Kfa Private Wealth Group, LLC Top Holdings and 13F Report (2024) → The best trading indicator for TSLA (From WealthPress) (Ad) About Kfa Private Wealth Group, LLCInvestment ActivityKfa Private Wealth Group, LLC has $322.38 million in total holdings as of March 31, 2024.Kfa Private Wealth Group, LLC owns shares of 99 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 10.88% of the portfolio was purchased this quarter.About 0.57% of the portfolio was sold this quarter.This quarter, Kfa Private Wealth Group, LLC has purchased 85 new stocks and bought additional shares in 70 stocks.Kfa Private Wealth Group, LLC sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $65,172,849Vanguard Mid-Cap ETF $24,780,531VanEck Floating Rate ETF $24,749,683iShares Short Treasury Bond ETF $24,107,825iShares 1-3 Year Treasury Bond ETF $20,043,432 Largest New Holdings this Quarter Fidelity Blue Chip Growth ETF $3,464,954 HoldingFidelity Total Bond ETF $1,576,623 HoldingSPDR Bloomberg High Yield Bond ETF $501,870 HoldingiShares Core 1-5 Year USD Bond ETF $445,662 HoldingiShares iBoxx $ High Yield Corporate Bond ETF $405,642 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 124,128 shares (about $7.54M)Fidelity Blue Chip Growth ETF 90,069 shares (about $3.46M)iShares Core S&P 500 ETF 6,450 shares (about $3.39M)Fidelity Total Bond ETF 34,796 shares (about $1.58M)VanEck Floating Rate ETF 53,561 shares (about $1.37M) Largest Sales this Quarter iShares Core High Dividend ETF 13,661 shares (about $1.51M)NVIDIA 290 shares (about $262.04K)iShares Core U.S. Aggregate Bond ETF 544 shares (about $53.28K)Ameriprise Financial 12 shares (about $5.26K)BlackRock Debt Strategies Fund 456 shares (about $5.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKfa Private Wealth Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$65,172,849$3,390,969 ▲5.5%123,96620.2%ETFVOVanguard Mid-Cap ETF$24,780,531$843,275 ▲3.5%99,1787.7%ETFFLTRVanEck Floating Rate ETF$24,749,683$1,366,342 ▲5.8%970,1957.7%ETFSHViShares Short Treasury Bond ETF$24,107,825$1,362,629 ▲6.0%218,0917.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$20,043,432$1,132,161 ▲6.0%245,0906.2%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$15,800,760$719,705 ▲4.8%137,0404.9%ETFVTVVanguard Value ETF$15,536,648$549,814 ▲3.7%95,3994.8%ETFIJRiShares Core S&P Small-Cap ETF$14,955,288$375,548 ▲2.6%135,3174.6%ETFIVEiShares S&P 500 Value ETF$10,658,183$88,921 ▲0.8%57,0543.3%ETFIJHiShares Core S&P Mid-Cap ETF$9,249,900$7,539,525 ▲440.8%152,2872.9%ETFIWMiShares Russell 2000 ETF$5,248,665$362,978 ▲7.4%24,9581.6%FinanceAAPLApple$5,025,118$282,603 ▲6.0%29,3041.6%Computer and TechnologyVOOVanguard S&P 500 ETF$4,995,493$1,143,118 ▲29.7%10,3921.5%ETFIXUSiShares Core MSCI Total International Stock ETF$4,462,578$295,189 ▲7.1%65,7621.4%ManufacturingVBVanguard Small-Cap ETF$3,832,510$198,643 ▲5.5%16,7661.2%ETFFBCGFidelity Blue Chip Growth ETF$3,464,954$3,464,954 ▲New Holding90,0691.1%ETFMSFTMicrosoft$3,348,170$153,987 ▲4.8%7,9581.0%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$3,222,938$465,975 ▲16.9%70,6941.0%ManufacturingHDViShares Core High Dividend ETF$3,187,403$1,505,588 ▼-32.1%28,9211.0%ETFEFAiShares MSCI EAFE ETF$2,921,084$749,477 ▲34.5%36,5780.9%FinanceAMZNAmazon.com$2,869,251$76,299 ▲2.7%15,9070.9%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$2,781,596$742,675 ▲36.4%13,3560.9%ETFVUGVanguard Growth ETF$2,711,759$351,792 ▲14.9%7,8780.8%ETFSPYSPDR S&P 500 ETF Trust$2,621,935$180,444 ▲7.4%5,0130.8%FinanceAGGiShares Core U.S. Aggregate Bond ETF$2,152,886$53,279 ▼-2.4%21,9820.7%FinanceNVDANVIDIA$2,044,838$262,043 ▼-11.4%2,2630.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,035,292$257,043 ▲14.5%7,8310.6%ETFVXUSVanguard Total International Stock ETF$1,826,515$15,980 ▲0.9%30,2900.6%ETFFBNDFidelity Total Bond ETF$1,576,623$1,576,623 ▲New Holding34,7960.5%ETFBRK.BBerkshire Hathaway$1,543,523$59,285 ▲4.0%3,6710.5%FinanceUNHUnitedHealth Group$1,388,629$45,513 ▲3.4%2,8070.4%MedicalGLDSPDR Gold Shares$1,218,728$76,119 ▲6.7%5,9240.4%FinanceIEMGiShares Core MSCI Emerging Markets ETF$1,070,755$593,195 ▲124.2%20,7510.3%ETFGOOGAlphabet$1,065,287$112,376 ▲11.8%6,9960.3%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$1,020,535$154,085 ▲17.8%6,9080.3%ETFJNJJohnson & Johnson$994,422$5,853 ▲0.6%6,2860.3%MedicalKOCoca-Cola$903,207$42,949 ▲5.0%14,7630.3%Consumer StaplesNEARBlackRock Short Duration Bond ETF$900,846$98,446 ▲12.3%17,8530.3%ETFXOMExxon Mobil$882,663$55,566 ▲6.7%7,5930.3%Oils/EnergyWMTWalmart$882,502$598,263 ▲210.5%14,6670.3%Retail/WholesaleNOBLProShares S&P 500 Aristocrats ETF$856,948$388,010 ▲82.7%8,4500.3%ETFIVWiShares S&P 500 Growth ETF$796,886$32,088 ▲4.2%9,4370.2%ETFMETAMeta Platforms$756,038$81,576 ▲12.1%1,5570.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$717,678$236,099 ▲49.0%14,3050.2%ETFGOOGLAlphabet$680,091$31,695 ▲4.9%4,5060.2%Computer and TechnologyMUBiShares National Muni Bond ETF$671,156$84,675 ▲14.4%6,2380.2%ETFITAiShares U.S. Aerospace & Defense ETF$645,477$64,244 ▲11.1%4,8930.2%ETFBRK.ABerkshire Hathaway$634,4400.0%10.2%FinanceGIBCGI$610,5680.0%5,5260.2%Computer and TechnologyAMDAdvanced Micro Devices$609,303$37,901 ▲6.6%3,3760.2%Computer and TechnologyWSTWest Pharmaceutical Services$593,5650.0%1,5000.2%MedicalNFLXNetflix$580,000$1,822 ▼-0.3%9550.2%Consumer DiscretionaryIEFAiShares Core MSCI EAFE ETF$571,637$28,946 ▲5.3%7,7020.2%ETFHONHoneywell International$541,867$1,232 ▼-0.2%2,6400.2%Multi-Sector ConglomeratesQQQInvesco QQQ$541,103$63,920 ▲13.4%1,2190.2%FinanceVVisa$540,107$23,167 ▲4.5%1,9350.2%Business ServicesABTAbbott Laboratories$529,098$60,127 ▲12.8%4,6550.2%MedicalSCZiShares MSCI EAFE Small-Cap ETF$513,634$4,117 ▼-0.8%8,1100.2%ETFPGProcter & Gamble$505,429$18,010 ▲3.7%3,1150.2%Consumer StaplesJNKSPDR Bloomberg High Yield Bond ETF$501,870$501,870 ▲New Holding5,2720.2%FinanceAMGNAmgen$498,037$92,103 ▲22.7%1,7520.2%MedicalJPMJPMorgan Chase & Co.$497,619$10,016 ▲2.1%2,4840.2%FinanceBNDVanguard Total Bond Market ETF$456,040$113,520 ▲33.1%6,2790.1%ETFDSIiShares MSCI KLD 400 Social ETF$452,526$86,392 ▲23.6%4,4890.1%ETFSUBiShares Short-Term National Muni Bond ETF$449,568$69,430 ▲18.3%4,2930.1%ETFXLFFinancial Select Sector SPDR Fund$446,224$40,057 ▲9.9%10,5940.1%ETFISTBiShares Core 1-5 Year USD Bond ETF$445,662$445,662 ▲New Holding9,3940.1%ManufacturingSHYGiShares 0-5 Year High Yield Corporate Bond ETF$433,157$44,762 ▲11.5%10,1800.1%ETFABBVAbbVie$429,572$37,695 ▲9.6%2,3590.1%MedicalTSLATesla$407,017$94,766 ▲30.3%2,3150.1%Auto/Tires/TrucksHYGiShares iBoxx $ High Yield Corporate Bond ETF$405,642$405,642 ▲New Holding5,2190.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$397,003$397,003 ▲New Holding4,2820.1%ETFAMPAmeriprise Financial$378,998$5,264 ▼-1.4%8640.1%FinanceIUSGiShares Core S&P U.S. Growth ETF$364,4330.0%3,1090.1%ManufacturingHDHome Depot$361,630$383 ▲0.1%9430.1%Retail/WholesaleMCDMcDonald's$359,801$15,227 ▲4.4%1,2760.1%Retail/WholesaleCOSTCostco Wholesale$358,289$47,625 ▲15.3%4890.1%Retail/WholesaleAXPAmerican Express$341,535$2,732 ▼-0.8%1,5000.1%FinanceDSUBlackRock Debt Strategies Fund$339,054$5,043 ▼-1.5%30,6560.1%FinanceIBMInternational Business Machines$331,980$573 ▼-0.2%1,7380.1%Computer and TechnologyDISWalt Disney$329,251$12,969 ▲4.1%2,6910.1%Consumer DiscretionaryMAMastercard$295,386$4,337 ▲1.5%6130.1%Business ServicesSDYSPDR S&P Dividend ETF$277,586$277,586 ▲New Holding2,1150.1%ETFXLEEnergy Select Sector SPDR Fund$269,924$34,083 ▲14.5%2,8590.1%ETFAVGOBroadcom$265,393$25,212 ▲10.5%2000.1%Computer and TechnologyARKKARK Innovation ETF$254,962$8,063 ▲3.3%5,0910.1%ETFVZVerizon Communications$250,692$250,692 ▲New Holding5,9750.1%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$246,307$246,307 ▲New Holding3,2420.1%ETFVYMVanguard High Dividend Yield ETF$237,872$10,768 ▲4.7%1,9660.1%ETFADBEAdobe$236,153$236,153 ▲New Holding4680.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$222,144$183 ▲0.1%1,2160.1%ETFCSCOCisco Systems$222,107$222,107 ▲New Holding4,4500.1%Computer and TechnologyCOPConocoPhillips$220,838$220,838 ▲New Holding1,7350.1%Oils/EnergyTGTTarget$218,958$218,958 ▲New Holding1,2360.1%Retail/WholesaleLMTLockheed Martin$217,925$2,275 ▲1.1%4790.1%AerospaceNOCNorthrop Grumman$214,9600.0%4490.1%AerospaceLLYEli Lilly and Company$214,890$214,890 ▲New Holding2760.1%MedicalXLREReal Estate Select Sector SPDR Fund$201,756$2,332 ▲1.2%5,1040.1%ETFTAT&T$181,302$2,869 ▲1.6%10,3010.1%Computer and TechnologyShowing largest 100 holdings. 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