Kingswood Wealth Advisors

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

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Positions held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Kingswood Wealth Advisors

Kingswood Wealth Advisors holds 653 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Kingswood Wealth Advisors has 653 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Incorporated Common Stock (AAPL) 5.7 $63M +19% 300k 210.62
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Nvidia Corporation Common Stock (NVDA) 5.4 $60M +1382% 488k 123.54
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Microsoft Corporation Common Stock (MSFT) 4.3 $48M +28% 106k 446.95
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Spdr S&p 500 Etf Exchange Traded Fund (SPY) 2.9 $32M +57% 60k 544.22
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Amazon Com Incorporated Common Stock (AMZN) 2.4 $27M +26% 140k 193.25
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Meta Platforms Common Stock (META) 1.5 $17M +17% 33k 504.22
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Grayscale Bitcoin Etf Exchange Traded Fund (GBTC) 1.4 $16M 295k 53.24
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Alphabet Incorporated Cap Stk Class C Common Stock (GOOG) 1.3 $14M +9% 77k 183.42
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Invesco Qqq Tr Exchange Traded Fund (QQQ) 1.3 $14M +32% 29k 479.12
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Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL) 1.3 $14M +22% 77k 182.15
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Broadcom Incorporated Common Stock (AVGO) 1.2 $14M +100% 8.4k 1605.53
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Eli Lilly & Company Common Stock (LLY) 1.1 $13M +52% 14k 905.42
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Ishares Core S&p 500 Exchange Traded Fund (IVV) 1.0 $11M +14% 20k 547.25
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Jpmorgan Chase & Co Common Stock (JPM) 0.8 $9.2M +31% 45k 202.26
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Tesla Incorporated Common Stock (TSLA) 0.7 $8.2M +14% 41k 197.88
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Berkshire Hathaway Incorporated Del Class B Common Stock (BRK.B) 0.7 $8.2M +22% 20k 406.80
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Unitedhealth Group Incorporated Common Stock (UNH) 0.7 $7.7M +4% 15k 509.27
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Nextera Energy Incorporated Common Stock (NEE) 0.7 $7.5M +44% 106k 70.81
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Visa Incorporated Com Class A Common Stock (V) 0.7 $7.2M +7% 28k 262.48
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Costco Wholesale Corporation Common Stock (COST) 0.6 $6.8M +40% 8.0k 850.05
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Microstrategy Common Stock (MSTR) 0.6 $6.8M +13% 4.9k 1377.48
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Netflix Incorporated Common Stock (NFLX) 0.6 $6.7M +21% 9.9k 674.88
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Caterpillar Incorporated Common Stock (CAT) 0.6 $6.6M +46% 20k 333.11
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Spdr Dow Jones Industrial Average Etf Trust Exchange Traded Fund (DIA) 0.6 $6.6M +105% 17k 391.13
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Texas Instruments Common Stock (TXN) 0.6 $6.3M +46% 33k 194.53
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Exxon Mobil Corporation Common Stock (XOM) 0.6 $6.3M +19% 54k 115.12
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Merck & Company Incorporated Common Stock (MRK) 0.6 $6.2M +32% 50k 123.80
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Ge Aerospace Common Stock (GE) 0.5 $6.0M +8% 38k 158.97
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Elevance Health Incorporated Common Stock (ELV) 0.5 $5.9M +21% 11k 541.86
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Proshares Ultra S&p500 Exchange Traded Fund (SSO) 0.5 $5.8M +47% 70k 82.60
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Ishares Tr Msci Usa Min Vol Exchange Traded Fund (USMV) 0.5 $5.6M +33% 67k 83.96
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Grayscale Ethereum Tr Et Exchange Traded Fund (ETHE) 0.5 $5.3M -8% 169k 31.40
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Fidelity Wise Origin Exchange Traded Fund (FBTC) 0.5 $5.3M +37% 101k 52.46
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Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG) 0.5 $5.3M +12% 52k 100.84
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2x Bitcoin Strategy Etf Exchange Traded Fund (BITX) 0.5 $5.3M +22% 166k 31.68
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Goldman Sachs Group Incorporated Common Stock (GS) 0.5 $5.2M +17% 12k 452.34
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Home Depot Incorporated Common Stock (HD) 0.5 $5.0M +33% 15k 344.26
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Prologis Incorporated. Reit Real Estate Investment Trust (PLD) 0.4 $5.0M +18% 44k 112.31
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Vanguard Small Cap Etf Exchange Traded Fund (VB) 0.4 $5.0M +48% 23k 218.07
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Rtx Corporation Common Stock (RTX) 0.4 $5.0M +33% 50k 100.39
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Parker-hannifin Corp Common Stock (PH) 0.4 $4.8M +70% 9.5k 505.81
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Jpmorgan Equity Premium Exchange Traded Fund (JEPI) 0.4 $4.6M +10% 81k 56.68
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Qualcomm Incorporated Common Stock (QCOM) 0.4 $4.6M +30% 23k 199.18
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Advanced Micro Devices Incorporated Common Stock (AMD) 0.4 $4.5M +73% 28k 162.21
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Bank America Corporation Common Stock (BAC) 0.4 $4.5M +43% 114k 39.77
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Lockheed Martin Corporation Common Stock (LMT) 0.4 $4.4M +54% 9.4k 467.13
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Johnson & Johnson Common Stock (JNJ) 0.4 $4.3M +32% 30k 146.16
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Super Micro Computer Common Stock (SMCI) 0.4 $4.3M +319% 5.2k 819.35
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Trane Technologies American Depository (TT) 0.4 $4.2M +101% 13k 328.93
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Vanguard S&p 500 Etf Exchange Traded Fund (VOO) 0.4 $4.2M +44% 8.4k 500.17
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Procter And Gamble Company Common Stock (PG) 0.4 $4.2M +30% 25k 164.93
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Spdr Gold Shares Exchange Traded Fund (GLD) 0.4 $4.2M +72% 19k 215.01
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Chevron Corporation Common Stock (CVX) 0.4 $4.1M +19% 27k 156.43
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Ishares Global 100 Etf Exchange Traded Fund (IOO) 0.4 $4.1M +3% 43k 96.58
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Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG) 0.4 $4.1M +47% 23k 182.55
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Honeywell International Incorporated Common Stock (HON) 0.4 $4.1M +32% 19k 213.54
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Novo-nordisk A S American Depository (NVO) 0.4 $4.1M +98% 29k 142.74
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Walmart Incorporated Common Stock (WMT) 0.4 $4.0M +11% 60k 67.71
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Wisdomtree U.s. Largecap Dividend Fund Exchange Traded Fund (DLN) 0.4 $4.0M +21% 55k 72.75
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Mastercard Common Stock (MA) 0.4 $4.0M +5% 9.0k 441.17
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Vanguard Total Exchange Traded Fund (VTI) 0.4 $3.9M +19% 15k 267.51
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Mid-amer Apt Cmntys Incorporated Reit Real Estate Investment Trust (MAA) 0.4 $3.9M +35% 28k 142.61
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Air Products & Chemicals Incorporated Common Stock (APD) 0.3 $3.8M +84% 15k 258.06
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Abbvie Incorporated Common Stock (ABBV) 0.3 $3.8M +15% 22k 171.53
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Salesforce Incorporated Common Stock (CRM) 0.3 $3.8M +4% 15k 257.10
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Ishares Msci Usa Momntum Exchange Traded Fund (MTUM) 0.3 $3.7M 19k 194.87
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First Trust Capital Strength Exchange Traded Fund (FTCS) 0.3 $3.6M 43k 84.04
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Boeing Company Common Stock (BA) 0.3 $3.5M +40% 19k 182.02
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Ishares Russell 1000 Exchange Traded Fund (IWF) 0.3 $3.5M 9.6k 364.54
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Vaneck Semiconductor Etf Exchange Traded Fund (SMH) 0.3 $3.4M +43% 13k 260.72
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Intuit Common Stock (INTU) 0.3 $3.4M +2% 5.2k 657.34
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Essex Property Tr Real Estate Investment Trust (ESS) 0.3 $3.4M +19% 13k 272.21
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General Dynamics Corporation Common Stock (GD) 0.3 $3.4M +87% 12k 290.16
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Kkr & Company Incorporated Common Stock (KKR) 0.3 $3.3M -8% 31k 105.24
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Ishares Bitcoin Etf Exchange Traded Fund (IBIT) 0.3 $3.3M -2% 96k 34.14
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Servicenow Incorporated Common Stock (NOW) 0.3 $3.1M +7% 4.0k 786.67
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Texas Pacific Land Corp Common Stock (TPL) 0.3 $3.1M +14% 4.2k 734.27
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Ishares Core U S Aggregate Bd Common Stock (AGG) 0.3 $3.1M +23% 32k 97.07
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Berkshire Hathaway Incorporated Del Class A Common Stock (BRK.A) 0.3 $3.1M +66% 5.00 612241.00
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Wells Fargo Company Common Stock (WFC) 0.3 $3.0M 50k 59.39
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Pfizer Incorporated Common Stock (PFE) 0.3 $2.9M +126% 105k 27.98
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Verizon Communications Incorporated Common Stock (VZ) 0.3 $2.9M +30% 70k 41.24
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Eaton Corporation Common Stock (ETN) 0.3 $2.9M +24% 9.2k 313.55
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Humana Incorporated Common Stock (HUM) 0.3 $2.8M +62% 7.6k 373.65
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Coca Cola Company Common Stock (KO) 0.2 $2.8M +6% 43k 63.65
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Ishares Esg Aware Msci Exchange Traded Fund (ESGU) 0.2 $2.7M 23k 119.32
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Spdr S&p Dividend Etf Exchange Traded Fund (SDY) 0.2 $2.7M +5% 22k 127.18
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Adobe Incorporated Common Stock (ADBE) 0.2 $2.7M +10% 4.9k 555.54
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Spdr Technology Select Sector Fund Exchange Traded Fund (XLK) 0.2 $2.7M +82% 12k 226.24
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Transdigm Group Incorporated Common Stock (TDG) 0.2 $2.7M -4% 2.1k 1277.61
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Thermo Fisher Scientific Incorporated Common Stock (TMO) 0.2 $2.7M +9% 4.8k 553.00
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Chipotle Mexican Grill Incorporated Common Stock (CMG) 0.2 $2.7M +7015% 43k 62.65
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Ishares Select Dividend Exchange Traded Fund (DVY) 0.2 $2.7M +94% 22k 120.98
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Applied Matls Incorporated Common Stock (AMAT) 0.2 $2.6M +19% 11k 235.99
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Waste Management Common Stock (WM) 0.2 $2.6M +8% 12k 213.34
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J P Morgan Nasdaq Eqt Exchange Traded Fund (JEPQ) 0.2 $2.6M +20% 46k 55.50
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Danaher Corporation Common Stock (DHR) 0.2 $2.5M +5% 9.9k 249.85
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Proshares S&p 500 Dividend Aristocrats Etf Exchange Traded Fund (NOBL) 0.2 $2.4M +4% 25k 96.13
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Jpmorgan Ultra Short Exchange Traded Fund (JPST) 0.2 $2.4M +7% 48k 50.47
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Pepsico Incorporated Common Stock (PEP) 0.2 $2.4M +32% 15k 164.93
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Dell Technologies Common Stock (DELL) 0.2 $2.4M +158% 17k 137.91
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Duke Energy Corporation Common Stock (DUK) 0.2 $2.4M +22% 24k 100.23
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At&t Incorporated Common Stock (T) 0.2 $2.3M +11% 123k 19.11
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Cadence Design System Incorporated Common Stock (CDNS) 0.2 $2.3M 7.6k 307.75
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Spdr Portfolio Dvlpd Exchange Traded Fund (SPDW) 0.2 $2.3M +317% 66k 35.08
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Fs Kkr Capital Corp Common Stock (FSK) 0.2 $2.3M 116k 19.73
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Oracle Corporation Common Stock (ORCL) 0.2 $2.3M +32% 16k 141.21
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Monolithic Pwr Systems Incorporated Common Stock (MPWR) 0.2 $2.3M 2.8k 821.68
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Micron Technology Incorporated Common Stock (MU) 0.2 $2.2M +22% 17k 131.54
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Hilton Worldwide Hldgs Incorporated Common Stock (HLT) 0.2 $2.2M 10k 218.20
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Amgen Incorporated Common Stock (AMGN) 0.2 $2.1M 6.7k 312.47
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Blue Owl Capital Corporation Closed End Mutual Fund (OBDC) 0.2 $2.1M +7% 137k 15.36
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Nuveen Esg Large Cap Exchange Traded Fund (NULG) 0.2 $2.1M +57% 26k 81.16
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Vertex Pharmaceuticals Incorporated Common Stock (VRTX) 0.2 $2.1M +160% 4.4k 468.72
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Spdr S&p 500 Growth Etf Exchange Traded Fund (SPYG) 0.2 $2.1M +131% 26k 80.13
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Abbott Laboratories Common Stock (ABT) 0.2 $2.0M +3% 19k 103.91
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Cisco Systems Incorporated Common Stock (CSCO) 0.2 $2.0M -11% 42k 47.51
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Marriott Intl Common Stock (MAR) 0.2 $2.0M 8.2k 241.77
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Southern Company Common Stock (SO) 0.2 $1.9M +3% 25k 77.57
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International Business Machines Common Stock (IBM) 0.2 $1.9M +9% 11k 172.95
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Franklin Short Duration U.s. Government Etf Common Stock (FTSD) 0.2 $1.9M 21k 90.07
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Grayscale Litecoin Trust Exchange Traded Fund (LTCN) 0.2 $1.9M 89k 21.14
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Blackstone Incorporated Common Stock (BX) 0.2 $1.9M +31% 15k 123.81
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Conocophillips Common Stock (COP) 0.2 $1.8M 16k 114.38
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Uber Technologies Incorporated Common Stock (UBER) 0.2 $1.8M +11% 25k 72.68
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Bristol-myers Squibb Company Common Stock (BMY) 0.2 $1.8M -6% 43k 41.53
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Nrg Energy Incorporated Common Stock (NRG) 0.2 $1.8M 23k 77.86
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Analog Devices Incorporated Common Stock (ADI) 0.2 $1.8M +4% 7.7k 228.26
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Vanguard Ftse Developed Exchange Traded Fund (VEA) 0.2 $1.8M +4% 36k 49.42
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Idexx Labs Incorporated Common Stock (IDXX) 0.2 $1.7M -2% 3.6k 487.20
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Nuveen Esg Large Cap Exchange Traded Fund (NULV) 0.2 $1.7M +106% 46k 37.79
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Walt Disney Common Stock (DIS) 0.2 $1.7M +13% 17k 99.29
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Ishares 20 Pls Year Exchange Traded Fund (TLT) 0.2 $1.7M +511% 19k 91.78
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Intuitive Surgical Common Stock (ISRG) 0.2 $1.7M +52% 3.8k 444.85
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Comcast Corporation New Class A Common Stock (CMCSA) 0.2 $1.7M +2% 44k 39.16
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Ishares Tr Core S&p Mcp Etf Exchange Traded Fund (IJH) 0.2 $1.7M +66% 29k 58.52
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Ishares 0 To 3 Mnth Exchange Traded Fund (SGOV) 0.1 $1.7M +69% 16k 100.71
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Taiwan Semiconductor Mfg American Depository (TSM) 0.1 $1.6M +141% 9.4k 173.81
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Spdr Bloomberg 1 3 Mnth Exchange Traded Fund (BIL) 0.1 $1.6M -15% 18k 91.78
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First Trust High Income Exchange Traded Fund (FSD) 0.1 $1.6M 132k 12.34
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Hecla Mining Company Common Stock (HL) 0.1 $1.6M 334k 4.85
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Invesco S And P 100 Eql Exchange Traded Fund (EQWL) 0.1 $1.6M +61% 17k 94.50
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Digital Rlty Tr Incorporated Reit Real Estate Investment Trust (DLR) 0.1 $1.6M +61% 11k 152.05
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Regeneron Pharmaceuticals Common Stock (REGN) 0.1 $1.6M +9% 1.5k 1051.03
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Linde American Depository (LIN) 0.1 $1.6M 3.6k 438.81
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Citigroup Incorporated Common Stock (C) 0.1 $1.6M -16% 25k 63.46
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Marathon Pete Corporation Common Stock (MPC) 0.1 $1.6M +6% 9.1k 173.49
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Devon Energy Corporation Common Stock (DVN) 0.1 $1.6M +159% 33k 47.40
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Spdr Consumer Discretionary Select Sector Fund Exchange Traded Fund (XLY) 0.1 $1.6M +3% 8.5k 182.41
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Vanguard Ftse Europe Etf Exchange Traded Fund (VGK) 0.1 $1.6M NEW 23k 66.77
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Acruence Active Hedge U.s. Equity Etf Exchange Traded Fund (XVOL) 0.1 $1.5M NEW 75k 20.51
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Ishares Tr Us Treas Bd Etf Exchange Traded Fund (GOVT) 0.1 $1.5M -2% 68k 22.57
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Spdr S&p 500 Value Etf Exchange Traded Fund (SPYV) 0.1 $1.5M +434% 31k 48.74
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Gilead Sciences Incorporated Common Stock (GILD) 0.1 $1.5M +90% 22k 68.61
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Ishares Tr Core S&p Scp Etf Exchange Traded Fund (IJR) 0.1 $1.5M +80% 14k 106.66
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Materion Corp Common Stock (MTRN) 0.1 $1.5M +66% 14k 108.13
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American Tower Corporation New Reit Real Estate Investment Trust (AMT) 0.1 $1.5M +46% 7.6k 194.40
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Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD) 0.1 $1.5M +14% 19k 77.76
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L3harris Technologies Incorporated Common Stock (LHX) 0.1 $1.5M +43% 6.6k 224.58
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Crowdstrike Hldgs Common Stock (CRWD) 0.1 $1.5M +90% 3.9k 383.19
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Occidental Pete Corporation Common Stock (OXY) 0.1 $1.5M -6% 23k 63.03
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3m Company Common Stock (MMM) 0.1 $1.5M +92% 14k 102.19
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Vanguard Information Exchange Traded Fund (VGT) 0.1 $1.5M +7% 2.5k 576.63
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Target Corporation Common Stock (TGT) 0.1 $1.5M -7% 9.8k 148.04
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Ge Vernova Incorporated Common Stock (GEV) 0.1 $1.5M NEW 8.5k 171.51
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Union Pac Corporation Common Stock (UNP) 0.1 $1.5M +2% 6.4k 226.29
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Chubb Common Stock (CB) 0.1 $1.4M 5.7k 255.08
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Ishares Tr Core Div Grwth Exchange Traded Fund (DGRO) 0.1 $1.4M +33% 25k 57.61
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Vanguard Mid-cap Etf Exchange Traded Fund (VO) 0.1 $1.4M +41% 5.9k 242.12
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Capital One Finl Corporation Common Stock (COF) 0.1 $1.4M -19% 10k 138.45
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Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM) 0.1 $1.4M +34% 7.3k 197.12
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Arista Networks Incorporated Common Stock (ANET) 0.1 $1.4M +113% 4.1k 350.48
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Skyworks Solutions Incorporated Common Stock (SWKS) 0.1 $1.4M 13k 106.59
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First Trust Vest Laddered Buffer Exchange Traded Fund (BUFR) 0.1 $1.4M +42% 48k 28.92
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Crown Castle Incorporated Reit Real Estate Investment Trust (CCI) 0.1 $1.4M +15% 14k 97.71
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Vaneck Etf Trust Exchange Traded Fund (BIZD) 0.1 $1.4M +10% 81k 17.11
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Spdr Portfolio S&p 500 Exchange Traded Fund (SPLG) 0.1 $1.4M +17% 22k 64.00
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Aon Plc Shs Cl A American Depository (AON) 0.1 $1.4M -6% 4.7k 293.58
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Philip Morris International Incorporated Common Stock (PM) 0.1 $1.4M +35% 14k 101.33
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Vanguard Total World Exchange Traded Fund (VT) 0.1 $1.4M 12k 112.63
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Colgate Palmolive Company Common Stock (CL) 0.1 $1.4M +3% 14k 97.04
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Mcdonalds Corporation Common Stock (MCD) 0.1 $1.3M -16% 5.3k 254.87
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Ft Vst Buff Allocation Exchange Traded Fund (BUFG) 0.1 $1.3M -2% 58k 23.20
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Constellation Brands Incorporated Class A Common Stock (STZ) 0.1 $1.3M 5.2k 257.31
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Marathon Digital Holdings Incorporated Common Stock (MARA) 0.1 $1.3M +2% 67k 19.85
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Ishares Msci Usa Qlty Exchange Traded Fund (QUAL) 0.1 $1.3M +144% 7.7k 170.78
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Vaneck Morningstar Wide Exchange Traded Fund (MOAT) 0.1 $1.3M +21% 15k 86.61
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Stryker Corporation Common Stock (SYK) 0.1 $1.3M -19% 3.8k 340.25
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Cummins Incorporated Common Stock (CMI) 0.1 $1.3M +16% 4.7k 276.98
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Archer Daniels Midland Company Common Stock (ADM) 0.1 $1.3M +29% 21k 60.45
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Schwab Fundmntl Us Large Exchange Traded Fund (FNDX) 0.1 $1.3M +5% 19k 66.98
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Mondelez International Incorporated Class A Common Stock (MDLZ) 0.1 $1.3M +7% 19k 65.44
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Ishares Msci Eafe Growth Exchange Traded Fund (EFG) 0.1 $1.3M +50% 12k 102.31
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Nike Common Stock (NKE) 0.1 $1.2M +11% 17k 75.37
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Edwards Lifesciences Corporation Common Stock (EW) 0.1 $1.2M +5% 14k 92.37
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Pool Corporation Common Stock (POOL) 0.1 $1.2M -5% 4.0k 307.33
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Schwab Us Broad Market Exchange Traded Fund (SCHB) 0.1 $1.2M -2% 19k 62.87
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The Cigna Group Common Stock (CI) 0.1 $1.2M +81% 3.7k 330.57
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Vanguard Growth Etf Exchange Traded Fund (VUG) 0.1 $1.2M +9% 3.2k 374.09
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Progressive Corporation Common Stock (PGR) 0.1 $1.2M +5% 5.7k 207.71
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Iron Mtn Common Stock (IRM) 0.1 $1.2M +173% 13k 89.62
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Vanguard Admiral Fds Exchange Traded Fund (VOOG) 0.1 $1.2M 3.6k 333.45
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General Mtrs Company Common Stock (GM) 0.1 $1.2M -27% 26k 46.46
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Cvs Health Corporation Common Stock (CVS) 0.1 $1.2M -18% 20k 59.06
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Comfort Systems Usa Common Stock (FIX) 0.1 $1.2M +36% 3.8k 304.12
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Valero Energy Corporation Common Stock (VLO) 0.1 $1.2M +13% 7.4k 156.77
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Qorvo Incorporated Common Stock (QRVO) 0.1 $1.1M 9.8k 116.04
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Freeport-mcmoran Common Stock (FCX) 0.1 $1.1M -2% 23k 48.60
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Alexandria Real Estate Eq Incorporated Reit Real Estate Investment Trust (ARE) 0.1 $1.1M +99% 9.7k 116.97
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Medtronic American Depository (MDT) 0.1 $1.1M +20% 14k 78.71
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Travelers Companies Incorporated Common Stock (TRV) 0.1 $1.1M +2% 5.5k 203.34
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Alps Alerian Mlp Etf Exchange Traded Fund (AMLP) 0.1 $1.1M +129% 23k 47.98
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Schwab U.s. Mid-cap Etf Exchange Traded Fund (SCHM) 0.1 $1.1M NEW 14k 77.83
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Verisk Analytics Incorporated Common Stock (VRSK) 0.1 $1.1M +2% 4.1k 269.55
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Ishares Russell 2000 Exchange Traded Fund (IWM) 0.1 $1.1M +4% 5.4k 202.90
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Gatx Corporation Common Stock (GATX) 0.1 $1.1M +89% 8.3k 132.36
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Vanguard High Dividend Exchange Traded Fund (VYM) 0.1 $1.1M -2% 9.2k 118.60
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Pacer Us Cash Cows 100 Etf Exchange Traded Fund (COWZ) 0.1 $1.1M +45% 20k 54.49
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Lowes Companies Incorporated Common Stock (LOW) 0.1 $1.1M +18% 4.9k 220.47
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Ishares Silver Trust Exchange Traded Fund (SLV) 0.1 $1.1M +24% 40k 26.57
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Global X U.s. Infrastructure Development Etf Common Stock (PAVE) 0.1 $1.1M -2% 29k 37.02
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Automatic Data Processing Incorporated Common Stock (ADP) 0.1 $1.1M -2% 4.4k 238.73
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Invesco Senior Loan Etf Exchange Traded Fund (BKLN) 0.1 $1.1M NEW 50k 21.04
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First Trust Nasdaq Technology Dividend Index Exchange Traded Fund (TDIV) 0.1 $1.0M +21% 14k 75.66
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Spdr Index Shares Emerg Exchange Traded Fund (SPEM) 0.1 $1.0M +195% 28k 37.67
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On Semiconductor Corporation Common Stock (ON) 0.1 $1.0M -13% 15k 68.55
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Energy Transfer Real Estate Investment Trust (ET) 0.1 $1.0M +30% 63k 16.22
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Oneok Incorporated Common Stock (OKE) 0.1 $1.0M +3% 13k 81.55
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Morgan Stanley Common Stock (MS) 0.1 $1.0M 11k 97.20
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Pacer Us Small Cap Cash Cows 100 Etf Exchange Traded Fund (CALF) 0.1 $1.0M +17% 23k 43.56
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Roper Technologies Incorporated Common Stock (ROP) 0.1 $997k -18% 1.8k 563.66
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Ishares Msci Eafe Value Exchange Traded Fund (EFV) 0.1 $993k +11% 19k 53.04
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Intel Corporation Common Stock (INTC) 0.1 $990k -38% 32k 30.97
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Invesco S P Ultra Dividend Revenue Exchange Traded Fund (RDIV) 0.1 $987k NEW 22k 44.80
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Ishares Tr Iboxx Hi Yd Etf Exchange Traded Fund (HYG) 0.1 $987k -16% 13k 77.14
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Palantir Technologies Incorporated Class A Common Stock (PLTR) 0.1 $986k +169% 39k 25.33
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Equity Residential Sh Ben Int Reit Real Estate Investment Trust (EQR) 0.1 $980k +49% 14k 69.34
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Msci Incorporated Common Stock (MSCI) 0.1 $978k +8% 2.0k 481.75
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Ishares Tr Core Msci Eafe Exchange Traded Fund (IEFA) 0.1 $970k -5% 13k 72.64
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Ishares S&p 500 Growth Exchange Traded Fund (IVW) 0.1 $969k +183% 11k 92.55
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Mckesson Corporation Common Stock (MCK) 0.1 $968k +8% 1.7k 584.04
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Vanguard Russell 1000 Growth Etf Exchange Traded Fund (VONV) 0.1 $966k +5% 13k 76.57
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Tjx Companies Common Stock (TJX) 0.1 $964k +9% 8.8k 110.10
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Vanguard Total Bond Market Etf Exchange Traded Fund (BND) 0.1 $962k 13k 72.05
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Ishares Core Total Usd Exchange Traded Fund (IUSB) 0.1 $962k +74% 21k 45.22
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Gartner Incorporated Common Stock (IT) 0.1 $952k +10% 2.1k 449.06
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Blackrock Enhanced Equity Dividend Exchange Traded Fund (BDJ) 0.1 $934k NEW 114k 8.17
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Vertiv Holdings Common Stock (VRT) 0.1 $934k +77% 11k 86.57
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Vanguard Health Care Etf Exchange Traded Fund (VHT) 0.1 $932k +8% 3.5k 266.03
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Dupont De Nemours Incorporated Common Stock (DD) 0.1 $932k NEW 12k 80.50
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Past Filings by Kingswood Wealth Advisors

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