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
BHB
Bar Harbor Bankshares

Financial Services
7.9K
New
$28.81 - $38.23 $228K - $302K
7.9K $242M
VRIG
Invesco Actively Managed ETF F

ETFs
9.6K
New
$25.06 - $25.2 $241K - $242K
9.6K $241M
STX
Seagate Technology Holdings PLC

Technology
4.01K
+ 87.95%
$86.31 - $112.64 $346K - $452K
8.58K $740M
QJUN
First Tr ETF
8.57K
New
$26.78 - $28.75 $229K - $246K
8.57K $240M
Annaly Cap Mgmt Inc Reit
13.1K
New
N/A
13.1K $239M
AA
Alcoa Corp

Basic Materials
6.29K
New
$36.62 - $47.42 $230K - $298K
6.29K $238M
RMD
Resmed Inc

Healthcare
1.03K
New
$228.69 - $256.07 $236K - $264K
1.03K $236M
HNDL
Strategy Shs

ETFs
11.5K
+ 103.69%
$21.25 - $22.4 $245K - $258K
22.6K $482M
WU
Western Union CO

Financial Services
26.5K
+ 91.23%
$10.52 - $11.94 $278K - $316K
55.5K $588M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.77K
New
$82.28 - $117.52 $228K - $325K
2.77K $235M
NDAQ
Nasdaq, Inc.

Financial Services
3.02K
New
$70.87 - $83.05 $214K - $251K
3.02K $234M
VICI
Vici Properties Inc.

Real Estate
7.96K
New
$28.27 - $33.19 $225K - $264K
7.96K $233M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
11.4K
New
$20.04 - $22.53 $228K - $257K
11.4K $230M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2.17K
New
$101.77 - $113.02 $221K - $245K
2.17K $229M
TGTX
Tg Therapeutics, Inc.

Healthcare
7.58K
New
$21.31 - $35.09 $162K - $266K
7.58K $228M
ALLY
Ally Financial Inc.

Financial Services
6.07K
+ 73.42%
$34.12 - $39.98 $207K - $242K
14.3K $516M
UTHR
United Therapeutics Corp

Healthcare
639
New
$348.66 - $410.0 $223K - $262K
639 $225M
AVNT
Avient Corp

Basic Materials
5.5K
New
$40.12 - $53.17 $221K - $292K
5.5K $225M
Astera Labs Inc
1.69K
New
N/A
1.69K $224M
TTE
Total Energies Se

Energy
4.11K
New
N/A
4.11K $224M
FNX
First Tr Mid Cap Core Alphadex

ETFs
1.91K
New
$114.77 - $127.28 $220K - $243K
1.91K $221M
BMO
Bank Of Montreal

Financial Services
2.27K
New
$89.75 - $103.39 $204K - $235K
2.27K $220M
HEFA
Ishares Currency Hedged Msci E

ETFs
6.32K
New
$34.42 - $35.88 $218K - $227K
6.32K $220M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.21K
+ 26.57%
$46.48 - $51.32 $196K - $216K
20.1K $966M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.27K
New
$50.73 - $51.08 $217K - $218K
4.27K $217M
Ft Vest Us Eqty Buffer ETF
5.7K
New
N/A
5.7K $214M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.71K
New
$121.89 - $135.52 $208K - $232K
1.71K $214M
FEP
First Trust Europe Alphadex Fu

ETFs
5.96K
New
$35.46 - $38.46 $211K - $229K
5.96K $214M
IWN
Ishares Russell2000 Val ETF

ETFs
1.29K
New
$162.69 - $181.35 $210K - $234K
1.29K $212M
NRG
Nrg Energy, Inc.

Utilities
2.53K
+ 12.58%
$85.3 - $101.61 $216K - $257K
22.6K $2.04B
EFV
Msci Eafe Value ETF

ETFs
6.11K
+ 28.04%
$51.78 - $57.15 $316K - $349K
27.9K $1.46B
VOE
Vanguard Mid Cap Value Index F

ETFs
1.39K
+ 53.94%
$160.89 - $176.18 $224K - $245K
3.97K $642M
AGM
Federal Agricultural Mortgage Corp

Financial Services
1.06K
New
$181.72 - $216.45 $193K - $230K
1.06K $209M
LODE
Comstock Inc.

Real Estate
250K
+ 1250.0%
$0.3 - $0.88 $75K - $220K
270K $216M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.31K
New
$87.42 - $98.06 $202K - $226K
2.31K $206M
IDA
Idacorp Inc

Utilities
1.88K
New
$100.11 - $118.96 $189K - $224K
1.88K $206M
KHC
Kraft Heinz CO

Consumer Defensive
6.68K
New
$30.1 - $36.02 $201K - $241K
6.68K $205M
IONQ
Ion Q, Inc.

Technology
4.9K
New
$8.17 - $48.24 $40K - $236K
4.9K $205M
WAT
Waters Corp

Healthcare
550
New
$323.11 - $392.01 $178K - $216K
550 $204M
SUN
Sunoco LP

Energy
3.96K
New
$50.8 - $56.82 $201K - $225K
3.96K $204M
ELS
Equity Lifestyle Properties Inc

Real Estate
3.05K
New
$66.06 - $72.51 $202K - $221K
3.05K $203M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
33.5K
New
$5.98 - $6.61 $201K - $222K
33.5K $203M
RBLX
Roblox Corp

Communication Services
3.48K
New
$39.86 - $61.45 $139K - $214K
3.48K $202M
Digitalbridge Group Inc Class A Common Stock
17.9K
New
N/A
17.9K $201M
SPSB
Spdr Portfolio Short Term Corp

ETFs
6.99K
+ 38.66%
$29.77 - $30.19 $208K - $211K
25.1K $748M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.48K
New
$134.53 - $150.65 $199K - $223K
1.48K $201M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
13K
New
$15.05 - $16.03 $196K - $208K
13K $198M
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.34K
+ 69.23%
$123.8 - $167.8 $290K - $393K
5.73K $722M
HAS
Hasbro, Inc.

Consumer Cyclical
4.63K
+ 118.46%
$55.71 - $72.94 $258K - $337K
8.53K $477M
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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email