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