Kaufman Rossin Wealth, LLC Reduced Holdings in Q3 2025

Kaufman Rossin Wealth, LLC

  • $183 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-361
- 41.98%
$915.95 - $994.57 $331K - $359K
499 $462M
DISV
Dimensional ETF Tr Dimensional

ETFs
-18.6K
- 13.61%
$32.78 - $35.79 $611K - $667K
118K $4.22B
NOW
Service Now, Inc.

Technology
-209
- 42.65%
$850.86 - $1044.69 $178K - $218K
281 $259M
AXS
Axis Capital Holdings LTD

Financial Services
-1.72K
- 40.0%
$93.33 - $102.44 $160K - $176K
2.57K $246M
EIX
Edison International

Utilities
-3.59K
- 35.11%
$50.42 - $56.35 $181K - $202K
6.64K $367M
NTRA
Natera, Inc.

Healthcare
-826
- 37.58%
$133.66 - $181.11 $110K - $150K
1.37K $221M
NTNX
Nutanix, Inc.

Technology
-1.83K
- 38.47%
$66.06 - $81.12 $121K - $149K
2.93K $218M
PCG
Pg&E Corp

Utilities
-10.6K
- 47.96%
$13.0 - $15.73 $138K - $167K
11.5K $174M
SNOW
Snowflake Inc.

Technology
-551
- 11.26%
$191.73 - $241.0 $106K - $133K
4.34K $979M
JPM
Jpmorgan Chase & CO

Financial Services
-323
- 32.69%
$282.78 - $316.06 $91.3K - $102K
665 $210M
EXEL
Exelixis, Inc.

Healthcare
-1.03K
- 16.13%
$36.22 - $46.25 $37.3K - $47.7K
5.36K $221M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.86%
$5364.25 - $5815.92 $5.36K - $5.82K
115 $620M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.65K
- 9.33%
$41.91 - $44.87 $111K - $119K
25.7K $1.15B
CNXC
Concentrix Corp

Technology
-75
- 1.18%
$45.94 - $62.0 $3.45K - $4.65K
6.26K $289M
DFAX
Dimensional ETF Tr
-2.47K
- 10.83%
$29.25 - $31.56 $72.2K - $77.9K
20.3K $638M
PINS
Pinterest, Inc.

Communication Services
-86
- 1.17%
$32.17 - $39.17 $2.77K - $3.37K
7.25K $233M
AMZN
Amazon Com Inc

Consumer Cyclical
-94
- 2.7%
$211.65 - $238.24 $19.9K - $22.4K
3.38K $743M
GL
Globe Life Inc.

Financial Services
-358
- 17.2%
$117.6 - $146.55 $42.1K - $52.5K
1.72K $246M
ORI
Old Republic International Corp

Financial Services
-1.04K
- 12.07%
$35.74 - $42.47 $37.2K - $44.2K
7.58K $322M
AVEM
American Centy ETF Tr Avantis

ETFs
-522
- 10.12%
$68.33 - $75.41 $35.7K - $39.4K
4.63K $348M
TRV
Travelers Companies, Inc.

Financial Services
-57
- 6.07%
$250.62 - $279.43 $14.3K - $15.9K
882 $246M
DFAI
Dimensional ETF Tr

ETFs
-939
- 4.54%
$34.05 - $36.55 $32K - $34.3K
19.8K $718M
DDOG
Datadog, Inc.

Technology
-56
- 2.59%
$124.52 - $155.15 $6.97K - $8.69K
2.11K $300M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-86
- 3.65%
$182.33 - $194.5 $15.7K - $16.7K
2.27K $442M
PEGA
Pegasystems Inc

Technology
-28
- 0.65%
$49.75 - $60.39 $1.39K - $1.69K
4.3K $247M
AVUV
American Centy ETF Tr Avantis

ETFs
-1.03K
- 6.99%
$90.37 - $102.12 $93.2K - $105K
13.7K $1.37B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-149
- 1.16%
$32.53 - $35.69 $4.85K - $5.32K
12.7K $449M
DAL
Delta Air Lines, Inc.

Industrials
-272
- 3.13%
$49.0 - $61.97 $13.3K - $16.9K
8.41K $477M
ETSY
Etsy Inc

Consumer Cyclical
-320
- 6.14%
$51.36 - $74.34 $16.4K - $23.8K
4.89K $325M
GM
General Motors CO

Consumer Cyclical
-983
- 9.01%
$48.89 - $61.24 $48.1K - $60.2K
9.93K $605M
DFIV
Dimensional ETF Tr

ETFs
-2.72K
- 4.54%
$42.66 - $46.53 $116K - $127K
57.1K $2.63B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-10.5K
- 5.77%
$36.04 - $38.78 $377K - $405K
171K $6.58B
VTI
Vanguard Total Stock Market Et

ETFs
-192
- 1.95%
$303.93 - $329.86 $58.4K - $63.3K
9.67K $3.17B
INCY
Incyte Corp

Healthcare
-126
- 1.09%
$67.27 - $86.96 $8.48K - $11K
11.4K $965M
RBLX
Roblox Corp

Communication Services
-295
- 2.2%
$100.65 - $141.56 $29.7K - $41.8K
13.1K $1.81B
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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