Kaufman Rossin Wealth, LLC Incresed Positions in Q3 2025

Kaufman Rossin Wealth, LLC

  • $183 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
81.3K
+ 6.96%
N/A
1.25M $28.3B
ITOT
Ishares Core S&P Total U.S. St

ETFs
11.1K
+ 10.37%
$135.0 - $146.02 $1.5M - $1.63M
118K $17.3B
AVDV
American Centy ETF Tr Avantis

ETFs
7.63K
+ 4.82%
$79.24 - $89.03 $605K - $679K
166K $14.8B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12K
+ 3.73%
$29.55 - $32.52 $355K - $390K
334K $10.7B
AAPL
Apple Inc.

Technology
1.97K
+ 17.37%
$202.38 - $256.87 $398K - $505K
13.3K $3.38B
DUHP
Dimensional ETF Tr Dimensional

ETFs
15.6K
+ 7.8%
$35.76 - $37.93 $559K - $593K
216K $8.16B
DIHP
Dimensional ETF Tr Dimensional

ETFs
19.4K
+ 10.18%
$28.69 - $30.59 $558K - $595K
210K $6.4B
IDEV
Ishares Core Msci Intl Develop

ETFs
4.2K
+ 5.23%
$74.68 - $80.26 $314K - $337K
84.5K $6.78B
NVDA
Nvidia Corp

Technology
1.81K
+ 15.77%
$153.3 - $186.58 $277K - $337K
13.2K $2.47B
VGIT
Vanguard Intermediate Term Tre

ETFs
9.56K
+ 15.62%
$58.97 - $60.36 $564K - $577K
70.8K $4.25B
Arista Networks Inc
163
+ 1.97%
N/A
8.43K $1.23B
INTC
Intel Corp

Technology
5.91K
+ 36.91%
$19.31 - $35.5 $114K - $210K
21.9K $736M
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.18K
+ 22.24%
$47.86 - $48.43 $344K - $348K
39.5K $1.9B
FIX
Comfort Systems Usa Inc

Industrials
53
+ 5.46%
$521.66 - $825.18 $27.6K - $43.7K
1.02K $845M
DFIC
Dimensional ETF Tr Dimensional

ETFs
7.78K
+ 104.3%
$30.76 - $33.01 $239K - $257K
15.2K $500M
AVGO
Broadcom Inc.

Technology
294
+ 10.42%
$264.74 - $369.57 $77.8K - $109K
3.12K $1.03B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.41K
+ 22.28%
$49.78 - $50.75 $220K - $224K
24.2K $1.23B
LYFT
Lyft, Inc.

Technology
1.15K
+ 3.59%
$13.41 - $22.93 $15.5K - $26.5K
33.3K $734M
PEP
Pepsico Inc

Consumer Defensive
1.42K
+ 64.99%
$133.81 - $152.16 $190K - $216K
3.61K $506M
EXPE
Expedia Group, Inc.

Consumer Cyclical
487
+ 27.37%
$171.01 - $228.24 $83.3K - $111K
2.27K $484M
ADT
Adt Inc.

Industrials
20.5K
+ 107.2%
$8.27 - $8.85 $169K - $181K
39.6K $345M
QQQ
Invesco Qqq Trust, Series 1

ETFs
270
+ 69.95%
$546.99 - $602.2 $148K - $163K
656 $394M
APH
Amphenol Corp

Technology
465
+ 10.15%
$97.39 - $125.4 $45.3K - $58.3K
5.05K $625M
TSLA
Tesla, Inc.

Consumer Cyclical
189
+ 28.68%
$293.94 - $444.72 $55.6K - $84.1K
848 $377M
GE
General Electric CO

Industrials
117
+ 3.96%
$244.75 - $305.63 $28.6K - $35.8K
3.07K $925M
GOOGL
Alphabet Inc.

Communication Services
331
+ 27.27%
$174.36 - $254.72 $57.7K - $84.3K
1.55K $376M
Ge Vernova Inc
49
+ 3.64%
N/A
1.4K $859M
PLTR
Palantir Technologies Inc.

Technology
327
+ 17.7%
$130.68 - $186.97 $42.7K - $61.1K
2.17K $397M
META
Meta Platforms, Inc.

Communication Services
189
+ 55.59%
$695.21 - $791.73 $131K - $150K
529 $388M
TPR
Tapestry, Inc.

Consumer Cyclical
342
+ 8.86%
$86.48 - $116.14 $29.6K - $39.7K
4.2K $476M
PNC
Pnc Financial Services Group, Inc.

Financial Services
311
+ 6.7%
$185.88 - $207.44 $57.8K - $64.5K
4.95K $995M
GOOG
Alphabet Inc.

Communication Services
192
+ 16.71%
$175.16 - $255.24 $33.6K - $49K
1.34K $326M
ABBV
Abb Vie Inc.

Healthcare
281
+ 25.87%
$184.85 - $231.54 $51.9K - $65.1K
1.37K $317M
TOL
Toll Brothers, Inc.

Consumer Cyclical
86
+ 2.28%
$113.78 - $148.0 $9.79K - $12.7K
3.86K $533M
DINO
Hf Sinclair Corp

Energy
62
+ 0.76%
$42.11 - $54.01 $2.61K - $3.35K
8.18K $428M
MRK
Merck & Co., Inc.

Healthcare
618
+ 8.72%
$77.6 - $87.37 $48K - $54K
7.7K $647M
VRT
Vertiv Holdings CO

Industrials
92
+ 2.99%
N/A
3.17K $478M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
135
+ 25.76%
$459.11 - $506.91 $62K - $68.4K
659 $331M
DASH
Door Dash, Inc.

Communication Services
4
+ 0.15%
$234.5 - $272.5 $938 - $1.09K
2.64K $719M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
7
+ 0.91%
$473.44 - $553.71 $3.31K - $3.88K
775 $424M
VEEV
Veeva Systems Inc

Healthcare
139
+ 8.5%
$269.2 - $297.91 $37.4K - $41.4K
1.77K $529M
DVN
Devon Energy Corp

Energy
551
+ 5.37%
$31.75 - $36.99 $17.5K - $20.4K
10.8K $379M
C
Citigroup Inc

Financial Services
11
+ 0.35%
$85.57 - $103.49 $941 - $1.14K
3.13K $318M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
174
+ 6.26%
$71.86 - $87.45 $12.5K - $15.2K
2.95K $246M
DD
Du Pont De Nemours, Inc.

Basic Materials
56
+ 1.41%
$69.9 - $78.26 $3.91K - $4.38K
4.02K $313M
ZS
Zscaler, Inc.

Technology
175
+ 20.4%
$267.68 - $316.5 $46.8K - $55.4K
1.03K $309M
MANH
Manhattan Associates Inc

Technology
113
+ 5.56%
$196.16 - $227.94 $22.2K - $25.8K
2.15K $440M
LECO
Lincoln Electric Holdings Inc

Industrials
33
+ 3.32%
$210.22 - $247.76 $6.94K - $8.18K
1.03K $242M
A
Agilent Technologies, Inc.

Healthcare
56
+ 2.52%
$112.04 - $128.75 $6.27K - $7.21K
2.28K $293M
Activity Summary
Buys All Purchases 107 New Holdings 42 Increased Positions 65 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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