Kaufman Rossin Wealth, LLC Incresed Positions in Q4 2025

Kaufman Rossin Wealth, LLC

  • $192 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.56K
+ 5.53%
$142.79 - $150.05 $936K - $984K
125K $18.6B
AVDV
American Centy ETF Tr Avantis

ETFs
1.06K
+ 0.64%
$87.37 - $90.92 $92.5K - $96.3K
167K $15.7B
PCG
Pg&E Corp

Utilities
30.8K
+ 266.76%
$15.63 - $16.81 $481K - $518K
42.3K $680M
CNC
Centene Corp

Healthcare
10.1K
+ 98.47%
$33.15 - $38.7 $336K - $392K
20.4K $840M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
4.09K
+ 1.23%
$31.28 - $33.46 $128K - $137K
338K $11.2B
DIHP
Dimensional ETF Tr Dimensional

ETFs
5.16K
+ 2.45%
$30.11 - $31.43 $155K - $162K
216K $6.83B
NVDA
Nvidia Corp

Technology
2.14K
+ 16.17%
$179.83 - $207.04 $385K - $443K
15.4K $2.87B
DUHP
Dimensional ETF Tr Dimensional

ETFs
8.73K
+ 4.04%
$37.18 - $38.47 $325K - $336K
225K $8.55B
IDEV
Ishares Core Msci Intl Develop

ETFs
1.74K
+ 2.06%
$79.1 - $82.39 $138K - $143K
86.3K $7.12B
VGIT
Vanguard Intermediate Term Tre

ETFs
5.47K
+ 7.73%
$59.84 - $60.54 $327K - $331K
76.2K $4.57B
EIX
Edison International

Utilities
3.39K
+ 51.05%
$52.12 - $59.08 $177K - $200K
10K $602M
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.66K
+ 11.81%
$48.17 - $48.5 $224K - $226K
44.1K $2.12B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
80
+ 13.09%
$557.73 - $694.99 $44.6K - $55.6K
691 $534M
CB
Chubb LTD

Financial Services
525
+ 68.54%
$268.2 - $296.22 $141K - $156K
1.29K $403M
ZM
Zoom Video Communications, Inc.

Technology
2.01K
+ 59.08%
$79.17 - $87.23 $159K - $175K
5.41K $467M
ILMN
Illumina, Inc.

Healthcare
34
+ 0.7%
$91.0 - $123.54 $3.09K - $4.2K
4.89K $641M
EXPE
Expedia Group, Inc.

Consumer Cyclical
54
+ 2.38%
$210.33 - $273.65 $11.4K - $14.8K
2.32K $657M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.66K
+ 15.1%
$49.98 - $50.22 $183K - $184K
27.9K $1.38B
ESTC
Elastic N.V.

Technology
2.13K
+ 78.88%
$80.19 - $94.47 $171K - $201K
4.83K $364M
NTRA
Natera, Inc.

Healthcare
186
+ 13.56%
$160.21 - $209.5 $29.8K - $39K
1.56K $357M
DAL
Delta Air Lines, Inc.

Industrials
182
+ 2.16%
$55.65 - $62.32 $10.1K - $11.3K
8.59K $596M
GOOG
Alphabet Inc.

Communication Services
74
+ 5.52%
$237.49 - $291.74 $17.6K - $21.6K
1.42K $444M
GOOGL
Alphabet Inc.

Communication Services
30
+ 1.94%
$236.57 - $291.31 $7.1K - $8.74K
1.58K $493M
VLUE
Ishares Msci Usa Value Factor

ETFs
404
+ 13.63%
$122.29 - $132.67 $49.4K - $53.6K
3.37K $461M
UPS
United Parcel Service Inc

Industrials
488
+ 20.04%
$82.87 - $97.4 $40.4K - $47.5K
2.92K $290M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
266
+ 55.07%
$423.47 - $491.22 $113K - $131K
749 $298M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
246
+ 0.96%
$43.57 - $45.71 $10.7K - $11.2K
26K $1.21B
EXEL
Exelixis, Inc.

Healthcare
1K
+ 18.66%
$34.54 - $43.59 $34.5K - $43.6K
6.36K $279M
FTI
Technip Fmc PLC

Energy
439
+ 6.46%
$35.57 - $43.74 $15.6K - $19.2K
7.23K $322M
QQQ
Invesco Qqq Trust, Series 1

ETFs
71
+ 10.82%
$589.5 - $635.77 $41.9K - $45.1K
727 $447M
VUG
Vanguard Growth ETF

ETFs
97
+ 18.95%
$470.44 - $504.26 $45.6K - $48.9K
609 $297M
MEDP
Medpace Holdings, Inc.

Healthcare
26
+ 3.38%
$501.22 - $605.2 $13K - $15.7K
795 $447M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.02%
$178.37 - $198.46 $178 - $198
4.96K $1.03B
SPY
Spdr S&P 500 ETF Trust

ETFs
48
+ 12.94%
$653.02 - $687.39 $31.3K - $33K
419 $286M
COF
Capital One Financial Corp

Financial Services
3
+ 0.24%
$201.01 - $225.01 $603 - $675
1.27K $308M
DFIC
Dimensional ETF Tr Dimensional

ETFs
366
+ 2.4%
$32.24 - $33.72 $11.8K - $12.3K
15.6K $538M
DFAI
Dimensional ETF Tr

ETFs
11
+ 0.06%
$35.82 - $37.52 $394 - $413
19.8K $753M
ELV
Elevance Health, Inc.

Healthcare
12
+ 1.87%
$303.78 - $362.34 $3.65K - $4.35K
654 $229M
LECO
Lincoln Electric Holdings Inc

Industrials
70
+ 6.82%
$225.07 - $242.95 $15.8K - $17K
1.1K $263M
IT
Gartner Inc

Technology
105
+ 10.85%
$226.44 - $258.17 $23.8K - $27.1K
1.07K $271M
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 1.65%
$294.11 - $320.41 $3.24K - $3.52K
676 $218M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
14
+ 0.51%
$83.65 - $86.6 $1.17K - $1.21K
2.77K $239M
NBIX
Neurocrine Biosciences Inc

Healthcare
1
+ 0.04%
$136.63 - $154.8 $137 - $155
2.49K $353M
THC
Tenet Healthcare Corp

Healthcare
23
+ 1.81%
$189.58 - $216.17 $4.36K - $4.97K
1.3K $257M
EME
Emcor Group, Inc.

Industrials
25
+ 5.64%
$618.96 - $777.0 $15.5K - $19.4K
468 $286M
ADSK
Autodesk, Inc.

Technology
98
+ 6.41%
N/A
1.63K $481M
DDOG
Datadog, Inc.

Technology
2
+ 0.09%
$151.17 - $199.72 $302 - $399
2.11K $287M
ETSY
Etsy Inc

Consumer Cyclical
472
+ 9.65%
$56.8 - $75.56 $26.8K - $35.7K
5.37K $297M
BBY
Best Buy CO Inc

Consumer Cyclical
25
+ 0.6%
$70.43 - $84.0 $1.76K - $2.1K
4.2K $281M
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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