Kfg Wealth Management, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $390 Million distributed in 189 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 $53M, ETF Ser Solutions Aptus Define with a value of $36.8M, Fidelity Merrimack Str Tr Tota with a value of $27.1M, Innovator Etfs Tr Pwr Buffer S with a value of $18.2M, and Blue Buffalo Pet Products, Inc. with a value of $17.9M.

Examining the 13F form we can see an increase of $5.45M in the current position value, from $385M to 390M.

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 $390 Million
ETFs: $322 Million
Consumer Defensive: $27 Million
Technology: $11 Million
Healthcare: $8.62 Million
Consumer Cyclical: $7.06 Million
Financial Services: $5.67 Million
Industrials: $3.1 Million
Communication Services: $1.11 Million
Other: $2.69 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 189
  • Current Value $390 Million
  • Prior Value $385 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
Track This Portfolio

Track Kfg Wealth Management, LLC Portfolio

Follow Kfg Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfg Wealth Management, LLC with notifications on news.