Kfg Wealth Management, LLC Incresed Positions in Q3 2024

Kfg Wealth Management, LLC

  • $344 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
80
+ 9.01%
$221.78 - $256.09 $17.7K - $20.5K
968 $238K
ROL
Rollins Inc

Consumer Cyclical
300
+ 2.88%
$45.93 - $51.4 $13.8K - $15.4K
10.7K $542K
ICLN
Ishares

ETFs
775
+ 4.88%
$13.26 - $14.77 $10.3K - $11.4K
16.7K $244K
BOTZ
Global X Fds

ETFs
635
+ 6.38%
$27.68 - $32.27 $17.6K - $20.5K
10.6K $340K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
220
+ 6.47%
$69.77 - $85.51 $15.3K - $18.8K
3.62K $302K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
461
+ 7.33%
$38.33 - $44.95 $17.7K - $20.7K
6.75K $295K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
180
+ 2.92%
$52.1 - $59.66 $9.38K - $10.7K
6.35K $376K
CHD
Church & Dwight CO Inc

Consumer Defensive
108
+ 2.3%
$98.01 - $106.59 $10.6K - $11.5K
4.81K $503K
CVX
Chevron Corp

Energy
203
+ 11.22%
$137.88 - $161.97 $28K - $32.9K
2.01K $296K
HPQ
Hp Inc

Technology
41
+ 0.67%
$32.02 - $38.11 $1.31K - $1.56K
6.17K $221K
ABC
Amerisourcebergen Corp

Healthcare
12
+ 0.55%
N/A
2.18K $404K
DFLI
Dragonfly Energy Hldgs Corp (D
25K
+ 5.9%
N/A
449K $0
Innovator Etfs Trust
120
+ 0.55%
N/A
22.1K $0
PSEP
Innovator U.S. Equity Power Bu
4.47K
+ 4.7%
N/A
99.7K $0
Innovator Etfs Trust
107
+ 0.37%
N/A
28.9K $0
Dimensional ETF Trust
175K
+ 532.84%
N/A
208K $0
Innovator Etfs Trust
95
+ 0.33%
N/A
28.6K $0
2023 ETF Series Trust Ii
2.76K
+ 27.53%
N/A
12.8K $0
Dimensional ETF Trust
879
+ 17.57%
N/A
5.88K $0
INTU
Intuit Inc

Technology
15
+ 1.79%
$602.97 - $670.49 $9.04K - $10.1K
855 $530K
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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