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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, NVDA, MSFT, AMZN, SPY, and represent 17.01% of Kingswood Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: LAMR (+$14M), AVGO (+$12M), FPE (+$11M), SCHG (+$8.7M), AAPL (+$8.6M), VGT (+$8.0M), VTV (+$7.0M), MSTR (+$6.7M), SCHD (+$6.6M), FBND (+$6.4M).
Started 123 new stock positions in PRN, TJUL, XMHQ, Tidal Tr Ii, BCHG, IYJ, GSK, IYR, RY, VOE.
Reduced shares in these 10 stocks: SPY (-$13M), DIA (-$6.1M), SSO (-$5.3M), NVDA, BRK.A, VB, DLN, TSLA, LTCN, .
Sold out of its positions in AQN, DIVO, Apollo Global Mgmt Incorporated, AZEK, LEO, BCSF, BRK.A, BMEZ, BXSL, BFLY.
Kingswood Wealth Advisors was a net buyer of stock by $261M.
Kingswood Wealth Advisors has $1.4B in assets under management (AUM), dropping by 26.33%.
Central Index Key (CIK): 0001987855

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Portfolio Holdings for Kingswood Wealth Advisors

Kingswood Wealth Advisors holds 663 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Kingswood Wealth Advisors has 663 total positions. Only the first 250 positions are shown.

Sign up to view all of the Kingswood Wealth Advisors Sept. 30, 2024 positions
Download the Kingswood Wealth Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Incorporated Common Stock (AAPL)	5.6	$78M	+12%	337k	232.00	View chart
Nvidia Corporation Common Stock (NVDA)	4.0	$56M	-6%	457k	121.44	View chart
Microsoft Corporation Common Stock (MSFT)	3.7	$52M	+13%	121k	430.18	View chart
Amazon Com Incorporated Common Stock (AMZN)	2.2	$32M	+21%	169k	186.43	View chart
Spdr S&p 500 Etf Exchange Traded Fund (SPY)	1.5	$21M	-37%	37k	572.99	View chart
Invesco Qqq Tr Exchange Traded Fund (QQQ)	1.4	$20M	+38%	41k	488.01	View chart
Meta Platforms Incorporated Class A Common Stock (META)	1.3	$19M	-2%	33k	571.80	View chart
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)	1.1	$16M	+22%	94k	167.13	View chart
Grayscale Bitcoin Etf Exchange Traded Fund (GBTC)	1.1	$15M		297k	50.50	View chart
Lamar Advertising Common Stock (LAMR)	1.0	$14M	NEW	108k	133.60	View chart
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)	1.0	$14M	+160%	136k	104.18	View chart
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)	1.0	$14M	+8%	83k	165.75	View chart
Broadcom Incorporated Common Stock (AVGO)	0.9	$13M	+809%	77k	172.50	View chart
Eli Lilly & Company Common Stock (LLY)	0.9	$13M	+6%	15k	885.56	View chart
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)	0.9	$13M	+10%	22k	576.50	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.9	$13M	+30%	59k	210.84	View chart
Unitedhealth Group Incorporated Common Stock (UNH)	0.8	$12M	+31%	20k	584.53	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	0.8	$11M	+21%	24k	460.02	View chart
First Trust Preferred Exchange Traded Fund (FPE)	0.8	$11M	+1990%	619k	18.10	View chart
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)	0.7	$9.9M	+124%	19k	527.58	View chart
Nextera Energy Incorporated Common Stock (NEE)	0.7	$9.6M	+7%	113k	84.53	View chart
Vanguard Information Technology Etf Exchange Traded Fund (VGT)	0.7	$9.5M	+536%	16k	586.44	View chart
Caterpillar Incorporated Common Stock (CAT)	0.7	$9.1M	+18%	23k	391.11	View chart
Tesla Incorporated Common Stock (TSLA)	0.6	$8.9M	-18%	34k	261.59	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.6	$8.6M	+35%	73k	117.10	View chart
Visa Incorporated Com Class A Common Stock (V)	0.6	$8.4M	+10%	30k	274.95	View chart
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)	0.6	$8.2M	+407%	97k	84.53	View chart
Vanguard Value Etf Exchange Traded Fund (VTV)	0.5	$7.6M	+1163%	44k	174.56	View chart
Microstrategy Common Stock (MSTR)	0.5	$7.5M	+802%	44k	168.60	View chart
Abbvie Incorporated Common Stock (ABBV)	0.5	$7.3M	+66%	37k	197.38	View chart
Costco Wholesale Corporation Common Stock (COST)	0.5	$7.2M		8.2k	886.43	View chart
Procter And Gamble Company Common Stock (PG)	0.5	$7.1M	+61%	41k	173.21	View chart
Home Depot Incorporated Common Stock (HD)	0.5	$7.0M	+18%	17k	404.96	View chart
Merck & Company Incorporated Common Stock (MRK)	0.5	$6.9M	+22%	61k	113.56	View chart
Walmart Incorporated Common Stock (WMT)	0.5	$6.6M	+37%	82k	80.66	View chart
Netflix Incorporated Common Stock (NFLX)	0.5	$6.6M	-5%	9.3k	709.25	View chart
Texas Instrs Incorporated Common Stock (TXN)	0.5	$6.6M	-2%	32k	206.59	View chart
Jpmorgan Equity Premium Income Etf Exchange Traded Fund (JEPI)	0.5	$6.5M	+34%	109k	59.51	View chart
Fidelity Total Bond Etf Exchange Traded Fund (FBND)	0.5	$6.4M	NEW	136k	46.74	View chart
2x Bitcoin Strategy Etf Exchange Traded Fund (BITX)	0.5	$6.3M	+33%	222k	28.49	View chart
Eaton Corporation Common Stock (ETN)	0.4	$6.3M	+106%	19k	331.41	View chart
First Trust Capital Strength Etf Exchange Traded Fund (FTCS)	0.4	$6.3M	+60%	69k	90.68	View chart
Coca Cola Company Common Stock (KO)	0.4	$6.2M	+98%	86k	71.86	View chart
Rtx Corporation Common Stock (RTX)	0.4	$6.1M		50k	121.15	View chart
Ge Aerospace Common Stock (GE)	0.4	$6.0M	-14%	32k	188.49	View chart
Parker-hannifin Corp Common Stock (PH)	0.4	$5.9M		9.4k	631.82	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$5.9M	+23%	36k	162.02	View chart
Fidelity Wise Origin Exchange Traded Fund (FBTC)	0.4	$5.9M	+5%	106k	55.53	View chart
Chevron Corporation Common Stock (CVX)	0.4	$5.8M	+47%	39k	147.13	View chart
Fidelity Msci Utilities Index Etf Exchange Traded Fund (FUTY)	0.4	$5.8M	NEW	111k	51.82	View chart
Goldman Sachs Group Incorporated Common Stock (GS)	0.4	$5.8M		12k	495.33	View chart
Lockheed Martin Corporation Common Stock (LMT)	0.4	$5.7M	+3%	9.7k	584.18	View chart
Elevance Health Incorporated Common Stock (ELV)	0.4	$5.6M		11k	520.16	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Exchange Traded Fund (BIL)	0.4	$5.5M	+238%	60k	91.81	View chart
Southern Company Common Stock (SO)	0.4	$5.5M	+149%	61k	90.18	View chart
Vanguard Consumer Staples Etf Exchange Traded Fund (VDC)	0.4	$5.4M	+532%	25k	218.48	View chart
Prologis Incorporated. Reit Real Estate Investment Trust (PLD)	0.4	$5.4M	-3%	43k	126.28	View chart
Ishares Tr Core Us Aggbd Et Exchange Traded Fund (AGG)	0.4	$5.4M	+68%	53k	101.28	View chart
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)	0.4	$5.3M	+27%	19k	282.25	View chart
Ishares Tr Rus 1000 Grw Etf Exchange Traded Fund (IWF)	0.4	$5.1M	+42%	14k	375.06	View chart
Advanced Micro Devices Incorporated Common Stock (AMD)	0.4	$5.1M	+11%	31k	164.11	View chart
Mastercard Incorporated Class A Common Stock (MA)	0.4	$5.0M	+13%	10k	493.76	View chart
Trane Technologies Common Stock (TT)	0.4	$5.0M		13k	388.73	View chart
Ishares Tr Msci Usa Min Vol Exchange Traded Fund (USMV)	0.3	$4.9M	-20%	53k	91.27	View chart
Air Products & Chemicals Incorporated Common Stock (APD)	0.3	$4.9M	+9%	16k	297.75	View chart
Spdr Energy Select Sector Fund Exchange Traded Fund (XLE)	0.3	$4.7M	+463%	54k	87.80	View chart
Ishares Global 100 Etf Exchange Traded Fund (IOO)	0.3	$4.7M	+11%	47k	98.89	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.3	$4.5M	+15%	27k	170.06	View chart
Mid-amer Apt Cmntys Incorporated Reit Real Estate Investment Trust (MAA)	0.3	$4.4M		28k	158.90	View chart
Bank America Corporation Common Stock (BAC)	0.3	$4.4M	-3%	110k	39.67	View chart
Spdr S&p Dividend Etf Exchange Traded Fund (SDY)	0.3	$4.4M	+42%	31k	141.98	View chart
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)	0.3	$4.3M	-2%	22k	197.94	View chart
Novo-nordisk A S American Depository Receipts (NVO)	0.3	$4.3M	+26%	36k	119.17	View chart
Kkr & Company Incorporated Common Stock (KKR)	0.3	$4.3M	+5%	33k	130.59	View chart
Spdr Financial Select Sector Fund Exchange Traded Fund (XLF)	0.3	$4.2M	+376%	93k	45.31	View chart
Wisdomtree Us Qlt Div Exchange Traded Fund (DGRW)	0.3	$4.1M	NEW	50k	83.21	View chart
First Trust Health Care Alphadex Fund Exchange Traded Fund (FXH)	0.3	$4.0M	NEW	36k	111.86	View chart
Ishares Tr Msci Usa Mmentm Exchange Traded Fund (MTUM)	0.3	$3.9M		19k	201.96	View chart
Salesforce Incorporated Common Stock (CRM)	0.3	$3.8M	-5%	14k	273.86	View chart
Servicenow Incorporated Common Stock (NOW)	0.3	$3.8M	+7%	4.3k	894.28	View chart
Honeywell International Incorporated Common Stock (HON)	0.3	$3.8M	-4%	18k	206.73	View chart
General Dynamics Corporation Common Stock (GD)	0.3	$3.8M	+7%	12k	302.11	View chart
Texas Pacific Land Corp Common Stock (TPL)	0.3	$3.7M		4.2k	884.74	View chart
Super Micro Computer Common Stock (SMCI)	0.3	$3.7M	+70%	8.9k	416.40	View chart
Ishares Bitcoin Etf Exchange Traded Fund (IBIT)	0.3	$3.7M	+5%	101k	36.13	View chart
Duke Energy Corporation Common Stock (DUK)	0.3	$3.6M	+33%	32k	115.30	View chart
Vanguard Intermediate-term Treasury Etf Exchange Traded Fund (VGIT)	0.3	$3.6M	+605%	60k	60.42	View chart
Verizon Communications Incorporated Common Stock (VZ)	0.3	$3.6M	+14%	80k	44.91	View chart
Adobe Incorporated Common Stock (ADBE)	0.3	$3.6M	+42%	7.0k	517.73	View chart
Ishares 20 Pls Year Exchange Traded Fund (TLT)	0.3	$3.6M	+96%	37k	98.10	View chart
Essex Ppty Tr Exchange Traded Fund (ESS)	0.3	$3.6M	-2%	12k	295.41	View chart
Ishares Tr Us Industrials Exchange Traded Fund (IYJ)	0.3	$3.6M	NEW	27k	133.67	View chart
Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.3	$3.5M	+126%	13k	263.60	View chart
Grayscale Ethereum Tr Et Exchange Traded Fund (ETHE)	0.3	$3.5M	-4%	160k	21.89	View chart
Pepsico Incorporated Common Stock (PEP)	0.2	$3.5M	+41%	21k	170.04	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Exchange Traded Fund (JEPQ)	0.2	$3.4M	+35%	62k	54.93	View chart
International Business Machines Common Stock (IBM)	0.2	$3.4M	+41%	16k	221.05	View chart
Spdr Gold Shares Exchange Traded Fund (GLD)	0.2	$3.4M	-28%	14k	243.85	View chart
Spdr Portfolio Dvlpd Exchange Traded Fund (SPDW)	0.2	$3.3M	+34%	89k	37.56	View chart
Oracle Corporation Common Stock (ORCL)	0.2	$3.3M	+20%	20k	170.34	View chart
Mcdonalds Corporation Common Stock (MCD)	0.2	$3.3M	+106%	11k	304.36	View chart
Applied Matls Incorporated Common Stock (AMAT)	0.2	$3.3M	+46%	16k	202.08	View chart
Intuit Common Stock (INTU)	0.2	$3.3M		5.2k	620.99	View chart
Vanguard Large Cap Etf Exchange Traded Fund (VV)	0.2	$3.2M	+399%	12k	263.29	View chart
Thermo Fisher Scientific Incorporated Common Stock (TMO)	0.2	$3.2M	+6%	5.2k	618.44	View chart
Cisco Systems Incorporated Common Stock (CSCO)	0.2	$3.2M	+42%	60k	53.20	View chart
Pfizer Incorporated Common Stock (PFE)	0.2	$3.2M	+4%	110k	28.96	View chart
At&t Incorporated Common Stock (T)	0.2	$3.1M	+14%	141k	22.00	View chart
Danaher Corporation Common Stock (DHR)	0.2	$3.1M	+12%	11k	277.99	View chart
Boeing Company Common Stock (BA)	0.2	$3.1M	+3%	20k	152.69	View chart
Ishares Tr Core Div Grwth Exchange Traded Fund (DGRO)	0.2	$3.0M	+92%	48k	62.69	View chart
Lowes Companies Incorporated Common Stock (LOW)	0.2	$3.0M	+127%	11k	270.56	View chart
Wells Fargo Company Common Stock (WFC)	0.2	$2.9M	+2%	51k	56.48	View chart
Dell Technologies Incorporated Class C Common Stock (DELL)	0.2	$2.9M	+40%	24k	118.65	View chart
Waste Mgmt Incorporated Del Common Stock (WM)	0.2	$2.9M	+13%	14k	207.53	View chart
Vaneck Semiconductor Etf Exchange Traded Fund (SMH)	0.2	$2.9M	-11%	12k	246.01	View chart
Transdigm Group Incorporated Common Stock (TDG)	0.2	$2.8M	-6%	2.0k	1427.08	View chart
Ishares Tr Eafe Grwth Etf Exchange Traded Fund (EFG)	0.2	$2.8M	+109%	26k	107.67	View chart
Ishares Tr Select Divid Etf Exchange Traded Fund (DVY)	0.2	$2.8M	-6%	21k	134.94	View chart
Regeneron Pharmaceuticals Common Stock (REGN)	0.2	$2.6M	+62%	2.5k	1050.61	View chart
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)	0.2	$2.6M	NEW	41k	63.47	View chart
Amgen Incorporated Common Stock (AMGN)	0.2	$2.6M	+17%	7.9k	322.20	View chart
Chubb Common Stock (CB)	0.2	$2.5M	+54%	8.7k	288.39	View chart
Spdr Portfolio Emerging Markets Etf Exchange Traded Fund (SPEM)	0.2	$2.5M	+118%	61k	41.28	View chart
Abbott Labs Common Stock (ABT)	0.2	$2.5M	+12%	22k	113.83	View chart
Fidelity Msci Communication Services Index Etf Exchange Traded Fund (FCOM)	0.2	$2.5M	NEW	45k	55.08	View chart
Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.2	$2.5M	-54%	10k	237.18	View chart
Wisdomtree Us Midcap Exchange Traded Fund (DON)	0.2	$2.5M	NEW	48k	51.13	View chart
Bristol-myers Squibb Company Common Stock (BMY)	0.2	$2.4M	+10%	47k	51.58	View chart
Ishares Esg Aware Msci Exchange Traded Fund (ESGU)	0.2	$2.4M	-16%	19k	126.18	View chart
Jpmorgan Income Etf Exchange Traded Fund (JPIE)	0.2	$2.4M	NEW	52k	46.39	View chart
Humana Incorporated Common Stock (HUM)	0.2	$2.4M		7.6k	316.74	View chart
Monolithic Pwr Systems Incorporated Common Stock (MPWR)	0.2	$2.4M	-5%	2.6k	924.50	View chart
Mastec Incorporated Common Stock (MTZ)	0.2	$2.4M	NEW	20k	123.10	View chart
Fs Kkr Capital Corp Common Stock (FSK)	0.2	$2.4M	+3%	121k	19.81	View chart
Invesco S&p 500 Revenue Etf Exchange Traded Fund (RWL)	0.2	$2.4M	+748%	24k	98.07	View chart
Hilton Worldwide Hldgs Incorporated Common Stock (HLT)	0.2	$2.4M		10k	230.50	View chart
NYLI Merger Arbitrage ETF Exchange Traded Fund (MNA)	0.2	$2.3M	NEW	71k	32.88	View chart
Ishares Tr Core S&p Mcp Etf Exchange Traded Fund (IJH)	0.2	$2.3M	+29%	38k	62.31	View chart
Wisdomtree U.s. Largecap Dividend Fund Exchange Traded Fund (DLN)	0.2	$2.3M	-46%	30k	78.48	View chart
American Tower Corporation New Reit Real Estate Investment Trust (AMT)	0.2	$2.3M	+29%	9.9k	232.51	View chart
Philip Morris International Incorporated Common Stock (PM)	0.2	$2.3M	+40%	19k	121.38	View chart
Blackstone Incorporated Common Stock (BX)	0.2	$2.3M	-2%	15k	153.43	View chart
Ge Vernova Incorporated Common Stock (GEV)	0.2	$2.3M	+5%	8.9k	254.85	View chart
Spdr Technology Select Sector Fund Exchange Traded Fund (XLK)	0.2	$2.3M	-16%	10k	225.71	View chart
Spdr Consumer Discretionary Select Sector Fund Exchange Traded Fund (XLY)	0.2	$2.2M	+30%	11k	200.43	View chart
Ishares Tr U.s. Tech Etf Exchange Traded Fund (IYW)	0.2	$2.2M	+622%	14k	151.56	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Exchange Traded Fund (MINT)	0.2	$2.2M	+751%	22k	100.69	View chart
Target Corporation Common Stock (TGT)	0.2	$2.2M	+41%	14k	155.74	View chart
Ishares Tr Core S&p Scp Etf Exchange Traded Fund (IJR)	0.2	$2.2M	+32%	19k	116.88	View chart
Capital Group Core Common Stock (CGUS)	0.2	$2.2M	+653%	63k	34.28	View chart
Vanguard Ftse All-world Ex-us Etf Exchange Traded Fund (VEU)	0.2	$2.1M	+604%	34k	63.00	View chart
Vanguard High Dividend Yield Etf Exchange Traded Fund (VYM)	0.2	$2.1M	+80%	17k	127.81	View chart
The Cigna Group Common Stock (CI)	0.2	$2.1M	+65%	6.1k	346.44	View chart
Invsc Dividend Achievers Exchange Traded Fund (PFM)	0.1	$2.1M	NEW	45k	46.55	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Fund (IWM)	0.1	$2.1M	+74%	9.5k	220.88	View chart
Nuveen Esg Large Cap Exchange Traded Fund (NULG)	0.1	$2.1M		25k	82.63	View chart
Jpmorgan Ultra Short Exchange Traded Fund (JPST)	0.1	$2.1M	-13%	41k	50.74	View chart
Cvs Health Corporation Common Stock (CVS)	0.1	$2.1M	+64%	33k	62.52	View chart
Blue Owl Capital Corporation Closed End Fund (OBDC)	0.1	$2.1M		137k	15.00	View chart
Vanguard Growth Etf Exchange Traded Fund (VUG)	0.1	$2.1M	+66%	5.3k	383.74	View chart
Cadence Design System Incorporated Common Stock (CDNS)	0.1	$2.0M		7.5k	271.03	View chart
Schwab U.s. Mid-cap Etf Exchange Traded Fund (SCHM)	0.1	$2.0M	+72%	25k	83.09	View chart
Vertex Pharmaceuticals Incorporated Common Stock (VRTX)	0.1	$2.0M		4.3k	465.07	View chart
Nuveen Esg Large Cap Exchange Traded Fund (NULV)	0.1	$2.0M	+5%	48k	41.72	View chart
Disney Walt Company Common Stock (DIS)	0.1	$2.0M	+19%	21k	96.16	View chart
Analog Devices Incorporated Common Stock (ADI)	0.1	$2.0M	+11%	8.7k	230.15	View chart
Hca Healthcare Incorporated Common Stock (HCA)	0.1	$2.0M	+73%	4.9k	406.26	View chart
Union Pac Corporation Common Stock (UNP)	0.1	$2.0M	+25%	8.0k	246.38	View chart
Ishares Tr Rus Md Cp Gr Etf Exchange Traded Fund (IWP)	0.1	$2.0M	NEW	17k	117.29	View chart
Marriott International Incorporated New Class A Common Stock (MAR)	0.1	$2.0M	-3%	7.8k	248.66	View chart
Citigroup Incorporated Common Stock (C)	0.1	$1.9M	+24%	31k	62.56	View chart
Franklin Short Duration U.s. Government Etf Exchange Traded Fund (FTSD)	0.1	$1.9M		21k	91.30	View chart
Oreilly Automotive Incorporated Common Stock (ORLY)	0.1	$1.9M	+122%	1.7k	1151.48	View chart
Chipotle Mexican Grill Incorporated Common Stock (CMG)	0.1	$1.9M	-22%	33k	57.61	View chart
Vanguard Health Care Etf Exchange Traded Fund (VHT)	0.1	$1.9M	+91%	6.7k	281.61	View chart
Comcast Corporation New Class A Common Stock (CMCSA)	0.1	$1.9M	+3%	45k	41.77	View chart
Conocophillips Common Stock (COP)	0.1	$1.9M	+12%	18k	105.27	View chart
Gilead Sciences Incorporated Common Stock (GILD)	0.1	$1.9M		22k	83.79	View chart
Nrg Energy Incorporated Common Stock (NRG)	0.1	$1.8M	-11%	20k	91.10	View chart
Vanguard Ftse Developed Exchange Traded Fund (VEA)	0.1	$1.8M	-3%	34k	52.81	View chart
Starbucks Corporation Common Stock (SBUX)	0.1	$1.8M	+90%	18k	97.47	View chart
Vanguard Materials Etf Exchange Traded Fund (VAW)	0.1	$1.8M	NEW	8.4k	211.45	View chart
Micron Technology Incorporated Common Stock (MU)	0.1	$1.8M		17k	104.69	View chart
Ishares Core High Exchange Traded Fund (HDV)	0.1	$1.8M	+255%	15k	117.62	View chart
Crown Castle Incorporated Reit Real Estate Investment Trust (CCI)	0.1	$1.7M	+2%	15k	118.61	View chart
Taiwan Semiconductor Mfg American Depository Receipts (TSM)	0.1	$1.7M	+5%	9.9k	173.78	View chart
Progressive Corporation Common Stock (PGR)	0.1	$1.7M	+17%	6.8k	253.74	View chart
Aon Plc Shs Cl A Common Stock (AON)	0.1	$1.7M	+5%	5.0k	345.99	View chart
Ishares Tr Us Treas Bd Etf Exchange Traded Fund (GOVT)	0.1	$1.7M	+7%	73k	23.45	View chart
Ishares Tr National Mun Etf Closed End Fund (MUB)	0.1	$1.7M	+86%	16k	108.63	View chart
Idexx Labs Incorporated Common Stock (IDXX)	0.1	$1.7M	-5%	3.4k	505.22	View chart
Invesco S And P 100 Eql Exchange Traded Fund (EQWL)	0.1	$1.7M	-3%	17k	102.32	View chart
Grayscale Bitcoin Mini Exchange Traded Fund	0.1	$1.7M	NEW	301k	5.63	View chart
Linde Common Stock (LIN)	0.1	$1.7M	-2%	3.5k	476.92	View chart
Ishares Tr Core Msci Eafe Exchange Traded Fund (IEFA)	0.1	$1.7M	+61%	22k	78.06	View chart
Nike Common Stock (NKE)	0.1	$1.7M	+14%	19k	88.67	View chart
Vaneck Morningstar Wide Moat Etf Exchange Traded Fund (MOAT)	0.1	$1.7M	+14%	17k	96.89	View chart
Uber Technologies Incorporated Common Stock (UBER)	0.1	$1.7M	-10%	22k	75.25	View chart
Devon Energy Corporation Common Stock (DVN)	0.1	$1.6M	+26%	42k	39.10	View chart
L3harris Technologies Incorporated Common Stock (LHX)	0.1	$1.6M	+4%	6.9k	237.83	View chart
Vanguard Small-cap Growth Etf Exchange Traded Fund (VBK)	0.1	$1.6M	NEW	6.1k	267.34	View chart
Intel Corporation Common Stock (INTC)	0.1	$1.6M	+116%	69k	23.51	View chart
Accenture Plc Ireland Shs Class A Common Stock (ACN)	0.1	$1.6M	+139%	4.6k	353.40	View chart
Schwab Us Broad Market Exchange Traded Fund (SCHB)	0.1	$1.6M	+26%	24k	66.52	View chart
Pearl Diver Credit Co In Common Stock	0.1	$1.6M	NEW	81k	20.01	View chart
Abrdn Income Credit Stra Exchange Traded Fund (ACP)	0.1	$1.6M	NEW	241k	6.62	View chart
Spdr Portfolio S&p 500 Exchange Traded Fund (SPLG)	0.1	$1.6M	+8%	24k	67.51	View chart
Occidental Pete Corporation Common Stock (OXY)	0.1	$1.6M	+30%	31k	51.46	View chart
Pacer Us Cash Cows 100 Etf Exchange Traded Fund (COWZ)	0.1	$1.6M	+37%	27k	57.83	View chart
Ishares Total Usd Bond Exchange Traded Fund (IUSB)	0.1	$1.6M	+55%	33k	47.12	View chart
Capital One Finl Corporation Common Stock (COF)	0.1	$1.6M		10k	149.72	View chart
Vanguard Long Term Cor Exchange Traded Fund (VCLT)	0.1	$1.5M	+239%	19k	81.23	View chart
Materion Corp Common Stock (MTRN)	0.1	$1.5M		14k	111.86	View chart
Cummins Incorporated Common Stock (CMI)	0.1	$1.5M		4.7k	324.38	View chart
Spotify Technology S A F Common Stock (SPOT)	0.1	$1.5M	+90%	4.1k	368.53	View chart
Energy Transfer Common Stock (ET)	0.1	$1.5M	+48%	94k	16.06	View chart
Northrop Grumman Corporation Common Stock (NOC)	0.1	$1.5M	+483%	2.8k	528.03	View chart
Proshares S&p 500 Dividend Aristocrats Etf Exchange Traded Fund (NOBL)	0.1	$1.5M	-43%	14k	106.70	View chart
Mondelez International Incorporated Class A Common Stock (MDLZ)	0.1	$1.5M	+6%	20k	73.69	View chart
Morgan Stanley Common Stock (MS)	0.1	$1.5M	+35%	14k	104.24	View chart
Colgate Palmolive Company Common Stock (CL)	0.1	$1.5M		14k	103.81	View chart
Ark Etf Trust Innovation Etf Exchange Traded Fund (ARKK)	0.1	$1.5M	+392%	31k	47.53	View chart
Ishares Tr S&p 500 Grwt Etf Exchange Traded Fund (IVW)	0.1	$1.5M	+46%	15k	95.69	View chart
Vanguard Intl Equity Index Exchange Traded Fund (VT)	0.1	$1.5M		12k	119.61	View chart
Ishares Msci Usa Qlty Exchange Traded Fund (QUAL)	0.1	$1.4M	+4%	8.0k	179.30	View chart
Arista Networks Incorporated Common Stock (ANET)	0.1	$1.4M	-8%	3.7k	383.82	View chart
Freeport-mcmoran Incorporated Class B Common Stock (FCX)	0.1	$1.4M	+22%	29k	49.92	View chart
Digital Rlty Tr Incorporated Reit Real Estate Investment Trust (DLR)	0.1	$1.4M	-16%	8.8k	161.81	View chart
Pool Corporation Common Stock (POOL)	0.1	$1.4M	-6%	3.8k	376.80	View chart
Dimensional Etf Trust World Ex U S Core Equity 2 Etf Exchange Traded Fund (DFAX)	0.1	$1.4M	NEW	52k	27.01	View chart
Altria Group Incorporated Common Stock (MO)	0.1	$1.4M	+48%	27k	51.04	View chart
Ft Vst Buff Allocation Exchange Traded Fund (BUFG)	0.1	$1.4M		57k	24.11	View chart
Intuitive Surgical Incorporated Common Stock (ISRG)	0.1	$1.4M	-27%	2.8k	491.20	View chart
Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)	0.1	$1.4M	-6%	6.8k	200.76	View chart
Aflac Incorporated Common Stock (AFL)	0.1	$1.4M	+119%	12k	111.69	View chart
First Trust Nasdaq Rising Dividend Achievers Exchange Traded Fund (RDVY)	0.1	$1.4M	+310%	23k	59.21	View chart
Medtronic Common Stock (MDT)	0.1	$1.4M	+4%	15k	90.03	View chart
Travelers Companies Incorporated Common Stock (TRV)	0.1	$1.4M	+4%	5.8k	234.12	View chart
Hp Incorporated Common Stock (HPQ)	0.1	$1.3M	+68%	37k	35.87	View chart
Automatic Data Processing Incorporated Common Stock (ADP)	0.1	$1.3M	+8%	4.8k	276.52	View chart
Ishares Core Growth Allocation Exchange Traded Fund (AOR)	0.1	$1.3M	NEW	22k	59.26	View chart
Cme Group Incorporated Common Stock (CME)	0.1	$1.3M	NEW	5.9k	220.63	View chart
Archer Daniels Midland Company Common Stock (ADM)	0.1	$1.3M	+2%	22k	59.77	View chart
State Str Corporation Common Stock (STT)	0.1	$1.3M	NEW	15k	88.47	View chart
Schwab Fundamental International Equity Etf Exchange Traded Fund (FNDX)	0.1	$1.3M	-6%	18k	71.76	View chart
Constellation Brands Incorporated Class A Common Stock (STZ)	0.1	$1.3M	-4%	4.9k	257.73	View chart
Infracap Reit Preferred Etf Exchange Traded Fund (PFFR)	0.1	$1.3M	NEW	64k	19.80	View chart
Spdr Portfolio S&p 600 Exchange Traded Fund (SPSM)	0.1	$1.3M	+48%	28k	45.51	View chart
Ishares Msci Eafe Value Exchange Traded Fund (EFV)	0.1	$1.3M	+16%	22k	57.53	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 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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