Kingswood Wealth Advisors, LLC Incresed Positions in Q3 2025

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.73K
+ 16.04%
$136.48 - $142.97 $645K - $676K
34.2K $4.79B
FXU
First Tr Exchange Traded Fd Ut

ETFs
15.8K
+ 100.55%
$41.97 - $45.5 $664K - $720K
31.6K $1.43B
VRT
Vertiv Holdings CO

Industrials
3.9K
+ 50.65%
N/A
11.6K $1.75B
RDVY
First Trust Rising Dividend Ac

ETFs
7.38K
+ 12.84%
$62.38 - $67.29 $461K - $497K
64.9K $4.36B
AMAT
Applied Materials Inc

Technology
2.92K
+ 45.37%
$156.25 - $204.95 $457K - $599K
9.37K $1.92B
WELL
Welltower Inc.

Real Estate
3.47K
+ 112.25%
$150.71 - $178.14 $523K - $619K
6.57K $1.17B
VBR
Vanguard Small Cap Value ETF

ETFs
3.03K
+ 75.4%
$195.41 - $212.37 $591K - $642K
7.04K $1.47B
ET
Energy Transfer LP

Energy
41.2K
+ 109.02%
$17.11 - $18.16 $705K - $748K
78.9K $1.35B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.43K
+ 126.14%
$98.52 - $103.93 $633K - $668K
11.5K $1.19B
Coreweave Incorporated Com Class A
5.44K
+ 172.09%
N/A
8.6K $1.18B
Arista Networks Incorporated Com Shs
2.49K
+ 38.77%
N/A
8.93K $1.3B
VHT
Vanguard Health Care ETF

ETFs
2.34K
+ 73.95%
$239.12 - $259.95 $559K - $607K
5.5K $1.43B
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
32.9K
+ 206.29%
$17.97 - $19.23 $590K - $632K
48.8K $912M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
25.2K
+ 239.11%
$23.54 - $23.97 $592K - $603K
35.7K $854M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.12K
+ 14.68%
$108.97 - $121.65 $340K - $380K
24.4K $2.94B
MA
Mastercard Inc

Financial Services
991
+ 17.85%
$550.18 - $598.96 $545K - $594K
6.54K $3.72B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.5K
+ 19.59%
$108.46 - $120.63 $380K - $422K
21.4K $2.54B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.67K
+ 26.77%
$181.56 - $190.33 $484K - $508K
12.6K $2.4B
EMGF
Ishares Msci Emerging Markets

ETFs
8.8K
+ 47.7%
$51.93 - $56.75 $457K - $499K
27.2K $1.54B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.77K
+ 67.42%
$100.37 - $100.74 $579K - $581K
14.3K $1.44B
CRH.L
Crh PLC

Basic Materials
759
+ 4.51%
N/A
17.6K $2.11B
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
27.8K
+ 245.92%
$19.7 - $20.2 $548K - $562K
39.1K $785M
MRK
Merck & Co., Inc.

Healthcare
5.26K
+ 22.26%
$77.6 - $87.37 $408K - $460K
28.9K $2.43B
Ge Vernova Incorporated
376
+ 10.07%
N/A
4.11K $2.53B
GD
General Dynamics Corp

Industrials
8
+ 0.07%
$293.92 - $341.0 $2.35K - $2.73K
11.1K $3.79B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
74
+ 0.22%
$68.94 - $86.3 $5.1K - $6.39K
33.9K $2.93B
ALTY
Global X Funds Global X Altern

ETFs
44.9K
+ 273.08%
$11.59 - $11.89 $520K - $534K
61.3K $728M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.4K
+ 4.97%
$53.81 - $57.52 $237K - $253K
92.8K $5.34B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.3K
+ 36.3%
$54.35 - $59.32 $397K - $433K
27.4K $1.62B
INTC
Intel Corp

Technology
107
+ 0.23%
$19.31 - $35.5 $2.07K - $3.8K
46.8K $1.57B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.66K
+ 225.15%
$76.16 - $78.59 $507K - $523K
9.62K $751M
PG
Procter & Gamble CO

Consumer Defensive
4.29K
+ 17.55%
$150.47 - $161.22 $646K - $692K
28.7K $4.42B
TJX
Tjx Companies Inc

Consumer Cyclical
2.28K
+ 25.02%
$121.35 - $144.54 $276K - $329K
11.4K $1.64B
WTMF
Wisdomtree Tr Managed Futures

ETFs
12.8K
+ 108.6%
$35.27 - $37.96 $450K - $485K
24.5K $929M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.46K
+ 125.87%
$116.14 - $168.56 $285K - $414K
4.41K $743M
Ishares Bitcoin Trust ETF Shs Ben Int
1.84K
+ 1.79%
N/A
105K $6.8B
MSI
Motorola Solutions, Inc.

Technology
1.04K
+ 111.4%
$408.73 - $490.3 $423K - $508K
1.97K $899M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.02K
+ 20.37%
$182.33 - $194.5 $368K - $392K
11.9K $2.32B
MO
Altria Group, Inc.

Consumer Defensive
4.76K
+ 18.92%
$57.75 - $67.68 $275K - $322K
29.9K $1.98B
UBER
Uber Technologies, Inc

Technology
4.09K
+ 19.85%
$86.91 - $99.57 $355K - $407K
24.7K $2.42B
IWS
Ishares Russell Midcap Value E

ETFs
3.38K
+ 176.59%
$132.83 - $140.61 $449K - $475K
5.29K $739M
DUK
Duke Energy Corp

Utilities
2.99K
+ 14.78%
$116.31 - $125.93 $347K - $376K
23.2K $2.87B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.05K
+ 80.41%
$82.22 - $96.68 $333K - $391K
9.08K $878M
VNQ
Vanguard Specialized Funds Van

ETFs
4.85K
+ 60.19%
$88.47 - $93.24 $429K - $452K
12.9K $1.18B
Blackrock Incorporated
317
+ 44.71%
N/A
1.03K $1.2B
IWM
Ishares Russell 2000 ETF

ETFs
832
+ 8.79%
$214.92 - $244.84 $179K - $204K
10.3K $2.49B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
25.3K
+ 61.86%
$16.46 - $17.1 $416K - $433K
66.2K $1.13B
IONQ
Ion Q, Inc.

Technology
4.44K
+ 48.78%
$36.79 - $75.14 $163K - $334K
13.5K $833M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
571
+ 3.5%
$50.79 - $76.4 $29K - $43.6K
16.9K $1.29B
Activity Summary
Buys All Purchases 544 New Holdings 115 Increased Positions 429 Sells All Sells 213 Reductions 213 Sold out 0 Options Calls 0 Puts 0
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