Kaufman Rossin Wealth, LLC New Holdings in Q4 2025

Kaufman Rossin Wealth, LLC

  • $192 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Atlassian Corporation
4.83K
New
N/A
4.83K $783M
IWN
Ishares Russell2000 Val ETF

ETFs
3.81K
New
$172.34 - $181.51 $656K - $691K
3.81K $690M
BMY
Bristol Myers Squibb CO

Healthcare
11.7K
New
$42.6 - $49.08 $496K - $572K
11.7K $629M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
7.95K
New
$47.98 - $48.33 $381K - $384K
7.95K $383M
MKTX
Marketaxess Holdings Inc

Financial Services
2.07K
New
$158.85 - $177.4 $329K - $368K
2.07K $376M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.63K
New
$117.6 - $129.07 $309K - $339K
2.63K $357M
FCX
Freeport Mcmoran Inc

Basic Materials
6.39K
New
$38.65 - $43.31 $247K - $277K
6.39K $324M
JBHT
Hunt J B Transport Services Inc

Industrials
1.65K
New
$132.68 - $172.64 $219K - $285K
1.65K $321M
LVS
Las Vegas Sands Corp

Consumer Cyclical
4.91K
New
$46.47 - $66.99 $228K - $329K
4.91K $319M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
11.4K
New
$25.3 - $29.23 $287K - $332K
11.4K $318M
NEM
Newmont Corp

Basic Materials
2.81K
New
$78.63 - $98.27 $221K - $276K
2.81K $281M
EXAS
Exact Sciences Corp

Healthcare
2.69K
New
$56.19 - $69.63 $151K - $188K
2.69K $274M
UTHR
United Therapeutics Corp

Healthcare
530
New
$415.34 - $466.4 $220K - $247K
530 $258M
MU
Micron Technology Inc

Technology
876
New
$181.6 - $253.3 $159K - $222K
876 $250M
DG
Dollar General Corp

Consumer Defensive
1.79K
New
$95.94 - $106.44 $171K - $190K
1.79K $237M
TXT
Textron Inc

Industrials
2.41K
New
$79.42 - $87.34 $191K - $210K
2.41K $210M
BDX
Becton Dickinson & CO

Healthcare
1.08K
New
$176.39 - $193.93 $190K - $209K
1.08K $209M
Lam Research Corp
1.22K
New
N/A
1.22K $208M
RGLD
Royal Gold Inc

Basic Materials
937
New
$169.08 - $206.65 $158K - $194K
937 $208M
GLW
Corning Inc

Technology
2.37K
New
$82.06 - $90.29 $194K - $214K
2.37K $208M
LLY
Eli Lilly & CO

Healthcare
192
New
$799.57 - $1025.28 $154K - $197K
192 $206M
SCHW
Schwab Charles Corp

Financial Services
2.04K
New
$91.91 - $97.71 $187K - $199K
2.04K $204M
AGL
Agilon Health, Inc.

Healthcare
13.8K
New
$0.58 - $1.13 $7.99K - $15.6K
13.8K $9.49M
Activity Summary
Buys All Purchases 77 New Holdings 24 Increased Positions 53 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Kaufman Rossin Wealth, LLC Portfolio

Follow Kaufman Rossin Wealth, 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 Kaufman Rossin Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kaufman Rossin Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email