Kfg Wealth Management, LLC Portfolio Holdings

Kfg Wealth Management, LLC

  • $344 Million
  • Q3 2024

Kfg Wealth Management, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $344 Million distributed in 181 stocks.

Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Collar with a value of $37M, ETF Ser Solutions Aptus Define with a value of $20.7M, Innovator Etfs Tr Pwr Buffer S with a value of $17M, Blue Buffalo Pet Products, Inc. with a value of $16.8M, and Invesco Qqq Trust, Series 1 with a value of $15.5M.

Examining the 13F form we can see an increase of $115M in the current position value, from $229M to 344M.

Kfg Wealth Management, LLC is based out at Granger, IN

Below you can find more details about Kfg Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $344 Million
ETFs: $277 Million
Consumer Defensive: $26 Million
Technology: $12 Million
Healthcare: $8.96 Million
Consumer Cyclical: $8.11 Million
Financial Services: $5.23 Million
Industrials: $3.29 Million
Communication Services: $1.19 Million
Other: $2.47 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.1B
$1.62 Million 0.47% of portfolio
11,370
Q3 2024 Reduced 1.55%
$8.51B
$262,000 0.08% of portfolio
437
Q3 2024 New
$9.94B
$200,000 0.06% of portfolio
7,000
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $344 Million
  • Prior Value $229 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 31 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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