Kfa Private Wealth Group, LLC Portfolio Holdings
Kfa Private Wealth Group, LLC
- $322 Million
- Q1 2024
Kfa Private Wealth Group, LLC has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $322 Million distributed in 99 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 $65.2M, Vanguard Mid Cap ETF with a value of $24.8M, Vaneck ETF Tr Investment Grade with a value of $24.7M, Ishares Tr with a value of $24.1M, and Ishares Barclays 1 3 Year Trea with a value of $20M.
Examining the 13F form we can see an increase of $43.4M in the current position value, from $279M to 322M.
Below you can find more details about Kfa Private Wealth Group, LLC portfolio as well as his latest detailed transactions.