Kfa Private Wealth Group, LLC Incresed Positions in Q4 2025

Kfa Private Wealth Group, LLC

  • $412 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
+ 3.69%
$475.68 - $513.11 $28.5K - $30.8K
1.69K $859K
KO
Coca Cola CO

Consumer Defensive
10
+ 0.11%
$66.1 - $71.61 $661 - $716
8.89K $628K
AVGO
Broadcom Inc.

Technology
40
+ 2.0%
$324.63 - $385.98 $13K - $15.4K
2.04K $697K
COST
Costco Wholesale Corp

Consumer Defensive
53
+ 7.36%
$910.94 - $954.99 $48.3K - $50.6K
773 $705K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
117
+ 2.7%
$68.28 - $84.44 $7.99K - $9.88K
4.45K $339K
UHS
Universal Health Services Inc

Healthcare
2
+ 0.14%
$196.11 - $229.23 $392 - $458
1.45K $325K
MRK
Merck & Co., Inc.

Healthcare
11
+ 0.38%
$82.49 - $92.93 $907 - $1.02K
2.9K $268K
PEP
Pepsico Inc

Consumer Defensive
21
+ 0.71%
$138.84 - $153.71 $2.92K - $3.23K
2.98K $440K
IEFA
Ishares Tr

ETFs
171
+ 3.92%
$86.09 - $89.88 $14.7K - $15.4K
4.53K $401K
INDY
Ishares India 50 ETF

ETFs
46
+ 0.57%
$51.15 - $54.16 $2.35K - $2.49K
8.11K $433K
BAC
Bank Of America Corp

Financial Services
425
+ 8.85%
$48.65 - $54.11 $20.7K - $23K
5.23K $268K
AXP
American Express CO

Financial Services
9
+ 0.57%
$316.26 - $372.77 $2.85K - $3.35K
1.6K $545K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
200
+ 3.79%
$56.33 - $59.22 $11.3K - $11.8K
5.48K $316K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
242
+ 4.33%
$50.33 - $50.81 $12.2K - $12.3K
5.83K $294K
WMT
Walmart Inc.

Consumer Defensive
135
+ 1.12%
$101.18 - $109.03 $13.7K - $14.7K
12.1K $1.25M
BK
Bank Of New York Mellon Corp

Financial Services
71
+ 3.8%
$104.54 - $112.64 $7.42K - $8K
1.94K $214K
MCD
Mcdonalds Corp

Consumer Cyclical
15
+ 0.31%
$293.81 - $310.11 $4.41K - $4.65K
4.92K $1.5M
TRV
Travelers Companies, Inc.

Financial Services
2
+ 0.2%
$261.57 - $287.42 $523 - $575
1.02K $293K
CRM
Salesforce, Inc.

Technology
27
+ 2.04%
$235.69 - $263.41 $6.36K - $7.11K
1.35K $320K
MUB
Ishares National Muni Bond ETF

ETFs
42
+ 1.32%
$106.36 - $107.61 $4.47K - $4.52K
3.22K $344K
C
Citigroup Inc

Financial Services
166
+ 4.49%
$93.93 - $102.87 $15.6K - $17.1K
3.86K $379K
XLI
Industrial Sector Spdr

ETFs
1
+ 0.04%
$149.9 - $155.79 $150 - $156
2.35K $356K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.04%
$161.21 - $171.97 $161 - $172
2.38K $392K
GE
General Electric CO

Industrials
1
+ 0.1%
$291.49 - $314.28 $291 - $314
981 $294K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
322
+ 2.11%
$10.15 - $10.65 $3.27K - $3.43K
15.6K $159K
IWM
Ishares Russell 2000 ETF

ETFs
7
+ 0.55%
$236.79 - $250.33 $1.66K - $1.75K
1.29K $306K
MA
Mastercard Inc

Financial Services
16
+ 3.69%
$536.85 - $580.45 $8.59K - $9.29K
450 $241K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.26%
$744.6 - $838.97 $745 - $839
380 $294K
IYR
Ishares Tr

ETFs
2
+ 0.08%
$93.69 - $98.5 $187 - $197
2.56K $242K
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.02%
$94.02 - $97.61 $94 - $97.6
5.02K $475K
INTU
Intuit Inc

Technology
5
+ 1.09%
$641.79 - $683.39 $3.21K - $3.42K
463 $299K
JPM
Jpmorgan Chase & CO

Financial Services
125
+ 3.63%
$294.11 - $320.41 $36.8K - $40.1K
3.57K $1.07M
COF
Capital One Financial Corp

Financial Services
15
+ 0.72%
$201.01 - $225.01 $3.02K - $3.38K
2.09K $420K
PG
Procter & Gamble CO

Consumer Defensive
14
+ 0.34%
$145.5 - $153.18 $2.04K - $2.14K
4.08K $594K
TSLA
Tesla, Inc.

Consumer Cyclical
12
+ 1.14%
$401.99 - $468.37 $4.82K - $5.62K
1.06K $433K
NFLX
Netflix Inc

Communication Services
2.02K
+ 850.0%
$110.29 - $1241.35 $223K - $2.51M
2.26K $249K
HON
Honeywell International Inc

Industrials
15
+ 0.42%
$194.07 - $220.67 $2.91K - $3.31K
3.57K $699K
HD
Home Depot, Inc.

Consumer Cyclical
47
+ 3.18%
$358.03 - $397.02 $16.8K - $18.7K
1.53K $545K
T
At&T Inc.

Communication Services
19
+ 0.09%
$24.44 - $27.55 $464 - $523
20.9K $533K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
785
+ 0.87%
$114.27 - $121.15 $89.7K - $95.1K
90.5K $10.6M
ADP
Automatic Data Processing Inc

Industrials
13
+ 0.32%
$250.9 - $292.94 $3.26K - $3.81K
4.14K $1.04M
Activity Summary
Buys All Purchases 108 New Holdings 16 Increased Positions 92 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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