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Rdiv etf shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Rdiv etf (RDIV) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Rdiv etf

Tip: Access up to 7 years of quarterly data

All positions including Rdiv etf held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rdiv etf by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 24k 49.94
2024-06-30 $987k 22k 44.80

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Apple Incorporated Common Stock (AAPL)
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Amazon Com Incorporated Common Stock (AMZN)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Meta Platforms Incorporated Class A Common Stock (META)
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Grayscale Bitcoin Etf Exchange Traded Fund (GBTC)
Lamar Advertising Common Stock (LAMR)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Broadcom Incorporated Common Stock (AVGO)
Eli Lilly & Company Common Stock (LLY)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)

View all positions for Kingswood Wealth Advisors

Top funds holding Rdiv etf

Morgan Stanley
Heartwood Wealth Advisors
LPL Financial
Bank of America Corporation
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Private Advisor
Raymond James & Associates
Raymond James Financial Services Advisors
Advisor Group Holdings
Rockefeller Capital Management
BancorpSouth Bank
HighTower Advisors
Patriot Financial Group Insurance Agency
Commonwealth Equity Services

View all funds holding Rdiv etf