KFG WEALTH MANAGEMENT, LLC

Q4 2024 13F Holdings

  • Location
    granger, IN
  • Num holdings

    182

  • Value ($000)

    $534,999

  • Date Filed
    01/21/2025
  • Form type
    13F-HR
  • CIK
    0001919344
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
FELC
FELC

FIDELITY COVINGTON TRUST

ENHANCED LARGE
$61.05M
11 %

1,854,046

ACIO
ACIO

ETF SER SOLUTIONS

APTUS COLLRD INV
$50.92M
10 %

1,265,420

DRSK
DRSK

ETF SER SOLUTIONS

APTUS DEFINED
$34.19M
6 %

1,246,554

FBND
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$25.29M
5 %

563,676

FENI
FENI

FIDELITY COVINGTON TRUST

ENHANCED INTL
$24.50M
5 %

889,786

DCOR
DCOR

DIMENSIONAL ETF TRUST

US CORE EQUITY 1
$18.61M
4 %

289,988

PSTP
PSTP

INNOVATOR ETFS TRUST

POWER BUFFER SET
$18.26M
3 %

570,093

BUFF
BUFF

INNOVATOR ETFS TRUST

LADERD ALCTN PWR
$17.98M
3 %

400,448

SPEM
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
$14.79M
3 %

385,342

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$14.67M
3 %

28,705

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