KFA Private Wealth Group

Latest statistics and disclosures from KFA Private Wealth Group's latest quarterly 13F-HR filing:

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Positions held by KFA Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for KFA Private Wealth Group

KFA Private Wealth Group holds 85 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 20.1 $56M +7% 118k 477.63
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Vaneck Etf Trust Ig Floating Rate (FLTR) 8.3 $23M +4% 917k 25.15
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Ishares Tr Short Treas Bd (SHV) 8.1 $23M +22% 206k 110.13
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Vanguard Index Fds Mid Cap Etf (VO) 8.0 $22M +10% 96k 232.64
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Ishares Tr 1 3 Yr Treas Bd (SHY) 6.8 $19M +13% 231k 82.04
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Ishares Tr Core S&p Scp Etf (IJR) 5.1 $14M +3% 132k 108.25
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Ishares Tr Core S&p Ttl Stk (ITOT) 4.9 $14M +15% 131k 105.23
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Vanguard Index Fds Value Etf (VTV) 4.9 $14M +9% 92k 149.50
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Ishares Tr S&p 500 Val Etf (IVE) 3.5 $9.8M +16% 57k 173.89
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Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $7.8M +5% 28k 277.15
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Apple (AAPL) 1.9 $5.3M +3% 28k 192.53
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Ishares Tr Russell 2000 Etf (IWM) 1.7 $4.7M +7% 23k 200.71
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Ishares Tr Core High Dv Etf (HDV) 1.6 $4.3M -56% 43k 101.99
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Ishares Tr Core Msci Total (IXUS) 1.4 $4.0M +9% 61k 64.93
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $3.5M +22% 8.0k 436.78
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Vanguard Index Fds Small Cp Etf (VB) 1.2 $3.4M +8% 16k 213.33
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Microsoft Corporation (MSFT) 1.0 $2.9M +7% 7.6k 376.03
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Ishares Tr Core Total Usd (IUSB) 1.0 $2.8M +15% 61k 46.07
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Amazon (AMZN) 0.8 $2.4M +2% 16k 151.94
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Ishares Tr Core Us Aggbd Et (AGG) 0.8 $2.2M 23k 99.25
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $2.2M 4.7k 475.27
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Vanguard Index Fds Growth Etf (VUG) 0.8 $2.1M +45% 6.9k 310.89
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Ishares Tr Msci Eafe Etf (EFA) 0.7 $2.0M +7% 27k 75.35
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Select Sector Spdr Tr Technology (XLK) 0.7 $1.9M +5% 9.8k 192.48
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $1.7M +3% 30k 57.96
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.6M -7% 6.8k 237.21
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UnitedHealth (UNH) 0.5 $1.4M 2.7k 526.38
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NVIDIA Corporation (NVDA) 0.5 $1.3M +3% 2.6k 495.17
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.3M +2% 3.5k 356.61
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Spdr Gold Tr Gold Shs (GLD) 0.4 $1.1M -3% 5.6k 191.18
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Johnson & Johnson (JNJ) 0.4 $979k +2% 6.2k 156.73
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Alphabet Cap Stk Cl C (GOOG) 0.3 $882k +6% 6.3k 140.93
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Coca-Cola Company (KO) 0.3 $829k 14k 58.93
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Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.3 $803k NEW 16k 50.52
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $800k +14% 5.9k 136.38
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Wal-Mart Stores (WMT) 0.3 $745k +3% 4.7k 157.66
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Exxon Mobil Corporation (XOM) 0.3 $711k 7.1k 99.98
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $680k 9.1k 75.10
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $600k +18% 4.3k 139.69
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Cgi Cl A Sub Vtg (GIB) 0.2 $592k 5.5k 107.21
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Ishares Tr National Mun Etf (MUB) 0.2 $591k 5.5k 108.42
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Ishares Tr Us Aer Def Etf (ITA) 0.2 $558k 4.4k 126.59
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Honeywell International (HON) 0.2 $555k +5% 2.6k 209.71
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $543k 1.00 542625.00
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West Pharmaceutical Services (WST) 0.2 $528k 1.5k 352.12
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $514k 7.3k 70.35
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $506k -2% 8.2k 61.90
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Meta Platforms Cl A (META) 0.2 $492k 1.4k 353.96
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Visa Com Cl A (V) 0.2 $482k +34% 1.9k 260.39
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Ishares Core Msci Emkt (IEMG) 0.2 $468k 9.3k 50.58
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Advanced Micro Devices (AMD) 0.2 $467k +16% 3.2k 147.40
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Netflix (NFLX) 0.2 $466k 958.00 486.88
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $460k +5% 9.6k 47.90
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Abbott Laboratories (ABT) 0.2 $454k +14% 4.1k 110.08
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Tesla Motors (TSLA) 0.2 $441k +3% 1.8k 248.53
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $440k 4.6k 95.21
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Procter & Gamble Company (PG) 0.2 $440k 3.0k 146.55
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $440k +13% 1.1k 409.37
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JPMorgan Chase & Co. (JPM) 0.1 $414k +28% 2.4k 170.11
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Amgen (AMGN) 0.1 $411k +7% 1.4k 288.00
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $385k +3% 9.1k 42.22
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $383k 3.6k 105.44
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Select Sector Spdr Tr Financial (XLF) 0.1 $363k 9.6k 37.60
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McDonald's Corporation (MCD) 0.1 $362k 1.2k 296.48
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $347k 4.7k 73.55
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Blackrock Debt Strategies Com New (DSU) 0.1 $336k -65% 31k 10.79
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Abbvie (ABBV) 0.1 $334k 2.2k 154.98
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Ameriprise Financial (AMP) 0.1 $333k 876.00 380.01
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $331k 3.6k 91.05
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Home Depot (HD) 0.1 $327k +10% 942.00 346.63
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $324k 3.1k 104.09
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International Business Machines (IBM) 0.1 $285k NEW 1.7k 163.58
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American Express Company (AXP) 0.1 $283k 1.5k 187.34
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Costco Wholesale Corporation (COST) 0.1 $280k 424.00 660.59
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $258k NEW 4.9k 52.37
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Mastercard Incorporated Cl A (MA) 0.1 $258k +2% 604.00 426.26
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Walt Disney Company (DIS) 0.1 $233k 2.6k 90.30
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Lockheed Martin Corporation (LMT) 0.1 $215k NEW 474.00 453.24
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Northrop Grumman Corporation (NOC) 0.1 $210k NEW 449.00 468.16
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $210k NEW 1.9k 111.60
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Select Sector Spdr Tr Energy (XLE) 0.1 $209k NEW 2.5k 83.83
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $207k NEW 1.2k 170.45
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $202k NEW 5.0k 40.06
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Broadcom (AVGO) 0.1 $202k NEW 181.00 1115.85
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At&t (T) 0.1 $170k 10k 16.78
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Past Filings by KFA Private Wealth Group

SEC 13F filings are viewable for KFA Private Wealth Group going back to 2019