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
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.85K
+ 8.02%
$22.39 - $23.45 $131K - $137K
78.8K $1.81B
ECC
Eagle Point Credit CO Inc.

Financial Services
11K
New
$8.7 - $9.98 $95.7K - $110K
11K $97.6M
EEM
Ishares Msci Emerging Markets

ETFs
3.47K
+ 29.4%
$41.82 - $47.36 $145K - $164K
15.3K $639M
AZO
Autozone Inc

Consumer Cyclical
24
+ 6.47%
$2981.19 - $3370.27 $71.5K - $80.9K
395 $1.26B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.38K
+ 10.62%
$49.03 - $53.35 $67.7K - $73.6K
14.4K $737M
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.02K
+ 44.31%
$56.08 - $68.53 $113K - $138K
6.58K $370M
ITOT
Ishares Core S&P Total U.S. St

ETFs
595
+ 12.77%
$124.26 - $134.12 $73.9K - $79.8K
5.25K $676M
ETNB
89bio, Inc.

Healthcare
11K
New
$7.03 - $10.05 $77.3K - $111K
11K $86M
Kbs Real Estate Invt Tr Iii Inc Common Shares
14.9K
New
N/A
14.9K $83.3M
DKNG
Draft Kings Inc.

Consumer Cyclical
2.64K
+ 44.5%
$35.32 - $44.84 $93.1K - $118K
8.56K $318M
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
12K
+ 25.63%
$8.43 - $8.87 $101K - $106K
58.7K $495M
CDXS
Codexis, Inc.

Healthcare
16.6K
New
$2.91 - $5.81 $48.3K - $96.4K
16.6K $79.2M
NIO
Nio Inc.

Consumer Cyclical
18.2K
New
$4.31 - $7.21 $78.2K - $131K
18.2K $79.2M
IVE
Ishares S&P 500 Value ETF

ETFs
480
+ 21.78%
$189.5 - $206.17 $91K - $99K
2.68K $512M
GLNG
Golar Lng LTD

Energy
500
+ 5.0%
$34.0 - $43.59 $17K - $21.8K
10.5K $444M
COTY
Coty Inc.

Consumer Defensive
10.6K
New
$6.92 - $9.36 $73.1K - $98.9K
10.6K $73.5M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
2.08K
+ 3.62%
$23.92 - $24.89 $49.8K - $51.8K
59.5K $1.46B
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
6.8K
+ 27.03%
$10.2 - $10.51 $69.4K - $71.5K
32K $331M
AIT
Applied Industrial Technologies Inc

Industrials
157
+ 7.92%
$220.05 - $280.49 $34.5K - $44K
2.14K $512M
BFLY
Butterfly Network, Inc.

Healthcare
22.3K
New
$1.66 - $3.67 $37K - $81.8K
22.3K $69.6M
PARA
Paramount Global

Communication Services
7.17K
+ 27.47%
$10.27 - $11.57 $73.6K - $82.9K
33.3K $348M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
8K
+ 31.23%
$12.1 - $13.52 $96.8K - $108K
33.6K $412M
Fortuna Mining Corporation Com New
15.9K
New
N/A
15.9K $68.2M
ATAI
Atai Life Sciences N.V.

Healthcare
50K
New
$1.06 - $1.78 $53K - $89K
50K $66.5M
MBB
Ishares Tr

ETFs
916
+ 19.42%
$91.26 - $95.82 $83.6K - $87.8K
5.63K $516M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.54K
+ 33.37%
$58.88 - $64.8 $90.4K - $99.5K
6.14K $362M
UL
Unilever PLC

Consumer Defensive
1.7K
+ 42.48%
$56.7 - $64.64 $96.6K - $110K
5.71K $324M
GUT
Gabelli Utility Trust

Financial Services
12.3K
New
$4.99 - $5.44 $61.2K - $66.7K
12.3K $61.7M
FMCC
Federal Home Loan Mortgage Corp

Financial Services
18K
New
$1.1 - $3.55 $19.8K - $64K
18K $58.9M
IBB
Ishares Biotechnology ETF

ETFs
629
+ 33.6%
$131.21 - $148.85 $82.5K - $93.6K
2.5K $331M
PII
Polaris Inc.

Consumer Cyclical
3.22K
+ 64.51%
$56.74 - $83.06 $183K - $268K
8.21K $473M
CGUS
Capital Group Core Equity ETF
376
+ 0.6%
$33.96 - $36.24 $12.8K - $13.6K
63.5K $2.22B
FNMA
Federal National Mortgage Association Fannie Mae

Financial Services
17.2K
New
$1.13 - $3.56 $19.5K - $61.4K
17.2K $56.5M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
6.54K
+ 30.12%
$11.42 - $12.5 $74.6K - $81.7K
28.2K $326M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
317
+ 1.34%
$66.77 - $71.52 $21.2K - $22.7K
23.9K $1.65B
VEGN
ETF Ser Solutions Us Vegan Cli

ETFs
225
+ 1.11%
$50.78 - $55.97 $11.4K - $12.6K
20.6K $1.1B
MPW
Medical Properties Trust Inc

Real Estate
13.7K
New
$3.72 - $5.77 $50.9K - $79K
13.7K $54.1M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
868
+ 46.12%
$104.5 - $125.64 $90.7K - $109K
2.75K $287M
XAR
Spdr S&P Aerospace & Defense E

ETFs
221
+ 12.48%
$153.8 - $176.52 $34K - $39K
1.99K $330M
ABNB
Airbnb, Inc.

Consumer Cyclical
309
+ 13.79%
$125.36 - $147.37 $38.7K - $45.5K
2.55K $335M
NNDM
Nano Dimension Ltd.

Technology
20K
New
$2.05 - $2.68 $41K - $53.6K
20K $49.6M
TIP
Ishares Tr Tips Bd ETF

ETFs
511
+ 24.18%
$106.33 - $110.69 $54.3K - $56.6K
2.62K $280M
IXUS
Ishares Tr

ETFs
1.09K
+ 25.94%
$65.95 - $72.56 $71.9K - $79.1K
5.29K $350M
MOS
Mosaic CO

Basic Materials
2.44K
+ 31.03%
$23.87 - $28.34 $58.1K - $69K
10.3K $253M
XYLD
Global X Fds S&P 500 Covered C

ETFs
832
+ 5.93%
$40.86 - $43.42 $34K - $36.1K
14.9K $623M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.13K
+ 27.76%
$55.45 - $61.08 $62.4K - $68.7K
5.18K $287M
2 X Long Vix Futures ETF
11K
New
N/A
11K $37.4M
THRD
Third Harmonic Bio, Inc.

Healthcare
10.2K
+ 48.8%
$10.29 - $15.4 $105K - $157K
31.1K $320M
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
10.5K
New
$3.38 - $3.72 $35.6K - $39.2K
10.5K $36.6M
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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