Kfa Private Wealth Group, LLC Portfolio Holdings

Kfa Private Wealth Group, LLC

  • $286 Million
  • Q1 2025

Kfa Private Wealth Group, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $286 Million distributed in 114 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 $54.9M, Fidelity Covington Tr Blue Chi with a value of $33.4M, Fidelity Merrimack Str Tr Tota with a value of $16.2M, Ishares Core S&P Mid Cap ETF with a value of $11.1M, and Ishares Tr with a value of $9.56M.

Examining the 13F form we can see an increase of $46.6M in the current position value, from $239M to 286M.

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

Portfolio value $286 Million
ETFs: $255 Million
Technology: $12.5 Million
Financial Services: $3.86 Million
Consumer Cyclical: $2.99 Million
Industrials: $2.71 Million
Communication Services: $2.55 Million
Consumer Defensive: $2.53 Million
Healthcare: $2.46 Million
Other: $1.19 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$4.56 Million 1.6% of portfolio
20,524
Q1 2025 Added 37.12%
$431B
$2.08 Million 0.73% of portfolio
19,213
Q1 2025 Added 7.7%
$3.81T
$1.99 Million 0.7% of portfolio
5,288
Q1 2025 Added 12.03%
$2.28T
$1.94 Million 0.68% of portfolio
10,189
Q1 2025 Added 21.92%
$465B
$981,000 0.34% of portfolio
8,254
Q1 2025 Added 25.19%
$253B
$950,000 0.33% of portfolio
3,824
Q1 2025 Added 52.78%
$631B
$886,000 0.31% of portfolio
1,664
Q1 2025 Added 25.21%
$426B
$801,000 0.28% of portfolio
4,833
Q1 2025 Added 47.98%
$1.07T
$777,000 0.27% of portfolio
5,029
Q1 2025 Added 14.27%
$221B
$730,000 0.26% of portfolio
2,216
Q1 2025 Added 57.95%
$369B
$723,000 0.25% of portfolio
4,248
Q1 2025 Added 88.21%
$850B
$697,000 0.24% of portfolio
2,845
Q1 2025 Added 34.96%
$305B
$620,000 0.22% of portfolio
8,669
Q1 2025 Added 46.98%
$422B
$618,000 0.22% of portfolio
654
Q1 2025 Added 35.97%
$258B
$568,000 0.2% of portfolio
6,479
Q1 2025 Added 14.86%
$221B
$527,000 0.18% of portfolio
1,688
Q1 2025 New
$1.62T
$484,000 0.17% of portfolio
841
Q1 2025 Reduced 2.32%
$236B
$427,000 0.15% of portfolio
1,589
Q1 2025 Added 0.32%
$338B
$438,000 0.15% of portfolio
2,095
Q1 2025 Added 8.27%
$280B
$383,000 0.13% of portfolio
6,210
Q1 2025 Added 40.05%
$260B
$340,000 0.12% of portfolio
1,269
Q1 2025 New
$269B
$305,000 0.11% of portfolio
584
Q1 2025 Added 31.24%
$1.01T
$303,000 0.11% of portfolio
1,173
Q1 2025 Added 58.73%
$724B
$315,000 0.11% of portfolio
382
Q1 2025 Added 7.0%
$213B
$281,000 0.1% of portfolio
458
Q1 2025 Added 0.66%
$215B
$270,000 0.09% of portfolio
3,677
Q1 2025 New
$368B
$220,000 0.08% of portfolio
601
Q1 2025 Reduced 1.8%
$1.12T
$236,000 0.08% of portfolio
1,516
Q1 2025 Added 14.42%
$567B
$235,000 0.08% of portfolio
253
Q1 2025 Reduced 10.6%
$241B
$206,000 0.07% of portfolio
378
Q1 2025 Added 5.88%
$223B
$212,000 0.07% of portfolio
1,603
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $286 Million
  • Prior Value $239 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 26 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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