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
PX
P10, Inc.

Financial Services
23.6K
New
$10.75 - $14.17 $253K - $334K
23.6K $297M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.46K
New
$152.04 - $211.12 $222K - $309K
1.46K $297M
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
26K
New
$11.08 - $11.89 $288K - $309K
26K $296M
RYE
Invesco Exchange Traded Fd Tr

ETFs
3.8K
+ 100.0%
N/A
7.6K $580M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
35.1K
New
$8.21 - $8.88 $288K - $312K
35.1K $291M
COIN
Coinbase Global, Inc.

Technology
1.17K
New
$163.17 - $343.62 $191K - $401K
1.17K $290M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
15.6K
+ 98.13%
$17.93 - $18.8 $281K - $294K
31.6K $576M
SKYY
First Trust Cloud Computing Et

ETFs
2.1K
+ 97.18%
$99.98 - $130.46 $210K - $274K
4.27K $508M
NGG
National Grid PLC

Utilities
4.83K
New
$57.68 - $70.03 $278K - $338K
4.83K $287M
EPI
Wisdomtree Tr India Earnings F

ETFs
6.87K
+ 140.14%
$45.09 - $50.08 $310K - $344K
11.8K $533M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.59K
New
$104.59 - $118.05 $271K - $306K
2.59K $282M
ILCB
Ishares Morningstar U.S. Equit

ETFs
3.46K
New
$78.43 - $84.56 $272K - $293K
3.46K $281M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.53K
New
$87.56 - $119.8 $222K - $303K
2.53K $278M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
2K
+ 100.0%
$139.44 - $150.37 $279K - $301K
4K $564M
HPE
Hewlett Packard Enterprise CO

Technology
13K
New
$19.31 - $23.95 $250K - $310K
13K $277M
USRT
Ishares Core U.S. Reit ETF

ETFs
4.8K
New
$55.97 - $62.75 $268K - $301K
4.8K $275M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
5.3K
+ 28.1%
$74.68 - $81.45 $396K - $431K
24.1K $1.81B
SHW
Sherwin Williams CO

Basic Materials
805
New
$338.75 - $399.71 $273K - $322K
805 $274M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.8K
New
$138.59 - $156.61 $249K - $281K
1.8K $272M
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
16.2K
New
$16.71 - $18.84 $271K - $305K
16.2K $271M
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.16K
New
$83.09 - $89.28 $262K - $282K
3.16K $268M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
6.55K
New
$40.84 - $42.74 $267K - $280K
6.55K $268M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.3K
+ 49.6%
$180.39 - $205.43 $235K - $267K
3.93K $745M
STWD
Starwood Property Trust, Inc.

Real Estate
14.1K
New
$18.95 - $20.37 $267K - $287K
14.1K $267M
BXSL
Blackstone Secured Lending Fund

Financial Services
8.2K
New
$29.25 - $33.27 $240K - $273K
8.2K $265M
SMR
Nuscale Power Corp

Industrials
14.8K
New
$11.69 - $30.21 $173K - $446K
14.8K $265M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.83K
New
$45.17 - $47.23 $264K - $276K
5.83K $265M
IYW
Ishares Dj Us Tech ETF

ETFs
921
+ 6.38%
$148.14 - $166.23 $136K - $153K
15.4K $2.45B
Cava Group Inc
2.31K
New
N/A
2.31K $260M
MET
Metlife Inc

Financial Services
3.17K
New
$78.15 - $88.25 $247K - $279K
3.17K $259M
EIX
Edison International

Utilities
3.25K
New
$77.93 - $88.36 $253K - $287K
3.25K $259M
VPU
Vanguard Utilities ETF

ETFs
1.58K
New
$160.52 - $179.11 $254K - $284K
1.58K $259M
SYY
Sysco Corp

Consumer Defensive
3.42K
+ 118.08%
$73.63 - $81.77 $251K - $279K
6.31K $482M
Viper Energy Inc
5.19K
New
N/A
5.19K $255M
HQH
Tekla Healthcare Investors

Financial Services
21.2K
+ 63.66%
$16.03 - $18.73 $340K - $397K
54.5K $875M
CVCO
Cavco Industries Inc.

Consumer Cyclical
570
New
$409.8 - $533.17 $234K - $304K
570 $254M
KNSL
Kinsale Capital Group, Inc.

Financial Services
543
New
$424.05 - $524.22 $230K - $285K
543 $253M
TROW
Price T Rowe Group Inc

Financial Services
2.21K
New
$106.48 - $124.69 $236K - $276K
2.21K $250M
PKG
Packaging Corp Of America

Consumer Cyclical
1.11K
New
$211.98 - $248.85 $235K - $276K
1.11K $250M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
27.6K
New
$6.75 - $10.44 $186K - $288K
27.6K $248M
TM
Toyota Motor Corp

Consumer Cyclical
1.27K
New
$169.2 - $199.52 $215K - $254K
1.27K $248M
CVGW
Calavo Growers Inc

Consumer Defensive
9.69K
New
$25.09 - $29.14 $243K - $282K
9.69K $247M
GWW
W.W. Grainger, Inc.

Industrials
234
New
$1023.06 - $1220.93 $239K - $286K
234 $247M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.89K
+ 18.0%
$76.21 - $82.24 $220K - $238K
19K $1.48B
WPC
W. P. Carey Inc.

Real Estate
5.19K
+ 116.13%
$53.44 - $61.33 $277K - $318K
9.66K $526M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.3K
New
$18.41 - $40.87 $245K - $543K
13.3K $246M
Grayscale Ethereum Mini
7.8K
New
N/A
7.8K $246M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
12.2K
New
$20.05 - $20.15 $244K - $245K
12.2K $244M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
19.3K
+ 137.44%
$12.74 - $14.23 $245K - $274K
33.3K $432M
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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