Kfg Wealth Management, LLC Purchases in Q4 2024

Kfg Wealth Management, LLC

  • $385 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
335K
+ 36.05%
$39.5 - $41.38 $13.2M - $13.9M
1.27M $50.9M
DRSK
ETF Ser Solutions Aptus Define

ETFs
514K
+ 70.27%
$27.43 - $28.44 $14.1M - $14.6M
1.25M $34.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
274K
+ 94.62%
$44.87 - $46.86 $12.3M - $12.8M
564K $25.3M
OSCV
Opus Small Cap Value ETF

ETFs
86.7K
+ 31.78%
$36.89 - $40.88 $3.2M - $3.54M
359K $13.3M
DFIP
Dimensional ETF Tr Inflation P

ETFs
75.1K
+ 72.85%
$40.31 - $42.43 $3.03M - $3.19M
178K $7.21M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
92.2K
+ 31.47%
$38.37 - $42.82 $3.54M - $3.95M
385K $14.8M
ICVT
Ishares Tr Convertible Bond Et

ETFs
31.5K
New
$83.09 - $89.28 $2.62M - $2.82M
31.5K $2.68M
POCT
Innovator U.S. Equity Power Bu

ETFs
65.2K
+ 82.85%
$38.63 - $40.03 $2.52M - $2.61M
144K $5.69M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
67.5K
+ 172.65%
$31.36 - $32.75 $2.12M - $2.21M
107K $3.44M
UNOV
Earth Science Tech, Inc.

ETFs
43.3K
+ 149.67%
$33.84 - $35.03 $1.46M - $1.52M
72.2K $2.5M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
41.5K
+ 82.34%
$34.64 - $35.72 $1.44M - $1.48M
91.9K $3.24M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
20.6K
+ 5.43%
$43.97 - $45.33 $906K - $934K
400K $18M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
29.6K
+ 5.47%
$31.29 - $32.43 $925K - $959K
570K $18.3M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
42.8K
+ 37.51%
$26.16 - $28.82 $1.12M - $1.23M
157K $4.11M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
21.7K
+ 40.69%
$34.96 - $35.65 $759K - $774K
75.1K $2.63M
XLRE
Select Sector Spdr Tr Real Est

ETFs
25.3K
+ 30.62%
$40.06 - $45.21 $1.01M - $1.14M
108K $4.39M
WMT
Walmart Inc.

Consumer Defensive
2.54K
+ 10.68%
$79.1 - $95.7 $201K - $243K
26.4K $2.38M
TSLA
Tesla, Inc.

Consumer Cyclical
8
+ 0.26%
$213.65 - $479.86 $1.71K - $3.84K
3.13K $1.26M
A
Agilent Technologies, Inc.

Healthcare
2.1K
New
$125.69 - $146.56 $264K - $308K
2.1K $282K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.46K
+ 25.68%
$53.94 - $58.15 $241K - $259K
21.8K $1.23M
BSTP
Innovator Etfs Tr Buffer Step

ETFs
7.38K
New
$32.41 - $33.9 $239K - $250K
7.38K $244K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.49K
+ 17.84%
$57.53 - $60.83 $258K - $273K
29.7K $1.71M
VTI
Vanguard Total Stock Market Et

ETFs
693
New
$280.04 - $302.45 $194K - $210K
693 $200K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
8.57K
+ 63.44%
$23.25 - $23.37 $199K - $200K
22.1K $514K
AVGO
Broadcom Inc.

Technology
227
+ 11.16%
$159.67 - $250.0 $36.2K - $56.8K
2.26K $524K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.6K
+ 294.16%
$26.93 - $84.95 $554K - $1.75M
27.5K $752K
FDVV
Fidelity High Dividend ETF

ETFs
3.32K
+ 26.75%
$49.66 - $52.63 $165K - $175K
15.7K $786K
JPM
Jpmorgan Chase & CO

Financial Services
287
+ 10.24%
$205.18 - $250.29 $58.9K - $71.8K
3.09K $740K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
5.29K
+ 37.43%
$22.72 - $23.0 $120K - $122K
19.4K $443K
GOOG
Alphabet Inc.

Communication Services
99
+ 3.03%
$163.08 - $198.16 $16.1K - $19.6K
3.37K $641K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.7K
+ 26.18%
$67.29 - $73.38 $115K - $125K
8.2K $556K
ADP
Automatic Data Processing Inc

Industrials
78
+ 2.75%
$280.08 - $307.97 $21.8K - $24K
2.92K $853K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
703
+ 32.94%
$119.34 - $127.78 $83.9K - $89.8K
2.84K $338K
CPRT
Copart Inc

Consumer Cyclical
737
+ 15.28%
$51.36 - $63.8 $37.9K - $47K
5.56K $319K
MA
Mastercard Inc

Financial Services
53
+ 4.42%
$491.3 - $536.15 $26K - $28.4K
1.25K $658K
BR
Broadridge Financial Solutions, Inc.

Technology
210
+ 17.62%
$209.64 - $236.44 $44K - $49.7K
1.4K $316K
CHD
Church & Dwight CO Inc

Consumer Defensive
546
+ 11.35%
$99.11 - $112.25 $54.1K - $61.3K
5.36K $560K
PAYX
Paychex Inc

Industrials
172
+ 3.11%
$135.86 - $148.73 $23.4K - $25.6K
5.7K $798K
PWR
Quanta Services, Inc.

Industrials
124
+ 13.85%
$296.05 - $346.6 $36.7K - $43K
1.02K $322K
FDS
Factset Research Systems Inc

Financial Services
59
+ 5.53%
$449.69 - $495.72 $26.5K - $29.2K
1.13K $540K
HSY
Hershey CO

Consumer Defensive
765
+ 21.3%
$168.67 - $193.65 $129K - $148K
4.36K $737K
GLD
Spdr Gold Trust

ETFs
225
+ 3.75%
$236.59 - $257.5 $53.2K - $57.9K
6.23K $1.51M
MNST
Monster Beverage Corp

Consumer Defensive
808
+ 9.21%
$49.24 - $56.38 $39.8K - $45.6K
9.58K $503K
VUG
Vanguard Growth ETF

ETFs
59
+ 10.41%
$378.79 - $428.11 $22.3K - $25.3K
626 $256K
INTU
Intuit Inc

Technology
45
+ 5.26%
$602.01 - $706.25 $27.1K - $31.8K
900 $565K
ACN
Accenture PLC

Technology
104
+ 7.03%
$343.9 - $376.86 $35.8K - $39.2K
1.58K $557K
FANG
Diamondback Energy, Inc.

Energy
275
+ 20.07%
$153.06 - $199.5 $42.1K - $54.9K
1.65K $269K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
12
+ 2.54%
$1146.59 - $1270.6 $13.8K - $15.2K
485 $575K
ROP
Roper Technologies Inc

Industrials
90
+ 19.82%
$519.85 - $575.95 $46.8K - $51.8K
544 $282K
Activity Summary
Buys All Purchases 106 New Holdings 10 Increased Positions 96 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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