Portfolio (Quarterly)
Guide ↗
KFA Private Wealth Group, LLC
· CIK 0001800556| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PFE | PFIZER INC | Healthcare | 16,270 | $405K | 0.10% | SOLD |
| 2 | INTU | INTUIT | Technology | 463 | $306K | 0.07% | SOLD |
| 3 | — | ASTRAZENECA PLC | — | 2,531 | $233K | 0.06% | SOLD |
| 4 | DUK | DUKE ENERGY CORP NEW | Utilities | 1,783 | $209K | 0.05% | SOLD |
| 5 | ADBE | ADOBE INC | Technology | 592 | $207K | 0.05% | SOLD |
| 6 | QQMG | INVESCO EXCH TRADED FD TR II | — | 4,858 | $206K | 0.05% | SOLD |
| 7 | CLS | CELESTICA INC | Technology | 692 | $205K | 0.05% | SOLD |
| 8 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 905 | $202K | 0.05% | SOLD |
Sector Allocation
Financial Services
25.2%
Technology
23.1%
Consumer Defensive
14.0%
Industrials
10.4%
Consumer Cyclical
8.7%
Healthcare
5.6%
Communication Services
5.5%
Energy
4.8%
Basic Materials
2.4%
Utilities
0.3%