Kfa Private Wealth Group, LLC Portfolio Holdings
Kfa Private Wealth Group, LLC
- $193 Million
- Q2 2024
Kfa Private Wealth Group, LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $193 Million distributed in 75 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 $35.7M, Fidelity Covington Tr Blue Chi with a value of $18.8M, Ishares Tr with a value of $13.1M, Vanguard Value ETF with a value of $11.7M, and Ishares Core S&P Total U.S. St with a value of $11.2M.
Examining the 13F form we can see an decrease of $129M in the current position value, from $322M to 193M.
Below you can find more details about Kfa Private Wealth Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$193 Million
ETFs: $174 Million
Technology: $9 Million
Financial Services: $1.97 Million
Consumer Defensive: $1.68 Million
Consumer Cyclical: $1.66 Million
Communication Services: $1.59 Million
Healthcare: $1.41 Million
Industrials: $1.12 Million
Other: $654,000