Kfg Wealth Management, LLC Reduced Holdings in Q1 2025

Kfg Wealth Management, LLC

  • $390 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-14.6K
- 92.3%
$551.42 - $612.93 $8.04M - $8.93M
1.22K $680K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-105K
- 42.92%
$34.28 - $36.43 $3.59M - $3.82M
139K $4.81M
IVW
Ishares S&P 500 Growth ETF

ETFs
-28.1K
- 27.65%
$92.45 - $106.69 $2.6M - $3M
73.5K $6.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.43K
- 11.93%
$468.34 - $539.52 $1.6M - $1.85M
25.3K $11.9M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-57.5K
- 22.11%
$33.17 - $35.48 $1.91M - $2.04M
203K $6.77M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-54K
- 31.15%
$32.69 - $34.66 $1.77M - $1.87M
119K $3.94M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-22.8K
- 20.33%
$37.4 - $39.42 $852K - $898K
89.3K $3.36M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-9.1K
- 28.86%
$83.18 - $89.27 $757K - $812K
22.4K $1.88M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-17.5K
- 23.04%
$39.81 - $42.17 $695K - $736K
58.3K $2.34M
REZ
Ishares Tr Residential And Mul

ETFs
-10.2K
- 30.48%
$78.21 - $88.48 $799K - $904K
23.3K $2M
UNOV
Earth Science Tech, Inc.

ETFs
-18.9K
- 26.25%
$33.76 - $35.42 $640K - $671K
53.2K $1.8M
POCT
Innovator U.S. Equity Power Bu

ETFs
-9.46K
- 6.58%
$38.53 - $40.49 $365K - $383K
134K $5.2M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-10.2K
- 6.9%
$35.29 - $36.56 $358K - $371K
137K $4.89M
MSFT
Microsoft Corp

Technology
-301
- 5.43%
$375.39 - $447.2 $113K - $135K
5.24K $1.97M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-7.97K
- 8.68%
$34.28 - $36.12 $273K - $288K
83.9K $2.89M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-8.19K
- 14.81%
$36.56 - $38.35 $299K - $314K
47.1K $1.73M
WMT
Walmart Inc.

Consumer Defensive
-2.94K
- 11.17%
$84.5 - $105.05 $249K - $309K
23.4K $2.06M
IVV
Ishares Core S&P 500 ETF

ETFs
-254
- 6.6%
$554.06 - $615.85 $141K - $156K
3.6K $2.01M
AMZN
Amazon Com Inc

Consumer Cyclical
-459
- 12.03%
$190.26 - $242.06 $87.3K - $111K
3.36K $638K
GOOGL
Alphabet Inc.

Communication Services
-359
- 12.37%
$154.33 - $206.19 $55.4K - $74K
2.54K $392K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
-4.2K
- 9.7%
$32.91 - $34.28 $138K - $144K
39.1K $1.3M
GOOG
Alphabet Inc.

Communication Services
-204
- 6.06%
$156.06 - $207.71 $31.8K - $42.4K
3.16K $494K
LKFN
Lakeland Financial Corp

Financial Services
-19
- 0.15%
$59.44 - $69.54 $1.13K - $1.32K
12.5K $754K
HD
Home Depot, Inc.

Consumer Cyclical
-139
- 5.81%
$347.25 - $424.87 $48.3K - $59.1K
2.26K $826K
RMD
Resmed Inc

Healthcare
-367
- 14.15%
$219.7 - $257.65 $80.6K - $94.6K
2.23K $489K
ADP
Automatic Data Processing Inc

Industrials
-412
- 14.13%
$286.85 - $318.64 $118K - $131K
2.5K $764K
FISV
Fiserv Inc

Technology
-690
- 16.74%
N/A
3.43K $429K
CLX
Clorox CO

Consumer Defensive
-67
- 1.41%
$141.76 - $162.89 $9.5K - $10.9K
4.68K $688K
A
Agilent Technologies, Inc.

Healthcare
-335
- 15.92%
$116.69 - $152.6 $39.1K - $51.1K
1.77K $206K
COST
Costco Wholesale Corp

Consumer Defensive
-101
- 11.9%
$890.62 - $1076.86 $90K - $109K
748 $707K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-62
- 0.55%
$57.21 - $65.8 $3.55K - $4.08K
11.3K $658K
TSCO
Tractor Supply CO

Consumer Cyclical
-1.45K
- 9.42%
$51.66 - $57.94 $74.7K - $83.8K
13.9K $765K
VUG
Vanguard Growth ETF

ETFs
-59
- 9.42%
$369.1 - $427.61 $21.8K - $25.2K
567 $210K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.76K
- 14.57%
$23.32 - $23.84 $41.1K - $42K
10.3K $241K
ITW
Illinois Tool Works Inc

Industrials
-126
- 13.24%
$244.9 - $274.48 $30.9K - $34.6K
826 $204K
NJUL
Innovator Growth 100 Power Buf

Technology
-315
- 4.91%
$59.98 - $64.86 $18.9K - $20.4K
6.1K $366K
MA
Mastercard Inc

Financial Services
-102
- 8.15%
$504.67 - $576.31 $51.5K - $58.8K
1.15K $629K
PFE
Pfizer Inc

Healthcare
-12
- 0.06%
$25.01 - $27.13 $300 - $326
21K $532K
XT
Ishares Tr Exponential Technol

ETFs
-270
- 5.26%
$57.56 - $64.0 $15.5K - $17.3K
4.86K $281K
ABC
Amerisourcebergen Corp

Healthcare
-131
- 5.7%
N/A
2.17K $401K
PATK
Patrick Industries Inc

Consumer Cyclical
-371
- 4.4%
$82.13 - $97.92 $30.5K - $36.3K
8.07K $676K
IEMG
Ishares Inc

ETFs
-444
- 6.31%
N/A
6.59K $353K
PFF
Ishares Trust Ishares Pfd And

ETFs
-483
- 4.04%
$30.73 - $32.26 $14.8K - $15.6K
11.5K $354K
PG
Procter & Gamble CO

Consumer Defensive
-240
- 3.23%
$158.56 - $176.26 $38.1K - $42.3K
7.18K $1.22M
PAYX
Paychex Inc

Industrials
-639
- 11.22%
$136.06 - $154.52 $86.9K - $98.7K
5.06K $780K
ECL
Ecolab Inc.

Basic Materials
-125
- 12.08%
$229.72 - $269.82 $28.7K - $33.7K
910 $230K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-441
- 4.37%
$22.19 - $22.84 $9.79K - $10.1K
9.65K $216K
LHX
L3 Harris Technologies, Inc.

Industrials
-45
- 4.07%
$194.65 - $222.86 $8.76K - $10K
1.06K $222K
FAST
Fastenal CO

Industrials
-436
- 9.93%
$71.11 - $79.98 $31K - $34.9K
3.95K $306K
Activity Summary
Buys All Purchases 106 New Holdings 21 Increased Positions 85 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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