KFA Private Wealth Group, LLC Buys PowerShares QQQ Trust Ser 1, Cisco Systems Inc, The Walt ...
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- HUT
- BND
- QQQ
- DIS
- CSCO
Investment company KFA Private Wealth Group, LLC (Current Portfolio) buys PowerShares QQQ Trust Ser 1, Cisco Systems Inc, The Walt Disney Co, Hut 8 Mining Corp, sells Vanguard High Dividend Yield Indx ETF, iShares 0-5 Year High Yield Corporate Bond ETF, Vanguard Total Bond Market ETF, iShares iBoxx USD Investment Grade Corporate Bond , Highland Income Fund during the 3-months ended 2021Q4, according to the most recent filings of the investment company, KFA Private Wealth Group, LLC. As of 2021Q4, KFA Private Wealth Group, LLC owns 70 stocks with a total value of $201 million. These are the details of the buys and sells.
New Purchases: QQQ, CSCO, HUT,
Added Positions: IVV, VO, IWM, IJR, VTV, XHB, IJH, HDV, DSU, IXUS, ITOT, DIS, VXUS, SCZ, VB, DSI, ARKK, XLV, XLF, GOOG, WMT, NFLX, NVDA, GOOGL, NOBL, IEFA, T,
Reduced Positions: SHYG, SHV, AGG, HFRO, XLK, AMZN, JNJ, AAPL, HD, FB, UNH, GLD, AMGN, INTC, BRK.B, IEMG, MUB, VUG, ABT, JPM, MA, KO, EFA,
Sold Out: VYM, BND, LQD,
For the details of KFA Private Wealth Group, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/kfa+private+wealth+group%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of KFA Private Wealth Group, LLC
iShares Core S&P 500 ETF (IVV) - 103,927 shares, 24.65% of the total portfolio. Shares added by 3.92%
Vanguard Mid-Cap ETF (VO) - 74,189 shares, 9.40% of the total portfolio. Shares added by 5.11%
iShares Core U.S. Aggregate Bond ETF (AGG) - 112,964 shares, 6.41% of the total portfolio. Shares reduced by 1.46%
Vanguard Value ETF (VTV) - 73,432 shares, 5.37% of the total portfolio. Shares added by 5.55%
iShares Core S&P Small-Cap ETF (IJR) - 94,122 shares, 5.36% of the total portfolio. Shares added by 7.39%
New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)
KFA Private Wealth Group, LLC initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $352.17 and $403.48, with an estimated average price of $386.05. The stock is now traded at around $345.110000. The impact to a portfolio due to this purchase was 0.13%. The holding were 661 shares as of 2021-12-31.
New Purchase: Cisco Systems Inc (CSCO)
KFA Private Wealth Group, LLC initiated holding in Cisco Systems Inc. The purchase prices were between $53.25 and $63.96, with an estimated average price of $57.22. The stock is now traded at around $56.110000. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,250 shares as of 2021-12-31.
New Purchase: Hut 8 Mining Corp (HUT)
KFA Private Wealth Group, LLC initiated holding in Hut 8 Mining Corp. The purchase prices were between $7.51 and $15.9, with an estimated average price of $11.26. The stock is now traded at around $5.480000. The impact to a portfolio due to this purchase was 0.04%. The holding were 11,120 shares as of 2021-12-31.
Added: The Walt Disney Co (DIS)
KFA Private Wealth Group, LLC added to a holding in The Walt Disney Co by 63.15%. The purchase prices were between $142.15 and $177.71, with an estimated average price of $161. The stock is now traded at around $136.510000. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,555 shares as of 2021-12-31.
Sold Out: Vanguard High Dividend Yield Indx ETF (VYM)
KFA Private Wealth Group, LLC sold out a holding in Vanguard High Dividend Yield Indx ETF. The sale prices were between $103.44 and $112.16, with an estimated average price of $108.07.
Sold Out: Vanguard Total Bond Market ETF (BND)
KFA Private Wealth Group, LLC sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $84.07 and $85.48, with an estimated average price of $84.79.
Sold Out: iShares iBoxx USD Investment Grade Corporate Bond (LQD)
KFA Private Wealth Group, LLC sold out a holding in iShares iBoxx USD Investment Grade Corporate Bond . The sale prices were between $130.49 and $134.38, with an estimated average price of $132.44.
Here is the complete portfolio of KFA Private Wealth Group, LLC. Also check out:
1. KFA Private Wealth Group, LLC's Undervalued Stocks
2. KFA Private Wealth Group, LLC's Top Growth Companies, and
3. KFA Private Wealth Group, LLC's High Yield stocks
4. Stocks that KFA Private Wealth Group, LLC keeps buyingThis article first appeared on GuruFocus.