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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, SPY, NVDA, MSFT, SCHG, and represent 14.33% of Kingswood Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: LAMR (+$12M), AAPL (+$9.1M), SCHG (+$7.8M), VTV (+$6.7M), FPE (+$6.5M), SCHD (+$6.2M), MSFT (+$6.1M), FUTY (+$6.0M), DGRW (+$5.9M), FCOM (+$5.7M).
Started 115 new stock positions in HPE, GPIX, IDA, SCHK, NBIS, AIQ, IETC, QJUN, LKNCY, FTNT.
Reduced shares in these 10 stocks: HL, BITX, NRG, XVOL, NVDA, TSM, PH, STX, WMB, OSCR.
Sold out of its positions in ATYR, AGI, ARB, AWK, TEAM, AUPH, CF, CWT, CCJ, CMG.
Kingswood Wealth Advisors was a net buyer of stock by $291M.
Kingswood Wealth Advisors has $1.7B in assets under management (AUM), dropping by 30.52%.
Central Index Key (CIK): 0001987855

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Portfolio Holdings for Kingswood Wealth Advisors

Kingswood Wealth Advisors holds 790 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Kingswood Wealth Advisors has 790 total positions. Only the first 250 positions are shown.

Sign up to view all of the Kingswood Wealth Advisors Sept. 30, 2025 positions
Download the Kingswood Wealth Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Incorporated Common Stock (AAPL)	3.9	$65M	+16%	254k	254.63	View chart
Spdr S&p 500 Etf Exchange Traded Fund (SPY)	3.2	$52M	+7%	78k	666.18	View chart
Nvidia Corporation Common Stock (NVDA)	3.0	$49M	-2%	265k	186.58	View chart
Microsoft Corporation Common Stock (MSFT)	2.2	$37M	+19%	71k	517.95	View chart
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)	2.0	$34M	+29%	1.1M	31.91	View chart
Invesco Qqq Tr Exchange Traded Fund (QQQ)	2.0	$33M	+19%	55k	600.37	View chart
Amazon Com Incorporated Common Stock (AMZN)	1.7	$28M	+21%	126k	219.57	View chart
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)	1.6	$27M	+17%	44k	612.39	View chart
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)	1.5	$26M		285k	89.77	View chart
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)	1.3	$21M	+10%	32k	669.29	View chart
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)	1.3	$21M	+44%	1.2M	18.24	View chart
Broadcom Incorporated Common Stock (AVGO)	1.1	$19M		57k	329.91	View chart
Vanguard Value Etf Exchange Traded Fund (VTV)	1.0	$16M	+71%	86k	186.49	View chart
Meta Platforms Incorporated Class A Common Stock (META)	0.9	$15M	+11%	21k	734.39	View chart
Proshares Ultra S&p500 Exchange Traded Fund (SSO)	0.9	$15M	+9%	133k	112.13	View chart
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)	0.9	$15M	+6%	61k	243.10	View chart
Jpmorgan Chase & Company. Common Stock (JPM)	0.8	$14M	+46%	44k	315.43	View chart
Microstrategy Incorporated Class A Common Stock (MSTR)	0.8	$13M	+9%	41k	322.21	View chart
Tesla Incorporated Common Stock (TSLA)	0.8	$13M	+5%	29k	444.72	View chart
2x Bitcoin Strategy Etf Exchange Traded Fund (BITX)	0.8	$13M	-21%	231k	55.08	View chart
Lamar Advertising Company New Class A Reit Real Estate Investment Trust (LAMR)	0.7	$12M	NEW	98k	122.42	View chart
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)	0.7	$11M	+37%	46k	243.55	View chart
Palantir Technologies Incorporated Class A Common Stock (PLTR)	0.7	$11M	+12%	59k	182.42	View chart
Caterpillar Incorporated Common Stock (CAT)	0.6	$11M	+12%	22k	477.14	View chart
Vanguard Information Technology Etf Exchange Traded Fund (VGT)	0.6	$11M	+58%	14k	746.63	View chart
Berkshire Hathaway Incorporated Del Class B Common Stock (BRK.B)	0.6	$9.8M	+20%	19k	502.74	View chart
Spdr Financial Select Sector Fund Exchange Traded Fund (XLF)	0.6	$9.8M	+125%	181k	53.87	View chart
Ishares Tr U.s. Tech Etf Exchange Traded Fund (IYW)	0.6	$9.1M	+18%	47k	195.86	View chart
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)	0.5	$9.1M	+67%	42k	215.79	View chart
Jpmorgan Equity Premium Income Etf Exchange Traded Fund (JEPI)	0.5	$9.0M	+25%	158k	57.10	View chart
Fidelity Wise Origin Bitcoin Fund Exchange Traded Fund (FBTC)	0.5	$9.0M		90k	99.81	View chart
Ishares Tr Select Divid Etf Exchange Traded Fund (DVY)	0.5	$8.3M	+3%	59k	142.10	View chart
Fidelity Msci Utilities Index Etf Exchange Traded Fund (FUTY)	0.5	$8.3M	+256%	147k	56.47	View chart
First Trust Capital Strength Etf Exchange Traded Fund (FTCS)	0.5	$8.2M	+56%	87k	93.64	View chart
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)	0.5	$7.9M	+66%	113k	69.95	View chart
Spdr Dow Jones Industrial Average Etf Trust Exchange Traded Fund (DIA)	0.5	$7.9M		17k	463.74	View chart
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)	0.5	$7.7M	+401%	282k	27.30	View chart
Ishares Tr Msci Usa Min Vol Exchange Traded Fund (USMV)	0.5	$7.7M	+2%	81k	95.14	View chart
Spdr Gold Shares Exchange Traded Fund (GLD)	0.5	$7.4M	+37%	21k	355.47	View chart
Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.4	$7.3M	+22%	29k	254.28	View chart
Vaneck Uranium And Nuclear Etf Exchange Traded Fund (NLR)	0.4	$7.2M	+249%	53k	135.65	View chart
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)	0.4	$7.1M	-2%	22k	328.17	View chart
Invesco S&p 500 Revenue Etf Exchange Traded Fund (RWL)	0.4	$7.0M	+43%	63k	110.66	View chart
Nextera Energy Incorporated Common Stock (NEE)	0.4	$6.9M	+9%	91k	75.49	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Exchange Traded Fund (IBIT)	0.4	$6.8M		105k	65.00	View chart
Walmart Incorporated Common Stock (WMT)	0.4	$6.8M	+34%	66k	103.06	View chart
Eaton Corporation Common Stock (ETN)	0.4	$6.7M	+45%	18k	374.25	View chart
Fidelity Msci Communication Services Index Etf Exchange Traded Fund (FCOM)	0.4	$6.3M	+944%	89k	70.97	View chart
Parker-hannifin Corporation Common Stock (PH)	0.4	$6.3M	-12%	8.3k	758.15	View chart
Global X Robotics & Artificial Intelligence Thematic Etf Exchange Traded Fund (BOTZ)	0.4	$6.0M	+242%	170k	35.43	View chart
Spdr Consumer Discretionary Select Sector Fund Exchange Traded Fund (XLY)	0.4	$5.9M	+232%	25k	239.64	View chart
Wisdomtree U.s. Quality Dividend Growth Fund Exchange Traded Fund (DGRW)	0.4	$5.9M	NEW	66k	88.96	View chart
Mastec Incorporated Common Stock (MTZ)	0.4	$5.8M	+5%	28k	212.81	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.4	$5.8M	+20%	52k	112.75	View chart
Abbvie Incorporated Common Stock (ABBV)	0.4	$5.8M	+125%	25k	231.54	View chart
Goldman Sachs Group Incorporated Common Stock (GS)	0.3	$5.7M	+10%	7.2k	796.38	View chart
Ishares Tr Core Us Aggbd Et Exchange Traded Fund (AGG)	0.3	$5.7M	+5%	57k	100.25	View chart
Netflix Incorporated Common Stock (NFLX)	0.3	$5.6M	+5%	4.7k	1198.92	View chart
Costco Wholesale Corporation Common Stock (COST)	0.3	$5.6M	+6%	6.0k	925.68	View chart
Vanguard Large-cap Etf Exchange Traded Fund (VV)	0.3	$5.6M	+217%	18k	307.86	View chart
Rtx Corporation Common Stock (RTX)	0.3	$5.6M	+2%	33k	167.33	View chart
Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.3	$5.5M	+62%	19k	293.74	View chart
Ishares Global 100 Etf Exchange Traded Fund (IOO)	0.3	$5.5M		46k	120.01	View chart
Fidelity Total Bond Etf Exchange Traded Fund (FBND)	0.3	$5.5M	+291%	119k	46.24	View chart
Vanguard Growth Etf Exchange Traded Fund (VUG)	0.3	$5.4M	+33%	11k	479.60	View chart
Eli Lilly & Company Common Stock (LLY)	0.3	$5.4M	+8%	7.1k	762.99	View chart
International Business Machines Common Stock (IBM)	0.3	$5.4M	+9%	19k	282.16	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Exchange Traded Fund (JEPQ)	0.3	$5.3M	+4%	93k	57.52	View chart
Oracle Corporation Common Stock (ORCL)	0.3	$5.3M	+10%	19k	281.23	View chart
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)	0.3	$5.2M	+17%	87k	59.92	View chart
First Trust Nasdaq Cea Cybersecurity Etf Exchange Traded Fund (CIBR)	0.3	$5.2M	+101%	68k	76.01	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Exchange Traded Fund (BIL)	0.3	$5.1M	+86%	56k	91.75	View chart
Advanced Micro Devices Incorporated Common Stock (AMD)	0.3	$5.1M	-5%	31k	161.79	View chart
Ishares Tr Rus Md Cp Gr Etf Exchange Traded Fund (IWP)	0.3	$5.0M	+56%	35k	142.41	View chart
Invesco S&p 500 Momentum Etf Exchange Traded Fund (SPMO)	0.3	$5.0M	+50%	41k	121.06	View chart
Ishares Tr Msci Usa Mmentm Exchange Traded Fund (MTUM)	0.3	$5.0M		19k	256.44	View chart
Southern Company Common Stock (SO)	0.3	$5.0M	+122%	53k	94.77	View chart
Texas Pacific Land Corporation Common Stock (TPL)	0.3	$5.0M	-3%	5.3k	933.66	View chart
Visa Incorporated Com Class A Common Stock (V)	0.3	$5.0M		15k	341.39	View chart
Ishares Tr Rus 1000 Grw Etf Exchange Traded Fund (IWF)	0.3	$4.9M	+83%	11k	468.42	View chart
Jpmorgan Income Etf Exchange Traded Fund (JPIE)	0.3	$4.9M	+260%	106k	46.41	View chart
Home Depot Incorporated Common Stock (HD)	0.3	$4.9M	+32%	12k	405.20	View chart
Ishares Tr Core Div Grwth Exchange Traded Fund (DGRO)	0.3	$4.9M	+56%	72k	68.08	View chart
Spdr S&p Dividend Etf Exchange Traded Fund (SDY)	0.3	$4.8M	+16%	34k	140.05	View chart
Spdr Energy Select Sector Fund Exchange Traded Fund (XLE)	0.3	$4.8M	+372%	53k	89.34	View chart
Ishares Tr Core S&p Mcp Etf Exchange Traded Fund (IJH)	0.3	$4.7M	+24%	73k	65.26	View chart
Bank America Corporation Common Stock (BAC)	0.3	$4.7M	+16%	92k	51.59	View chart
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)	0.3	$4.7M		110k	42.79	View chart
Boeing Company Common Stock (BA)	0.3	$4.6M	+3%	21k	215.83	View chart
Ishares Tr Eafe Grwth Etf Exchange Traded Fund (EFG)	0.3	$4.5M	+31%	40k	113.88	View chart
Vanguard Consumer Staples Etf Exchange Traded Fund (VDC)	0.3	$4.5M	+116%	21k	213.73	View chart
Wisdomtree U.s. Largecap Dividend Fund Exchange Traded Fund (DLN)	0.3	$4.5M	-4%	52k	87.03	View chart
Chevron Corporation Common Stock (CVX)	0.3	$4.5M	+29%	29k	155.29	View chart
Procter And Gamble Company Common Stock (PG)	0.3	$4.4M	+17%	29k	153.65	View chart
First Trust Nasdaq Rising Dividend Achievers Exchange Traded Fund (RDVY)	0.3	$4.4M	+12%	65k	67.26	View chart
Trane Technologies Common Stock (TT)	0.3	$4.3M	-5%	10k	421.96	View chart
Ishares Tr Mrgstr Md Cp Grw Exchange Traded Fund (IMCG)	0.3	$4.2M	+5%	51k	82.73	View chart
Texas Instrs Incorporated Common Stock (TXN)	0.3	$4.2M	-7%	23k	183.73	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.2	$4.1M	+2%	24k	166.36	View chart
Spdr Portfolio Emerging Markets Etf Exchange Traded Fund (SPEM)	0.2	$4.0M	+28%	86k	46.81	View chart
Lockheed Martin Corporation Common Stock (LMT)	0.2	$3.9M	-5%	7.9k	499.23	View chart
NYLI Merger Arbitrage ETF Exchange Traded Fund (MNA)	0.2	$3.9M	+72%	109k	35.90	View chart
Schwab Us Large Cap Value Etf Exchange Traded Fund (SCHV)	0.2	$3.9M	+4%	134k	29.11	View chart
Vaneck Semiconductor Etf Exchange Traded Fund (SMH)	0.2	$3.8M		12k	326.36	View chart
Spdr Technology Select Sector Fund Exchange Traded Fund (XLK)	0.2	$3.8M	-3%	14k	281.86	View chart
General Dynamics Corporation Common Stock (GD)	0.2	$3.8M		11k	341.01	View chart
Berkshire Hathaway Incorporated Del Class A Common Stock (BRK.A)	0.2	$3.8M		5.00	754200.00	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrast Index Fund Exchange Traded Fund (GRID)	0.2	$3.8M	+851%	25k	151.08	View chart
Micron Technology Incorporated Common Stock (MU)	0.2	$3.7M	+67%	22k	167.32	View chart
Mastercard Incorporated Class A Common Stock (MA)	0.2	$3.7M	+17%	6.5k	568.80	View chart
Pgim Ultra Short Bond Etf Exchange Traded Fund (PULS)	0.2	$3.7M	+9%	74k	49.83	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$3.6M	+52%	20k	185.42	View chart
Coca Cola Company Common Stock (KO)	0.2	$3.6M	+13%	55k	66.32	View chart
Ishares Tr Us Industrials Exchange Traded Fund (IYJ)	0.2	$3.6M	+735%	25k	145.88	View chart
First Trust Ise Cloud Computing Index Fund Exchange Traded Fund (SKYY)	0.2	$3.5M	+394%	26k	134.42	View chart
Taiwan Semiconductor Mfg American Depository Receipt (TSM)	0.2	$3.5M	-22%	13k	279.28	View chart
Air Products & Chemicals Incorporated Common Stock (APD)	0.2	$3.5M	-4%	13k	272.72	View chart
Vanguard Ftse All-world Ex-us Etf Exchange Traded Fund (VEU)	0.2	$3.4M	+75%	48k	71.37	View chart
Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)	0.2	$3.4M	+24%	14k	247.12	View chart
First Trust Indxx Innovative Transaction & Process Etf Exchange Traded Fund (LEGR)	0.2	$3.3M	NEW	59k	56.22	View chart
Cisco Systems Incorporated Common Stock (CSCO)	0.2	$3.3M	+39%	49k	68.42	View chart
Grayscale Bitcoin Mini Tr Etf Exchange Traded Fund (BTC)	0.2	$3.3M	+4%	66k	50.63	View chart
Honeywell International Incorporated Common Stock (HON)	0.2	$3.3M	+7%	16k	210.50	View chart
Vanguard Small-cap Growth Etf Exchange Traded Fund (VBK)	0.2	$3.2M	+78%	11k	297.63	View chart
Cheniere Energy Incorporated Common Stock (LNG)	0.2	$3.2M	+9%	14k	234.98	View chart
Ishares Ethereum Trust Etf Exchange Traded Fund (ETHA)	0.2	$3.2M	+47%	101k	31.51	View chart
Spdr S&p 600 Small Cap Growth Etf Exchange Traded Fund (SLYG)	0.2	$3.2M	+2%	34k	94.31	View chart
Prologis Incorporated. Reit Real Estate Investment Trust (PLD)	0.2	$3.2M	-9%	28k	114.52	View chart
Spdr S&p 400 Mid Cap Growth Etf Exchange Traded Fund (MDYG)	0.2	$3.1M		34k	91.56	View chart
Mid-amer Apt Cmntys Incorporated Reit Real Estate Investment Trust (MAA)	0.2	$3.1M	-7%	22k	139.73	View chart
Unitedhealth Group Incorporated Common Stock (UNH)	0.2	$3.1M	+28%	8.9k	345.30	View chart
San Juan Basin Rty T Royalty Trust Real Estate Investment Trust (SJT)	0.2	$3.0M		492k	6.04	View chart
Mcdonalds Corporation Common Stock (MCD)	0.2	$2.9M	+50%	9.7k	303.89	View chart
Ishares Tr S&p 500 Grwt Etf Exchange Traded Fund (IVW)	0.2	$2.9M	+14%	24k	120.72	View chart
Ark Etf Trust Innovation Etf Exchange Traded Fund (ARKK)	0.2	$2.9M		34k	86.30	View chart
Dimensional Etf Trust World Ex U S Core Equity 2 Etf Exchange Traded Fund (DFAX)	0.2	$2.9M		92k	31.38	View chart
Duke Energy Corporation Common Stock (DUK)	0.2	$2.9M	+14%	23k	123.75	View chart
Ge Aerospace Common Stock (GE)	0.2	$2.8M	+22%	9.4k	300.82	View chart
Essex Property Tr Incorporated Reit Real Estate Investment Trust (ESS)	0.2	$2.8M	-2%	10k	267.66	View chart
Verizon Communications Incorporated Common Stock (VZ)	0.2	$2.7M	+16%	62k	43.95	View chart
Schwab U.s. Mid-cap Etf Exchange Traded Fund (SCHM)	0.2	$2.7M	+4%	90k	29.64	View chart
Spdr S&p 400 Mid Cap Value Etf Exchange Traded Fund (MDYV)	0.2	$2.6M	-2%	31k	83.41	View chart
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG)	0.2	$2.5M	+11%	32k	78.34	View chart
Ishares Tr Core S&p Scp Etf Exchange Traded Fund (IJR)	0.2	$2.5M	+19%	21k	118.83	View chart
Mrp Synthequity Etf Exchange Traded Fund (SNTH)	0.2	$2.5M	+69%	84k	30.35	View chart
Ge Vernova Incorporated Common Stock (GEV)	0.2	$2.5M	+10%	4.1k	614.89	View chart
Ishares Tr Ishs 5-10yr Invt Exchange Traded Fund (IGIB)	0.2	$2.5M	-4%	47k	54.09	View chart
Invesco S&p Midcap Quality Etf Exchange Traded Fund (XMHQ)	0.2	$2.5M	-13%	24k	104.96	View chart
Virtus Reaves Utilities Etf Exchange Traded Fund (UTES)	0.2	$2.5M	+9%	30k	83.44	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Fund (IWM)	0.2	$2.5M	+8%	10k	241.96	View chart
Capital Group Core Equity Etf Shs Creation Unit Exchange Traded Fund (CGUS)	0.2	$2.5M		63k	39.54	View chart
Vanguard Long-term Corporate Bond Etf Exchange Traded Fund (VCLT)	0.1	$2.5M	+18%	32k	77.65	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Exchange Traded Fund (MINT)	0.1	$2.5M	+288%	25k	100.69	View chart
Lowes Companies Incorporated Common Stock (LOW)	0.1	$2.5M	+93%	9.8k	251.32	View chart
Wisdomtree U.s. Midcap Dividend Fund Exchange Traded Fund (DON)	0.1	$2.5M	NEW	47k	52.30	View chart
Merck & Company Incorporated Common Stock (MRK)	0.1	$2.4M	+22%	29k	83.93	View chart
Uber Technologies Incorporated Common Stock (UBER)	0.1	$2.4M	+19%	25k	97.97	View chart
Salesforce Incorporated Common Stock (CRM)	0.1	$2.4M		10k	237.01	View chart
Invesco S&p 500 Equal Weight Etf Exchange Traded Fund (RSP)	0.1	$2.4M	+26%	13k	189.70	View chart
Spdr S&p 600 Small Cap Value Etf Exchange Traded Fund (SLYV)	0.1	$2.3M		27k	88.65	View chart
Dell Technologies Incorporated Class C Common Stock (DELL)	0.1	$2.3M	+2%	17k	141.77	View chart
Ishares Tr Msci Usa Qlt Fct Exchange Traded Fund (QUAL)	0.1	$2.3M	+20%	12k	194.50	View chart
Invesco Dividend Achievers Etf Exchange Traded Fund (PFM)	0.1	$2.3M	NEW	45k	50.74	View chart
Ishares Tr Esg Awr Msci Usa Exchange Traded Fund (ESGU)	0.1	$2.3M	-4%	16k	145.60	View chart
Alerian Mlp Etf Exchange Traded Fund (AMLP)	0.1	$2.3M	+25%	48k	46.93	View chart
L3harris Technologies Incorporated Common Stock (LHX)	0.1	$2.2M	-9%	7.3k	305.40	View chart
Dimensional Etf Tr Dimensional Us Small Cap Value Exchange Traded Fund (DFSV)	0.1	$2.2M		69k	31.84	View chart
Global X Superdividend Etf Exchange Traded Fund (SDIV)	0.1	$2.2M	+105%	92k	23.98	View chart
Proshares S&p 500 Dividend Aristocrats Etf Exchange Traded Fund (NOBL)	0.1	$2.2M	+3%	21k	103.07	View chart
Ishares Tr 20 Yr Tr Bd Etf Exchange Traded Fund (TLT)	0.1	$2.2M		24k	89.37	View chart
Elevance Health Incorporated Common Stock (ELV)	0.1	$2.2M	-7%	6.7k	323.12	View chart
Landbridge Company Llc Class A Shares Representing Limited Liability Cmpny Intrst Common Stock (LB)	0.1	$2.2M	-10%	40k	53.35	View chart
Vaneck Bdc Income Etf Exchange Traded Fund (BIZD)	0.1	$2.1M	+28%	144k	14.94	View chart
Crh Public Limited Company Ordinary Shares Common Stock (CRH)	0.1	$2.1M	+4%	18k	119.90	View chart
Hca Healthcare Incorporated Common Stock (HCA)	0.1	$2.1M	+63%	4.9k	426.23	View chart
First Trust Health Care Alphadex Fund Exchange Traded Fund (FXH)	0.1	$2.1M	+676%	19k	109.67	View chart
Waste Mgmt Incorporated Del Common Stock (WM)	0.1	$2.1M	-6%	9.4k	220.83	View chart
Ishares Tr Eafe Value Etf Exchange Traded Fund (EFV)	0.1	$2.1M	+5%	30k	67.83	View chart
Vanguard High Dividend Yield Etf Exchange Traded Fund (VYM)	0.1	$2.0M	+60%	15k	140.95	View chart
Ishares Tr Core High Dv Etf Exchange Traded Fund (HDV)	0.1	$2.0M	+277%	17k	122.45	View chart
Altria Group Incorporated Common Stock (MO)	0.1	$2.0M	+18%	30k	66.06	View chart
Invesco S&p Smallcap Momentum Etf Exchange Traded Fund (XSMO)	0.1	$2.0M	+12%	27k	73.57	View chart
Spdr Portfolio S&p 500 Growth Etf Exchange Traded Fund (SPYG)	0.1	$2.0M		19k	104.51	View chart
Applied Matls Incorporated Common Stock (AMAT)	0.1	$1.9M	+45%	9.4k	204.74	View chart
Crowdstrike Hldgs Incorporated Class A Common Stock (CRWD)	0.1	$1.9M	+5%	3.8k	490.40	View chart
Vaneck Morningstar Wide Moat Etf Exchange Traded Fund (MOAT)	0.1	$1.9M	+3%	19k	99.11	View chart
Genuine Parts Company Common Stock (GPC)	0.1	$1.8M		13k	138.60	View chart
Schwab Fundamental International Equity Etf Exchange Traded Fund (FNDF)	0.1	$1.8M	+76%	43k	42.96	View chart
Proshares Trust Ultrapro Qqq Exchange Traded Fund (TQQQ)	0.1	$1.8M	-4%	18k	103.40	View chart
Vanguard Intermediate-term Treasury Etf Exchange Traded Fund (VGIT)	0.1	$1.8M	+219%	30k	60.03	View chart
Schwab Us Broad Market Etf Exchange Traded Fund (SCHB)	0.1	$1.8M	-6%	71k	25.71	View chart
Pepsico Incorporated Common Stock (PEP)	0.1	$1.8M	+15%	13k	140.44	View chart
Oreilly Automotive Incorporated Common Stock (ORLY)	0.1	$1.8M	+188%	17k	107.81	View chart
United Parcel Service Incorporated Class B Common Stock (UPS)	0.1	$1.8M	+19%	22k	83.53	View chart
Spdr Portfolio S&p 600 Small Cap Etf Exchange Traded Fund (SPSM)	0.1	$1.8M	+6%	38k	46.32	View chart
Cambria Shareholder Yield Etf Exchange Traded Fund (SYLD)	0.1	$1.8M	+18%	26k	68.66	View chart
Vanguard Total World Stock Etf Exchange Traded Fund (VT)	0.1	$1.8M		13k	137.80	View chart
Ishares Gold Tr Ishares Exchange Traded Fund (IAU)	0.1	$1.8M	+9%	24k	72.77	View chart
Bristol-myers Squibb Company Common Stock (BMY)	0.1	$1.8M	-5%	39k	45.10	View chart
Vertiv Holdings Company Com Class A Common Stock (VRT)	0.1	$1.8M	+50%	12k	150.86	View chart
Philip Morris International Incorporated Common Stock (PM)	0.1	$1.7M	+18%	11k	162.20	View chart
Autozone Incorporated Common Stock (AZO)	0.1	$1.7M		406.00	4290.24	View chart
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)	0.1	$1.7M	+73%	10k	174.57	View chart
Fs Kkr Cap Corporation Common Stock (FSK)	0.1	$1.7M		116k	14.93	View chart
Humana Incorporated Common Stock (HUM)	0.1	$1.7M	-18%	6.6k	260.17	View chart
State Str Corporation Common Stock (STT)	0.1	$1.7M		15k	116.01	View chart
First Trust Value Line Dividend Index Fund Exchange Traded Fund (FVD)	0.1	$1.7M	-7%	37k	46.24	View chart
Fundstrat Granny Shots Us Large Cap Etf Exchange Traded Fund (GRNY)	0.1	$1.7M	+138%	67k	24.99	View chart
Amplify Cwp Enhanced Dividend Income Etf Exchange Traded Fund (DIVO)	0.1	$1.7M	+81%	38k	44.57	View chart
Ft Vest Laddered Buffer Etf Exchange Traded Fund (BUFR)	0.1	$1.7M	-7%	50k	33.42	View chart
Tjx Companies Incorporated Common Stock (TJX)	0.1	$1.6M	+25%	11k	144.54	View chart
Ishares Tr National Mun Etf Exchange Traded Fund (MUB)	0.1	$1.6M	+26%	15k	106.49	View chart
Blackrock Etf Trust Ishares U S Equity Factor Rotation Active Etf Exchange Traded Fund (DYNF)	0.1	$1.6M	+36%	27k	59.20	View chart
Ft Vest U.s. Equity Max Buffer Etf-march Exchange Traded Fund (MARM)	0.1	$1.6M	-2%	49k	32.60	View chart
Ishares Incorporated Core Msci Emkt Exchange Traded Fund (IEMG)	0.1	$1.6M	+10%	24k	65.92	View chart
Blue Owl Capital Corporation Common Stock (OBDC)	0.1	$1.6M	+2%	125k	12.77	View chart
Northrop Grumman Corporation Common Stock (NOC)	0.1	$1.6M	-4%	2.6k	609.32	View chart
Ft Energy Income Partners Enhanced Income Etf Exchange Traded Fund (EIPI)	0.1	$1.6M		80k	19.82	View chart
Blackstone Incorporated Common Stock (BX)	0.1	$1.6M		9.2k	170.84	View chart
Intel Corporation Common Stock (INTC)	0.1	$1.6M		47k	33.55	View chart
Seagate Technology Hldngs Plc Ord Common Stock (STX)	0.1	$1.6M	-30%	6.6k	236.07	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Exchange Traded Fund (SDVY)	0.1	$1.6M	+5%	41k	38.02	View chart
Schwab Fundmntl Us Large Com Etf Exchange Traded Fund (FNDX)	0.1	$1.6M	-3%	59k	26.30	View chart
Ishares Tr Core Msci Eafe Exchange Traded Fund (IEFA)	0.1	$1.5M	+13%	18k	87.31	View chart
Ishares Emg Mrkts Eqty Factor Etf Exchange Traded Fund (EMGF)	0.1	$1.5M	+47%	27k	56.58	View chart
The Cigna Group Common Stock (CI)	0.1	$1.5M	-3%	5.3k	288.25	View chart
Pfizer Incorporated Common Stock (PFE)	0.1	$1.5M	+8%	60k	25.48	View chart
Vanguard Admiral Fds Inc S&p 500 Growth Index Fd Etf Exchange Traded Fund (VOOG)	0.1	$1.5M	+2%	3.4k	435.43	View chart
First Trust Exchange Traded Fund Vi First Trust Nasdaq Technology Dividend Index Fund Exchange Trade.. (TDIV)	0.1	$1.5M		15k	98.59	View chart
Nuscale Pwr Corporation Class A Common Stock (SMR)	0.1	$1.5M	+16%	41k	36.00	View chart
Palo Alto Networks Incorporated Common Stock (PANW)	0.1	$1.5M		7.2k	203.61	View chart
Vanguard Small-cap Value Etf Exchange Traded Fund (VBR)	0.1	$1.5M	+75%	7.0k	208.72	View chart
Ishares Tr Core 60/40 Balan Exchange Traded Fund (AOR)	0.1	$1.5M	+117%	23k	64.38	View chart
Pearl Diver Credit Co In Closed-End Fund (PDCC)	0.1	$1.5M	+12%	89k	16.50	View chart
Disney Walt Company Common Stock (DIS)	0.1	$1.4M	+8%	13k	114.50	View chart
Ishares Tr 0-3 Mnth Treasry Exchange Traded Fund (SGOV)	0.1	$1.4M	+67%	14k	100.70	View chart
First Trust Utilities Alphadex Fund Exchange Traded Fund (FXU)	0.1	$1.4M	+100%	32k	45.45	View chart
Devon Energy Corporation Common Stock (DVN)	0.1	$1.4M	+7%	41k	35.06	View chart
Charles Schwab Us Reit Etf Exchange Traded Fund (SCHH)	0.1	$1.4M	+11%	66k	21.57	View chart
Ishares Silver Tr Ishares Exchange Traded Fund (SLV)	0.1	$1.4M		34k	42.37	View chart
Vanguard Health Care Etf Exchange Traded Fund (VHT)	0.1	$1.4M	+73%	5.5k	259.59	View chart
Srh Total Return Fund Incorporated Closed-End Fund (STEW)	0.1	$1.4M		78k	18.16	View chart
Servicenow Incorporated Common Stock (NOW)	0.1	$1.4M	+22%	1.5k	920.28	View chart
American Elec Pwr Company Incorporated Common Stock (AEP)	0.1	$1.4M	+202%	13k	112.50	View chart
Ishares Tr Core Total Usd Exchange Traded Fund (IUSB)	0.1	$1.4M	+11%	30k	46.71	View chart
Wells Fargo Company Common Stock (WFC)	0.1	$1.4M	+16%	17k	83.82	View chart
Materion Corporation Common Stock (MTRN)	0.1	$1.4M	-2%	12k	120.81	View chart
At&t Incorporated Common Stock (T)	0.1	$1.4M	+12%	49k	28.24	View chart
Freeport-mcmoran Incorporated Class B Common Stock (FCX)	0.1	$1.4M		35k	39.22	View chart
Us Vegan Climate Etf Exchange Traded Fund (VEGN)	0.1	$1.4M	+13%	23k	59.46	View chart

Past Filings by Kingswood Wealth Advisors

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

Kingswood Wealth Advisors 2025 Q3 filed Oct. 23, 2025
Kingswood Wealth Advisors 2025 Q1 restated filed July 25, 2025
Kingswood Wealth Advisors 2025 Q2 filed July 23, 2025
Kingswood Wealth Advisors 2025 Q1 filed April 21, 2025
Kingswood Wealth Advisors 2024 Q4 filed Jan. 22, 2025
Kingswood Wealth Advisors 2024 Q3 filed Oct. 21, 2024
Kingswood Wealth Advisors 2024 Q2 filed July 9, 2024
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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