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 ETFs Only

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%
$0
$3.75 Million 1.57% of portfolio
56,654
Q4 2024 Added 48.48%
$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%
$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%
$0
$1.89 Million 0.79% of portfolio
6,513
Q4 2024 Added 1.01%
$0
$1.73 Million 0.72% of portfolio
29,288
Q4 2024 Added 1.79%
$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%
$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%
$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%
$0
$465,000 0.19% of portfolio
10,931
Q4 2024 Added 3.23%
$0
$427,000 0.18% of portfolio
4,987
Q4 2024 Added 118.35%
$0
$430,000 0.18% of portfolio
10,295
Q4 2024 New
$0
$437,000 0.18% of portfolio
3,968
Q4 2024 Added 8.71%
$0
$377,000 0.16% of portfolio
7,886
Q4 2024 Added 1.91%
$0
$349,000 0.15% of portfolio
4,444
Q4 2024 Added 77.05%
$0
$347,000 0.15% of portfolio
12,473
Q4 2024 Added 300.03%
$0
$329,000 0.14% of portfolio
1,221
Q4 2024 New
$0
$331,000 0.14% of portfolio
2,376
Q4 2024 Reduced 23.6%
$0
$302,000 0.13% of portfolio
4,302
Q4 2024 Reduced 20.26%
$88.2B
$281,000 0.12% of portfolio
1,162
Q4 2024 New
$0
$252,000 0.11% of portfolio
1,439
Q4 2024 New
$0
$266,000 0.11% of portfolio
4,385
Q4 2024 Added 6.38%
$0
$254,000 0.11% of portfolio
1,930
Q4 2024 Reduced 9.09%
$0
$217,000 0.09% of portfolio
4,271
Q4 2024 New
$0
$208,000 0.09% of portfolio
1,147
Q4 2024 Reduced 0.52%
$0
$223,000 0.09% of portfolio
4,416
Q4 2024 Reduced 54.04%

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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