Kingswood Wealth Advisors, LLC Purchases in Q4 2024

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
43.6K
+ 117.56%
$567.81 - $607.81 $24.7M - $26.5M
80.7K $47.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
22.2K
+ 117.5%
$521.84 - $558.82 $11.6M - $12.4M
41K $22.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
16.7K
+ 41.24%
$481.22 - $538.17 $8.05M - $9.01M
57.3K $29.3B
2 X Bitcoin Strategy ETF
66.4K
+ 29.95%
N/A
288K $14.9B
MSTR
Microstrategy Inc

Technology
9.44K
+ 21.26%
$162.69 - $473.83 $1.54M - $4.47M
53.8K $15.6B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
16.5K
+ 700.34%
$417.69 - $450.94 $6.88M - $7.43M
18.8K $8.01B
SCHG
Schwab Strategic Tr Us Large C

ETFs
602K
+ 441.92%
$25.93 - $105.3 $15.6M - $63.3M
738K $20.6B
SSO
Proshares Ultra S&P 500

ETFs
61.4K
+ 563.36%
$87.92 - $99.73 $5.39M - $6.12M
72.2K $6.68B
VB
Vanguard Small Cap ETF

ETFs
18.8K
+ 181.43%
$233.76 - $261.58 $4.4M - $4.92M
29.2K $7.02B
VTI
Vanguard Total Stock Market Et

ETFs
14.5K
+ 77.19%
$280.04 - $302.45 $4.07M - $4.39M
33.3K $9.66B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
18.9K
+ 97.64%
$201.32 - $217.44 $3.81M - $4.11M
38.3K $7.93B
PULS
Pgim ETF Tr

ETFs
75.8K
+ 1687.27%
$49.51 - $49.79 $3.75M - $3.78M
80.3K $3.98B
BRK-A
Berkshire Hathaway Inc

Financial Services
5
New
$664750.0 - $724132.5 $3.32M - $3.62M
5 $3.4B
SCHV
Schwab Strategic Tr Us Large C

ETFs
123K
New
$25.79 - $80.4 $3.16M - $9.86M
123K $3.2B
DVY
Ishares Tr

ETFs
22.8K
+ 111.5%
$129.55 - $143.41 $2.96M - $3.27M
43.3K $5.68B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
34.1K
+ 64.08%
$88.59 - $94.57 $3.02M - $3.22M
87.2K $7.74B
Super Micro Computer Inc
89.8K
New
N/A
89.8K $2.74B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
29.4K
New
$89.9 - $100.66 $2.65M - $2.96M
29.4K $2.66B
Grayscale Bitcoin Mini Trust ETF
60.7K
New
N/A
60.7K $2.54B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
29.2K
+ 1199.92%
$86.65 - $94.9 $2.53M - $2.77M
31.6K $2.75B
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
152K
New
$15.9 - $17.05 $2.42M - $2.6M
152K $2.53B
FSK
Fs Kkr Capital Corp

Financial Services
104K
+ 86.27%
$19.71 - $22.22 $2.05M - $2.31M
225K $4.88B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
31.8K
+ 198.97%
$72.18 - $81.41 $2.3M - $2.59M
47.8K $3.61B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
47.5K
+ 115.86%
$50.37 - $50.6 $2.39M - $2.41M
88.6K $4.46B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
30.6K
+ 103.34%
$77.23 - $82.11 $2.36M - $2.51M
60.2K $4.69B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
29.1K
New
$78.43 - $87.17 $2.28M - $2.54M
29.1K $2.33B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
25.6K
New
$84.34 - $95.14 $2.16M - $2.44M
25.6K $2.24B
RWL
Invesco Exchange Traded Fd Tr

ETFs
21.5K
+ 89.47%
$97.11 - $104.1 $2.09M - $2.24M
45.6K $4.47B
XVOL
Tidal ETF Tr Acruence Active H
97.2K
New
$21.34 - $24.14 $2.07M - $2.35M
97.2K $2.07B
FTCS
First Trust Capital Strength E

ETFs
25.5K
+ 36.91%
$87.62 - $94.03 $2.23M - $2.39M
94.4K $8.29B
PLTR
Palantir Technologies Inc.

Technology
12K
+ 43.96%
$36.46 - $82.38 $436K - $984K
39.1K $2.96B
LNG
Cheniere Energy, Inc.

Energy
7.96K
+ 137.6%
$181.07 - $225.92 $1.44M - $1.8M
13.7K $2.95B
ORCC
Owl Rock Capital Corp

Financial Services
122K
+ 89.02%
N/A
259K $3.92B
MGK
Vanguard Mega Cap Growth ETF

ETFs
5.4K
New
$316.94 - $357.88 $1.71M - $1.93M
5.4K $1.85B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
42.2K
New
$43.02 - $47.32 $1.81M - $2M
42.2K $1.82B
FPE
First Tr Pfd Secs & Income ETF

ETFs
116K
+ 18.73%
$17.65 - $18.18 $2.05M - $2.11M
735K $13B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
18.2K
+ 201.61%
$98.47 - $109.35 $1.8M - $1.99M
27.3K $2.69B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
56K
+ 180.7%
$29.73 - $30.81 $1.66M - $1.72M
86.9K $2.65B
RDVY
First Trust Rising Dividend Ac

ETFs
28.9K
+ 126.34%
$58.65 - $64.37 $1.7M - $1.86M
51.8K $3.06B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
26.5K
+ 70.57%
$61.68 - $67.87 $1.63M - $1.8M
64K $3.99B
UTES
Virtus Reaves Utilities ETF
25.7K
New
N/A
25.7K $1.64B
IVV
Ishares Core S&P 500 ETF

ETFs
2.21K
+ 9.88%
$570.51 - $610.59 $1.26M - $1.35M
24.6K $14.5B
DFSV
Dimensional ETF Tr Dimensional

ETFs
50.1K
+ 250.6%
$30.18 - $33.87 $1.51M - $1.7M
70.1K $2.16B
IAU
Ishares Gold Trust

ETFs
31.1K
New
$48.37 - $52.65 $1.5M - $1.64M
31.1K $1.54B
GPC
Genuine Parts CO

Consumer Cyclical
13.2K
New
$113.11 - $143.63 $1.49M - $1.89M
13.2K $1.54B
UPS
United Parcel Service Inc

Industrials
12.1K
+ 227.89%
$122.65 - $138.35 $1.49M - $1.68M
17.4K $2.2B
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
52K
New
$28.25 - $28.72 $1.47M - $1.49M
52K $1.47B
MTZ
Mastec Inc

Industrials
8.95K
+ 45.77%
$119.94 - $147.94 $1.07M - $1.32M
28.5K $3.88B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
37.2K
New
$39.3 - $41.34 $1.46M - $1.54M
37.2K $1.46B
Activity Summary
Buys All Purchases 520 New Holdings 257 Increased Positions 263 Sells All Sells 270 Reductions 270 Sold out 0 Options Calls 0 Puts 0
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