Kfg Wealth Management, LLC Reduced Holdings in Q3 2025

Kfg Wealth Management, LLC

  • $472 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-8.29K
- 46.77%
$546.99 - $602.2 $4.53M - $4.99M
9.43K $5.66M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-6.29K
- 35.14%
$89.29 - $100.17 $562K - $630K
11.6K $1.16M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-14.6K
- 10.23%
$42.21 - $43.91 $615K - $640K
128K $5.59M
SOXX
Ishares Semiconductor ETF

ETFs
-2.35K
- 28.26%
$236.93 - $271.12 $558K - $638K
5.98K $1.62M
INTU
Intuit Inc

Technology
-282
- 26.58%
$646.03 - $807.39 $182K - $228K
779 $531K
FDS
Factset Research Systems Inc

Financial Services
-57
- 4.45%
$283.86 - $450.3 $16.2K - $25.7K
1.23K $350K
CL
Colgate Palmolive CO

Consumer Defensive
-1.02K
- 9.63%
$79.36 - $93.33 $81.2K - $95.5K
9.6K $767K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-7.76K
- 11.7%
$36.83 - $38.43 $286K - $298K
58.6K $2.25M
PAYX
Paychex Inc

Industrials
-432
- 8.15%
$126.69 - $147.99 $54.7K - $63.9K
4.87K $616K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-9.53K
- 5.08%
$31.28 - $32.14 $298K - $306K
178K $5.72M
AMGN
Amgen Inc

Healthcare
-593
- 5.63%
$271.18 - $309.22 $161K - $183K
9.94K $2.81M
UNOV
Earth Science Tech, Inc.

ETFs
-5.38K
- 10.28%
$36.04 - $37.48 $194K - $202K
47K $1.76M
ADP
Automatic Data Processing Inc

Industrials
-255
- 9.61%
$288.69 - $310.94 $73.6K - $79.3K
2.4K $704K
IDXX
Idexx Laboratories Inc

Healthcare
-400
- 28.13%
$514.61 - $682.78 $206K - $273K
1.02K $652K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-3.88K
- 7.74%
$43.95 - $45.8 $171K - $178K
46.2K $2.1M
HSY
Hershey CO

Consumer Defensive
-1.17K
- 21.21%
$161.95 - $193.45 $189K - $225K
4.33K $809K
CHD
Church & Dwight CO Inc

Consumer Defensive
-558
- 9.01%
$85.84 - $99.09 $47.9K - $55.3K
5.63K $493K
ROL
Rollins Inc

Consumer Cyclical
-2.17K
- 18.63%
$55.05 - $58.74 $119K - $127K
9.48K $556K
PG
Procter & Gamble CO

Consumer Defensive
-372
- 4.98%
$150.47 - $161.22 $56K - $60K
7.09K $1.09M
ELV
Elevance Health, Inc.

Healthcare
-131
- 15.07%
$274.66 - $395.76 $36K - $51.8K
738 $238K
ABC
Amerisourcebergen Corp

Healthcare
-485
- 21.42%
N/A
1.78K $329K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-20.2K
- 4.63%
$34.26 - $35.77 $690K - $721K
415K $14.8M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-9.06K
- 6.67%
$36.37 - $38.37 $329K - $347K
127K $4.86M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-2.67K
- 11.35%
$40.37 - $42.12 $108K - $112K
20.8K $877K
MA
Mastercard Inc

Financial Services
-142
- 11.53%
$550.18 - $598.96 $78.1K - $85.1K
1.09K $620K
COST
Costco Wholesale Corp

Consumer Defensive
-22
- 2.78%
$915.95 - $994.57 $20.2K - $21.9K
770 $712K
RMD
Resmed Inc

Healthcare
-342
- 14.27%
$252.01 - $293.73 $86.2K - $100K
2.05K $562K
IBM
International Business Machines Corp

Technology
-101
- 10.35%
$234.77 - $292.47 $23.7K - $29.5K
875 $246K
UNH
Unitedhealth Group Inc

Healthcare
-378
- 13.9%
$237.77 - $353.61 $89.9K - $134K
2.34K $808K
KO
Coca Cola CO

Consumer Defensive
-221
- 4.18%
$65.67 - $71.67 $14.5K - $15.8K
5.07K $336K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.49K
- 12.94%
$30.67 - $32.13 $45.6K - $47.7K
10K $316K
MUB
Ishares National Muni Bond ETF

ETFs
-368
- 15.83%
$103.24 - $106.68 $38K - $39.3K
1.96K $208K
CSCO
Cisco Systems, Inc.

Technology
-240
- 6.91%
$66.2 - $71.79 $15.9K - $17.2K
3.24K $221K
T
At&T Inc.

Communication Services
-84
- 0.95%
$26.94 - $29.62 $2.26K - $2.49K
8.77K $247K
MTD
Mettler Toledo International Inc

Healthcare
-24
- 5.05%
$1166.48 - $1324.06 $28K - $31.8K
451 $553K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-235
- 5.21%
$45.17 - $46.89 $10.6K - $11K
4.28K $200K
Innovator Etfs Trust
-7.74K
- 26.29%
N/A
21.7K $0
Innovator Etfs Trust
-40
- 1.01%
N/A
3.91K $0
DGX
Quest Diagnostics Inc

Healthcare
-3
- 0.27%
N/A
1.11K $152K
Linde PLC
-4
- 0.89%
N/A
444 $0
Innovator Etfs Trust
-980
- 2.54%
N/A
37.6K $0
Innovator Etfs Trust
-7.4K
- 26.35%
N/A
20.7K $0
PDEC
Innovator U.S. Equity Power Bu
-1.11K
- 1.13%
N/A
97.6K $0
Innovator Etfs Trust
-7.76K
- 26.27%
N/A
21.8K $0
PNOV
Innovator U.S. Equity Power Bu
-1.56K
- 2.74%
N/A
55.3K $0
Innovator Etfs Trust
-137
- 0.54%
N/A
25.4K $0
Fidelity Wise Origin Bitcoin
-3.48K
- 53.4%
N/A
3.04K $0
Innovator Etfs Trust
-13.8K
- 14.11%
N/A
84.2K $0
Arista Networks Inc
-1.34K
- 20.34%
N/A
5.26K $0
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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