Kfg Wealth Management, LLC Incresed Positions in Q3 2025

Kfg Wealth Management, LLC

  • $472 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.09K
+ 22.45%
$22.19 - $22.44 $46.3K - $46.9K
11.4K $254K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
404
+ 6.31%
$70.85 - $76.96 $28.6K - $31.1K
6.81K $517K
LOW
Lowes Companies Inc

Consumer Cyclical
10
+ 0.94%
$215.01 - $273.02 $2.15K - $2.73K
1.08K $270K
PNC
Pnc Financial Services Group, Inc.

Financial Services
4
+ 0.18%
$185.88 - $207.44 $744 - $830
2.18K $437K
PFE
Pfizer Inc

Healthcare
227
+ 1.08%
$23.29 - $25.88 $5.29K - $5.87K
21.2K $541K
FISV
Fiserv Inc

Technology
235
+ 6.28%
N/A
3.98K $497K
CVX
Chevron Corp

Energy
14
+ 0.7%
$145.57 - $161.83 $2.04K - $2.27K
2.01K $311K
BSTP
Innovator Etfs Tr Buffer Step

ETFs
227
+ 2.79%
$34.55 - $36.37 $7.84K - $8.26K
8.36K $304K
FANG
Diamondback Energy, Inc.

Energy
88
+ 4.22%
$134.53 - $152.5 $11.8K - $13.4K
2.17K $310K
A
Agilent Technologies, Inc.

Healthcare
17
+ 0.97%
$112.04 - $128.75 $1.9K - $2.19K
1.78K $228K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6
+ 0.34%
$132.9 - $142.03 $797 - $852
1.77K $248K
V
Visa Inc.

Financial Services
140
+ 4.93%
$332.09 - $358.86 $46.5K - $50.2K
2.98K $1.02M
UNP
Union Pacific Corp

Industrials
11
+ 1.23%
$214.91 - $237.16 $2.36K - $2.61K
907 $214K
SHW
Sherwin Williams CO

Basic Materials
6
+ 0.65%
$330.88 - $375.23 $1.99K - $2.25K
930 $322K
LLY
Eli Lilly & CO

Healthcare
16
+ 3.5%
$625.65 - $812.69 $10K - $13K
473 $360K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
27
+ 0.48%
$47.18 - $48.17 $1.27K - $1.3K
5.61K $268K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
17
+ 0.17%
$22.64 - $23.22 $385 - $395
10.3K $237K
CHE
Chemed Corp

Healthcare
55
+ 9.32%
$412.3 - $483.92 $22.7K - $26.6K
645 $288K
Fidelity Covington Trust
60K
+ 11.81%
N/A
568K $0
Innovator Etfs Trust
3.43K
+ 7.8%
N/A
47.3K $0
2023 ETF Series Trust Ii
21
+ 0.18%
N/A
11.5K $0
AON
Aon PLC

Financial Services
1
+ 0.06%
$350.91 - $375.27 $351 - $375
1.6K $570K
Innovator Etfs Trust
629
+ 1.19%
N/A
53.3K $0
Innovator Etfs Trust
26.8K
+ 29.91%
N/A
116K $0
Innovator Etfs Trust
20.1K
+ 119.28%
N/A
37K $0
PSEP
Innovator U.S. Equity Power Bu
14.7K
+ 15.43%
N/A
110K $0
USEP
Innovator U.S. Equity Ultra Bu
41.6K
+ 72.51%
N/A
98.9K $0
Innovator Etfs Trust
1.35K
+ 2.01%
N/A
68.5K $0
Fidelity Covington Trust
267K
+ 12.0%
N/A
2.49M $0
Dimensional ETF Trust
11.6K
+ 3.81%
N/A
315K $0
Dragonfly Energy Holdings CO
84.8K
+ 85.37%
N/A
184K $0
Innovator Etfs Trust
11K
+ 99.26%
N/A
22K $0
Dimensional ETF Trust
2.81K
+ 5.78%
N/A
51.4K $0
Fidelity Covington Trust
116K
+ 11.1%
N/A
1.16M $0
BR
Broadridge Financial Solutions, Inc.

Technology
31
+ 1.88%
$233.75 - $266.89 $7.25K - $8.27K
1.68K $399K
CPRT
Copart Inc

Consumer Cyclical
531
+ 8.15%
$44.6 - $49.97 $23.7K - $26.5K
7.05K $317K
ABT
Abbott Laboratories

Healthcare
14
+ 0.27%
$120.51 - $136.62 $1.69K - $1.91K
5.29K $708K
PGR
Progressive Corp

Financial Services
39
+ 2.55%
$238.61 - $264.3 $9.31K - $10.3K
1.57K $387K
ROP
Roper Technologies Inc

Industrials
16
+ 2.45%
$495.03 - $573.0 $7.92K - $9.17K
668 $333K
AR
Antero Resources Corp

Energy
5
+ 0.07%
$29.87 - $37.66 $149 - $188
7.01K $235K
AMT
American Tower Corp

Real Estate
33
+ 1.74%
$192.32 - $232.35 $6.35K - $7.67K
1.94K $372K
NVO
Novo Nordisk A S

Healthcare
438
+ 5.64%
$45.38 - $71.7 $19.9K - $31.4K
8.21K $455K
ISRG
Intuitive Surgical Inc

Healthcare
8
+ 0.84%
$433.66 - $544.47 $3.47K - $4.36K
963 $430K
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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