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
Innovator Etfs Trust
-7.51K
- 26.27%
N/A
21.1K $0
AZO
Autozone Inc

Consumer Cyclical
-24
- 13.11%
$3649.42 - $4354.54 $87.6K - $105K
159 $682K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1.14K
- 15.85%
$89.32 - $107.82 $102K - $123K
6.07K $654K
ITW
Illinois Tool Works Inc

Industrials
-12
- 1.41%
$252.31 - $269.41 $3.03K - $3.23K
838 $218K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
-927
- 2.37%
$34.91 - $35.87 $32.4K - $33.3K
38.2K $1.37M
NJUL
Innovator Growth 100 Power Buf

Technology
-56
- 0.94%
$67.81 - $71.18 $3.8K - $3.99K
5.91K $419K
IEFA
Ishares Tr

ETFs
-21
- 0.51%
$81.7 - $87.53 $1.72K - $1.84K
4.13K $360K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5
- 0.1%
$62.09 - $66.51 $310 - $333
5.04K $328K
TSCO
Tractor Supply CO

Consumer Cyclical
-763
- 5.12%
$54.08 - $62.65 $41.3K - $47.8K
14.1K $803K
MCD
Mcdonalds Corp

Consumer Cyclical
-45
- 1.66%
$291.67 - $316.99 $13.1K - $14.3K
2.66K $808K
PEP
Pepsico Inc

Consumer Defensive
-169
- 2.83%
$133.81 - $152.16 $22.6K - $25.7K
5.8K $814K
IAU
Ishares Gold Trust

ETFs
-145
- 4.09%
$61.62 - $72.77 $8.93K - $10.6K
3.4K $247K
DVY
Ishares Tr

ETFs
-69
- 1.61%
$133.88 - $142.57 $9.24K - $9.84K
4.22K $600K
LKFN
Lakeland Financial Corp

Financial Services
-10
- 0.08%
$60.25 - $68.73 $603 - $687
12.8K $823K
WMT
Walmart Inc.

Consumer Defensive
-840
- 3.55%
$94.4 - $104.27 $79.3K - $87.6K
22.9K $2.36M
FAST
Fastenal CO

Industrials
-109
- 1.38%
$42.47 - $50.39 $4.63K - $5.49K
7.81K $383K
LHX
L3 Harris Technologies, Inc.

Industrials
-21
- 1.96%
$252.18 - $305.41 $5.3K - $6.41K
1.05K $320K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-1.62K
- 2.33%
$37.99 - $39.69 $61.6K - $64.3K
68K $2.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1
- 0.09%
$617.65 - $666.84 $618 - $667
1.15K $764K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-387
- 0.65%
$39.79 - $41.15 $15.4K - $15.9K
58.8K $2.42M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-2.97K
- 1.7%
$37.32 - $38.38 $111K - $114K
172K $6.61M
NEE
Nextera Energy Inc

Utilities
-45
- 0.33%
$69.77 - $77.54 $3.14K - $3.49K
13.8K $1.04M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-783
- 0.69%
$35.56 - $36.69 $27.8K - $28.7K
112K $4.11M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-2.63K
- 1.76%
$37.58 - $39.01 $98.7K - $102K
147K $5.72M
MSFT
Microsoft Corp

Technology
-28
- 0.4%
$491.09 - $535.64 $13.8K - $15K
6.96K $3.61M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-486
- 0.34%
$37.73 - $38.9 $18.3K - $18.9K
143K $5.56M
ABBV
Abb Vie Inc.

Healthcare
-146
- 3.13%
$184.85 - $231.54 $27K - $33.8K
4.52K $1.05M
GLD
Spdr Gold Trust

ETFs
-402
- 6.27%
$300.96 - $355.47 $121K - $143K
6.01K $2.13M
POCT
Innovator U.S. Equity Power Bu

ETFs
-499
- 0.38%
$41.27 - $43.1 $20.6K - $21.5K
132K $5.67M
GOOG
Alphabet Inc.

Communication Services
-199
- 4.7%
$175.16 - $255.24 $34.9K - $50.8K
4.04K $983K
TSLA
Tesla, Inc.

Consumer Cyclical
-58
- 1.66%
$293.94 - $444.72 $17K - $25.8K
3.43K $1.52M
AAPL
Apple Inc.

Technology
-314
- 1.13%
$202.38 - $256.87 $63.5K - $80.7K
27.5K $6.99M
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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