Kfg Wealth Management, LLC Purchases and Sells in Q1 2025

Kfg Wealth Management, LLC

$390 Million
Q1 2025

Top Buys

Incresed Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UFEB	292K + 1699.84%	$32.13 - $33.82 $9.37M - $9.86M	309K $9.97M
DRSK	98.4K + 7.9%	$27.06 - $28.25 $2.66M - $2.78M	1.34M $36.8M
UMAR	59.7K + 83.94%	$35.26 - $36.57 $2.11M - $2.18M	131K $4.65M
ACIO	108K + 8.52%	$38.36 - $41.43 $4.14M - $4.47M	1.37M $53M
SPEM	41K + 10.64%	$37.07 - $40.63 $1.52M - $1.67M	426K $16.8M
FBND	31.7K + 5.63%	$44.41 - $45.98 $1.41M - $1.46M	595K $27.1M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVLU	83.8K New	$26.71 - $31.58 $2.24M - $2.65M	83.8K $2.56M
BALT	44K New	$31.31 - $31.89 $1.38M - $1.4M	44K $1.38M
ARKK	24.6K New	$47.25 - $67.02 $1.16M - $1.65M	24.6K $1.2M
ASML	715 New	$662.63 - $776.99 $474K - $556K	715 $473K
ISRG	945 New	$476.63 - $610.45 $450K - $577K	945 $468K
T	8.07K New	$21.56 - $28.28 $174K - $228K	8.07K $228K

Top Sells

Reduced Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-14.6K - 92.3%	$551.42 - $612.93 $8.04M - $8.93M	1.22K $680K
UAUG	-105K - 42.92%	$34.28 - $36.43 $3.59M - $3.82M	139K $4.81M
IVW	-28.1K - 27.65%	$92.45 - $106.69 $2.6M - $3M	73.5K $6.8M
QQQ	-3.43K - 11.93%	$468.34 - $539.52 $1.6M - $1.85M	25.3K $11.9M
UJUL	-57.5K - 22.11%	$33.17 - $35.48 $1.91M - $2.04M	203K $6.77M
UJUN	-54K - 31.15%	$32.69 - $34.66 $1.77M - $1.87M	119K $3.94M

Activity Summary All Purchases 106 New Holdings 21 Increased Positions 85 All Sells 68 Reductions 68 Sold out 0 Calls 0 Puts 0

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