Kfg Wealth Management, LLC Purchases in Q4 2025

Kfg Wealth Management, LLC

  • $454 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
154K
+ 9.43%
$43.05 - $44.51 $6.65M - $6.88M
1.79M $78.1M
DRSK
ETF Ser Solutions Aptus Define

ETFs
141K
+ 8.98%
$28.98 - $29.71 $4.09M - $4.2M
1.71M $49.7M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
78.6K
+ 134.13%
$38.1 - $38.9 $2.99M - $3.06M
137K $5.28M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
45.7K
+ 8.83%
$45.45 - $48.31 $2.08M - $2.21M
563K $26.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
50.6K
+ 7.57%
$46.2 - $46.85 $2.34M - $2.37M
718K $33.2M
OSCV
Opus Small Cap Value ETF

ETFs
62.2K
+ 12.88%
$36.7 - $38.25 $2.28M - $2.38M
545K $20.1M
NVDA
Nvidia Corp

Technology
7.66K
+ 42.41%
$179.83 - $207.04 $1.38M - $1.59M
25.7K $4.8M
NOW
Service Now, Inc.

Technology
1.3K
+ 487.97%
$835.79 - $946.29 $1.08M - $1.23M
1.56K $1.31M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
47.1K
+ 413.42%
$22.32 - $22.47 $1.05M - $1.06M
58.5K $1.31M
DFIC
Dimensional ETF Tr Dimensional

ETFs
25.7K
+ 9.01%
$32.24 - $33.72 $830K - $868K
312K $10.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.9K
+ 21.59%
$56.0 - $57.6 $892K - $917K
89.7K $5.09M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
38.4K
+ 177.27%
$22.43 - $22.55 $861K - $866K
60.1K $1.35M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
36.7K
+ 105.52%
$22.88 - $22.95 $840K - $843K
71.5K $1.64M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
35.6K
New
$21.9 - $22.08 $780K - $786K
35.6K $780K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
12.9K
+ 22.96%
$56.33 - $59.22 $725K - $763K
68.9K $3.99M
IBM
International Business Machines Corp

Technology
2.41K
+ 274.97%
$275.97 - $314.98 $664K - $758K
3.28K $975K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
16.1K
+ 9.48%
$31.28 - $33.46 $505K - $540K
186K $6.16M
DFIP
Dimensional ETF Tr Inflation P

ETFs
16.8K
+ 7.82%
$42.01 - $42.55 $706K - $715K
232K $9.76M
XLRE
Select Sector Spdr Tr Real Est

ETFs
20.4K
+ 13.81%
$40.65 - $42.74 $829K - $872K
168K $6.88M
SYK
Stryker Corp

Healthcare
1.69K
New
$353.81 - $388.35 $599K - $657K
1.69K $609K
WM
Waste Management Inc

Industrials
2.74K
New
$196.77 - $219.98 $540K - $603K
2.74K $573K
ETN
Eaton Corp PLC

Industrials
1.56K
New
$352.39 - $387.75 $551K - $606K
1.56K $551K
BOCT
Innovator U.S. Equity Buffer E

ETFs
10.4K
New
$47.74 - $49.27 $498K - $514K
10.4K $506K
FDVV
Fidelity High Dividend ETF

ETFs
8.72K
+ 21.59%
$54.66 - $56.68 $477K - $494K
49.1K $2.75M
XLK
Technology Sector Spdr

ETFs
1.68K
+ 94.64%
$278.39 - $304.13 $467K - $511K
3.45K $994K
NEE
Nextera Energy Inc

Utilities
3.96K
+ 28.81%
$78.18 - $86.03 $310K - $341K
17.7K $1.52M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
6.09K
New
$76.92 - $92.53 $468K - $563K
6.09K $468K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.46K
+ 21.51%
$82.92 - $88.2 $370K - $393K
25.2K $2.2M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
3.92K
New
$107.46 - $115.73 $421K - $453K
3.92K $432K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.7K
+ 21.46%
$26.44 - $27.53 $388K - $404K
83K $2.26M
APH
Amphenol Corp

Technology
2.28K
New
$121.7 - $143.85 $277K - $327K
2.28K $304K
GE
General Electric CO

Industrials
905
New
$291.49 - $314.28 $264K - $284K
905 $271K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
11.4K
New
$19.82 - $20.01 $226K - $228K
11.4K $226K
GNR
Spdr S&P Global Natural Resour

ETFs
3.38K
New
$57.53 - $60.89 $194K - $206K
3.38K $203K
JCI
Johnson Controls International PLC

Industrials
1.68K
New
$105.55 - $122.66 $177K - $206K
1.68K $199K
DAL
Delta Air Lines, Inc.

Industrials
3.18K
New
$55.65 - $62.32 $177K - $198K
3.18K $185K
IBB
Ishares Biotechnology ETF

ETFs
533
+ 18.09%
$148.51 - $164.96 $79.2K - $87.9K
3.48K $571K
ICLN
Ishares

ETFs
6.48K
+ 32.91%
$15.78 - $18.1 $102K - $117K
26.2K $445K
LLY
Eli Lilly & CO

Healthcare
5
+ 1.06%
$799.57 - $1025.28 $4K - $5.13K
478 $488K
ISRG
Intuitive Surgical Inc

Healthcare
17
+ 1.77%
$429.59 - $576.2 $7.3K - $9.8K
980 $535K
FIW
First Trust Water ETF

ETFs
841
+ 20.24%
$110.5 - $115.7 $92.9K - $97.3K
5K $552K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
1.34K
+ 16.29%
$51.86 - $56.58 $69.6K - $76K
9.59K $497K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
407
+ 11.02%
$149.52 - $158.91 $60.9K - $64.7K
4.1K $626K
BOTZ
Global X Fds

ETFs
2.03K
+ 15.99%
$35.15 - $38.25 $71.4K - $77.7K
14.7K $518K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
801
+ 11.77%
$74.62 - $78.21 $59.8K - $62.6K
7.61K $568K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
616
+ 13.77%
$128.96 - $165.33 $79.4K - $102K
5.09K $656K
FANG
Diamondback Energy, Inc.

Energy
238
+ 10.95%
$137.29 - $149.2 $32.7K - $35.5K
2.41K $359K
CSCO
Cisco Systems, Inc.

Technology
54
+ 1.67%
$67.46 - $78.0 $3.64K - $4.21K
3.29K $255K
ESPR
Esperion Therapeutics, Inc.

Healthcare
10K
New
$2.46 - $3.12 $24.6K - $31.2K
10K $29K
Activity Summary
Buys All Purchases 96 New Holdings 25 Increased Positions 71 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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