Kfg Wealth Management, LLC Purchases in Q3 2025

Kfg Wealth Management, LLC

  • $472 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
164K
+ 11.13%
$41.26 - $43.63 $6.77M - $7.16M
1.64M $71.1M
DRSK
ETF Ser Solutions Aptus Define

ETFs
154K
+ 10.85%
$28.26 - $29.29 $4.35M - $4.51M
1.57M $45.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
54K
+ 11.66%
$42.67 - $46.91 $2.3M - $2.53M
517K $24.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
59.8K
+ 9.83%
$45.26 - $46.63 $2.71M - $2.79M
668K $30.9M
OSCV
Opus Small Cap Value ETF

ETFs
51.7K
+ 11.99%
$35.98 - $38.73 $1.86M - $2M
483K $18.5M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
39.8K
+ 9.42%
$46.97 - $48.89 $1.87M - $1.94M
462K $22.6M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
50.8K
+ 8.47%
$33.4 - $34.78 $1.7M - $1.77M
651K $22.6M
BALT
Innovator Etfs Tr
47.1K
+ 79.92%
$32.11 - $32.82 $1.51M - $1.55M
106K $3.48M
JEPI
J P Morgan Exchange Traded Fd

ETFs
20.3K
+ 38.06%
$55.61 - $57.37 $1.13M - $1.17M
73.8K $4.2M
IJS
Ishares S&P Smallcap 600 Value

ETFs
9.78K
New
$98.99 - $112.2 $968K - $1.1M
9.78K $1.08M
PJUL
Innovator U.S. Equity Power Bu

ETFs
19.5K
+ 32.31%
$43.83 - $45.64 $855K - $891K
79.9K $3.65M
DFIP
Dimensional ETF Tr Inflation P

ETFs
19.9K
+ 10.23%
$41.6 - $42.66 $830K - $851K
215K $9.08M
XLRE
Select Sector Spdr Tr Real Est

ETFs
18K
+ 13.89%
$40.94 - $42.85 $738K - $772K
148K $6.22M
PAUG
Innovator U.S. Equity Power Bu

ETFs
14.1K
+ 15.91%
$40.45 - $42.49 $571K - $600K
103K $4.34M
DFIC
Dimensional ETF Tr Dimensional

ETFs
8.19K
+ 2.95%
$30.76 - $33.01 $252K - $270K
286K $9.37M
FDVV
Fidelity High Dividend ETF

ETFs
11.2K
+ 38.6%
$52.42 - $55.71 $590K - $627K
40.4K $2.25M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.38K
New
$224.68 - $282.71 $535K - $674K
2.38K $665K
AMZN
Amazon Com Inc

Consumer Cyclical
2.69K
+ 55.78%
$211.65 - $238.24 $570K - $641K
7.52K $1.65M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
9.74K
+ 7.63%
$37.4 - $39.31 $364K - $383K
137K $5.36M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
5.46K
+ 3.31%
$29.55 - $32.52 $161K - $177K
170K $5.46M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
19.1K
+ 38.73%
$26.38 - $27.95 $503K - $533K
68.3K $1.87M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.69K
+ 37.87%
$79.76 - $85.78 $454K - $488K
20.7K $1.75M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
8.44K
+ 5.08%
$36.71 - $38.11 $310K - $322K
175K $6.66M
NVDA
Nvidia Corp

Technology
150
+ 0.84%
$153.3 - $186.58 $23K - $28K
18.1K $3.37M
ECL
Ecolab Inc.

Basic Materials
1.83K
+ 198.59%
$259.39 - $285.47 $474K - $522K
2.75K $753K
GOOGL
Alphabet Inc.

Communication Services
207
+ 4.29%
$174.36 - $254.72 $36.1K - $52.7K
5.03K $1.22M
DUK
Duke Energy Corp

Utilities
2.33K
New
$116.31 - $125.93 $271K - $294K
2.33K $288K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
1.46K
+ 1.26%
$33.86 - $35.74 $49.3K - $52.1K
117K $4.19M
DFAI
Dimensional ETF Tr

ETFs
7.28K
New
$34.05 - $36.55 $248K - $266K
7.28K $264K
AVGO
Broadcom Inc.

Technology
355
+ 14.18%
$264.74 - $369.57 $94K - $131K
2.86K $942K
NOW
Service Now, Inc.

Technology
266
New
$850.86 - $1044.69 $226K - $278K
266 $244K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2K
New
$108.46 - $120.63 $217K - $242K
2K $238K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.1K
+ 40.6%
$22.84 - $22.95 $230K - $231K
34.8K $798K
PLTR
Palantir Technologies Inc.

Technology
1.21K
New
$130.68 - $186.97 $158K - $227K
1.21K $221K
JNJ
Johnson & Johnson

Healthcare
80
+ 1.34%
$155.17 - $185.42 $12.4K - $14.8K
6.07K $1.13M
IESC
Ies Holdings, Inc.

Industrials
518
New
$289.3 - $397.65 $150K - $206K
518 $205K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
7.83K
+ 32.91%
$23.29 - $23.38 $182K - $183K
31.6K $739K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
7.31K
+ 50.93%
$22.36 - $22.52 $163K - $165K
21.7K $487K
VGT
Vanguard Information Technolog

ETFs
81
+ 4.91%
$656.44 - $753.15 $53.2K - $61K
1.73K $1.25M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
191
+ 6.04%
$459.11 - $506.91 $87.7K - $96.8K
3.35K $1.68M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
343
+ 8.31%
$105.16 - $140.03 $36.1K - $48K
4.47K $606K
HD
Home Depot, Inc.

Consumer Cyclical
74
+ 2.49%
$357.4 - $423.42 $26.4K - $31.3K
3.05K $1.24M
PATK
Patrick Industries Inc

Consumer Cyclical
67
+ 0.64%
$95.3 - $116.04 $6.39K - $7.77K
10.5K $1.08M
JPM
Jpmorgan Chase & CO

Financial Services
104
+ 3.09%
$282.78 - $316.06 $29.4K - $32.9K
3.47K $1.09M
SLV
I Shares Silver Trust

ETFs
171
+ 1.55%
$32.73 - $42.5 $5.6K - $7.27K
11.2K $473K
IBB
Ishares Biotechnology ETF

ETFs
503
+ 20.58%
$127.63 - $144.37 $64.2K - $72.6K
2.95K $415K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
409
+ 12.45%
$138.08 - $151.2 $56.5K - $61.8K
3.69K $557K
IVV
Ishares Core S&P 500 ETF

ETFs
42
+ 3.05%
$620.67 - $670.08 $26.1K - $28.1K
1.42K $948K
ICLN
Ishares

ETFs
3.39K
+ 20.83%
$13.22 - $15.48 $44.8K - $52.5K
19.7K $304K
Activity Summary
Buys All Purchases 104 New Holdings 10 Increased Positions 94 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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