HoldingsChannel.com
KFA Private Wealth Group LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 85,090 +2,157 $21,987
     IVV85,090+2,157$21,987
ISHARES TR (AGG) 100,244 +49,457 $11,565
     AGG100,244+49,457$11,565
ISHARES TR (IJH) 38,393 -42,448 $5,523
     IJH38,393-42,448$5,523
ISHARES TR (IJR) 97,221 -55,017 $5,455
     IJR97,221-55,017$5,455
ISHARES TR (ITOT) 80,581 +1,962 $4,610
     ITOT80,581+1,962$4,610
FIDELITY COVINGTON TR 80,193 +3,762 $3,447
     FHLC80,193+3,762$3,447
ISHARES TR (IVE) 32,192 +32,192 $3,098
     IVE32,192+32,192$3,098
ISHARES TR (SHV) 26,048 +5,973 $2,892
     SHV26,048+5,973$2,892
ISHARES TR (SHYG) 70,212 -91,067 $2,870
     SHYG70,212-91,067$2,870
VANGUARD INDEX FDS (VTV) 29,381 +16,060 $2,617
     VTV29,381+16,060$2,617
ISHARES TR (IXUS) 40,983 -3,328 $1,927
     IXUS40,983-3,328$1,927
APPLE INC 6,525 +217 $1,659
     AAPL6,525+217$1,659
BLACKROCK DEBT STRATEGIES FD 144,580 +34,142 $1,222
     DSU144,580+34,142$1,222
SPDR S&P 500 ETF TR (SPY) 3,940 -317 $1,015
     SPY3,940-317$1,015
MICROSOFT CORP 5,512 +278 $869
     MSFT5,512+278$869
AMAZON COM INC 380 -43 $741
     AMZN380-43$741
ISHARES TR (MUB) 6,225 +915 $703
     MUB6,225+915$703
SELECT SECTOR SPDR TR (XLK) 8,345 +1,642 $671
     XLK8,345+1,642$671
UNITEDHEALTH GROUP INC 2,625 +216 $655
     UNH2,625+216$655
JOHNSON & JOHNSON 4,931 -869 $647
     JNJ4,931-869$647
ISHARES INC (IEMG) 15,639 +890 $633
     IEMG15,639+890$633
BERKSHIRE HATHAWAY INC DEL      $611
     BRK.B1,856-592$339
     BRK.A1+1$272
ISHARES TR (SMMD) 18,019 +18,019 $606
     SMMD18,019+18,019$606
VANGUARD INDEX FDS (VOO) 2,517 +769 $596
     VOO2,517+769$596
VANGUARD STAR FDS (VXUS) 12,285 +12,285 $515
     VXUS12,285+12,285$515
VANGUARD INDEX FDS (VO) 3,808 +2,006 $501
     VO3,808+2,006$501
VANGUARD BD INDEX FDS (BND) 5,082 -4,973 $434
     BND5,082-4,973$434
ISHARES TR (SCZ) 9,492 +937 $426
     SCZ9,492+937$426
ISHARES TR (EFA) 7,137 -409 $382
     EFA7,137-409$382
VANGUARD INDEX FDS (VB) 3,291 +3,291 $380
     VB3,291+3,291$380
COCA COLA CO 8,465 +244 $375
     KO8,465+244$375
ISHARES TR (IEFA) 7,258 +710 $362
     IEFA7,258+710$362
AT&T INC 12,391 -488 $361
     T12,391-488$361
NEXPOINT STRATEGIC OPORTUNT 43,171 -1,139 $357
     NHF43,171-1,139$357
VANGUARD INDEX FDS (VTI) 2,641 +1,182 $340
     VTI2,641+1,182$340
INTEL CORP 6,041 -461 $327
     INTC6,041-461$327
ALPHABET INC 274 -56 $319
     GOOG274-56$319
PROSHARES TR (NOBL) 5,192 -2,271 $299
     NOBL5,192-2,271$299
VANGUARD INDEX FDS (VUG) 1,698 +1 $266
     VUG1,698+1$266
AMGEN INC 1,257 +115 $255
     AMGN1,257+115$255
SPDR GOLD TRUST (GLD) 1,691 -9 $250
     GLD1,691-9$250
PROSHARES TR (SMDV) 5,220 -1,098 $241
     SMDV5,220-1,098$241
WALMART INC 2,090 +2,090 $238
     WMT2,090+2,090$238
HIGHLAND INCOME FD 27,209 +173 $232
     HFRO27,209+173$232
ISHARES TR (HDV) 3,067 +9 $219
     HDV3,067+9$219
FACEBOOK INC 1,288 -197 $215
     FB1,288-197$215
MCDONALDS CORP 1,233 -1,031 $204
     MCD1,233-1,031$204
IRIDIUM COMMUNICATIONS INC 9,098 UNCH $203
     IRDM9,098UNCH$203

See Full List: All Stocks Held By KFA Private Wealth Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By KFA Private Wealth Group LLC

Size ($ in 1000's)
At 03/31/2020: $84,520
At 12/31/2019: $108,904

KFA Private Wealth Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from KFA Private Wealth Group LLC 13F filings. Link to 13F filings: SEC filings

KFA Private Wealth Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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