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CIK: 0001800556
Total reported value
$415.2M
$415.2M
90 檔
28.3%
The Q4 2024 SEC filing reveals that KFA Private Wealth Group, LLC held a total portfolio value of $415.2M, covering 90 public equity positions.
In Q4 2024, KFA Private Wealth Group, LLC displayed an active expansion posture, initiating 10 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 19.08% | -1.00% | +16.09% | |
| 2 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 16.47% | +3.13% | +14.90% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.02% | +0.34% | +17.93% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.90% | -0.20% | -9.09% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.67% | +0.05% | -5.39% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.22% | +0.67% | +19.82% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.17% | -0.58% | +29.08% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 3.06% | +0.06% | -12.16% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.77% | -0.35% | +21.43% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.73% | +0.35% | +20.07% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.60% | +0.33% | -7.78% | |
| 12 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 2.18% | — | +23.80% | |
| 13 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 2.02% | +0.17% | +1.74% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.74% | -0.47% | +47.01% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.60% | -0.26% | +26.94% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.57% | -0.01% | -2.69% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.57% | -1.02% | +48.48% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.38% | -0.01% | +0.60% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.35% | +0.26% | -20.83% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.31% | -1.04% | +206.15% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +0.11% | +1.62% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | -0.03% | -8.01% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.98% | +0.17% | +4.86% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.95% | -0.14% | -3.51% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | +0.07% | +11.01% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.79% | +0.15% | +1.01% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | -0.03% | +11.43% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.72% | +0.08% | +1.79% | |
| 29 | GIB | Cgi Inc | Stock-Tech | 0.57% | -0.04% | +120.93% | |
| 30 | SUB | Ishares Short-term National | ETF-Other | 0.52% | +0.07% | +52.35% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.39% | -0.02% | +7.29% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.06% | +0.62% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.30% | -0.26% | +50.94% | |
| 34 | HDV | Ishares Core High Dividend E | ETF-Other | 0.30% | +0.06% | +4.78% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.30% | -0.03% | +11.67% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.30% | -0.19% | EXIT | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.12% | +15.79% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.35% | -1.57% | |
| 39 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.29% | +0.01% | -2.48% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.04% | -5.54% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.23% | -0.05% | +24.10% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.22% | +0.02% | +33.00% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.05% | -0.30% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.21% | -0.03% | +80.80% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | -0.03% | +7.50% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | -0.02% | +24.96% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.21% | -0.17% | +110.22% | |
| 48 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.21% | +0.04% | — | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | -0.09% | +30.59% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.20% | +0.02% | +3.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBCG | Fidelity Blue Chip Grow ETF | +1.4% | +14.90% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.8% | +206.15% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.7% | +16.09% | Add |
| 4 | XLK | Ss Technology Select Sector | +0.4% | +47.01% | Add |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +29.08% | Add |
| 6 | GIB | Cgi Inc | +0.3% | +120.93% | Add |
| 7 | IXUS | Ishares Core Intl Stock ETF | +0.3% | +48.48% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +26.94% | Add |
| 9 | EEM | Ishares Msci Emerging Market | +0.2% | NEW | New buy |
| 10 | CHI | Calamos Convert Opport & Inc | +0.2% | NEW | New buy |
| 11 | VV | Vanguard Large-cap ETF | +0.1% | NEW | New buy |
| 12 | IJR | Ishares Core S&p Small-cap E | +0.1% | +21.43% | Add |
| 13 | JNK | Ss Spdr Bb High Yield Bond | +0.1% | +23.80% | Add |
| 14 | SUB | Ishares Short-term National | +0.1% | +52.35% | Add |
| 15 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 16 | GLD | Spdr Gold Shares | +0.1% | NEW | New buy |
| 17 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 18 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 19 | AMZN | Amazon.com Inc | +0.1% | +11.43% | Add |
| 20 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +110.22% | Add |
| 21 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.1% | +20.07% | Add |
| 22 | INDY | Ishares India 50 ETF | +0.1% | NEW | New buy |
| 23 | VSEC | Vse CORP | +0.1% | NEW | New buy |
| 24 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 25 | XLF | Ss Financial Select Sector | +0.1% | +50.94% | Add |
| 26 | XLE | Ss Energy Select Sector | +0.1% | +118.34% | Add |
| 27 | CAT | Caterpillar Inc | +0.1% | +80.80% | Add |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +77.05% | Add |
| 29 | HON | Honeywell International Inc | 0% | +15.03% | Add |
| 30 | MUB | Ishares National Muni Bond E | 0% | +33.00% | Add |
| 31 | PG | Procter & Gamble Co/the | 0% | +46.84% | Add |
| 32 | AVGO | Broadcom Inc | 0% | +2.45% | Add |
| 33 | META | Meta Platforms Inc-class A | 0% | +24.96% | Add |
| 34 | GOOGL | Alphabet Inc-cl A | — | +0.62% | Add |
| 35 | VUG | Vanguard Growth ETF | 0% | +4.86% | Add |
| 36 | FBND | Fidelity Total Bond ETF | 0% | +17.93% | Add |
| 37 | MSFT | Microsoft CORP | 0% | +11.01% | Add |
| 38 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -20.26% | Trim |
| 39 | MRK | Merck & Co. Inc. | -0.1% | EXIT | Sold out |
| 40 | CTVA | Corteva Inc | -0.1% | EXIT | Sold out |
| 41 | AAPL | Apple Inc | -0.1% | -2.69% | Trim |
| 42 | IEMG | Ishares Core Msci Emerging | -0.2% | +19.82% | Add |
| 43 | NEAR | Ishares Sh Dba ETF Usd Inc | -0.2% | -54.04% | Trim |
| 44 | VXUS | Vanguard Total Intl Stock | -0.2% | +1.79% | Add |
| 45 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.2% | -3.51% | Trim |
| 46 | VO | Vanguard Mid-cap ETF | -0.6% | -7.78% | Trim |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | -0.6% | -20.83% | Trim |
| 48 | ITOT | Ishares Core S&p Total U.s. | -0.6% | -5.39% | Trim |
| 49 | SHV | Ishares 0-1 Year Treasury Bo | -1% | -9.09% | Trim |
| 50 | VTV | Vanguard Value ETF | -1% | -12.16% | Trim |
According to official SEC Form 13F filings, KFA Private Wealth Group, LLC reported a total U.S. public equity portfolio value of $415.2M across 90 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, FBCG, FBND) accounted for 28.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
EEM
市值: $430.5K
Top Position Liquidated / Trimmed
CTVA
前期市值: $255.1K
During Q4 2024, KFA Private Wealth Group, LLC's top holdings by market value included IVV (19.1%)、FBCG (16.5%)、FBND (6.0%). The largest single position, IVV, represented 19.1% of total portfolio value.
In Q4 2024, KFA Private Wealth Group, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 29 positions, trimming 9 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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