Kingswood Wealth Advisors, LLC Incresed Positions in Q4 2024

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
4.74K
+ 22.73%
$40.18 - $41.59 $191K - $197K
25.6K $1.06B
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
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
STT
State Street Corp

Financial Services
50
+ 0.35%
$85.96 - $100.78 $4.3K - $5.04K
14.5K $1.43B
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
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
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
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.85K
+ 8.02%
$22.39 - $23.45 $131K - $137K
78.8K $1.81B
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
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
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
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
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
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
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
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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