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| Name: |
KFA Private Wealth Group LLC |
| City: |
VIENNA |
| State: |
VA |
| Zip: |
22182 |
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data |
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Filing Period: |
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| Holdings
Found :
10 |
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Menu
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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 |
|
HDV |
Ishares High Dividend Equit... |
19 |
- |
$110.69 |
$3,187,000 |
28,921 |
0.99% |
-1,156,000 |
-13,661 |
0.032 |
N/A |
|
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AGG |
iShares Barclays Agency Bond |
25 |
- |
$96.55 |
$2,153,000 |
21,982 |
0.67% |
-83,000 |
-544 |
0 |
Closed - End Fund - E... |
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NVDA |
NVIDIA Corporation |
26 |
- |
$913.56 |
$2,045,000 |
2,263 |
0.63% |
781,000 |
-290 |
0 |
Semiconductor - Speci... |
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NFLX |
Netflix Inc |
52 |
- |
$613.66 |
$580,000 |
955 |
0.18% |
114,000 |
-3 |
0 |
Music & Video Stores |
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HON |
Honeywell International Inc |
54 |
- |
$203.21 |
$542,000 |
2,640 |
0.17% |
-13,000 |
-6 |
0 |
Conglomerates |
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SCZ |
ISHARES MSCI EAFE SM |
58 |
- |
$64.04 |
$514,000 |
8,110 |
0.16% |
8,000 |
-65 |
0.005 |
Closed - End Fund - E... |
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AMP |
Ameriprise Financial Inc |
73 |
- |
$435.33 |
$379,000 |
864 |
0.12% |
46,000 |
-12 |
0.001 |
Asset Management |
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AXP |
American Express Co |
78 |
- |
$241.53 |
$342,000 |
1,500 |
0.11% |
59,000 |
-12 |
0 |
Credit Services |
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DSU |
Blackrock Debt Strategies Fund |
79 |
- |
$10.95 |
$339,000 |
30,656 |
0.11% |
3,000 |
-456 |
0.049 |
Closed - End Fund - Debt |
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IBM |
International Business Mach... |
80 |
- |
$167.36 |
$332,000 |
1,738 |
0.1% |
47,000 |
-3 |
0 |
Diversified Computer ... |
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