KAUFMAN ROSSIN WEALTH, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PCG | 42K | $680.44K |
 | ADT | 34K | $278.39K |
 | LYFT | 33K | $637.85K |
 | WEN | 28K | $235.88K |
 | INTC | 21K | $762.14K |
 | CNC | 20K | $840.24K |
 | NVDA | 15K | $2.87M |
 | DKNG | 14K | $477.03K |
 | AGL | 14K | $9.49K |
 | AAPL | 13K | $3.57M |
 | RBLX | 13K | $1.06M |
 | BMY | 12K | $628.56K |
 | INCY | 11K | $1.12M |
 | KDP | 11K | $318.24K |
 | VTRS | 11K | $139.56K |
 | IRWD | 11K | $35.44K |
 | DVN | 10K | $384.36K |
 | EIX | 10K | $601.70K |
 | GM | 10K | $807.35K |
 | DAL | 9K | $596.36K |
Pacific Gas & Electric Co.
PCG
Shares Held
42K
Value
$680.44K
ADT Inc.
ADT
Shares Held
34K
Value
$278.39K
Lyft, Inc.
LYFT
Shares Held
33K
Value
$637.85K
The Wendy's Company
WEN
Shares Held
28K
Value
$235.88K
Intel Corporation
INTC
Shares Held
21K
Value
$762.14K
Centene Corporation
CNC
Shares Held
20K
Value
$840.24K
NVIDIA Corporation
NVDA
Shares Held
15K
Value
$2.87M
DraftKings Inc.
DKNG
Shares Held
14K
Value
$477.03K
Agilon Health, Inc.
AGL
Shares Held
14K
Value
$9.49K
Apple Inc.
AAPL
Shares Held
13K
Value
$3.57M
Roblox Corporation
RBLX
Shares Held
13K
Value
$1.06M
Bristol-Myers Squibb Company
BMY
Shares Held
12K
Value
$628.56K
Incyte Corporation
INCY
Shares Held
11K
Value
$1.12M
Keurig Dr Pepper Inc.
KDP
Shares Held
11K
Value
$318.24K
Viatris Inc.
VTRS
Shares Held
11K
Value
$139.56K
Ironwood Pharmaceuticals, Inc.
IRWD
Shares Held
11K
Value
$35.44K
Devon Energy Corporation
DVN
Shares Held
10K
Value
$384.36K
Edison International
EIX
Shares Held
10K
Value
$601.70K
General Motors Company
GM
Shares Held
10K
Value
$807.35K
Delta Air Lines, Inc.
DAL
Shares Held
9K
Value
$596.36K