Kfg Wealth Management, LLC has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $222 Million distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator U.S. Equity Ultra Bu with a value of $22.7M, Invesco Qqq Trust, Series 1 with a value of $15.7M, Innovator Etfs Tr Pwr Buffer S with a value of $13.9M, Blue Buffalo Pet Products, Inc. with a value of $13.9M, and Spdr S&P 500 ETF Trust with a value of $9.4M.

Examining the 13F form we can see an increase of $20.3M in the current position value, from $202M to 222M.

Kfg Wealth Management, LLC is based out at Granger, IN

Below you can find more details about Kfg Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $222 Million
ETFs: $166 Million
Consumer Defensive: $22.7 Million
Technology: $9.48 Million
Healthcare: $7.43 Million
Consumer Cyclical: $7.27 Million
Financial Services: $4.26 Million
Industrials: $2.62 Million
Communication Services: $1.07 Million
Other: $1.22 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $222 Million
  • Prior Value $202 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 19, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 31 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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