Kaufman Rossin Wealth, LLC Reduced Holdings in Q4 2025

Kaufman Rossin Wealth, LLC

  • $192 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VRSN
Verisign Inc

Technology
-907
- 30.47%
$232.82 - $275.44 $211K - $250K
2.07K $503M
VEEV
Veeva Systems Inc

Healthcare
-495
- 27.9%
$283.73 - $306.22 $140K - $152K
1.28K $286M
MSFT
Microsoft Corp

Technology
-184
- 6.72%
$496.82 - $542.07 $91.4K - $99.7K
2.56K $1.24B
RE
Everest Re Group LTD

Financial Services
-451
- 37.61%
N/A
748 $254M
META
Meta Platforms, Inc.

Communication Services
-175
- 33.08%
$609.01 - $751.67 $107K - $132K
354 $233M
MANH
Manhattan Associates Inc

Technology
-306
- 14.27%
$175.13 - $208.9 $53.6K - $63.9K
1.84K $319M
LYFT
Lyft, Inc.

Technology
-412
- 1.24%
$19.25 - $24.57 $7.93K - $10.1K
32.9K $638M
ZS
Zscaler, Inc.

Technology
-63
- 6.1%
$292.75 - $336.27 $18.4K - $21.2K
970 $218M
C
Citigroup Inc

Financial Services
-1.12K
- 35.76%
$93.93 - $102.87 $105K - $115K
2.01K $235M
WMT
Walmart Inc.

Consumer Defensive
-987
- 25.62%
$101.18 - $109.03 $99.9K - $108K
2.87K $319M
ADT
Adt Inc.

Industrials
-5.1K
- 12.88%
$8.08 - $8.84 $41.2K - $45.1K
34.5K $278M
COST
Costco Wholesale Corp

Consumer Defensive
-28
- 5.61%
$910.94 - $954.99 $25.5K - $26.7K
471 $406M
TT
Trane Technologies PLC

Industrials
-48
- 4.72%
$408.5 - $448.65 $19.6K - $21.5K
968 $377M
PEP
Pepsico Inc

Consumer Defensive
-434
- 12.04%
$138.84 - $153.71 $60.3K - $66.7K
3.17K $455M
AVGO
Broadcom Inc.

Technology
-284
- 9.11%
$324.63 - $385.98 $92.2K - $110K
2.83K $980M
ADBE
Adobe Inc.

Technology
-63
- 1.13%
$325.07 - $359.91 $20.5K - $22.7K
5.49K $1.92B
WEN
Wendy'S CO

Consumer Cyclical
-825
- 2.83%
$8.43 - $9.55 $6.95K - $7.88K
28.3K $236M
CME
Cme Group Inc.

Financial Services
-119
- 13.73%
$261.53 - $285.04 $31.1K - $33.9K
748 $204M
PLTR
Palantir Technologies Inc.

Technology
-107
- 4.92%
$172.14 - $207.18 $18.4K - $22.2K
2.07K $367M
GL
Globe Life Inc.

Financial Services
-158
- 9.17%
$130.64 - $140.98 $20.6K - $22.3K
1.57K $219M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-4
- 3.48%
$4804.01 - $5424.55 $19.2K - $21.7K
111 $593M
TSLA
Tesla, Inc.

Consumer Cyclical
-63
- 7.43%
$401.99 - $468.37 $25.3K - $29.5K
785 $353M
AVEM
American Centy ETF Tr Avantis

ETFs
-353
- 7.62%
$73.09 - $78.36 $25.8K - $27.7K
4.28K $330M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-1.33K
- 10.49%
$34.7 - $37.35 $46.1K - $49.6K
11.3K $431M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-48
- 1.24%
$127.26 - $142.72 $6.11K - $6.85K
3.81K $515M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-30
- 4.55%
$475.68 - $513.11 $14.3K - $15.4K
629 $316M
AWI
Armstrong World Industries Inc

Industrials
-8
- 0.61%
$182.66 - $203.71 $1.46K - $1.63K
1.3K $248M
USFD
Us Foods Holding Corp.

Consumer Defensive
-22
- 0.55%
$71.4 - $77.21 $1.57K - $1.7K
3.95K $297M
ABBV
Abb Vie Inc.

Healthcare
-7
- 0.51%
$211.96 - $244.38 $1.48K - $1.71K
1.36K $311M
ACN
Accenture PLC

Technology
-76
- 8.23%
$234.02 - $253.35 $17.8K - $19.3K
848 $228M
DFAX
Dimensional ETF Tr
-750
- 3.69%
$30.71 - $32.34 $23K - $24.3K
19.6K $641M
DFAU
Dimensional ETF Tr

ETFs
-649
- 1.94%
$44.77 - $47.01 $29.1K - $30.5K
32.8K $1.54B
PEGA
Pegasystems Inc

Technology
-73
- 1.7%
$53.38 - $66.64 $3.9K - $4.86K
4.23K $252M
DVN
Devon Energy Corp

Energy
-312
- 2.89%
$31.74 - $35.84 $9.9K - $11.2K
10.5K $384M
AMZN
Amazon Com Inc

Consumer Cyclical
-140
- 4.14%
$213.04 - $254.0 $29.8K - $35.6K
3.24K $748M
CCK
Crown Holdings Inc

Consumer Cyclical
-90
- 3.77%
$90.21 - $100.97 $8.12K - $9.09K
2.3K $237M
HAS
Hasbro, Inc.

Consumer Cyclical
-151
- 3.93%
$70.95 - $79.13 $10.7K - $11.9K
3.69K $302M
GE
General Electric CO

Industrials
-35
- 1.14%
$291.49 - $314.28 $10.2K - $11K
3.04K $936M
TPR
Tapestry, Inc.

Consumer Cyclical
-382
- 9.09%
$98.81 - $117.14 $37.7K - $44.7K
3.82K $488M
DHR
Danaher Corp

Healthcare
-68
- 6.46%
$202.46 - $223.01 $13.8K - $15.2K
984 $225M
AXS
Axis Capital Holdings LTD

Financial Services
-97
- 3.77%
$88.25 - $102.69 $8.56K - $9.96K
2.48K $265M
INTC
Intel Corp

Technology
-1.27K
- 5.81%
$34.71 - $41.53 $44.2K - $52.9K
20.7K $762M
AVUV
American Centy ETF Tr Avantis

ETFs
-52
- 0.38%
$95.19 - $100.66 $4.95K - $5.23K
13.7K $1.39B
VTI
Vanguard Total Stock Market Et

ETFs
-109
- 1.13%
$321.8 - $337.95 $35.1K - $36.8K
9.56K $3.21B
Ge Vernova Inc
-22
- 1.58%
N/A
1.37K $898M
FDX
Fedex Corp

Industrials
-21
- 1.72%
$224.63 - $268.67 $4.72K - $5.64K
1.2K $347M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.73K
- 1.01%
$37.61 - $39.41 $65.1K - $68.2K
169K $6.69B
DFIV
Dimensional ETF Tr

ETFs
-2.16K
- 3.78%
$45.13 - $48.25 $97.5K - $104K
55K $2.74B
DISV
Dimensional ETF Tr Dimensional

ETFs
-3.74K
- 3.16%
$35.06 - $36.3 $131K - $136K
115K $4.35B
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
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