Kfa Private Wealth Group, LLC Portfolio Holdings

Kfa Private Wealth Group, LLC

  • $239 Million
  • Q4 2024

Kfa Private Wealth Group, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $239 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $45.6M, Fidelity Covington Tr Blue Chi with a value of $39.3M, Fidelity Merrimack Str Tr Tota with a value of $14.4M, Ishares Tr with a value of $9.3M, and Ishares Core S&P Total U.S. St with a value of $8.76M.

Examining the 13F form we can see an increase of $30M in the current position value, from $209M to 239M.

Below you can find more details about Kfa Private Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $239 Million
ETFs: $214 Million
Technology: $11.2 Million
Financial Services: $2.8 Million
Consumer Cyclical: $2.37 Million
Communication Services: $2.24 Million
Industrials: $1.99 Million
Healthcare: $1.81 Million
Consumer Defensive: $1.69 Million
Other: $709,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$45.6 Million 19.06% of portfolio
77,388
Q4 2024 Added 16.09%
$0
$39.3 Million 16.46% of portfolio
850,263
Q4 2024 Added 14.9%
$0
$14.4 Million 6.02% of portfolio
320,407
Q4 2024 Added 17.93%
$0
$9.3 Million 3.89% of portfolio
84,503
Q4 2024 Reduced 9.09%
$0
$8.76 Million 3.66% of portfolio
68,074
Q4 2024 Reduced 5.39%
$0
$7.9 Million 3.31% of portfolio
147,251
Q4 2024 Added 19.82%
$0
$7.57 Million 3.17% of portfolio
121,470
Q4 2024 Added 29.08%
$0
$7.3 Million 3.05% of portfolio
43,098
Q4 2024 Reduced 12.16%
$0
$6.61 Million 2.76% of portfolio
57,326
Q4 2024 Added 21.43%
$0
$6.53 Million 2.73% of portfolio
136,655
Q4 2024 Added 20.07%
$0
$6.21 Million 2.6% of portfolio
23,508
Q4 2024 Reduced 7.78%
$0
$5.2 Million 2.18% of portfolio
54,491
Q4 2024 Added 23.8%
$0
$4.82 Million 2.02% of portfolio
189,525
Q4 2024 Added 1.74%
$0
$4.16 Million 1.74% of portfolio
17,876
Q4 2024 Added 47.01%
$0
$3.81 Million 1.59% of portfolio
6,502
Q4 2024 Added 26.94%
$3.59T
$3.75 Million 1.57% of portfolio
14,968
Q4 2024 Reduced 2.69%
$0
$3.29 Million 1.38% of portfolio
13,679
Q4 2024 Added 0.6%
$0
$3.23 Million 1.35% of portfolio
39,376
Q4 2024 Reduced 20.83%
$0
$3.13 Million 1.31% of portfolio
32,268
Q4 2024 Added 206.15%
$0
$2.64 Million 1.1% of portfolio
4,893
Q4 2024 Added 1.62%
$367B
$2.4 Million 1.0% of portfolio
17,840
Q4 2024 Reduced 8.01%
$0
$2.35 Million 0.98% of portfolio
5,717
Q4 2024 Added 4.86%
$0
$2.27 Million 0.95% of portfolio
50,232
Q4 2024 Reduced 3.51%
$3.33T
$1.99 Million 0.83% of portfolio
4,720
Q4 2024 Added 11.01%
$0
$1.89 Million 0.79% of portfolio
6,513
Q4 2024 Added 1.01%
$2.4T
$1.83 Million 0.77% of portfolio
8,357
Q4 2024 Added 11.43%
$0
$1.73 Million 0.72% of portfolio
29,288
Q4 2024 Added 1.79%
$23.6B
$1.35 Million 0.56% of portfolio
12,350
Q4 2024 Added 120.93%
$0
$1.24 Million 0.52% of portfolio
11,731
Q4 2024 Added 52.35%
$0
$920,000 0.39% of portfolio
12,170
Q4 2024 Added 7.29%
$1.18T
$833,000 0.35% of portfolio
4,401
Q4 2024 Added 0.62%
$459B
$709,000 0.3% of portfolio
6,593
Q4 2024 Added 15.79%
$152B
$712,000 0.3% of portfolio
3,153
Q4 2024 Added 15.03%
$0
$724,000 0.3% of portfolio
15,000
Q4 2024 Added 50.94%
$0
$721,000 0.3% of portfolio
6,426
Q4 2024 Added 4.78%
$0
$721,000 0.3% of portfolio
5,242
Q4 2024 Added 11.67%
$0
$695,000 0.29% of portfolio
6,990
Q4 2024 Reduced 2.48%
$0
$703,000 0.29% of portfolio
1,377
Q4 2024 Reduced 1.57%
$600B
$602,000 0.25% of portfolio
1,329
Q4 2024 Reduced 5.54%
$203B
$550,000 0.23% of portfolio
2,503
Q4 2024 Added 24.1%
$0
$529,000 0.22% of portfolio
4,969
Q4 2024 Added 33.0%
$0
$498,000 0.21% of portfolio
3,910
Q4 2024 Added 110.22%
$255B
$509,000 0.21% of portfolio
5,641
Q4 2024 Reduced 0.3%
$1.43T
$507,000 0.21% of portfolio
861
Q4 2024 Added 24.96%
$780B
$505,000 0.21% of portfolio
2,108
Q4 2024 Added 7.5%
$25.5B
$491,000 0.21% of portfolio
1,500
Q1 2023 New
$215B
$508,000 0.21% of portfolio
1,403
Q4 2024 Added 80.8%
$244B
$470,000 0.2% of portfolio
1,584
Q4 2024 Added 3.33%
$383B
$472,000 0.2% of portfolio
3,266
Q4 2024 Added 30.59%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $239 Million
  • Prior Value $209 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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