETFs
-224
- 0.9%
$228.54 - $279.83 $51.2K - $62.7K
24.8K $6.94M
SPY
Spdr S&P 500 ETF Trust

ETFs
-57
- 0.48%
$496.48 - $617.85 $28.3K - $35.2K
11.9K $7.37M
NVDA
Nvidia Corp

Technology
-1.04K
- 5.42%
$94.31 - $157.99 $98.2K - $164K
18.2K $2.87M
IVV
Ishares Core S&P 500 ETF

ETFs
-798
- 0.82%
$498.8 - $620.9 $398K - $495K
96.9K $60.2M
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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