Kfg Wealth Management, LLC Purchases in Q4 2024

Kfg Wealth Management, LLC

  • $385 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
186
+ 16.86%
$239.6 - $268.88 $44.6K - $50K
1.29K $308K
CLX
Clorox CO

Consumer Defensive
189
+ 4.15%
$156.51 - $169.74 $29.6K - $32.1K
4.75K $770K
GPN
Global Payments Inc

Industrials
68
+ 3.44%
$97.57 - $119.38 $6.63K - $8.12K
2.04K $229K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.12%
$873.59 - $994.69 $874 - $995
849 $777K
AZO
Autozone Inc

Consumer Cyclical
5
+ 3.11%
$2981.19 - $3370.27 $14.9K - $16.9K
166 $531K
ABC
Amerisourcebergen Corp

Healthcare
116
+ 5.31%
N/A
2.3K $425K
MRK
Merck & Co., Inc.

Healthcare
536
+ 22.62%
$96.31 - $114.76 $51.6K - $61.5K
2.91K $289K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
139
+ 2.06%
$42.89 - $48.05 $5.96K - $6.68K
6.89K $310K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
731
+ 7.34%
$22.1 - $22.59 $16.2K - $16.5K
10.7K $237K
DOX
Amdocs LTD

Technology
189
+ 8.19%
$82.94 - $92.86 $15.7K - $17.6K
2.5K $212K
CHE
Chemed Corp

Healthcare
65
+ 14.87%
$517.44 - $613.19 $33.6K - $39.9K
502 $265K
BOTZ
Global X Fds

ETFs
136
+ 1.28%
$31.11 - $34.18 $4.23K - $4.65K
10.7K $342K
ITW
Illinois Tool Works Inc

Industrials
34
+ 3.7%
$253.56 - $278.5 $8.62K - $9.47K
952 $241K
Innovator Etfs Trust
2.04K
+ 2.32%
N/A
89.8K $0
PDEC
Innovator U.S. Equity Power Bu
14.8K
+ 20.44%
N/A
86.9K $0
Fidelity Wise Origin Bitcoin
3.48K
New
N/A
3.48K $0
Dimensional ETF Trust
82.4K
+ 39.68%
N/A
290K $0
Fidelity Covington Trust
422K
+ 29.48%
N/A
1.85M $0
Fidelity Covington Trust
229K
+ 34.59%
N/A
890K $0
Fidelity Covington Trust
95.6K
+ 29.14%
N/A
424K $0
Dragonfly Energy Holdings CO
49.9K
New
N/A
49.9K $0
Dimensional ETF Trust
13.2K
+ 41.24%
N/A
45.2K $0
PSEP
Innovator U.S. Equity Power Bu
5.14K
+ 5.15%
N/A
105K $0
Innovator Etfs Trust
1.46K
+ 5.12%
N/A
30K $0
Innovator Etfs Trust
12.7K
New
N/A
12.7K $0
PNOV
Innovator U.S. Equity Power Bu
14.7K
+ 48.02%
N/A
45.3K $0
Innovator Etfs Trust
1.09K
+ 3.77%
N/A
30.1K $0
Innovator Etfs Trust
11.4K
New
N/A
11.4K $0
Innovator Etfs Trust
77.4K
New
N/A
77.4K $0
Innovator Etfs Trust
1.25K
+ 5.68%
N/A
23.3K $0
Innovator Etfs Trust
1.11K
+ 3.85%
N/A
30K $0
USEP
Innovator U.S. Equity Ultra Bu
9.09K
+ 13.11%
N/A
78.4K $0
Innovator Etfs Trust
73.9K
New
N/A
73.9K $0
ECL
Ecolab Inc.

Basic Materials
74
+ 7.7%
$234.32 - $261.43 $17.3K - $19.3K
1.04K $242K
IBB
Ishares Biotechnology ETF

ETFs
168
+ 8.51%
$131.21 - $148.85 $22K - $25K
2.14K $283K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4
+ 0.21%
$442.29 - $483.08 $1.77K - $1.93K
1.93K $875K
PG
Procter & Gamble CO

Consumer Defensive
157
+ 2.16%
$161.05 - $179.7 $25.3K - $28.2K
7.42K $1.24M
AMT
American Tower Corp

Real Estate
276
+ 20.8%
$179.4 - $232.01 $49.5K - $64K
1.6K $294K
MDT
Medtronic PLC

Healthcare
141
+ 5.46%
$79.61 - $92.24 $11.2K - $13K
2.73K $217K
LHX
L3 Harris Technologies, Inc.

Industrials
40
+ 3.75%
$208.94 - $264.22 $8.36K - $10.6K
1.11K $232K
MKC
Mccormick & CO Inc

Consumer Defensive
484
+ 5.1%
$73.97 - $84.09 $35.8K - $40.7K
9.97K $759K
MSFT
Microsoft Corp

Technology
51
+ 0.93%
$406.35 - $454.46 $20.7K - $23.2K
5.54K $2.34M
ROL
Rollins Inc

Consumer Cyclical
370
+ 3.45%
$46.35 - $51.59 $17.1K - $19.1K
11.1K $514K
ABBV
Abb Vie Inc.

Healthcare
23
+ 1.41%
$164.99 - $203.87 $3.79K - $4.69K
1.66K $294K
RMD
Resmed Inc

Healthcare
40
+ 1.57%
$228.69 - $256.07 $9.15K - $10.2K
2.59K $592K
IDXX
Idexx Laboratories Inc

Healthcare
99
+ 9.97%
$406.92 - $495.42 $40.3K - $49K
1.09K $451K
PEP
Pepsico Inc

Consumer Defensive
194
+ 4.16%
$151.29 - $176.1 $29.4K - $34.2K
4.86K $738K
CL
Colgate Palmolive CO

Consumer Defensive
564
+ 6.93%
$90.22 - $102.31 $50.9K - $57.7K
8.7K $791K
UNH
Unitedhealth Group Inc

Healthcare
162
+ 8.64%
$485.52 - $625.25 $78.7K - $101K
2.04K $1.03M
Activity Summary
Buys All Purchases 106 New Holdings 10 Increased Positions 96 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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