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  Name: KFG WEALTH MANAGEMENT LLC
  City: GRANGER
  State: IN
  Zip: 46530
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $243,396,000
  Total Value Change : $24,221,000
  Securities Held Change : 25
   
All Securities Held : 156
  New Positions : 28
  Closed Positions : 6
  Increased Positions : 77
  Unchanged Positions : 7
  Decreased Positions : 44

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed 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
   (BAPR)1 Year Chart         BAPR Innovator S&p 500 Buffer Etf 160 Closed $0.00 $0 0 0% -269,000 -7,027 0    N/A
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value 159 Closed $88.11 $0 0 0% -262,000 -3,107 0    Closed - End Fund - E...
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 158 Closed $135.98 $0 0 0% -594,000 -4,886 0    Paper & Paper Products
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 157 Closed $133.64 $0 0 0% -3,774,000 -30,749 0    Closed - End Fund - E...
   (IWZ)1 Year Chart         IWZ iShares Russell 3000 Growth 156 Closed $117.13 $0 0 0% -279,000 -2,676 0    Closed - End Fund - E...
   (SPHB)1 Year Chart         SPHB Invesco S&P 500 High Beta ETF 155 Closed $83.14 $0 0 0% -7,803,000 -94,692 0    N/A

      6 Records Found
  1    
Page 1 of 1
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