Kaufman Rossin Wealth, LLC Purchases and Sells in Q3 2025

Kaufman Rossin Wealth, LLC

$183 Billion
Q3 2025

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EA SERIES TRUST	81.3K + 6.96%	N/A	1.25M $28.3B
ITOT	11.1K + 10.37%	$135.0 - $146.02 $1.5M - $1.63M	118K $17.3B
AVDV	7.63K + 4.82%	$79.24 - $89.03 $605K - $679K	166K $14.8B
DFEM	12K + 3.73%	$29.55 - $32.52 $355K - $390K	334K $10.7B
AAPL	1.97K + 17.37%	$202.38 - $256.87 $398K - $505K	13.3K $3.38B
DUHP	15.6K + 7.8%	$35.76 - $37.93 $559K - $593K	216K $8.16B

New Holdings

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MOH	2.8K New	$152.31 - $306.29 $427K - $858K	2.8K $536M
RE	1.2K New	N/A	1.2K $420M
WMT	3.85K New	$94.4 - $104.27 $364K - $402K	3.85K $397M
MEDP	769 New	$308.88 - $514.16 $238K - $395K	769 $395M
VLUE	2.97K New	$111.55 - $125.05 $331K - $371K	2.97K $371M
CNC	10.3K New	$25.21 - $56.65 $259K - $583K	10.3K $367M

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COST	-361 - 41.98%	$915.95 - $994.57 $331K - $359K	499 $462M
DISV	-18.6K - 13.61%	$32.78 - $35.79 $611K - $667K	118K $4.22B
NOW	-209 - 42.65%	$850.86 - $1044.69 $178K - $218K	281 $259M
AXS	-1.72K - 40.0%	$93.33 - $102.44 $160K - $176K	2.57K $246M
EIX	-3.59K - 35.11%	$50.42 - $56.35 $181K - $202K	6.64K $367M
NTRA	-826 - 37.58%	$133.66 - $181.11 $110K - $150K	1.37K $221M

Activity Summary All Purchases 107 New Holdings 42 Increased Positions 65 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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