KP
| |
KFA Private Wealth Group, LLC13F | |
| KFA Private Wealth Group, LLC | |
| Last update 2025-05-07 | 114 Stocks (26 new) |
| Value $286.00 Mil | Turnover 21 % |
KFA Private Wealth Group, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 97,677 | 54,884.7 | +26.22% | 19.210 | +3.99% | 0.010 | +16.68% | +7.37% | 623,772.3 | ||
FBCG | Fidelity Blue Chip Growth ETF | 836,341 | 33,428.6 | -1.64% | 11.700 | -0.27% | 0.950 | +29.05% | +5.25% | 4,096.2 | ||
FBND | Fidelity Total Bond ETF | 355,418 | 16,224.8 | +10.93% | 5.680 | +0.56% | 0.090 | +0.47% | +4.03% | 18,545.8 | ||
IJH | iShares Core S&P Mid-Cap ETF | 190,118 | 11,093.4 | +56.51% | 3.880 | +1.40% | 0.010 | +15.11% | +2.98% | 97,529.5 | ||
SHV | iShares Short Treasury Bond ETF | 86,587 | 9,564.4 | +2.47% | 3.350 | +0.08% | 0.050 | +1.03% | +2.09% | 20,617.0 | ||
IJR | iShares Core S&P Small-Cap ETF | 90,054 | 9,417.0 | +57.09% | 3.300 | +1.20% | 0.010 | +14.76% | -1.20% | 81,565.8 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 155,606 | 8,398.1 | +5.67% | 2.940 | +0.16% | 0.010 | +15.43% | +17.51% | 96,608.3 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 65,836 | 8,032.6 | -3.29% | 2.810 | -0.12% | 0.010 | +17.19% | +7.00% | 71,165.1 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 79,090 | 7,823.6 | +145.10% | 2.740 | +1.62% | 0.010 | +0.07% | +3.61% | 128,257.8 | ||
VTV | Vanguard Value ETF | 45,073 | 7,786.0 | +4.58% | 2.720 | +0.12% | 0.010 | +8.26% | +7.31% | 131,767.6 |
KFA Private Wealth Group, LLC's Historical Top Holdings Breakdowns
KFA Private Wealth Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +3.99% | 554.06 ($590.51) 615.85 | $628.17 | 6.38% | Add 26.22% | 97,677 | 20,289 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +1.62% | 95.85 ($97.76) 99.25 | $98.47 | 0.73% | Add 145.1% | 79,090 | 46,822 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +1.40% | 57.21 ($62.1) 65.8 | $63.79 | 2.72% | Add 56.51% | 190,118 | 68,648 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add Add | +1.20% | 102.49 ($112.84) 119.96 | $113.08 | 0.21% | Add 57.09% | 90,054 | 32,728 | |
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 2025-03-31 | Add Add | +1.20% | 65.06 ($69.34) 72.31 | $77.79 | 12.19% | Add 86.62% | 105,730 | 49,076 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +1.08% | 551.42 ($587.78) 612.93 | $625.34 | 6.39% | Add 84.33% | 11,985 | 5,483 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | Add Add | +1.07% | 206.38 ($226.74) 242.18 | $256.96 | 13.33% | Add 82.51% | 32,626 | 14,750 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +0.56% | 44.41 ($45.29) 45.98 | $45.63 | 0.75% | Add 10.93% | 355,418 | 35,011 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.43% | 209.68 ($231.67) 247.1 | $213.55 | -7.82% | Add 37.12% | 20,524 | 5,556 | |
XLF | Financial Select Sector SPDR | 2025-03-31 | Add Add | +0.41% | 47.32 ($50.16) 52.19 | $53.19 | 6.04% | Add 156% | 38,400 | 23,400 |
KFA Private Wealth Group, LLC Total Holding History ($B)
KFA Private Wealth Group, LLC's Asset Allocation
KFA Private Wealth Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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KFA Private Wealth Group, LLC's Hypothetical Growth since 2025-03-31
KFA Private Wealth Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
KFA Private Wealth Group, LLC's Holdings Heat Map
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KFA Private Wealth Group, LLC's Holdings Bubble Chart
KFA Private Wealth Group, LLC News
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