Kfg Wealth Management, LLC Incresed Positions in Q3 2024

Kfg Wealth Management, LLC

  • $344 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
271K
+ 1419.62%
$44.65 - $47.21 $12.1M - $12.8M
290K $13.5M
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
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
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
102K
+ 847.34%
$25.21 - $28.46 $2.57M - $2.9M
114K $3.21M
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
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
JNJ
Johnson & Johnson

Healthcare
1.69K
+ 40.87%
$145.48 - $167.38 $245K - $282K
5.81K $941K
GLD
Spdr Gold Trust

ETFs
702
+ 13.24%
$215.56 - $246.98 $151K - $173K
6K $1.46M
V
Visa Inc.

Financial Services
1.09K
+ 113.48%
$253.74 - $291.56 $276K - $317K
2.04K $561K
JPM
Jpmorgan Chase & CO

Financial Services
1.21K
+ 75.78%
$194.9 - $224.8 $235K - $272K
2.8K $590K
MSFT
Microsoft Corp

Technology
741
+ 15.6%
$395.15 - $467.56 $293K - $346K
5.49K $2.36M
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
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
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
IEMG
Ishares Inc

ETFs
1.32K
+ 23.13%
$53.64 - $53.64 $70.9K - $70.9K
7.04K $377K
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
FIW
First Trust Water ETF

ETFs
105
+ 2.82%
$98.0 - $109.33 $10.3K - $11.5K
3.83K $418K
ABBV
Abb Vie Inc.

Healthcare
18
+ 1.11%
$163.84 - $199.33 $2.95K - $3.59K
1.64K $323K
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
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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