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
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
8K
+ 129.39%
$49.0 - $51.91 $392K - $415K
14.2K $736M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.89K
+ 18.18%
$73.94 - $78.51 $362K - $384K
31.8K $2.47B
UTES
Virtus Reaves Utilities ETF
2.52K
+ 9.14%
N/A
30.1K $2.51B
ALCC
Alt C Acquisition Corp.

Financial Services
328
+ 4.69%
N/A
7.32K $817M
MPC
Marathon Petroleum Corp

Energy
1.83K
+ 69.5%
$158.59 - $198.69 $291K - $364K
4.47K $862M
VZ
Verizon Communications Inc

Communication Services
8.81K
+ 16.5%
$40.84 - $45.06 $360K - $397K
62.2K $2.73B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.21K
+ 11.0%
$72.65 - $78.68 $233K - $253K
32.4K $2.54B
FIX
Comfort Systems Usa Inc

Industrials
254
+ 35.77%
$521.66 - $825.18 $133K - $210K
964 $795M
XYLD
Global X Fds S&P 500 Covered C

ETFs
10.3K
+ 71.1%
$38.52 - $39.39 $397K - $406K
24.8K $973M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
380
+ 2.0%
$236.25 - $257.69 $89.8K - $97.9K
19.4K $4.98B
RGTI
Rigetti Computing, Inc.

Technology
920
+ 4.45%
$11.33 - $32.1 $10.4K - $29.5K
21.6K $644M
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.92K
+ 46.21%
$46.69 - $59.27 $276K - $351K
18.7K $994M
IAU
Ishares Gold Trust

ETFs
2.13K
+ 9.6%
$61.62 - $72.77 $131K - $155K
24.3K $1.77B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9.72K
+ 25.17%
$46.51 - $50.07 $452K - $487K
48.3K $2.27B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.22K
+ 6.0%
$97.75 - $100.75 $314K - $324K
56.9K $5.7B
ITA
Ishares Tr

ETFs
1.3K
+ 25.18%
$184.73 - $209.26 $240K - $272K
6.46K $1.35B
CEG
Constellation Energy Corp

Utilities
1.1K
+ 42.14%
$298.82 - $354.89 $328K - $390K
3.71K $1.22B
DELL
Dell Technologies Inc.

Technology
463
+ 2.88%
$120.96 - $141.77 $56K - $65.6K
16.5K $2.35B
NVO
Novo Nordisk A S

Healthcare
7.74K
+ 184.18%
$45.38 - $71.7 $351K - $555K
11.9K $663M
SHOP
Shopify Inc.

Technology
999
+ 15.2%
$112.11 - $157.12 $112K - $157K
7.57K $1.13B
MUB
Ishares National Muni Bond ETF

ETFs
3.2K
+ 26.45%
$103.24 - $106.68 $330K - $341K
15.3K $1.63B
OEF
Ishares S&P 100 ETF

ETFs
872
+ 34.99%
N/A
3.36K $1.12B
SYLD
Cambria Shareholder Yld ETF

ETFs
4.08K
+ 18.76%
$63.93 - $70.45 $261K - $287K
25.8K $1.77B
XSMO
Invesco S&P Smallcap Momentum

ETFs
2.98K
+ 12.47%
$67.1 - $74.29 $200K - $221K
26.8K $1.98B
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.57K
+ 4.34%
$27.61 - $29.15 $154K - $162K
134K $3.9B
SOXX
Ishares Semiconductor ETF

ETFs
1.06K
+ 58.29%
$236.93 - $271.12 $251K - $287K
2.87K $779M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.68K
+ 5.56%
$79.89 - $83.25 $214K - $223K
50.9K $4.21B
PEP
Pepsico Inc

Consumer Defensive
1.77K
+ 15.84%
$133.81 - $152.16 $236K - $269K
12.9K $1.81B
Alpha Architect 1 3 Month Box ETF
2.89K
+ 162.29%
N/A
4.67K $532M
LLY
Eli Lilly & CO

Healthcare
573
+ 8.84%
$625.65 - $812.69 $358K - $466K
7.06K $5.38B
Grayscale Bitcoin Mini Tr ETF Shs New
2.88K
+ 4.58%
N/A
65.7K $3.33B
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
31.8K
+ 28.5%
$14.94 - $16.82 $476K - $536K
144K $2.14B
PULS
Pgim ETF Tr

ETFs
6.36K
+ 9.35%
$49.58 - $49.83 $315K - $317K
74.4K $3.71B
Pacer Fds Tr Us Large Cap Cash Cows
8.36K
+ 126.51%
N/A
15K $543M
USFR
Wisdomtree Floating Rate Treas

ETFs
5.94K
+ 110.54%
$50.23 - $50.48 $298K - $300K
11.3K $568M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.38K
+ 77.29%
$192.76 - $203.86 $265K - $280K
3.15K $642M
GLW
Corning Inc

Technology
571
+ 6.82%
$51.6 - $82.03 $29.5K - $46.8K
8.94K $733M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.69K
+ 30.94%
$87.29 - $93.61 $235K - $252K
11.4K $1.06B
AXP
American Express CO

Financial Services
763
+ 32.55%
$294.27 - $342.31 $225K - $261K
3.11K $1.03B
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.63K
+ 46.37%
$51.7 - $54.73 $239K - $253K
14.6K $799M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.43K
+ 14.67%
$108.08 - $121.73 $155K - $174K
11.2K $1.35B
IEMG
Ishares Inc

ETFs
2.32K
+ 10.58%
N/A
24.2K $1.6B
BA
Boeing CO

Industrials
702
+ 3.44%
$209.79 - $237.38 $147K - $167K
21.1K $4.55B
VOT
Vanguard Mid Cap Growth Index

ETFs
870
+ 34.8%
$282.75 - $294.19 $246K - $256K
3.37K $990M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
567
+ 0.52%
$39.8 - $42.86 $22.6K - $24.3K
110K $4.69B
SWK
Stanley Black & Decker, Inc.

Industrials
3.21K
+ 57.91%
$66.98 - $79.52 $215K - $255K
8.75K $651M
KEY
Keycorp

Financial Services
13.9K
+ 130.77%
$17.37 - $19.39 $242K - $270K
24.6K $459M
QCOM
Qualcomm Inc

Technology
630
+ 2.65%
$145.84 - $173.55 $91.9K - $109K
24.4K $4.05B
Jpmorgan Hedged Equity Laddered Overlay ETF
3.59K
+ 26.43%
N/A
17.2K $1.12B
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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