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  Name: KFA Private Wealth Group LLC
  City: VIENNA
  State: VA
  Zip: 22182
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $322,391,000
  Total Value Change : $43,411,000
  Securities Held Change : 14
   
All Securities Held : 99
  New Positions : 13
  Closed Positions : 0
  Increased Positions : 71
  Unchanged Positions : 5
  Decreased Positions : 10

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FBCG)1 Year Chart         FBCG Fidelity Blue Chip Growth ETF 16 New $0.00 $3,465,000 90,069 1.07% 3,465,000 90,069 0.1    N/A
   (FBND)1 Year Chart         FBND Fidelity Total Bond Etf 29 New $0.00 $1,577,000 34,796 0.49% 1,577,000 34,796 0.012    N/A
   (JNK)1 Year Chart         JNK Spdr Lehman Hyb Etf 60 New $94.17 $502,000 5,272 0.16% 502,000 5,272 0.004    Closed - End Fund - E...
   (ISTB)1 Year Chart         ISTB Ishares Core Short Term Us ... 66 New $47.17 $446,000 9,394 0.14% 446,000 9,394 0.001    N/A
   (HYG)1 Year Chart         HYG iShares iBoxx $ High Yield ... 71 New $77.00 $406,000 5,219 0.13% 406,000 5,219 0    Closed - End Fund - E...
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 72 New $93.54 $397,000 4,282 0.12% 397,000 4,282 0    Closed - End Fund - Debt
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 83 New $131.33 $278,000 2,115 0.09% 278,000 2,115 0.001    Closed - End Fund - E...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 87 New $40.49 $251,000 5,975 0.08% 251,000 5,975 0    Telecom Services - Do...
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 88 New $75.07 $246,000 3,242 0.08% 246,000 3,242 0.003    Closed - End Fund - Debt
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 90 New $475.95 $236,000 468 0.07% 236,000 468 0    Application Software
   (COP)1 Year Chart         COP ConocoPhillips 93 New $121.04 $221,000 1,735 0.07% 221,000 1,735 0    Integrated Oil & Gas
   (TGT)1 Year Chart         TGT Target Corp 94 New $158.96 $219,000 1,236 0.07% 219,000 1,236 0    Discount, Variety Stores
   (LLY)1 Year Chart         LLY Eli Lilly & Co 96 New $763.98 $215,000 276 0.07% 215,000 276 0    Drug Manufacturers - ...

      13 Records Found
  1    
Page 1 of 1
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