Kfg Wealth Management, LLC Purchases in Q1 2025

Kfg Wealth Management, LLC

  • $390 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
292K
+ 1699.84%
$32.13 - $33.82 $9.37M - $9.86M
309K $9.97M
DRSK
ETF Ser Solutions Aptus Define

ETFs
98.4K
+ 7.9%
$27.06 - $28.25 $2.66M - $2.78M
1.34M $36.8M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
83.8K
New
$26.71 - $31.58 $2.24M - $2.65M
83.8K $2.56M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
59.7K
+ 83.94%
$35.26 - $36.57 $2.11M - $2.18M
131K $4.65M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
108K
+ 8.52%
$38.36 - $41.43 $4.14M - $4.47M
1.37M $53M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
41K
+ 10.64%
$37.07 - $40.63 $1.52M - $1.67M
426K $16.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
31.7K
+ 5.63%
$44.41 - $45.98 $1.41M - $1.46M
595K $27.1M
BALT
Innovator Etfs Tr
44K
New
$31.31 - $31.89 $1.38M - $1.4M
44K $1.38M
PFEB
Innovator U.S. Equity Power Bu

ETFs
38.5K
+ 120.38%
$35.54 - $37.44 $1.37M - $1.44M
70.4K $2.52M
PMAR
Innovator U.S. Equity Power Bu

ETFs
34.1K
+ 34.96%
$39.51 - $41.0 $1.35M - $1.4M
131K $5.24M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
24.6K
New
$47.25 - $67.02 $1.16M - $1.65M
24.6K $1.2M
DFIP
Dimensional ETF Tr Inflation P

ETFs
12.2K
+ 6.87%
$40.27 - $42.11 $493K - $515K
190K $7.99M
NVDA
Nvidia Corp

Technology
8.8K
+ 107.63%
$106.98 - $149.43 $942K - $1.32M
17K $1.84M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.4K
+ 41.73%
$56.17 - $59.71 $696K - $740K
42.1K $2.38M
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.08K
+ 0.77%
$25.54 - $28.79 $53.1K - $59.9K
271K $7.6M
PJAN
Innovator U.S. Equity Power Bu

ETFs
15K
+ 42.82%
$41.09 - $43.24 $618K - $650K
50.1K $2.07M
XLRE
Select Sector Spdr Tr Real Est

ETFs
11.5K
+ 10.67%
$39.18 - $43.52 $451K - $501K
120K $4.95M
ASML
Asml Holding Nv

Technology
715
New
$662.63 - $776.99 $474K - $556K
715 $473K
ISRG
Intuitive Surgical Inc

Healthcare
945
New
$476.63 - $610.45 $450K - $577K
945 $468K
OSCV
Opus Small Cap Value ETF

ETFs
35.9K
+ 10.0%
$34.16 - $38.45 $1.23M - $1.38M
395K $13.7M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.62K
+ 44.06%
$51.45 - $58.51 $495K - $563K
31.4K $1.63M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.9K
+ 43.15%
$27.01 - $28.54 $321K - $339K
39.4K $1.09M
GLD
Spdr Gold Trust

ETFs
168
+ 2.7%
$243.19 - $288.14 $40.9K - $48.4K
6.4K $1.84M
FDVV
Fidelity High Dividend ETF

ETFs
7.02K
+ 44.6%
$48.86 - $52.28 $343K - $367K
22.8K $1.12M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.58K
+ 43.68%
$67.08 - $76.14 $240K - $273K
11.8K $872K
AAPL
Apple Inc.

Technology
3.31K
+ 18.8%
$209.68 - $247.1 $694K - $818K
20.9K $4.64M
AMGN
Amgen Inc

Healthcare
214
+ 6.59%
$258.59 - $327.36 $55.3K - $70.1K
3.46K $1.08M
T
At&T Inc.

Communication Services
8.07K
New
$21.56 - $28.28 $174K - $228K
8.07K $228K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.11K
New
$56.12 - $68.15 $175K - $212K
3.11K $211K
BMAR
Innovator U.S. Equity Buffer E

ETFs
4.54K
New
$44.99 - $47.69 $204K - $217K
4.54K $206K
XOM
Exxon Mobil Corp

Energy
1.71K
New
$105.44 - $118.93 $180K - $203K
1.71K $203K
IAU
Ishares Gold Trust

ETFs
3.41K
New
$49.74 - $58.96 $169K - $201K
3.41K $200K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.02K
New
$21.77 - $22.25 $196K - $201K
9.02K $200K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
73
+ 3.78%
$442.66 - $534.52 $32.3K - $39K
2K $1.05M
NEE
Nextera Energy Inc

Utilities
2.41K
+ 21.23%
$66.96 - $76.16 $162K - $184K
13.8K $977K
JNJ
Johnson & Johnson

Healthcare
297
+ 5.62%
$142.06 - $167.7 $42.2K - $49.8K
5.58K $925K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
4.45K
+ 23.73%
$37.87 - $39.86 $168K - $177K
23.2K $882K
AZO
Autozone Inc

Consumer Cyclical
13
+ 7.83%
$3193.96 - $3828.11 $41.5K - $49.8K
179 $682K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.08K
+ 1.96%
$25.35 - $27.46 $78.2K - $84.7K
160K $4.25M
IDXX
Idexx Laboratories Inc

Healthcare
299
+ 27.38%
$406.29 - $469.04 $121K - $140K
1.39K $584K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
7.62K
+ 7.14%
$31.06 - $33.33 $237K - $254K
114K $3.58M
HSY
Hershey CO

Consumer Defensive
682
+ 15.65%
$144.74 - $186.36 $98.7K - $127K
5.04K $861K
PEP
Pepsico Inc

Consumer Defensive
730
+ 15.03%
$142.64 - $156.42 $104K - $114K
5.59K $837K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.09K
+ 21.05%
$22.77 - $22.94 $93.2K - $93.8K
23.5K $539K
ROL
Rollins Inc

Consumer Cyclical
211
+ 1.9%
$45.65 - $54.03 $9.63K - $11.4K
11.3K $610K
ABBV
Abb Vie Inc.

Healthcare
160
+ 9.64%
$169.2 - $216.66 $27.1K - $34.7K
1.82K $381K
PGR
Progressive Corp

Financial Services
80
+ 6.21%
$235.61 - $291.22 $18.8K - $23.3K
1.37K $387K
UNH
Unitedhealth Group Inc

Healthcare
81
+ 3.98%
$461.52 - $548.18 $37.4K - $44.4K
2.12K $1.11M
AMT
American Tower Corp

Real Estate
103
+ 6.43%
$173.46 - $217.6 $17.9K - $22.4K
1.71K $371K
Activity Summary
Buys All Purchases 106 New Holdings 21 Increased Positions 85 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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