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Kingswood Wealth Advisors

Latest statistics and disclosures from Kingswood Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, MSFT, NVDA, AMZN, SPY, and represent 17.01% of Kingswood Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: BITX (+$6.1M), Fidelity Wise Origin Bitcoin, SCHG, Ishares Bitcoin Tr, MSTR, ESGU, WMT, BUFF, TPL, CVX.
Started 90 new stock positions in DKNG, MBOT, MOS, IYW, ESGD, XSD, FJUL, YJUN, NJAN, Regan Floating Rate Mbs.
Reduced shares in these 10 stocks: GBTC (-$14M), SPY (-$11M), NVDA (-$5.4M), MSFT (-$5.2M), GLD, AMZN, AAPL, LMT, QQQ, DIA.
Sold out of its positions in JULW, BABA, ABCP, AWK, COR, DIVO, ARI, TEAM, ADSK, AVT.
Kingswood Wealth Advisors was a net seller of stock by $-105M.
Kingswood Wealth Advisors has $867M in assets under management (AUM), dropping by -1.72%.
Central Index Key (CIK): 0001987855

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Portfolio Holdings for Kingswood Wealth Advisors

Kingswood Wealth Advisors holds 618 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Kingswood Wealth Advisors has 618 total positions. Only the first 250 positions are shown.

Sign up to view all of the Kingswood Wealth Advisors March 31, 2024 positions
Download the Kingswood Wealth Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	5.0	$43M	-7%	251k	171.48	View chart
Microsoft Corporation Common Stock (MSFT)	4.0	$35M	-12%	83k	420.72	View chart
Nvidia Corporation Common Stock (NVDA)	3.4	$30M	-15%	33k	903.59	View chart
Amazon.com Common Stock (AMZN)	2.3	$20M	-17%	111k	180.38	View chart
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)	2.3	$20M	-35%	38k	523.07	View chart
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)	2.2	$19M	-43%	296k	63.17	View chart
Meta Platforms Common Stock (META)	1.6	$14M		28k	485.60	View chart
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)	1.2	$11M	-12%	70k	152.26	View chart
Invesco Qqq Tr Exchange Traded Fund (QQQ)	1.1	$9.8M	-26%	22k	444.02	View chart
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)	1.1	$9.4M	-11%	63k	150.93	View chart
Ishares Core S&p 500 Exchange Traded Fund (IVV)	1.1	$9.2M	+7%	18k	525.74	View chart
Microstrategy Common Stock (MSTR)	0.9	$7.4M	+115%	4.3k	1704.56	View chart
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)	0.8	$7.2M	+554%	135k	53.25	View chart
Unitedhealth Grp Common Stock (UNH)	0.8	$7.2M	-8%	15k	494.72	View chart
Visa Common Stock (V)	0.8	$7.1M	-3%	26k	279.08	View chart
Eli Lilly & Company Common Stock (LLY)	0.8	$7.0M	-8%	9.0k	778.01	View chart
Jpmorgan Chase & Company Common Stock (JPM)	0.8	$6.9M	-17%	35k	200.30	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.8	$6.9M	-10%	16k	420.52	View chart
Tesla Common Stock (TSLA)	0.7	$6.3M	-30%	36k	175.79	View chart
General Electric Common Stock (GE)	0.7	$6.1M	-8%	35k	175.53	View chart
Broadcom Common Stock (AVGO)	0.6	$5.6M	-21%	4.2k	1325.41	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.6	$5.3M	+17%	46k	116.24	View chart
Merck & Co Common Stock (MRK)	0.6	$5.0M	-23%	38k	131.95	View chart
Netflix Common Stock (NFLX)	0.6	$4.9M	-28%	8.1k	607.33	View chart
Caterpillar Common Stock (CAT)	0.6	$4.9M	-27%	14k	366.44	View chart
Prologis Real Estate Investment Trust (PLD)	0.6	$4.9M	-7%	37k	130.22	View chart
Grayscale Ethereum Tr Et Closed End Mutl Fund (ETHE)	0.6	$4.8M	-8%	184k	26.15	View chart
Nextera Energy Common Stock (NEE)	0.5	$4.7M	-26%	73k	63.91	View chart
Elevance Health Common Stock (ELV)	0.5	$4.6M	-20%	8.9k	518.54	View chart
Fidelity Wise Origin Exchange Traded Fund	0.5	$4.5M	NEW	73k	62.06	View chart
Schwab Us Large Cap Exchange Traded Fund (SCHG)	0.5	$4.3M	NEW	46k	92.72	View chart
Salesforce Common Stock (CRM)	0.5	$4.3M	-13%	14k	301.18	View chart
Jpmorgan Common Stock Premium Exchange Traded Fund (JEPI)	0.5	$4.2M	-11%	73k	57.86	View chart
Home Depot Common Stock (HD)	0.5	$4.2M	-14%	11k	383.60	View chart
Ishares Msci Usa Min Vol Exchange Traded Fund (USMV)	0.5	$4.2M	-16%	50k	83.58	View chart
Costco Wholesale Common Stock (COST)	0.5	$4.2M	-20%	5.7k	732.70	View chart
Mastercard Common Stock (MA)	0.5	$4.1M	-3%	8.5k	481.58	View chart
Goldman Sachs Group Common Stock (GS)	0.5	$4.1M	-8%	9.8k	417.72	View chart
Ishares Bitcoin Exchange Traded Fund Exchange Traded Fund	0.5	$4.0M	NEW	98k	40.47	View chart
Texas Instrs Incorporated Common Stock (TXN)	0.4	$3.9M	-29%	22k	174.21	View chart
Ishares Global 100 Exchange Traded Fund (IOO)	0.4	$3.7M	+2%	41k	89.41	View chart
Proshares Ultra S&p 500 Exchange Traded Fund (SSO)	0.4	$3.7M	-13%	47k	77.52	View chart
First Trust Capital Strength Exchange Traded Fund (FTCS)	0.4	$3.7M	+4%	43k	85.65	View chart
Rtx Corporation Common Stock (RTX)	0.4	$3.6M	-13%	37k	97.53	View chart
Ishares Msci Usa Momntum Exchange Traded Fund (MTUM)	0.4	$3.6M	-2%	19k	187.35	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$3.5M		22k	158.19	View chart
Vanguard Small Cap Exchange Traded Fund Exchange Traded Fund (VB)	0.4	$3.5M	-31%	15k	228.59	View chart
Abbvie Common Stock (ABBV)	0.4	$3.5M		19k	182.11	View chart
Grayscale Litecoin Trust Common Stock (LTCN)	0.4	$3.5M	-34%	90k	38.64	View chart
Chevron Corp Common Stock (CVX)	0.4	$3.5M	+63%	22k	157.74	View chart
Kkr & Company Incorporated Common Stock (KKR)	0.4	$3.4M		34k	100.58	View chart
Wisdomtree U.s. Largecap Dividend Fund Exchange Traded Fund (DLN)	0.4	$3.3M	-8%	46k	72.19	View chart
Intuit Common Stock (INTU)	0.4	$3.3M		5.0k	650.00	View chart
Ishares Russell 1000 Exchange Traded Fund (IWF)	0.4	$3.2M	+15%	9.6k	337.07	View chart
Spdr Dow Jones Exchange Traded Fund (DIA)	0.4	$3.2M	-51%	8.1k	397.81	View chart
Vanguard Total Exchange Traded Fund (VTI)	0.4	$3.2M	-17%	12k	259.92	View chart
Walmart Incorporated Common Stock (WMT)	0.4	$3.2M	+223%	53k	60.17	View chart
Procter & Gamble Common Stock (PG)	0.4	$3.1M	-19%	19k	162.26	View chart
Parker-hannifin Corp Common Stock (PH)	0.4	$3.1M	-43%	5.6k	555.79	View chart
Bank America Corporation Common Stock (BAC)	0.3	$3.0M	+17%	80k	37.92	View chart
Qualcomm Common Stock (QCOM)	0.3	$3.0M	-18%	18k	169.30	View chart
Honeywell Intl Common Stock (HON)	0.3	$3.0M	-25%	15k	205.25	View chart
Wells Fargo & Co Common Stock (WFC)	0.3	$2.9M	-4%	51k	57.96	View chart
Advanced Micro Devices Incorporated Common Stock (AMD)	0.3	$2.9M	-3%	16k	180.49	View chart
Service Now Common Stock (NOW)	0.3	$2.8M	-20%	3.7k	762.40	View chart
Vanguard Index Funds S&p 500 Exchange Traded Fund (VOO)	0.3	$2.8M	-12%	5.8k	480.78	View chart
Lockheed Martin Corporation Common Stock (LMT)	0.3	$2.8M	-56%	6.1k	454.88	View chart
Vanguard Dividend Appreciation Exchange Traded Fund (VIG)	0.3	$2.8M	-30%	15k	182.61	View chart
Transdigm Group Common Stock (TDG)	0.3	$2.7M	-2%	2.2k	1231.60	View chart
Mid America Apartment Real Estate Investment Trust (MAA)	0.3	$2.7M	-24%	20k	131.58	View chart
Spdr S&p Dividend Exchange Traded Fund Exchange Traded Fund (SDY)	0.3	$2.7M	+4%	20k	131.24	View chart
Boeing Company Common Stock (BA)	0.3	$2.7M	-37%	14k	193.00	View chart
Ishares Esg Aware Msci Exchange Traded Fund (ESGU)	0.3	$2.6M	NEW	23k	114.96	View chart
Thermo Fisher Scientific Incorporated Common Stock (TMO)	0.3	$2.6M	-6%	4.4k	581.21	View chart
Essex Property Tr Real Estate Investment Trust (ESS)	0.3	$2.6M	-21%	11k	244.82	View chart
Ishares Tr Core Us Aggbd Exchange Traded Fund Exchange Traded Fund (AGG)	0.3	$2.5M	+54%	26k	97.94	View chart
The Coca-cola Common Stock (KO)	0.3	$2.5M	+4%	41k	61.18	View chart
Bristol-myers Squibb Common Stock (BMY)	0.3	$2.5M		46k	54.23	View chart
Proshares S&p 500 Dividend Exchange Traded Fund (NOBL)	0.3	$2.4M	-11%	24k	101.41	View chart
Waste Management Common Stock (WM)	0.3	$2.4M		11k	213.15	View chart
Cadence Design System Incorporated Common Stock (CDNS)	0.3	$2.4M		7.6k	311.28	View chart
Cisco Systems Common Stock (CSCO)	0.3	$2.4M	-4%	48k	49.91	View chart
Danaher Corporation Common Stock (DHR)	0.3	$2.4M	-2%	9.4k	249.72	View chart
Eaton Corporation American Depository (ETN)	0.3	$2.3M	-4%	7.4k	312.68	View chart
Intel Corporation Common Stock (INTC)	0.3	$2.3M	-24%	52k	44.17	View chart
Spdr Gold Shares Exchange Traded Fund (GLD)	0.3	$2.3M	-65%	11k	205.72	View chart
Cloudflare Common Stock (NET)	0.3	$2.3M	-13%	24k	96.83	View chart
Verizon Communications Incorporated Common Stock (VZ)	0.3	$2.3M	-27%	54k	41.96	View chart
Jpmorgan Ultra Short Exchange Traded Fund (JPST)	0.3	$2.2M	+14%	44k	50.45	View chart
Adobe Common Stock (ADBE)	0.3	$2.2M	-17%	4.4k	504.60	View chart
Fs Kkr Capital Corp Common Stock (FSK)	0.3	$2.2M	+2%	115k	19.07	View chart
Hilton Worldwide Hldgs Incorporated Common Stock (HLT)	0.3	$2.2M	-4%	10k	213.31	View chart
Texas Pacific Land Corp Common Stock (TPL)	0.2	$2.1M	+181%	3.7k	578.51	View chart
Abbott Laboratories Common Stock (ABT)	0.2	$2.1M	-4%	19k	113.66	View chart
Marriott Intl Common Stock (MAR)	0.2	$2.1M		8.3k	252.31	View chart
J P Morgan Nasdaq Eqt Exchange Traded Fund (JEPQ)	0.2	$2.1M	-2%	38k	54.24	View chart
Vaneck Semiconductor Exchange Traded Fund (SMH)	0.2	$2.1M		9.2k	225.01	View chart
Conocophillips Common Stock (COP)	0.2	$2.0M	-7%	16k	127.28	View chart
Idexx Labs Incorporated Common Stock (IDXX)	0.2	$2.0M		3.6k	539.93	View chart
Cvs Health Corporation Common Stock (CVS)	0.2	$2.0M	-13%	25k	79.76	View chart
Blue Owl Capital Corporation Closed End Fund (OBDC)	0.2	$2.0M	+4%	127k	15.38	View chart
Air Prod & Chemicals Common Stock (APD)	0.2	$1.9M	-46%	8.0k	242.27	View chart
Spdr Bloomberg 1 3 Mnth Exchange Traded Fund (BIL)	0.2	$1.9M	+179%	21k	91.80	View chart
A T & T Common Stock (T)	0.2	$1.9M	-17%	110k	17.60	View chart
Pepsico Common Stock (PEP)	0.2	$1.9M	+83%	11k	175.01	View chart
Capital One Finl Corporation Common Stock (COF)	0.2	$1.9M	+22%	13k	148.89	View chart
Applied Materials Common Stock (AMAT)	0.2	$1.9M	-20%	9.3k	206.23	View chart
Trane Technologies American Depository (TT)	0.2	$1.9M	-52%	6.4k	300.20	View chart
Innovator Laddered Allocation Power Buffer Exchange Traded Fund (BUFF)	0.2	$1.9M	NEW	46k	41.74	View chart
Ibm Corp Common Stock (IBM)	0.2	$1.9M	-24%	10k	190.96	View chart
Berkshire Hathaway Common Stock (BRK.A)	0.2	$1.9M	-40%	3.00	634440.00	View chart
Franklin Short Duration U.s. Government Exchange Traded Fund (FTSD)	0.2	$1.9M		21k	90.15	View chart
Target Corporation Common Stock (TGT)	0.2	$1.9M		11k	177.22	View chart
Citigroup Common Stock (C)	0.2	$1.9M	-9%	30k	63.24	View chart
Amgen Common Stock (AMGN)	0.2	$1.9M	-2%	6.6k	284.34	View chart
Monolithic Pwr Systems Incorporated Common Stock (MPWR)	0.2	$1.9M	-4%	2.8k	677.42	View chart
Walt Disney Common Stock (DIS)	0.2	$1.9M	-10%	15k	122.37	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$1.9M	-12%	19k	96.71	View chart
Comcast Corp Common Stock (CMCSA)	0.2	$1.9M	-6%	43k	43.35	View chart
Novo-nordisk American Depository (NVO)	0.2	$1.8M	-39%	14k	128.40	View chart
Mcdonalds Corporation Common Stock (MCD)	0.2	$1.8M	-2%	6.3k	281.97	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.2	$1.7M	-4%	598.00	2906.77	View chart
General Dynamics Corporation Common Stock (GD)	0.2	$1.7M	-42%	6.2k	282.52	View chart
Marathon Pete Corporation Common Stock (MPC)	0.2	$1.7M	-16%	8.5k	201.50	View chart
Pool Corporation Common Stock (POOL)	0.2	$1.7M	-7%	4.2k	403.50	View chart
Vanguard Ftse Developed Markets Exchange Traded Fund (VEA)	0.2	$1.7M	+29%	34k	50.17	View chart
Southern Company Common Stock (SO)	0.2	$1.7M	-8%	24k	71.74	View chart
Uber Technologies Common Stock (UBER)	0.2	$1.7M	+32%	22k	76.99	View chart
Stryker Corporation Common Stock (SYK)	0.2	$1.7M	-6%	4.7k	357.87	View chart
Linde American Depository (LIN)	0.2	$1.7M	+2%	3.6k	464.32	View chart
Aon Plc Shs Cl A American Depository (AON)	0.2	$1.7M	-4%	5.1k	333.72	View chart
Occidental Petroleum Corp Common Stock (OXY)	0.2	$1.6M	+70%	25k	64.99	View chart
Pshr Ultrapro Exchange Traded Fund Dv Exchange Traded Fund (TQQQ)	0.2	$1.6M	-2%	26k	61.56	View chart
Micron Technology Common Stock (MU)	0.2	$1.6M	-13%	14k	117.89	View chart
Humana Common Stock (HUM)	0.2	$1.6M	-41%	4.7k	346.72	View chart
General Mtrs Company Common Stock (GM)	0.2	$1.6M	+38%	35k	45.35	View chart
Hecla Mining Company Common Stock (HL)	0.2	$1.6M		334k	4.81	View chart
Ishares Us Treasury Bond Exchange Traded Fund (GOVT)	0.2	$1.6M	-26%	70k	22.77	View chart
First Trust High Income Closed End Mutl Fund (FSD)	0.2	$1.6M		133k	11.93	View chart
Nrg Energy Common Stock (NRG)	0.2	$1.6M		23k	67.69	View chart
Union Pacific Corp Common Stock (UNP)	0.2	$1.5M	+5%	6.3k	245.96	View chart
Oracle Corporation Common Stock (ORCL)	0.2	$1.5M	-2%	12k	125.62	View chart
Blackstone Common Stock (BX)	0.2	$1.5M	-12%	12k	131.37	View chart
Spdr Fund Consumer Exchange Traded Fund (XLY)	0.2	$1.5M	-28%	8.2k	183.90	View chart
Analog Devices Common Stock (ADI)	0.2	$1.5M		7.4k	197.79	View chart
Chubb Common Stock (CB)	0.2	$1.5M		5.7k	259.13	View chart
Marathon Digital Holdings Incorporated Common Stock (MARA)	0.2	$1.5M	-11%	65k	22.58	View chart
Skyworks Solutions Common Stock (SWKS)	0.2	$1.4M	-8%	13k	108.32	View chart
Constellation Brand Common Stock (STZ)	0.2	$1.4M	-5%	5.1k	271.81	View chart
Ishares Select Dividend Exchange Traded Fund (DVY)	0.2	$1.4M		11k	123.18	View chart
Nike Common Stock (NKE)	0.2	$1.4M	-7%	15k	93.98	View chart
Desktop Metal Common Stock (DM)	0.2	$1.4M	-41%	1.6M	0.88	View chart
Technology Select Sector Exchange Traded Fund (XLK)	0.2	$1.4M	-12%	6.6k	208.28	View chart
Regeneron Pharmaceuticals Common Stock (REGN)	0.2	$1.4M	-4%	1.4k	962.49	View chart
Schwab Us Dividend Exchange Traded Fund (SCHD)	0.2	$1.3M		17k	80.63	View chart
Vanguard Total World Exchange Traded Fund (VT)	0.2	$1.3M		12k	110.50	View chart
Ft Vst Buff Allocation Exchange Traded Fund (BUFG)	0.2	$1.3M		60k	22.52	View chart
Ishares Incorporated Msci Jpn Exchange Traded Fund (EWJ)	0.2	$1.3M	NEW	18k	71.35	View chart
Crown Castle Incorporated Reit Real Estate Investment Trust (CCI)	0.2	$1.3M	-16%	12k	105.83	View chart
Pfizer Incorporated Common Stock (PFE)	0.1	$1.3M	-3%	47k	27.75	View chart
On Semiconductor Corporation Common Stock (ON)	0.1	$1.3M	+2%	17k	73.55	View chart
Super Micro Computer Incorporated Common Stock (SMCI)	0.1	$1.3M	NEW	1.2k	1010.03	View chart
Mondelez International Common Stock (MDLZ)	0.1	$1.2M		18k	70.00	View chart
Nuveen Esg Large Cap Exchange Traded Fund (NULG)	0.1	$1.2M	-28%	16k	76.28	View chart
Realty Income Corp Real Estate Investment Trust (O)	0.1	$1.2M	-5%	23k	54.10	View chart
Vaneck Exchange Traded Fund Trust Exchange Traded Fund (BIZD)	0.1	$1.2M	+8%	73k	16.90	View chart
Travelers Companies Incorporated Common Stock (TRV)	0.1	$1.2M	-6%	5.4k	230.14	View chart
Vanguard Information Technology Exchange Traded Fund (VGT)	0.1	$1.2M	-3%	2.4k	524.45	View chart
Colgate Palmolive Company Common Stock (CL)	0.1	$1.2M	-2%	14k	90.05	View chart
Schwab Us Broad Market Exchange Traded Fund (SCHB)	0.1	$1.2M	+12%	20k	61.05	View chart
Edwards Lifesciences Corporation Common Stock (EW)	0.1	$1.2M		13k	95.56	View chart
Roper Technologies Incorporated Common Stock (ROP)	0.1	$1.2M	-17%	2.2k	560.84	View chart
Accenture Plc Ireland Shs Class A American Depository (ACN)	0.1	$1.2M	-8%	3.5k	346.61	View chart
Ishares Iboxx High Yield Exchange Traded Fund (HYG)	0.1	$1.2M	+93%	15k	77.73	View chart
Cummins Incorporated Common Stock (CMI)	0.1	$1.2M		4.0k	294.70	View chart
Global X U.s. Infrastructure Development Exchange Traded Fund (PAVE)	0.1	$1.2M	-4%	29k	39.81	View chart
Phillips 66 Common Stock (PSX)	0.1	$1.2M	+3%	7.1k	163.35	View chart
Automatic Data Processing Common Stock (ADP)	0.1	$1.1M	+40%	4.6k	249.78	View chart
Vanguard High Dividend Exchange Traded Fund (VYM)	0.1	$1.1M		9.4k	120.99	View chart
Spdr Portfolio S&p 500 Exchange Traded Fund (SPLG)	0.1	$1.1M	+302%	18k	61.53	View chart
Qorvo Incorporated Common Stock (QRVO)	0.1	$1.1M		9.9k	114.83	View chart
Freeport-mcmoran Common Stock (FCX)	0.1	$1.1M		24k	47.02	View chart
Progressive Corporation Common Stock (PGR)	0.1	$1.1M	+3%	5.4k	206.82	View chart
Vaneck Morningstar Wide Exchange Traded Fund (MOAT)	0.1	$1.1M	+6%	13k	89.90	View chart
Valero Energy Corporation Common Stock (VLO)	0.1	$1.1M	+5%	6.5k	170.69	View chart
Vanguard S&p 500 Growth Exchange Traded Fund (VOOG)	0.1	$1.1M	-11%	3.6k	304.76	View chart
Ishares Tr Core Div Grwth Exchange Traded Fund (DGRO)	0.1	$1.1M	+18%	19k	58.06	View chart
Materion Corp Common Stock (MTRN)	0.1	$1.1M	-48%	8.3k	131.75	View chart
Ishares Russell 2000 Exchange Traded Fund (IWM)	0.1	$1.1M	+3%	5.2k	210.32	View chart
J B Hunt Transport Common Stock (JBHT)	0.1	$1.1M	-15%	5.4k	199.25	View chart
Paccar Incorporated Common Stock (PCAR)	0.1	$1.1M		8.6k	123.89	View chart
Ishares Core S&p Mid-cap Exchange Traded Fund (IJH)	0.1	$1.1M	+707%	17k	60.74	View chart
Msci Incorporated Common Stock (MSCI)	0.1	$1.1M		1.9k	560.45	View chart
Ishares Core Msci Eafe Exchange Traded Fund (IEFA)	0.1	$1.1M	+220%	14k	74.22	View chart
Lowes Companies Common Stock (LOW)	0.1	$1.0M	+11%	4.1k	254.73	View chart
Vanguard Mid Cap Exchange Traded Fund Exchange Traded Fund (VO)	0.1	$1.0M	-5%	4.2k	249.89	View chart
Medtronic American Depository (MDT)	0.1	$1.0M	-8%	12k	87.15	View chart
Draftkings Common Stock (DKNG)	0.1	$1.0M	NEW	23k	45.41	View chart
American Tower Corporation New Reit Real Estate Investment Trust (AMT)	0.1	$1.0M	-41%	5.2k	197.62	View chart
Archer Daniels Midland Company Common Stock (ADM)	0.1	$1.0M	+40%	16k	62.81	View chart
Vanguard Growth Exchange Traded Fund Exchange Traded Fund (VUG)	0.1	$1.0M	+26%	2.9k	344.28	View chart
Invesco S&p 100 Equal Exchange Traded Fund (EQWL)	0.1	$1.0M	+8%	11k	94.90	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$1.0M	-16%	2.5k	399.09	View chart
Ishares Iboxx Invt Grade Exchange Traded Fund (LQD)	0.1	$994k	+12%	9.1k	108.93	View chart
Invesco Nasdaq 100 Exchange Traded Fund Exchange Traded Fund (QQQM)	0.1	$988k	-2%	5.4k	182.71	View chart
Morgan Stanley Common Stock (MS)	0.1	$985k	-6%	11k	94.17	View chart
L3harris Technologies Incorporated Common Stock (LHX)	0.1	$979k	-34%	4.6k	213.10	View chart
Ishares Trust Exchange Traded Fund (SGOV)	0.1	$977k	+5%	9.7k	100.71	View chart
West Pharm Srvc Common Stock (WST)	0.1	$976k	+4%	2.5k	395.71	View chart
Oneok Common Stock (OKE)	0.1	$973k	-4%	12k	80.18	View chart
Dow Common Stock (DOW)	0.1	$967k	+14%	17k	57.93	View chart
Pacer Us Small Cap Cash Exchange Traded Fund (CALF)	0.1	$967k	NEW	20k	49.16	View chart
Vanguard Total Bond Exchange Traded Fund (BND)	0.1	$967k	-13%	13k	72.63	View chart
Ft Vest Fund Of Buffer Exchange Traded Fund (BUFR)	0.1	$948k	+190%	34k	27.96	View chart
Digital Realty Trust Real Estate Investment Trust (DLR)	0.1	$947k	-30%	6.6k	144.04	View chart
Vanguard Russell 1000 Value Exchange Traded Fund (VONV)	0.1	$938k	+5%	12k	78.64	View chart
Marvell Technology Incorporated Common Stock (MRVL)	0.1	$937k	-6%	13k	70.89	View chart
Fortive Corporation Common Stock (FTV)	0.1	$936k		11k	86.02	View chart
Verisk Analytics Common Stock (VRSK)	0.1	$934k	-13%	4.0k	235.73	View chart
Vanguard Consumer Staples Exchange Traded Fund (VDC)	0.1	$931k	-33%	4.6k	204.14	View chart
Philip Morris International Incorporated Common Stock (PM)	0.1	$912k	-42%	10k	91.62	View chart
Ishares Msci Eafe Value Exchange Traded Fund (EFV)	0.1	$911k	-5%	17k	54.40	View chart
Gartner Common Stock (IT)	0.1	$910k	-11%	1.9k	476.67	View chart
Comfort Systems Usa Common Stock (FIX)	0.1	$898k	NEW	2.8k	317.71	View chart
Deere & Company Common Stock (DE)	0.1	$885k	-24%	2.2k	410.87	View chart
American Express Company Common Stock (AXP)	0.1	$882k	+109%	3.9k	227.70	View chart
Vanguard Health Care Exchange Traded Fund (VHT)	0.1	$874k		3.2k	270.58	View chart
Costar Group Incorporated Common Stock (CSGP)	0.1	$864k		8.9k	96.60	View chart
Nuveen Esg Large Cap Exchange Traded Fund (NULV)	0.1	$861k	-44%	22k	38.86	View chart
United Parcel Srvc Common Stock (UPS)	0.1	$859k	-29%	5.8k	148.65	View chart
Ishares Core S&p Exchange Traded Fund (IJR)	0.1	$855k		7.7k	110.53	View chart
Juniper Networks Incorporated Common Stock (JNPR)	0.1	$855k		23k	37.06	View chart
Ishares Msci Kld 400 Exchange Traded Fund (DSI)	0.1	$853k		8.5k	100.81	View chart
Ishares Msci Eafe Growth Exchange Traded Fund (EFG)	0.1	$845k	-12%	8.1k	103.80	View chart
O Reilly Automotive Common Stock (ORLY)	0.1	$843k		747.00	1128.88	View chart
Gilead Sciences Common Stock (GILD)	0.1	$842k	-47%	12k	73.25	View chart
Ford Motor Common Stock (F)	0.1	$837k	+10%	63k	13.28	View chart
Mckesson Corporation Common Stock (MCK)	0.1	$822k	+7%	1.5k	536.85	View chart
Spdr S&p 500 Growth Exchange Traded Fund Exchange Traded Fund (SPYG)	0.1	$813k	-15%	11k	73.16	View chart
Tjx Companies Common Stock (TJX)	0.1	$810k	-2%	8.0k	101.42	View chart
Vanguard Total International Exchange Traded Fund (BNDX)	0.1	$807k	+180%	16k	49.19	View chart
Illumina Common Stock (ILMN)	0.1	$799k	-9%	5.8k	137.32	View chart
Ishares Gold Exchange Traded Fund Exchange Traded Fund (IAU)	0.1	$799k	-2%	19k	42.01	View chart
First Trust Technology Dividend Exchange Traded Fund (TDIV)	0.1	$795k	NEW	11k	69.67	View chart
Pacer Us Cash Cows 100 Exchange Traded Fund Exchange Traded Fund (COWZ)	0.1	$794k	NEW	14k	58.11	View chart
3m Company Common Stock (MMM)	0.1	$792k	+23%	7.5k	106.08	View chart
Spdr Short Term Exchange Traded Fund (SPSB)	0.1	$792k		27k	29.77	View chart
Vici Properties Real Estate Investment Trust (VICI)	0.1	$786k	-2%	26k	29.79	View chart
Select Sector Health Exchange Traded Fund (XLV)	0.1	$780k	-16%	5.3k	147.75	View chart
Invesco Russell 1000 Exchange Traded Fund (OMFL)	0.1	$774k	-11%	14k	55.23	View chart

Past Filings by Kingswood Wealth Advisors

SEC 13F filings are viewable for Kingswood Wealth Advisors going back to 2023

Kingswood Wealth Advisors 2024 Q1 filed April 15, 2024
Kingswood Wealth Advisors 2023 Q4 filed Jan. 16, 2024
Kingswood Wealth Advisors 2023 Q3 filed Oct. 24, 2023
Kingswood Wealth Advisors 2023 Q2 filed Aug. 9, 2023

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