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
VKQ
Invesco Municipal Trust

Financial Services
19.7K
New
$9.54 - $10.29 $188K - $203K
19.7K $193M
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
36K
New
$5.26 - $6.15 $189K - $221K
36K $190M
PFF
Ishares Trust Ishares Pfd And

ETFs
6.83K
+ 47.56%
$31.23 - $33.51 $213K - $229K
21.2K $666M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
24.9K
+ 70.02%
$7.83 - $8.16 $195K - $203K
60.4K $475M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.1K
+ 13.64%
$176.42 - $186.91 $194K - $205K
9.14K $1.63B
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
13.5K
New
$13.12 - $14.37 $178K - $194K
13.5K $184M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
19.7K
New
$8.24 - $11.07 $162K - $218K
19.7K $184M
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.53K
+ 17.67%
$102.46 - $110.17 $157K - $169K
10.2K $1.08B
XLB
Select Sector Spdr Fd Material

ETFs
2.69K
+ 77.15%
$83.8 - $97.58 $226K - $263K
6.18K $520M
ASML
Asml Holding Nv

Technology
401
+ 59.41%
$658.43 - $872.27 $264K - $350K
1.08K $746M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.43K
+ 33.64%
$77.02 - $78.58 $187K - $191K
9.65K $746M
THW
Tekla World Healthcare Fund

Financial Services
16K
New
$10.96 - $13.33 $175K - $213K
16K $176M
XLU
Utilities Sector Spdr

ETFs
2.63K
+ 52.5%
$74.89 - $82.93 $197K - $218K
7.64K $578M
BALL
Ball Corp

Consumer Cyclical
4.69K
+ 69.23%
$54.84 - $67.94 $257K - $318K
11.5K $632M
LIFE
A Tyr Pharma Inc

Healthcare
47K
New
N/A
47K $170M
PRU
Prudential Financial Inc

Financial Services
1.47K
+ 43.42%
$114.59 - $129.52 $168K - $190K
4.84K $574M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.08K
+ 35.99%
$70.1 - $76.53 $216K - $236K
11.6K $823M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
15.3K
New
$10.64 - $11.1 $163K - $170K
15.3K $165M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
4.74K
+ 22.73%
$40.18 - $41.59 $191K - $197K
25.6K $1.06B
BRSP
Bright Spire Capital, Inc.

Real Estate
28.9K
New
$5.25 - $6.43 $152K - $186K
28.9K $163M
HQL
Tekla Life Sciences Investors

Financial Services
12.2K
New
$13.12 - $15.25 $160K - $186K
12.2K $160M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
4.5K
+ 25.09%
$21.71 - $25.45 $97.8K - $115K
22.5K $554M
Purple Biotech LTD American Depositary Shares
33.6K
New
N/A
33.6K $158M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
8.35K
+ 72.29%
$18.62 - $19.05 $155K - $159K
19.9K $372M
RY
Royal Bank Of Canada

Financial Services
1.29K
+ 78.67%
$119.72 - $128.02 $154K - $165K
2.92K $352M
Tidal Tr Ii Defiance Nasdaq 100 Enhanced Options & 0 Dte Income ETF
5.87K
+ 100.0%
N/A
11.7K $362M
STT
State Street Corp

Financial Services
50
+ 0.35%
$85.96 - $100.78 $4.3K - $5.04K
14.5K $1.43B
GNL
Global Net Lease, Inc.

Real Estate
19.3K
New
$7.02 - $8.61 $136K - $166K
19.3K $141M
EPD
Enterprise Products Partners L.P.

Energy
2.9K
+ 12.98%
$28.66 - $34.43 $83.2K - $99.9K
25.3K $792M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.46K
+ 12.44%
$44.33 - $49.55 $153K - $171K
31.2K $1.4B
OEF
Ishares S&P 100 ETF

ETFs
418
+ 36.07%
N/A
1.58K $456M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
10.5K
+ 25.21%
$20.55 - $23.26 $217K - $245K
52.4K $1.1B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
6.53K
+ 45.42%
$33.77 - $44.09 $221K - $288K
20.9K $709M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
53.7K
+ 219.49%
$27.54 - $83.04 $1.48M - $4.46M
78.1K $2.17B
SCHX
Schwab Strategic Tr Us Large C

ETFs
19.8K
+ 268.98%
$22.4 - $68.28 $444K - $1.35M
27.2K $630M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
11.2K
+ 222.82%
$22.63 - $47.53 $253K - $531K
16.2K $368M
STEW
Boulder Growth & Income Fund

Financial Services
6.85K
+ 13.82%
$15.33 - $16.73 $105K - $115K
56.4K $904M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.67K
+ 26.59%
$75.1 - $82.99 $200K - $222K
12.7K $961M
POET
Poet Technologies Inc.

Technology
20K
New
$3.6 - $7.59 $72K - $152K
20K $119M
O
Realty Income Corp

Real Estate
5.52K
+ 30.23%
$51.76 - $64.71 $286K - $357K
23.8K $1.27B
BP
Bp PLC

Energy
4.55K
+ 40.01%
$28.16 - $33.14 $128K - $151K
15.9K $471M
IXN
Ishares Global Information Tec

ETFs
1.25K
+ 39.72%
$80.67 - $87.84 $101K - $110K
4.39K $372M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.56K
+ 48.2%
$89.81 - $104.0 $140K - $162K
4.79K $431M
Pacific Oak Strategic Opportunity Reit Inc Common Shares
13.8K
New
N/A
13.8K $111M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
5.96K
+ 42.32%
$19.99 - $20.7 $119K - $123K
20K $401M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.23K
+ 40.33%
$87.25 - $95.52 $107K - $117K
4.27K $378M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.04K
+ 21.25%
$99.04 - $109.59 $202K - $224K
11.6K $1.16B
Ge Healthcare Technologi
2.27K
+ 49.8%
N/A
6.81K $533M
AQN
Algonquin Power & Utilities Corp.

Utilities
23.9K
New
$4.31 - $5.52 $103K - $132K
23.9K $106M
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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