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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, AMZN, and represent 40.41% of Kingswood Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$498M), SPY (+$118M), MSFT (+$96M), NVDA (+$95M), AMZN (+$56M), META (+$50M), GOOGL (+$27M), IVV (+$19M), TSLA (+$17M), FTCS (+$17M).
Started 75 new stock positions in Innovator Etfs Trust, LB, MVO, JPEF, SIRI, BBAI, LKNCY, Comstock, KVUE, ETHU.
Reduced shares in these 10 stocks: SSO (-$5.7M), FPE (-$5.3M), FBND, MSTR, VGIT, JPST, SMCI, JPIE, VGT, MINT.
Sold out of its positions in ADAP, A, AA, ABCP, ALAB, AVNT, DJP, BHP, BIIB, BXSL.
Kingswood Wealth Advisors was a net buyer of stock by $1.3B.
Kingswood Wealth Advisors has $2.6B in assets under management (AUM), dropping by 96.51%.
Central Index Key (CIK): 0001987855

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Portfolio Holdings for Kingswood Wealth Advisors

Kingswood Wealth Advisors holds 766 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Kingswood Wealth Advisors has 766 total positions. Only the first 250 positions are shown.

Sign up to view all of the Kingswood Wealth Advisors March 31, 2025 positions
Download the Kingswood Wealth Advisors March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Incorporated Common Stock (AAPL)	21.4	$561M	+785%	2.5M	223.12	View chart
Spdr S&p 500 Etf Exchange Traded Fund (SPY)	6.2	$163M	+259%	290k	560.74	View chart
Nvidia Corporation Common Stock (NVDA)	5.1	$134M	+243%	1.2M	109.76	View chart
Microsoft Corporation Common Stock (MSFT)	4.7	$124M	+350%	325k	381.00	View chart
Amazon Com Incorporated Common Stock (AMZN)	2.9	$76M	+284%	397k	191.75	View chart
Meta Platforms Incorporated Class A Common Stock (META)	2.4	$63M	+376%	108k	584.54	View chart
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)	1.4	$36M	+287%	230k	156.53	View chart
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)	1.3	$33M	+140%	59k	563.16	View chart
Invesco Qqq Tr Exchange Traded Fund (QQQ)	1.2	$31M	+13%	65k	470.05	View chart
First Trust Capital Strength Etf Exchange Traded Fund (FTCS)	1.0	$25M	+200%	283k	89.69	View chart
Tesla Incorporated Common Stock (TSLA)	0.9	$25M	+227%	93k	265.87	View chart
Vanguard Index Exchange Traded Funds S&p 500 Etf Exchange Traded Fund (VOO)	0.9	$24M	+11%	46k	514.20	View chart
Ishares Tr Msci Usa Mmentm Exchange Traded Fund (MTUM)	0.9	$22M	+187%	110k	203.52	View chart
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)	0.7	$20M	+113%	71k	275.60	View chart
Spdr Gold Shares Exchange Traded Fund (GLD)	0.7	$19M	+253%	68k	287.69	View chart
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)	0.7	$19M	+2%	753k	25.04	View chart
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)	0.7	$19M		287k	65.18	View chart
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)	0.7	$19M	+211%	118k	158.22	View chart
Ishares Global 100 Etf Exchange Traded Fund (IOO)	0.7	$18M	+103%	181k	96.65	View chart
Walmart Incorporated Common Stock (WMT)	0.7	$17M	+247%	193k	88.61	View chart
Fs Kkr Cap Corporation Common Stock (FSK)	0.6	$17M	+250%	788k	21.36	View chart
Ishares Tr Select Divid Etf Exchange Traded Fund (DVY)	0.6	$17M	+188%	125k	134.19	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.6	$15M	+196%	129k	119.01	View chart
Jpmorgan Chase & Company. Common Stock (JPM)	0.6	$15M	+84%	59k	244.42	View chart
Palantir Technologies Incorporated Class A Common Stock (PLTR)	0.5	$13M	+288%	152k	84.60	View chart
Ishares Tr Msci Usa Min Vol Exchange Traded Fund (USMV)	0.5	$13M	+55%	136k	93.63	View chart
Berkshire Hathaway Incorporated Del Class B Common Stock (BRK.B)	0.5	$13M	+27%	24k	532.77	View chart
Caterpillar Incorporated Common Stock (CAT)	0.5	$12M	+57%	36k	330.16	View chart
Blue Owl Capital Corporation Common Stock (OBDC)	0.4	$12M	+203%	787k	14.80	View chart
Microstrategy Incorporated Class A Common Stock (MSTR)	0.4	$11M	-27%	39k	290.01	View chart
Lockheed Martin Corporation Common Stock (LMT)	0.4	$10M	+123%	22k	448.05	View chart
Boeing Company Common Stock (BA)	0.4	$9.8M	+165%	58k	168.86	View chart
Broadcom Incorporated Common Stock (AVGO)	0.4	$9.5M	+4%	57k	167.50	View chart
Mcdonalds Corporation Common Stock (MCD)	0.4	$9.3M	+240%	30k	313.43	View chart
2x Bitcoin Strategy Etf Exchange Traded Fund (BITX)	0.3	$9.0M	-11%	255k	35.48	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.3	$8.9M	+111%	58k	153.23	View chart
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)	0.3	$8.9M	+55%	46k	193.82	View chart
International Business Machines Common Stock (IBM)	0.3	$8.7M	+101%	35k	249.59	View chart
Costco Wholesale Corporation Common Stock (COST)	0.3	$8.7M	+43%	9.1k	949.12	View chart
Ishares Tr Core Us Aggbd Et Exchange Traded Fund (AGG)	0.3	$8.2M	+37%	83k	98.93	View chart
Visa Incorporated Com Class A Common Stock (V)	0.3	$8.1M	+47%	23k	348.87	View chart
Home Depot Incorporated Common Stock (HD)	0.3	$8.0M	+116%	22k	365.89	View chart
Advanced Micro Devices Incorporated Common Stock (AMD)	0.3	$7.8M	+135%	76k	102.77	View chart
Energy Transfer L P Com Ut Ltd Ptn Common Stock (ET)	0.3	$7.7M	+315%	412k	18.73	View chart
Vanguard Value Etf Exchange Traded Fund (VTV)	0.3	$7.6M	+15%	44k	172.72	View chart
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)	0.3	$7.6M	-41%	433k	17.59	View chart
Eli Lilly & Company Common Stock (LLY)	0.3	$7.6M	+5%	9.3k	820.29	View chart
Procter And Gamble Company Common Stock (PG)	0.3	$7.5M	+101%	44k	170.50	View chart
Jpmorgan Equity Premium Income Etf Exchange Traded Fund (JEPI)	0.3	$7.4M	+21%	130k	57.10	View chart
Verizon Communications Incorporated Common Stock (VZ)	0.3	$7.1M	+142%	157k	45.37	View chart
Unitedhealth Group Incorporated Common Stock (UNH)	0.3	$7.1M	+33%	14k	523.45	View chart
Spdr S&p Dividend Etf Exchange Traded Fund (SDY)	0.3	$6.9M	+28%	51k	135.61	View chart
Spdr Dow Jones Industrial Average Etf Trust Exchange Traded Fund (DIA)	0.3	$6.9M	-12%	16k	419.88	View chart
Cisco Systems Incorporated Common Stock (CSCO)	0.2	$6.3M	+139%	102k	61.77	View chart
Altria Group Incorporated Common Stock (MO)	0.2	$6.2M	+370%	106k	58.95	View chart
Ft Vest Laddered Buffer Etf Exchange Traded Fund (BUFR)	0.2	$6.1M	+135%	205k	29.77	View chart
Fidelity Wise Origin Bitcoin Exchange Traded Fund Exchange Traded Fund (FBTC)	0.2	$6.1M	+3%	84k	71.97	View chart
Nextera Energy Incorporated Common Stock (NEE)	0.2	$6.0M	-6%	85k	70.89	View chart
Spdr Financial Select Sector Exchange Traded Fund Exchange Traded Fund (XLF)	0.2	$5.9M	+42%	119k	49.79	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Exchange Traded Fund (IBIT)	0.2	$5.9M	+25%	125k	47.14	View chart
Pfizer Incorporated Common Stock (PFE)	0.2	$5.8M	+271%	237k	24.68	View chart
Ishares Tr Core S&p Scp Etf Exchange Traded Fund (IJR)	0.2	$5.8M	+108%	56k	104.73	View chart
Vanguard Total World Stock Etf Exchange Traded Fund (VT)	0.2	$5.7M	+101%	49k	116.33	View chart
Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.2	$5.7M	-12%	26k	221.83	View chart
Vaneck Morningstar Wide Moat Etf Exchange Traded Fund (MOAT)	0.2	$5.7M	+98%	65k	87.67	View chart
Rtx Corporation Common Stock (RTX)	0.2	$5.6M	+9%	42k	132.54	View chart
Oracle Corporation Common Stock (ORCL)	0.2	$5.6M	+109%	40k	141.04	View chart
Bank America Corporation Common Stock (BAC)	0.2	$5.5M	+56%	133k	41.62	View chart
Abbvie Incorporated Common Stock (ABBV)	0.2	$5.5M	+114%	27k	207.71	View chart
Parker-hannifin Corporation Common Stock (PH)	0.2	$5.5M	-3%	9.0k	607.85	View chart
Chevron Corporation Common Stock (CVX)	0.2	$5.4M	+29%	32k	167.77	View chart
Ishares Gold Tr Ishares Exchange Traded Fund (IAU)	0.2	$5.3M	+192%	91k	58.87	View chart
Texas Pacific Land Corporation Common Stock (TPL)	0.2	$5.3M	+5%	4.0k	1324.99	View chart
First Tr Nasdaq Tech Div Idx Etf Exchange Traded Fund (TDIV)	0.2	$5.3M	+158%	72k	73.83	View chart
Pepsico Incorporated Common Stock (PEP)	0.2	$5.2M	+157%	35k	149.75	View chart
Goldman Sachs Group Incorporated Common Stock (GS)	0.2	$5.1M	+108%	9.3k	547.56	View chart
Disney Walt Company Common Stock (DIS)	0.2	$5.0M	+237%	51k	97.91	View chart
Oneok Incorporated Common Stock (OKE)	0.2	$5.0M	+244%	50k	99.48	View chart
Vanguard Information Technology Etf Exchange Traded Fund (VGT)	0.2	$4.9M	-24%	9.0k	543.49	View chart
Coca Cola Company Common Stock (KO)	0.2	$4.9M	+32%	68k	71.70	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Exchange Traded Fund (JEPQ)	0.2	$4.8M	+23%	93k	51.77	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$4.7M	+112%	30k	157.78	View chart
Netflix Incorporated Common Stock (NFLX)	0.2	$4.7M	+14%	5.0k	932.04	View chart
Bristol-myers Squibb Company Common Stock (BMY)	0.2	$4.6M	+57%	77k	60.20	View chart
Ishares Tr Rus 1000 Grw Etf Exchange Traded Fund (IWF)	0.2	$4.6M	+61%	13k	363.17	View chart
Invesco S&p 500 Revenue Etf Exchange Traded Fund (RWL)	0.2	$4.6M		46k	99.34	View chart
Global X Us Infra Dvlpmnt Etf Exchange Traded Fund (PAVE)	0.2	$4.5M	+140%	120k	37.98	View chart
Texas Instrs Incorporated Common Stock (TXN)	0.2	$4.5M	-6%	25k	179.70	View chart
Salesforce Incorporated Common Stock (CRM)	0.2	$4.3M	+104%	16k	269.38	View chart
Ishares Tr Core S&p Mcp Etf Exchange Traded Fund (IJH)	0.2	$4.3M	+14%	73k	58.46	View chart
Wisdomtree U.s. Largecap Dividend Exchange Traded Fund Exchange Traded Fund (DLN)	0.2	$4.3M	-10%	54k	79.36	View chart
Deere & Company Common Stock (DE)	0.2	$4.2M	+141%	8.9k	476.82	View chart
Vanguard Growth Etf Exchange Traded Fund (VUG)	0.2	$4.2M	+39%	11k	371.98	View chart
First Trust Nasdaq Rising Dividend Achievers Exchange Traded Fund (RDVY)	0.2	$4.2M	+38%	72k	58.63	View chart
Mid-amer Apt Cmntys Incorporated Reit Real Estate Investment Trust (MAA)	0.2	$4.1M	-6%	24k	167.58	View chart
Spotify Technology S A Common Stock (SPOT)	0.2	$4.1M	+66%	7.4k	550.03	View chart
Vaneck Semiconductor Etf Exchange Traded Fund (SMH)	0.2	$4.0M	+37%	19k	211.99	View chart
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)	0.2	$4.0M	+34%	63k	64.08	View chart
Air Products & Chemicals Incorporated Common Stock (APD)	0.2	$4.0M	-5%	14k	294.91	View chart
Philip Morris International Incorporated Common Stock (PM)	0.2	$4.0M	+278%	25k	158.39	View chart
Berkshire Hathaway Incorporated Del Class A Common Stock (BRK.A)	0.2	$4.0M		5.00	798441.60	View chart
Gilead Sciences Incorporated Common Stock (GILD)	0.2	$4.0M	+144%	36k	111.46	View chart
Merck & Company Incorporated Common Stock (MRK)	0.2	$3.9M	+45%	44k	88.66	View chart
Ishares Silver Tr Ishares Exchange Traded Fund (SLV)	0.1	$3.9M	+290%	127k	30.76	View chart
Pgim Ultra Short Bond Etf Exchange Traded Fund (PULS)	0.1	$3.8M	-3%	77k	49.73	View chart
Trane Technologies Common Stock (TT)	0.1	$3.8M	-5%	11k	336.93	View chart
Mastercard Incorporated Class A Common Stock (MA)	0.1	$3.8M	+17%	6.9k	548.18	View chart
Starbucks Corporation Common Stock (SBUX)	0.1	$3.7M	+155%	38k	98.18	View chart
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)	0.1	$3.7M	+13%	73k	50.84	View chart
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)	0.1	$3.7M	+3%	102k	36.41	View chart
Abbott Labs Common Stock (ABT)	0.1	$3.7M	+160%	28k	131.97	View chart
Ishares Tr 20 Yr Tr Bd Etf Exchange Traded Fund (TLT)	0.1	$3.6M	+235%	40k	91.07	View chart
First Trust Nasdaq Cea Cybersecurity Etf Exchange Traded Fund (CIBR)	0.1	$3.5M	+187%	55k	63.27	View chart
Eaton Corporation Common Stock (ETN)	0.1	$3.5M	-3%	13k	271.96	View chart
Ishares Tr Eafe Grwth Etf Exchange Traded Fund (EFG)	0.1	$3.5M	+20%	35k	100.04	View chart
Ge Aerospace Common Stock (GE)	0.1	$3.5M	+116%	17k	202.46	View chart
Ishares Tr U.s. Tech Etf Exchange Traded Fund (IYW)	0.1	$3.5M	+59%	25k	141.21	View chart
Prologis Incorporated. Reit Real Estate Investment Trust (PLD)	0.1	$3.4M	-12%	31k	111.79	View chart
Elevance Health Incorporated Common Stock (ELV)	0.1	$3.4M	-9%	7.9k	434.79	View chart
Ishares Tr Mrgstr Md Cp Grw Exchange Traded Fund (IMCG)	0.1	$3.4M		48k	71.44	View chart
Essex Property Tr Incorporated Reit Real Estate Investment Trust (ESS)	0.1	$3.4M	-12%	11k	306.55	View chart
Honeywell International Incorporated Common Stock (HON)	0.1	$3.3M	-28%	16k	211.90	View chart
Mastec Incorporated Common Stock (MTZ)	0.1	$3.3M		29k	116.71	View chart
Spdr Technology Select Sector Exchange Traded Fund Exchange Traded Fund (XLK)	0.1	$3.3M	+11%	16k	206.79	View chart
Ishares Tr Esg Awr Msci Usa Exchange Traded Fund (ESGU)	0.1	$3.3M	+4%	27k	122.09	View chart
Schwab Us Large Cap Value Etf Exchange Traded Fund (SCHV)	0.1	$3.3M		122k	26.58	View chart
Cvs Health Corporation Common Stock (CVS)	0.1	$3.2M	+111%	47k	67.93	View chart
Uber Technologies Incorporated Common Stock (UBER)	0.1	$3.2M	+136%	44k	72.94	View chart
Vanguard High Dividend Yield Etf Exchange Traded Fund (VYM)	0.1	$3.2M	+68%	25k	128.72	View chart
General Dynamics Corporation Common Stock (GD)	0.1	$3.1M	-7%	12k	272.61	View chart
Intel Corporation Common Stock (INTC)	0.1	$3.1M	+147%	139k	22.32	View chart
Cheniere Energy Incorporated Common Stock (LNG)	0.1	$3.1M	-4%	13k	231.39	View chart
Micron Technology Incorporated Common Stock (MU)	0.1	$3.0M	+213%	35k	88.24	View chart
Vanguard Health Care Etf Exchange Traded Fund (VHT)	0.1	$3.0M	+97%	12k	261.71	View chart
First Trust Exchange Traded Exchange Traded Fund Vi First Trust Buywrite Income Etf Exchange Traded .. (FTHI)	0.1	$3.0M	+60%	137k	21.95	View chart
Enterprise Products Partners Common Stock (EPD)	0.1	$3.0M	+247%	88k	34.21	View chart
Nike Incorporated Class B Common Stock (NKE)	0.1	$3.0M	+132%	46k	64.47	View chart
Ishares Tr 0-3 Mnth Treasry Exchange Traded Fund (SGOV)	0.1	$3.0M	+121%	30k	100.61	View chart
Ishares Tr Iboxx Inv Cp Etf Exchange Traded Fund (LQD)	0.1	$2.9M	+121%	27k	108.67	View chart
Blackstone Incorporated Common Stock (BX)	0.1	$2.9M	+71%	21k	141.61	View chart
Vaneck Bdc Income Etf Exchange Traded Fund (BIZD)	0.1	$2.9M	+15%	176k	16.54	View chart
Invesco S&p Midcap Quality Etf Exchange Traded Fund (XMHQ)	0.1	$2.9M	+15%	32k	91.55	View chart
Duke Energy Corporation Common Stock (DUK)	0.1	$2.7M	+10%	23k	121.87	View chart
Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.1	$2.7M	-14%	11k	258.74	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Exchange Traded Fund (BIL)	0.1	$2.7M	+14%	30k	91.73	View chart
Rocket Companies Incorporated Com Class A Common Stock (RKT)	0.1	$2.7M	NEW	214k	12.52	View chart
Southern Company Common Stock (SO)	0.1	$2.7M	+29%	29k	91.91	View chart
Spdr S&p 600 Small Cap Growth Etf Exchange Traded Fund (SLYG)	0.1	$2.6M	+5%	31k	83.00	View chart
Spdr S&p 400 Mid Cap Growth Etf Exchange Traded Fund (MDYG)	0.1	$2.6M		32k	79.46	View chart
Spdr S&p 400 Mid Cap Value Etf Exchange Traded Fund (MDYV)	0.1	$2.5M	+11%	33k	77.05	View chart
Dimensional Etf Trust World Ex U S Core Equity 2 Etf Exchange Traded Fund (DFAX)	0.1	$2.5M		96k	26.20	View chart
First Trust Value Line Dividend Index Exchange Traded Fund Exchange Traded Fund (FVD)	0.1	$2.5M	+33%	56k	44.59	View chart
Ishares Tr S&p 500 Grwt Etf Exchange Traded Fund (IVW)	0.1	$2.5M	+51%	27k	93.02	View chart
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)	0.1	$2.5M	+29%	89k	27.93	View chart
Vanguard Consumer Staples Etf Exchange Traded Fund (VDC)	0.1	$2.4M	+50%	11k	218.82	View chart
Spdr Portfolio Emerging Markets Etf Exchange Traded Fund (SPEM)	0.1	$2.4M		60k	39.37	View chart
At&t Incorporated Common Stock (T)	0.1	$2.4M	+89%	84k	28.35	View chart
Taiwan Semiconductor Mfg Common Stock (TSM)	0.1	$2.4M	+35%	14k	166.19	View chart
Vanguard Total Bond Market Etf Exchange Traded Fund (BND)	0.1	$2.3M	+68%	32k	73.44	View chart
BP Common Stock (BP)	0.1	$2.3M	+333%	69k	33.81	View chart
Fiserv Incorporated Common Stock (FI)	0.1	$2.3M	+83%	11k	221.76	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Fund (IWM)	0.1	$2.3M	-11%	12k	199.49	View chart
United Parcel Service Incorporated Class B Common Stock (UPS)	0.1	$2.3M	+19%	21k	109.87	View chart
Spdr Bloomberg Convertible Securities Et Exchange Traded Fund (CWB)	0.1	$2.3M	+56%	30k	76.74	View chart
Devon Energy Corporation Common Stock (DVN)	0.1	$2.3M	+59%	61k	37.49	View chart
Nrg Energy Incorporated Common Stock (NRG)	0.1	$2.3M	+4%	24k	95.46	View chart
Proshares S&p 500 Dividend Aristocrats Etf Exchange Traded Fund (NOBL)	0.1	$2.3M	-23%	22k	102.18	View chart
Ft Vest U.s. Equity Buffer Etf - July Exchange Traded Fund (FJUL)	0.1	$2.3M	+129%	47k	47.73	View chart
Humana Incorporated Common Stock (HUM)	0.1	$2.2M	-9%	8.5k	264.60	View chart
Grayscale Bitcoin Mini Tr Etf Exchange Traded Fund (BTC)	0.1	$2.2M		61k	36.49	View chart
Waste Mgmt Incorporated Del Common Stock (WM)	0.1	$2.2M	+20%	9.5k	232.06	View chart
Realty Income Corporation Reit Real Estate Investment Trust (O)	0.1	$2.2M	+61%	39k	57.29	View chart
Ishares Tr Rus Md Cp Gr Etf Exchange Traded Fund (IWP)	0.1	$2.2M	+22%	19k	117.49	View chart
Dell Technologies Incorporated Class C Common Stock (DELL)	0.1	$2.1M	+7%	24k	91.17	View chart
Landbridge Co Llc Cl A Class A Common Stock (LB)	0.1	$2.1M	NEW	30k	71.94	View chart
Capital Group Core Equity Etf Exchange Traded Fund (CGUS)	0.1	$2.1M		64k	33.40	View chart
Schwab U.s. Mid-cap Etf Exchange Traded Fund (SCHM)	0.1	$2.1M		80k	26.20	View chart
Spdr Portfolio S&p 500 Growth Etf Exchange Traded Fund (SPYG)	0.1	$2.1M	-6%	26k	80.77	View chart
Lowes Companies Incorporated Common Stock (LOW)	0.1	$2.1M	+45%	8.8k	233.64	View chart
Fidelity Msci Utilities Index Etf Exchange Traded Fund (FUTY)	0.1	$2.1M	-37%	41k	50.95	View chart
Fs Credit Opportunities Corp Exchange Traded Fund (FSCO)	0.1	$2.1M	+216%	290k	7.10	View chart
Ishares Tr Ishs 5-10yr Invt Exchange Traded Fund (IGIB)	0.1	$2.1M	+31%	39k	52.52	View chart
Acruence Active Hedge U.s. Equity Etf Exchange Traded Fund (XVOL)	0.1	$2.1M	+5%	103k	20.03	View chart
Dimensional Etf Tr Dimensional Us Small Cap Value Exchange Traded Fund (DFSV)	0.1	$2.0M	+3%	72k	28.15	View chart
Ark Etf Trust Innovation Etf Exchange Traded Fund (ARKK)	0.1	$2.0M	+3%	43k	47.59	View chart
Ishares Tr Core Div Grwth Exchange Traded Fund (DGRO)	0.1	$2.0M		33k	61.77	View chart
Vanguard Long-term Corporate Bond Etf Exchange Traded Fund (VCLT)	0.1	$2.0M	+10%	27k	75.91	View chart
Spdr S&p 600 Small Cap Value Etf Exchange Traded Fund (SLYV)	0.1	$2.0M		26k	78.40	View chart
Doubleline Shiller Cape Us Equts Etf Exchange Traded Fund (CAPE)	0.1	$2.0M	+125%	66k	30.38	View chart
Ishares Tr Eafe Value Etf Exchange Traded Fund (EFV)	0.1	$2.0M	+20%	34k	58.95	View chart
Ge Vernova Incorporated Common Stock (GEV)	0.1	$2.0M	+154%	6.3k	310.52	View chart
Cummins Incorporated Common Stock (CMI)	0.1	$2.0M	+125%	6.2k	315.15	View chart
Jpmorgan Ultra-short Income Etf Exchange Traded Fund (JPST)	0.1	$1.9M	-56%	39k	50.63	View chart
Alerian Mlp Etf Exchange Traded Fund (AMLP)	0.1	$1.9M	+78%	36k	51.98	View chart
Autozone Incorporated Common Stock (AZO)	0.1	$1.8M	+22%	485.00	3812.96	View chart
Hawaiian Elec Industries Common Stock (HE)	0.1	$1.8M	NEW	168k	10.95	View chart
Spdr Health Care Select Exchange Traded Fund (XLV)	0.1	$1.8M	+74%	13k	144.07	View chart
Virtus Reaves Utilities Etf Exchange Traded Fund (UTES)	0.1	$1.8M	+9%	28k	64.60	View chart
Ishares Tr Ishs 1-5yr Invs Exchange Traded Fund (IGSB)	0.1	$1.8M	+69%	35k	52.30	View chart
Invesco S&p Smallcap Momentum Etf Exchange Traded Fund (XSMO)	0.1	$1.8M	+62%	29k	62.75	View chart
Nuveen Preferred Securities & Income Opportunities Exchange Traded Fund Exchange Traded Fund (JPI)	0.1	$1.8M	+87%	90k	19.66	View chart
Occidental Pete Corporation Common Stock (OXY)	0.1	$1.8M	+16%	36k	49.29	View chart
Hecla Mining Company Common Stock (HL)	0.1	$1.7M		313k	5.56	View chart
Alibaba Group Hldg Common Stock (BABA)	0.1	$1.7M	+372%	13k	132.65	View chart
Adobe Incorporated Common Stock (ADBE)	0.1	$1.7M	+3%	4.5k	383.49	View chart
Paychex Incorporated Common Stock (PAYX)	0.1	$1.7M	+202%	11k	154.56	View chart
The Cigna Group Common Stock (CI)	0.1	$1.7M	-4%	5.2k	329.01	View chart
Pacer Us Cash Cows 100 Etf Exchange Traded Fund (COWZ)	0.1	$1.7M	-19%	31k	54.76	View chart
Ishares Tr Core 60/40 Balan Exchange Traded Fund (AOR)	0.1	$1.7M	+33%	30k	57.74	View chart
Ishares Tr Msci Usa Qlt Fct Exchange Traded Fund (QUAL)	0.1	$1.7M	+8%	9.9k	170.91	View chart
Ft Energy Income Partners Enhanced Income Etf Exchange Traded Fund (EIPI)	0.1	$1.7M		83k	20.29	View chart
Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)	0.1	$1.7M	-19%	8.7k	193.19	View chart
Ishares Tr Core Total Usd Exchange Traded Fund (IUSB)	0.1	$1.7M	+17%	36k	46.07	View chart
Ft Vest Us Eqy Buff Etf Exchange Traded Fund (FAPR)	0.1	$1.6M	+56%	40k	41.06	View chart
Applied Matls Incorporated Common Stock (AMAT)	0.1	$1.6M	+90%	11k	145.38	View chart
Schwab Us Broad Market Etf Exchange Traded Fund (SCHB)	0.1	$1.6M	-25%	75k	21.53	View chart
Ft Vest U.s. Equity Buffer - January Exchange Traded Fund (FJAN)	0.1	$1.6M	NEW	36k	44.47	View chart
Ishares Tr Msci Eafe Etf Exchange Traded Fund (EFA)	0.1	$1.6M	+55%	20k	81.82	View chart
Citigroup Incorporated Common Stock (C)	0.1	$1.6M	+102%	23k	70.75	View chart
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG)	0.1	$1.6M		24k	65.76	View chart
Ft Vest U.s. Equity Max Buffer Etf-march Exchange Traded Fund (MARM)	0.1	$1.6M	-10%	51k	31.36	View chart
Cnx Res Corp Common Stock (CNX)	0.1	$1.6M	NEW	50k	31.77	View chart
Vanguard Real Estate Etf Exchange Traded Fund (VNQ)	0.1	$1.6M		17k	90.56	View chart
Genuine Parts Company Common Stock (GPC)	0.1	$1.6M		13k	119.14	View chart
NYLI Merger Arbitrage ETF Exchange Traded Fund (MNA)	0.1	$1.6M	-13%	46k	34.30	View chart
San Juan Basin Rty T Royalty Trust Common Stock (SJT)	0.1	$1.5M	NEW	279k	5.52	View chart
Cambria Shareholder Yield Etf Exchange Traded Fund (SYLD)	0.1	$1.5M	+3%	24k	63.80	View chart
Valero Energy Corporation Common Stock (VLO)	0.1	$1.5M	+78%	11k	133.50	View chart
L3harris Technologies Incorporated Common Stock (LHX)	0.1	$1.5M	-4%	7.2k	209.33	View chart
Global X Robotics & Artificial Intelligence Thematic Etf Exchange Traded Fund (BOTZ)	0.1	$1.5M	+210%	53k	28.51	View chart
Crh Public Limited Co F Common Stock (CRH)	0.1	$1.5M		17k	87.98	View chart
Pearl Diver Credit Co In Common Stock (PDCC)	0.1	$1.5M		79k	18.93	View chart
Northrop Grumman Corporation Common Stock (NOC)	0.1	$1.5M	+3%	2.9k	512.10	View chart
Ishares Tr Core Msci Eafe Exchange Traded Fund (IEFA)	0.1	$1.5M		19k	75.68	View chart
Mckesson Corporation Common Stock (MCK)	0.1	$1.4M		2.1k	673.37	View chart
Abrdn Income Credit Strategies Exchange Traded Fund (ACP)	0.1	$1.4M		240k	5.89	View chart
Schwab Exchange Traded Fundmntl Us Large Com Etf Exchange Traded Fund (FNDX)	0.1	$1.4M	+8%	60k	23.61	View chart
Ft Vest Us Equity Buffer Etf Exchange Traded Fund (FDEC)	0.1	$1.4M	+65%	32k	43.51	View chart
Spdr Industrial Select Sector Exchange Traded Fund Exchange Traded Fund (XLI)	0.1	$1.4M	+11%	11k	131.52	View chart
Vanguard Ftse All-world Ex-us Etf Exchange Traded Fund (VEU)	0.1	$1.4M	-3%	23k	60.66	View chart
Ford Mtr Company Common Stock (F)	0.1	$1.4M	+280%	139k	9.95	View chart
Invesco S&p 500 Low Volatility Etf Exchange Traded Fund (SPLV)	0.1	$1.4M	+24%	19k	74.72	View chart
Vanguard Large-cap Etf Exchange Traded Fund (VV)	0.1	$1.4M	+34%	5.4k	257.04	View chart
Ares Capital Corporation Common Stock (ARCC)	0.1	$1.4M	+93%	62k	22.27	View chart
Ft Vst Buff Allocation Grw Etf Exchange Traded Fund (BUFG)	0.1	$1.4M	-2%	58k	23.79	View chart
Vanguard Small-cap Growth Etf Exchange Traded Fund (VBK)	0.1	$1.4M	+8%	5.4k	251.86	View chart
Spdr Portfolio S&p 600 Small Cap Etf Exchange Traded Fund (SPSM)	0.1	$1.4M	+6%	33k	40.77	View chart
Srh Total Return Exchange Traded Fund Incorporated Exchange Traded Fund (STEW)	0.1	$1.4M	+38%	78k	17.25	View chart
Wp Carey Incorporated Reit Real Estate Investment Trust (WPC)	0.1	$1.4M	+121%	21k	63.04	View chart
Invesco S And P 100 Eql Wght Etf Exchange Traded Fund (EQWL)	0.1	$1.3M	-12%	13k	103.08	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 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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