Kfg Wealth Management, LLC Incresed Positions in Q1 2025

Kfg Wealth Management, LLC

  • $390 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
407
+ 16.83%
$104.71 - $107.69 $42.6K - $43.8K
2.83K $297K
NVO
Novo Nordisk A S

Healthcare
1.7K
+ 35.28%
$69.3 - $90.95 $118K - $155K
6.52K $452K
CL
Colgate Palmolive CO

Consumer Defensive
131
+ 1.51%
$85.68 - $97.5 $11.2K - $12.8K
8.84K $827K
JPM
Jpmorgan Chase & CO

Financial Services
38
+ 1.23%
$225.19 - $279.95 $8.56K - $10.6K
3.13K $767K
PAPR
Innovator U.S. Equity Power Bu

ETFs
6.01K
+ 4.08%
$35.21 - $37.69 $211K - $226K
153K $5.42M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
318
+ 11.21%
$113.13 - $127.79 $36K - $40.6K
3.16K $360K
IBB
Ishares Biotechnology ETF

ETFs
189
+ 8.82%
$127.9 - $140.56 $24.2K - $26.6K
2.33K $303K
FANG
Diamondback Energy, Inc.

Energy
142
+ 8.63%
$139.9 - $180.18 $19.9K - $25.6K
1.79K $285K
CPRT
Copart Inc

Consumer Cyclical
354
+ 6.37%
$52.3 - $59.83 $18.5K - $21.2K
5.92K $334K
MTD
Mettler Toledo International Inc

Healthcare
27
+ 6.8%
$1177.09 - $1390.0 $31.8K - $37.5K
424 $500K
FDS
Factset Research Systems Inc

Financial Services
69
+ 6.13%
$427.5 - $476.51 $29.5K - $32.9K
1.2K $543K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
30
+ 0.48%
$62.72 - $71.92 $1.88K - $2.16K
6.33K $401K
Fidelity Covington Trust
84.9K
+ 9.54%
N/A
975K $0
Innovator Etfs Trust
1.73K
+ 2.24%
N/A
79.1K $0
PNOV
Innovator U.S. Equity Power Bu
11.4K
+ 25.3%
N/A
56.7K $0
PDEC
Innovator U.S. Equity Power Bu
8.93K
+ 10.28%
N/A
95.9K $0
Dimensional ETF Trust
4.25K
+ 1.47%
N/A
294K $0
Dimensional ETF Trust
2.01K
+ 4.44%
N/A
47.2K $0
Fidelity Wise Origin Bitcoin
1.9K
+ 54.76%
N/A
5.38K $0
2023 ETF Series Trust Ii
300
+ 2.67%
N/A
11.6K $0
Fidelity Covington Trust
183K
+ 9.87%
N/A
2.04M $0
Fidelity Covington Trust
41.1K
+ 9.71%
N/A
465K $0
FIW
First Trust Water ETF

ETFs
35
+ 0.94%
$99.48 - $106.74 $3.48K - $3.74K
3.74K $374K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
215
+ 5.71%
$73.27 - $96.21 $15.8K - $20.7K
3.98K $295K
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.3%
$222.66 - $268.42 $668 - $805
995 $232K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
185
+ 2.69%
$40.67 - $48.92 $7.52K - $9.05K
7.07K $291K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
134
+ 4.1%
$102.49 - $119.96 $13.7K - $16.1K
3.4K $353K
BOTZ
Global X Fds

ETFs
227
+ 2.12%
$28.46 - $34.53 $6.46K - $7.84K
11K $317K
SOXX
Ishares Semiconductor ETF

ETFs
10
+ 0.66%
$188.17 - $235.81 $1.88K - $2.36K
1.54K $289K
PWR
Quanta Services, Inc.

Industrials
74
+ 7.26%
$236.71 - $358.03 $17.5K - $26.5K
1.09K $277K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
6.4K
+ 1.6%
$43.63 - $46.01 $279K - $294K
407K $17.9M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
8.37K
+ 1.47%
$31.14 - $32.81 $261K - $275K
578K $18.2M
AVGO
Broadcom Inc.

Technology
174
+ 7.7%
$167.43 - $244.7 $29.1K - $42.6K
2.44K $407K
TSLA
Tesla, Inc.

Consumer Cyclical
303
+ 9.68%
$222.15 - $428.22 $67.3K - $130K
3.43K $889K
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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