Kfg Wealth Management, LLC Purchases in Q3 2024

Kfg Wealth Management, LLC

  • $344 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
930K
New
$36.82 - $39.74 $34.2M - $37M
930K $37M
DRSK
ETF Ser Solutions Aptus Define

ETFs
732K
New
$26.97 - $28.55 $19.7M - $20.9M
732K $20.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
271K
+ 1419.62%
$44.65 - $47.21 $12.1M - $12.8M
290K $13.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
293K
New
$36.02 - $41.68 $10.6M - $12.2M
293K $12.1M
OSCV
Opus Small Cap Value ETF

ETFs
273K
New
$33.99 - $37.93 $9.27M - $10.3M
273K $10.2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
172K
+ 784.88%
$25.36 - $28.37 $4.36M - $4.87M
194K $5.45M
DFIP
Dimensional ETF Tr Inflation P

ETFs
96.2K
+ 1407.62%
$40.69 - $42.46 $3.91M - $4.09M
103K $4.36M
XLRE
Select Sector Spdr Tr Real Est

ETFs
82.7K
New
$38.04 - $45.36 $3.15M - $3.75M
82.7K $3.69M
REZ
Ishares Tr Residential And Mul

ETFs
40.3K
New
$76.42 - $91.19 $3.08M - $3.67M
40.3K $3.58M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
27.4K
+ 918.85%
$105.53 - $118.34 $2.9M - $3.25M
30.4K $3.56M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
62.7K
+ 29.01%
$31.92 - $33.91 $2M - $2.13M
279K $9.46M
IVW
Ishares S&P 500 Growth ETF

ETFs
20.1K
+ 21.56%
$84.77 - $97.13 $1.71M - $1.95M
113K $10.9M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
33.2K
+ 6.55%
$29.62 - $31.54 $984K - $1.05M
541K $17M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
23.4K
+ 6.56%
$41.93 - $44.13 $981K - $1.03M
380K $16.8M
PJUL
Innovator U.S. Equity Power Bu

ETFs
18.4K
+ 30.18%
$37.89 - $40.48 $696K - $744K
79.3K $3.21M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
15.9K
+ 68.75%
$29.59 - $31.63 $472K - $504K
39.1K $1.24M
UNH
Unitedhealth Group Inc

Healthcare
756
+ 67.62%
$488.01 - $604.18 $369K - $457K
1.87K $1.1M
IVV
Ishares Core S&P 500 ETF

ETFs
605
+ 18.18%
$520.18 - $576.82 $315K - $349K
3.93K $2.27M
WMT
Walmart Inc.

Consumer Defensive
1.67K
+ 7.56%
$66.91 - $81.4 $112K - $136K
23.8K $1.92M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
3.2K
+ 1.54%
$31.31 - $33.23 $100K - $106K
210K $6.99M
AVGO
Broadcom Inc.

Technology
2.03K
New
$136.27 - $1745.86 $277K - $3.55M
2.03K $350K
JNJ
Johnson & Johnson

Healthcare
1.69K
+ 40.87%
$145.48 - $167.38 $245K - $282K
5.81K $941K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
14.1K
New
$22.55 - $23.1 $319K - $327K
14.1K $326K
GLD
Spdr Gold Trust

ETFs
702
+ 13.24%
$215.56 - $246.98 $151K - $173K
6K $1.46M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
13.5K
New
$23.13 - $23.43 $312K - $316K
13.5K $316K
V
Visa Inc.

Financial Services
1.09K
+ 113.48%
$253.74 - $291.56 $276K - $317K
2.04K $561K
AMT
American Tower Corp

Real Estate
1.33K
New
$192.27 - $242.73 $255K - $322K
1.33K $308K
PGR
Progressive Corp

Financial Services
1.1K
New
$209.46 - $259.24 $231K - $286K
1.1K $279K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.13K
New
$110.06 - $128.44 $235K - $274K
2.13K $271K
JPM
Jpmorgan Chase & CO

Financial Services
1.21K
+ 75.78%
$194.9 - $224.8 $235K - $272K
2.8K $590K
PWR
Quanta Services, Inc.

Industrials
895
New
$239.58 - $298.23 $214K - $267K
895 $266K
CHE
Chemed Corp

Healthcare
437
New
$527.82 - $600.97 $231K - $263K
437 $262K
BR
Broadridge Financial Solutions, Inc.

Technology
1.19K
New
$196.56 - $218.55 $234K - $261K
1.19K $256K
LHX
L3 Harris Technologies, Inc.

Industrials
1.07K
New
$221.96 - $243.27 $237K - $260K
1.07K $253K
ROP
Roper Technologies Inc

Industrials
454
New
$515.25 - $576.55 $234K - $262K
454 $252K
CPRT
Copart Inc

Consumer Cyclical
4.82K
New
$49.19 - $55.54 $237K - $268K
4.82K $252K
ECL
Ecolab Inc.

Basic Materials
961
New
$228.86 - $255.76 $220K - $246K
961 $245K
MSFT
Microsoft Corp

Technology
741
+ 15.6%
$395.15 - $467.56 $293K - $346K
5.49K $2.36M
FANG
Diamondback Energy, Inc.

Energy
1.37K
New
$168.46 - $210.94 $231K - $289K
1.37K $236K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.96K
New
$21.96 - $22.69 $219K - $226K
9.96K $225K
XOM
Exxon Mobil Corp

Energy
1.91K
New
$109.72 - $119.0 $210K - $228K
1.91K $224K
PAUG
Innovator U.S. Equity Power Bu

ETFs
1.81K
+ 1.6%
$35.57 - $37.86 $64.3K - $68.4K
115K $4.35M
TSLA
Tesla, Inc.

Consumer Cyclical
25
+ 0.81%
$191.76 - $263.26 $4.79K - $6.58K
3.12K $816K
GPN
Global Payments Inc

Industrials
1.98K
New
$92.66 - $112.97 $183K - $223K
1.98K $202K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.12K
+ 9.17%
$54.98 - $59.51 $116K - $126K
25.2K $1.5M
GOOGL
Alphabet Inc.

Communication Services
1.39K
+ 55.68%
$148.65 - $191.18 $206K - $265K
3.88K $643K
IEFA
Ishares Tr

ETFs
1.62K
+ 15.37%
$70.09 - $78.74 $113K - $127K
12.1K $947K
NEE
Nextera Energy Inc

Utilities
50
+ 0.44%
$69.9 - $84.97 $3.5K - $4.25K
11.3K $957K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
28
+ 1.47%
$405.19 - $478.57 $11.3K - $13.4K
1.93K $886K
Activity Summary
Buys All Purchases 102 New Holdings 31 Increased Positions 71 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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