Kfa Private Wealth Group, LLC Incresed Positions in Q4 2024

Kfa Private Wealth Group, LLC

  • $239 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBCG
Fidelity Covington Tr Blue Chi

ETFs
110K
+ 14.9%
$42.05 - $48.31 $4.64M - $5.33M
850K $39.3M
IVV
Ishares Core S&P 500 ETF

ETFs
10.7K
+ 16.09%
$570.51 - $610.59 $6.12M - $6.55M
77.4K $45.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
21.7K
+ 206.15%
$96.64 - $101.23 $2.1M - $2.2M
32.3K $3.13M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
27.4K
+ 29.08%
$61.68 - $67.87 $1.69M - $1.86M
121K $7.57M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
48.7K
+ 17.93%
$44.87 - $46.86 $2.19M - $2.28M
320K $14.4M
XLK
Technology Sector Spdr

ETFs
5.72K
+ 47.01%
$220.26 - $241.44 $1.26M - $1.38M
17.9K $4.16M
IEMG
Ishares Inc

ETFs
24.4K
+ 19.82%
N/A
147K $7.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.1K
+ 21.43%
$113.92 - $127.38 $1.15M - $1.29M
57.3K $6.61M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
22.8K
+ 20.07%
$47.58 - $48.56 $1.09M - $1.11M
137K $6.53M
IXUS
Ishares Tr

ETFs
18.5K
+ 48.48%
$65.95 - $72.56 $1.22M - $1.34M
56.7K $3.75M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.38K
+ 26.94%
$567.81 - $607.81 $784K - $839K
6.5K $3.81M
GIB
Cgi Inc

Technology
6.76K
+ 120.93%
$107.0 - $116.25 $723K - $786K
12.4K $1.35M
AMZN
Amazon Com Inc

Consumer Cyclical
857
+ 11.43%
$180.88 - $232.93 $155K - $200K
8.36K $1.83M
SUB
Ishares Short Term National Mu

ETFs
4.03K
+ 52.35%
$104.94 - $106.2 $423K - $428K
11.7K $1.24M
XLF
Financial Sector Spdr

ETFs
5.06K
+ 50.94%
$44.89 - $51.34 $227K - $260K
15K $724K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.05K
+ 110.22%
$126.68 - $134.74 $260K - $276K
3.91K $498K
VUG
Vanguard Growth ETF

ETFs
265
+ 4.86%
$378.79 - $428.11 $100K - $113K
5.72K $2.35M
XLE
Energy Sector Spdr

ETFs
2.7K
+ 118.35%
$83.32 - $97.27 $225K - $263K
4.99K $427K
CAT
Caterpillar Inc

Industrials
627
+ 80.8%
$360.37 - $416.88 $226K - $261K
1.4K $508K
MSFT
Microsoft Corp

Technology
468
+ 11.01%
$406.35 - $454.46 $190K - $213K
4.72K $1.99M
HYG
Ishares Tr

ETFs
1.93K
+ 77.05%
$78.09 - $80.04 $151K - $155K
4.44K $349K
HON
Honeywell International Inc

Industrials
412
+ 15.03%
$202.84 - $236.0 $83.6K - $97.2K
3.15K $712K
MUB
Ishares National Muni Bond ETF

ETFs
1.23K
+ 33.0%
$105.78 - $108.7 $130K - $134K
4.97K $529K
META
Meta Platforms, Inc.

Communication Services
172
+ 24.96%
$554.08 - $632.68 $95.3K - $109K
861 $507K
PG
Procter & Gamble CO

Consumer Defensive
720
+ 46.84%
$161.05 - $179.7 $116K - $129K
2.26K $378K
AVGO
Broadcom Inc.

Technology
42
+ 2.45%
$159.67 - $250.0 $6.71K - $10.5K
1.76K $407K
GOOGL
Alphabet Inc.

Communication Services
27
+ 0.62%
$161.86 - $196.66 $4.37K - $5.31K
4.4K $833K
IBM
International Business Machines Corp

Technology
486
+ 24.1%
$204.9 - $238.04 $99.6K - $116K
2.5K $550K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
78
+ 1.62%
$521.84 - $558.82 $40.7K - $43.6K
4.89K $2.64M
JPM
Jpmorgan Chase & CO

Financial Services
147
+ 7.5%
$205.18 - $250.29 $30.2K - $36.8K
2.11K $505K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
3.24K
+ 1.74%
$25.35 - $25.53 $82.1K - $82.7K
190K $4.82M
JNJ
Johnson & Johnson

Healthcare
765
+ 30.59%
$143.34 - $165.86 $110K - $127K
3.27K $472K
VTI
Vanguard Total Stock Market Et

ETFs
65
+ 1.01%
$280.04 - $302.45 $18.2K - $19.7K
6.51K $1.89M
VB
Vanguard Small Cap ETF

ETFs
82
+ 0.6%
$233.76 - $261.58 $19.2K - $21.4K
13.7K $3.29M
AXP
American Express CO

Financial Services
51
+ 3.33%
$267.35 - $305.57 $13.6K - $15.6K
1.58K $470K
V
Visa Inc.

Financial Services
13
+ 1.08%
$273.87 - $320.91 $3.56K - $4.17K
1.22K $383K
XOM
Exxon Mobil Corp

Energy
899
+ 15.79%
$105.51 - $125.37 $94.9K - $113K
6.59K $709K
DSI
Ishares Msci Kld 400 Social Et

ETFs
318
+ 8.71%
$107.41 - $115.71 $34.2K - $36.8K
3.97K $437K
T
At&T Inc.

Communication Services
1.03K
+ 6.27%
$21.22 - $23.88 $21.9K - $24.6K
17.5K $397K
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.36K
+ 300.03%
$25.93 - $105.3 $243K - $985K
12.5K $347K
HD
Home Depot, Inc.

Consumer Cyclical
58
+ 10.47%
$385.02 - $431.37 $22.3K - $25K
612 $238K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
342
+ 3.23%
$42.33 - $43.3 $14.5K - $14.8K
10.9K $465K
ABBV
Abb Vie Inc.

Healthcare
217
+ 12.63%
$164.99 - $203.87 $35.8K - $44.2K
1.94K $343K
HDV
Ishares Core High Dividend ETF

ETFs
293
+ 4.78%
$110.82 - $121.28 $32.5K - $35.5K
6.43K $721K
XLV
Select Sector Spdr Fund Health

ETFs
548
+ 11.67%
$136.28 - $154.74 $74.7K - $84.8K
5.24K $721K
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.77K
+ 200.0%
$25.79 - $80.4 $149K - $464K
8.66K $225K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
263
+ 6.38%
$60.13 - $67.31 $15.8K - $17.7K
4.39K $266K
UNH
Unitedhealth Group Inc

Healthcare
15
+ 3.49%
$485.52 - $625.25 $7.28K - $9.38K
445 $225K
EFA
Ishares Tr Msci Eafe ETF

ETFs
827
+ 7.29%
$75.1 - $82.99 $62.1K - $68.6K
12.2K $920K
Activity Summary
Buys All Purchases 64 New Holdings 10 Increased Positions 54 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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