Kfa Private Wealth Group, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $209 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $38.5M, Fidelity Covington Tr Blue Chi with a value of $31.7M, Fidelity Merrimack Str Tr Tota with a value of $12.7M, Ishares Tr with a value of $10.3M, and Ishares Core S&P Total U.S. St with a value of $9.04M.

Examining the 13F form we can see an increase of $15.8M in the current position value, from $193M to 209M.

Below you can find more details about Kfa Private Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $209 Million
ETFs: $188 Million
Technology: $9.94 Million
Financial Services: $2.06 Million
Healthcare: $1.95 Million
Communication Services: $1.71 Million
Consumer Cyclical: $1.62 Million
Consumer Defensive: $1.55 Million
Industrials: $1.53 Million
Other: $922,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $209 Million
  • Prior Value $193 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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