Kaufman Rossin Wealth, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$139.9M
Holdings
150
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (150 positions)
| Stock | Value |
|---|---|
CTEFEA SERIES TRUST | $19.4M |
ITOTISHARES TR | $12.5M |
AVDVAMERICAN CENTY ETF TR | $10.0M |
DFEMDIMENSIONAL ETF TRUST | $7.9M |
DFACDIMENSIONAL ETF TRUST | $6.2M |
DUHPDIMENSIONAL ETF TRUST | $6.1M |
IDEVISHARES TR | $5.0M |
DIHPDIMENSIONAL ETF TRUST | $4.6M |
DISVDIMENSIONAL ETF TRUST | $3.8M |
VGITVANGUARD SCOTTSDALE FDS | $3.1M |
DFIVDIMENSIONAL ETF TRUST | $2.4M |
ADBEADOBE INC | $2.2M |
AAPLAPPLE INC | $1.8M |
DFSDDIMENSIONAL ETF TRUST | $1.6M |
DFAUDIMENSIONAL ETF TRUST | $1.4M |
AVUVAMERICAN CENTY ETF TR | $1.3M |
DFUVDIMENSIONAL ETF TRUST | $1.2M |
NVDANVIDIA CORPORATION | $1.2M |
VTIVANGUARD INDEX FDS | $1.1M |
VTIPVANGUARD MALVERN FDS | $1.0M |
MSFTMICROSOFT CORP | $1.0M |
FTNTFORTINET INC | $809K |
RBLXROBLOX CORP | $747K |
COSTCOSTCO WHSL CORP NEW | $741K |
GEGE AEROSPACE | $718K |
SNOWSNOWFLAKE INC | $712K |
INCYINCYTE CORP | $707K |
AMZNAMAZON COM INC | $678K |
VRSNVERISIGN INC | $670K |
DFAIDIMENSIONAL ETF TRUST | $669K |
PNCPNC FINL SVCS GROUP INC | $661K |
DFAXDIMENSIONAL ETF TRUST | $621K |
CNCCENTENE CORP DEL | $606K |
ANETARISTA NETWORKS INC | $600K |
GMGENERAL MTRS CO | $599K |
NOCNORTHROP GRUMMAN CORP | $599K |
ABNBAIRBNB INC | $582K |
DFATDIMENSIONAL ETF TRUST | $554K |
BKNGBOOKING HOLDINGS INC | $548K |
DASHDOORDASH INC | $511K |
TRVCCITIGROUP INC | $505K |
MSCIMSCI INC | $485K |
HUMHUMANA INC | $475K |
NOWSERVICENOW INC | $467K |
BMRNBIOMARIN PHARMACEUTICAL INC | $461K |
TEAMATLASSIAN CORPORATION | $447K |
ETSYETSY INC | $446K |
4I1PHILIP MORRIS INTL INC | $445K |
UNHUNITEDHEALTH GROUP INC | $438K |
GEVGE VERNOVA INC | $436K |
COPCONOCOPHILLIPS | $435K |
FTITECHNIPFMC PLC | $431K |
AXSAXIS CAP HLDGS LTD | $428K |
CMCSACOMCAST CORP NEW | $421K |
GRMNGARMIN LTD | $420K |
AVGOBROADCOM INC | $418K |
MMM3M CO | $409K |
DINOHF SINCLAIR CORP | $400K |
IVLUISHARES TR | $388K |
BAHBOOZ ALLEN HAMILTON HLDG COR | $384K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $382K |
ELVELEVANCE HEALTH INC | $382K |
TXRHTEXAS ROADHOUSE INC | $379K |
EIXEDISON INTL | $374K |
TSNTYSON FOODS INC | $373K |
RHIROBERT HALF INC. | $368K |
ILMNILLUMINA INC | $364K |
CNXCCONCENTRIX CORP | $362K |
MRVLMARVELL TECHNOLOGY INC | $356K |
CMICUMMINS INC | $352K |
ALNYALNYLAM PHARMACEUTICALS INC | $351K |
NTNXNUTANIX INC | $349K |
DKNGDRAFTKINGS INC NEW | $342K |
WENWENDYS CO | $341K |
TRVTRAVELERS COMPANIES INC | $338K |
HUBSHUBSPOT INC | $333K |
MRKMERCK & CO INC | $330K |
RLRALPH LAUREN CORP | $330K |
TTTRANE TECHNOLOGIES PLC | $328K |
LMTLOCKHEED MARTIN CORP | $321K |
PANWPALO ALTO NETWORKS INC | $320K |
JNJJOHNSON & JOHNSON | $320K |
ORIOLD REP INTL CORP | $319K |
TPRTAPESTRY INC | $319K |
BBYBEST BUY INC | $316K |
APHAMPHENOL CORP NEW | $310K |
PCGPG&E CORP | $308K |
SFSTIFEL FINL CORP | $308K |
TERTERADYNE INC | $303K |
TTCTORO CO | $298K |
EXPEEXPEDIA GROUP INC | $297K |
CVSCVS HEALTH CORP | $293K |
FMCFMC CORP | $291K |
IWFISHARES TR | $287K |
GOOGLALPHABET INC | $287K |
CFGCITIZENS FINL GROUP INC | $286K |
USFDUS FOODS HLDG CORP | $283K |
IVVISHARES TR | $283K |
NTRANATERA INC | $282K |
JCIJOHNSON CTLS INTL PLC | $280K |
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