Kfg Wealth Management, LLC New Holdings 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
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
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
AVGO
Broadcom Inc.

Technology
2.03K
New
$136.27 - $1745.86 $277K - $3.55M
2.03K $350K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
14.1K
New
$22.55 - $23.1 $319K - $327K
14.1K $326K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
13.5K
New
$23.13 - $23.43 $312K - $316K
13.5K $316K
AMT
American Tower Corp

Real Estate
1.33K
New
$192.27 - $242.73 $255K - $322K
1.33K $308K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.13K
New
$110.06 - $128.44 $235K - $274K
2.13K $271K
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
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
GPN
Global Payments Inc

Industrials
1.98K
New
$92.66 - $112.97 $183K - $223K
1.98K $202K
Innovator Etfs Trust
38.2K
New
N/A
38.2K $0
Fidelity Covington Trust
328K
New
N/A
328K $0
Fidelity Covington Trust
661K
New
N/A
661K $0
Fidelity Covington Trust
1.43M
New
N/A
1.43M $0
Dimensional ETF Trust
32K
New
N/A
32K $0
BAUG
Innovator U.S. Equity Buffer E
4.89K
New
N/A
4.89K $0
Innovator Etfs Trust
87.8K
New
N/A
87.8K $0
Innovator Etfs Trust
22.1K
New
N/A
22.1K $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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