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