Kfa Private Wealth Group, LLC Sells in Q4 2024

Kfa Private Wealth Group, LLC

  • $239 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-5.97K
- 12.16%
$168.32 - $181.87 $1M - $1.08M
43.1K $7.3M
SHV
Ishares Tr

ETFs
-8.45K
- 9.09%
$109.92 - $110.57 $929K - $934K
84.5K $9.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-10.4K
- 20.83%
$81.68 - $82.93 $846K - $859K
39.4K $3.23M
VO
Vanguard Mid Cap ETF

ETFs
-1.98K
- 7.78%
$261.5 - $284.63 $519K - $565K
23.5K $6.21M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.88K
- 5.39%
$124.26 - $134.12 $482K - $520K
68.1K $8.76M
NEAR
Blackrock Short Maturity Bond

ETFs
-5.19K
- 54.04%
$50.28 - $51.08 $261K - $265K
4.42K $223K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.83K
- 3.51%
$45.07 - $47.1 $82.4K - $86.1K
50.2K $2.27M
IEFA
Ishares Tr

ETFs
-1.09K
- 20.26%
$70.06 - $77.43 $76.6K - $84.6K
4.3K $302K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-734
- 23.6%
$129.96 - $144.97 $95.4K - $106K
2.38K $331K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-178
- 2.48%
$99.2 - $108.47 $17.7K - $19.3K
6.99K $695K
ADBE
Adobe Inc.

Technology
-15
- 2.82%
$437.39 - $552.96 $6.56K - $8.29K
516 $229K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-78
- 5.54%
$442.29 - $483.08 $34.5K - $37.7K
1.33K $602K
NOC
Northrop Grumman Corp

Industrials
-8
- 1.59%
$466.52 - $543.88 $3.73K - $4.35K
496 $232K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
-2.09K
- 9.14%
$10.64 - $11.1 $22.3K - $23.2K
20.8K $223K
VIG
Vanguard Dividend Appreciation

ETFs
-6
- 0.52%
N/A
1.15K $208K
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.21%
$873.59 - $994.69 $874 - $995
481 $440K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-22
- 1.57%
$481.22 - $538.17 $10.6K - $11.8K
1.38K $703K
GOOG
Alphabet Inc.

Communication Services
-54
- 3.92%
$163.08 - $198.16 $8.81K - $10.7K
1.33K $252K
CSCO
Cisco Systems, Inc.

Technology
-51
- 1.14%
$52.45 - $60.02 $2.67K - $3.06K
4.43K $262K
NVDA
Nvidia Corp

Technology
-1.55K
- 8.01%
$117.0 - $148.88 $182K - $231K
17.8K $2.4M
WMT
Walmart Inc.

Consumer Defensive
-17
- 0.3%
$79.1 - $95.7 $1.34K - $1.63K
5.64K $509K
AAPL
Apple Inc.

Technology
-413
- 2.69%
$221.69 - $259.02 $91.6K - $107K
15K $3.75M
Activity Summary
Buys All Purchases 64 New Holdings 10 Increased Positions 54 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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