Kfa Private Wealth Group, LLC Reduced Holdings in Q4 2025

Kfa Private Wealth Group, LLC

  • $412 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-11.4K
- 5.58%
$25.44 - $25.56 $290K - $291K
193K $4.92M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.32K
- 1.64%
$99.87 - $101.27 $131K - $133K
78.9K $7.89M
META
Meta Platforms, Inc.

Communication Services
-75
- 9.18%
$609.01 - $751.67 $45.7K - $56.4K
742 $452K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-256
- 4.37%
$600.51 - $631.95 $154K - $162K
5.6K $3.46M
GIB
Cgi Inc

Technology
-989
- 7.58%
$84.81 - $91.65 $83.9K - $90.6K
12.1K $1.05M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.93K
- 16.83%
$56.0 - $57.6 $108K - $111K
9.52K $539K
NSC
Norfolk Southern Corp

Industrials
-198
- 9.25%
$279.53 - $300.15 $55.3K - $59.4K
1.94K $551K
XLF
Financial Sector Spdr

ETFs
-489
- 1.33%
$51.76 - $53.77 $25.3K - $26.3K
36.4K $1.91M
SHW
Sherwin Williams CO

Basic Materials
-2
- 0.04%
$330.74 - $354.45 $661 - $709
4.8K $1.59M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-4.73K
- 4.7%
$10.64 - $11.42 $50.3K - $54K
95.9K $1.02M
UNH
Unitedhealth Group Inc

Healthcare
-47
- 4.91%
$320.52 - $369.92 $15.1K - $17.4K
911 $291K
VZ
Verizon Communications Inc

Communication Services
-395
- 7.35%
$38.4 - $43.83 $15.2K - $17.3K
4.98K $204K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-177
- 1.78%
$137.47 - $143.13 $24.3K - $25.3K
9.76K $1.38M
VSEC
Vse Corp

Industrials
-200
- 10.0%
$154.96 - $182.99 $31K - $36.6K
1.8K $308K
VIG
Vanguard Dividend Appreciation

ETFs
-92
- 3.34%
N/A
2.67K $485K
FVD
First Tr Value Line Divid Inde

ETFs
-295
- 4.87%
$45.0 - $46.25 $13.3K - $13.6K
5.77K $264K
HYG
Ishares Tr

ETFs
-57
- 0.69%
$79.95 - $81.28 $4.56K - $4.63K
8.2K $657K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-8
- 0.4%
$136.06 - $140.64 $1.09K - $1.13K
2.01K $277K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-41
- 0.94%
$75.19 - $77.98 $3.08K - $3.2K
4.34K $331K
XLV
Select Sector Spdr Fund Health

ETFs
-665
- 9.22%
$141.95 - $152.82 $94.4K - $102K
6.55K $994K
Lam Research Corp
-5
- 0.32%
N/A
1.56K $0
AVDE
American Centy ETF Tr Avantis

ETFs
-94
- 1.71%
$77.65 - $81.2 $7.3K - $7.63K
5.42K $434K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-20
- 0.22%
$23.12 - $23.41 $462 - $468
9.18K $213K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-22
- 0.65%
$123.63 - $130.75 $2.72K - $2.88K
3.39K $429K
RTX
Raytheon Technologies Corp

Industrials
-10
- 0.62%
$157.0 - $179.44 $1.57K - $1.79K
1.61K $282K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-2
- 0.2%
$325.34 - $368.61 $651 - $737
996 $343K
CSCO
Cisco Systems, Inc.

Technology
-101
- 1.71%
$67.46 - $78.0 $6.81K - $7.88K
5.81K $451K
CAT
Caterpillar Inc

Industrials
-1
- 0.05%
$480.82 - $585.49 $481 - $585
1.92K $1.06M
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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