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
MA
Mastercard Inc

Financial Services
102
+ 9.31%
$429.6 - $500.99 $43.8K - $51.1K
1.2K $591K
FDVV
Fidelity High Dividend ETF

ETFs
1.09K
+ 9.59%
$46.26 - $50.65 $50.3K - $55.1K
12.4K $629K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
618
+ 9.7%
$77.02 - $85.06 $47.6K - $52.6K
6.99K $590K
ACN
Accenture PLC

Technology
62
+ 4.37%
$295.44 - $355.81 $18.3K - $22.1K
1.48K $523K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
775
+ 7.13%
$57.32 - $62.65 $44.4K - $48.6K
11.6K $725K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.65K
+ 10.51%
$49.7 - $56.11 $82.1K - $92.7K
17.4K $954K
FDS
Factset Research Systems Inc

Financial Services
59
+ 5.85%
$397.04 - $469.48 $23.4K - $27.7K
1.07K $490K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
1.42K
+ 2.9%
$33.87 - $34.82 $48.1K - $49.4K
50.4K $1.75M
IBB
Ishares Biotechnology ETF

ETFs
415
+ 26.6%
$135.09 - $149.47 $56.1K - $62K
1.98K $287K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
580
+ 9.8%
$66.31 - $74.08 $38.5K - $43K
6.5K $477K
NJUL
Innovator Growth 100 Power Buf

Technology
987
+ 17.9%
$56.73 - $60.88 $56K - $60.1K
6.5K $395K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.25K
+ 19.1%
$23.04 - $24.06 $51.8K - $54.1K
14K $337K
NVDA
Nvidia Corp

Technology
702
+ 5.58%
$98.91 - $134.91 $69.4K - $94.7K
13.3K $1.61M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
12
+ 2.6%
$1015.62 - $1159.62 $12.2K - $13.9K
473 $544K
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 3.04%
$801.83 - $917.05 $20K - $22.9K
848 $751K
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 0.61%
$213.3 - $270.78 $1.28K - $1.62K
992 $268K
ABT
Abbott Laboratories

Healthcare
140
+ 4.19%
$100.07 - $118.13 $14K - $16.5K
3.48K $396K
ABBV
Abb Vie Inc.

Healthcare
18
+ 1.11%
$163.84 - $199.33 $2.95K - $3.59K
1.64K $323K
FIW
First Trust Water ETF

ETFs
105
+ 2.82%
$98.0 - $109.33 $10.3K - $11.5K
3.83K $418K
MNST
Monster Beverage Corp

Consumer Defensive
511
+ 6.18%
$45.01 - $52.47 $23K - $26.8K
8.78K $457K
IDXX
Idexx Laboratories Inc

Healthcare
49
+ 5.19%
$455.08 - $517.19 $22.3K - $25.3K
993 $501K
SRCE
1 St Source Corp

Financial Services
5
+ 0.08%
$52.28 - $65.47 $261 - $327
6.19K $370K
UNP
Union Pacific Corp

Industrials
80
+ 9.01%
$221.78 - $256.09 $17.7K - $20.5K
968 $238K
ROL
Rollins Inc

Consumer Cyclical
300
+ 2.88%
$45.93 - $51.4 $13.8K - $15.4K
10.7K $542K
ICLN
Ishares

ETFs
775
+ 4.88%
$13.26 - $14.77 $10.3K - $11.4K
16.7K $244K
BOTZ
Global X Fds

ETFs
635
+ 6.38%
$27.68 - $32.27 $17.6K - $20.5K
10.6K $340K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
220
+ 6.47%
$69.77 - $85.51 $15.3K - $18.8K
3.62K $302K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
461
+ 7.33%
$38.33 - $44.95 $17.7K - $20.7K
6.75K $295K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
180
+ 2.92%
$52.1 - $59.66 $9.38K - $10.7K
6.35K $376K
CHD
Church & Dwight CO Inc

Consumer Defensive
108
+ 2.3%
$98.01 - $106.59 $10.6K - $11.5K
4.81K $503K
CVX
Chevron Corp

Energy
203
+ 11.22%
$137.88 - $161.97 $28K - $32.9K
2.01K $296K
HPQ
Hp Inc

Technology
41
+ 0.67%
$32.02 - $38.11 $1.31K - $1.56K
6.17K $221K
MRK
Merck & Co., Inc.

Healthcare
245
+ 11.53%
$111.15 - $128.97 $27.2K - $31.6K
2.37K $269K
ABC
Amerisourcebergen Corp

Healthcare
12
+ 0.55%
N/A
2.18K $404K
DFLI
Dragonfly Energy Hldgs Corp (D
25K
+ 5.9%
N/A
449K $0
PSEP
Innovator U.S. Equity Power Bu
4.47K
+ 4.7%
N/A
99.7K $0
Innovator Etfs Trust
95
+ 0.33%
N/A
28.6K $0
BAUG
Innovator U.S. Equity Buffer E
4.89K
New
N/A
4.89K $0
Innovator Etfs Trust
22.1K
New
N/A
22.1K $0
Dimensional ETF Trust
175K
+ 532.84%
N/A
208K $0
Innovator Etfs Trust
120
+ 0.55%
N/A
22.1K $0
Innovator Etfs Trust
107
+ 0.37%
N/A
28.9K $0
Innovator Etfs Trust
87.8K
New
N/A
87.8K $0
Dimensional ETF Trust
32K
New
N/A
32K $0
Fidelity Covington Trust
1.43M
New
N/A
1.43M $0
Innovator Etfs Trust
38.2K
New
N/A
38.2K $0
Fidelity Covington Trust
661K
New
N/A
661K $0
Fidelity Covington Trust
328K
New
N/A
328K $0
Dimensional ETF Trust
879
+ 17.57%
N/A
5.88K $0
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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