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
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.72K
+ 2.18%
$92.18 - $95.14 $158K - $163K
80.7K $7.68B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
747
+ 2.27%
$87.69 - $96.0 $65.5K - $71.7K
33.7K $3.18B
C
Citigroup Inc

Financial Services
743
+ 6.87%
$85.57 - $103.49 $63.6K - $76.9K
11.6K $1.17B
WFC
Wells Fargo & Company

Financial Services
2.36K
+ 16.4%
$77.05 - $85.16 $182K - $201K
16.7K $1.4B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
185
+ 0.7%
$79.39 - $90.39 $14.7K - $16.7K
26.5K $2.35B
GPC
Genuine Parts CO

Consumer Cyclical
163
+ 1.24%
$122.23 - $142.77 $19.9K - $23.3K
13.3K $1.84B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.49K
+ 6.94%
$42.26 - $47.16 $105K - $117K
38.4K $1.78B
AFL
Aflac Inc

Financial Services
1.74K
+ 20.26%
$98.09 - $111.7 $170K - $194K
10.3K $1.15B
IEFA
Ishares Tr

ETFs
2.14K
+ 13.73%
$81.7 - $87.53 $175K - $187K
17.7K $1.55B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
4.55K
+ 18.9%
$41.5 - $43.83 $189K - $199K
28.6K $1.25B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
10K
+ 45.89%
$22.9 - $23.58 $230K - $237K
31.9K $749M
TRV
Travelers Companies, Inc.

Financial Services
790
+ 53.13%
$250.62 - $279.43 $198K - $221K
2.28K $636M
EFV
Msci Eafe Value ETF

ETFs
1.67K
+ 5.86%
$62.79 - $68.42 $105K - $115K
30.2K $2.05B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.78K
+ 115.76%
$48.72 - $50.73 $233K - $243K
8.91K $439M
IBM
International Business Machines Corp

Technology
1.6K
+ 9.2%
$234.77 - $292.47 $376K - $468K
19K $5.36B
BEN
Franklin Resources Inc

Financial Services
10.3K
+ 114.39%
$23.13 - $26.03 $238K - $268K
19.3K $446M
FTSL
First Trust Senior Ln Fund

ETFs
5.04K
+ 105.04%
$45.81 - $46.18 $231K - $233K
9.84K $451M
VEGN
ETF Ser Solutions Us Vegan Cli

ETFs
2.68K
+ 13.12%
$55.07 - $60.01 $148K - $161K
23.1K $1.37B
SYK
Stryker Corp

Healthcare
701
+ 59.06%
$368.57 - $403.53 $258K - $283K
1.89K $698M
ENB
Enbridge Inc

Energy
3.24K
+ 29.49%
$43.79 - $50.46 $142K - $163K
14.2K $718M
KO
Coca Cola CO

Consumer Defensive
6.52K
+ 13.57%
$65.67 - $71.67 $428K - $467K
54.6K $3.62B
DVN
Devon Energy Corp

Energy
2.7K
+ 7.07%
$31.75 - $36.99 $85.7K - $99.9K
40.9K $1.43B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.36K
+ 25.11%
$42.43 - $45.05 $185K - $196K
21.7K $955M
COIN
Coinbase Global, Inc.

Technology
709
+ 41.76%
$297.99 - $419.78 $211K - $298K
2.41K $812M
ABT
Abbott Laboratories

Healthcare
1.71K
+ 20.75%
$120.51 - $136.62 $206K - $233K
9.93K $1.33B
TROW
Price T Rowe Group Inc

Financial Services
1.87K
+ 82.31%
$98.67 - $111.52 $185K - $209K
4.14K $425M
CMI
Cummins Inc

Industrials
148
+ 9.81%
$327.85 - $426.39 $48.5K - $63.1K
1.66K $699M
DSI
Ishares Msci Kld 400 Social Et

ETFs
924
+ 10.32%
$115.96 - $125.95 $107K - $116K
9.88K $1.24B
GENI
Genius Sports LTD

Communication Services
10.2K
+ 26.2%
$9.74 - $13.55 $99.5K - $138K
49.2K $609M
MRVL
Marvell Technology, Inc.

Technology
1.89K
+ 29.73%
$62.31 - $84.07 $118K - $159K
8.26K $695M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.83K
+ 52.92%
$21.69 - $23.34 $170K - $183K
22.6K $527M
SRLN
Ssga Active Trust

ETFs
4.69K
+ 82.95%
$41.28 - $41.65 $193K - $195K
10.3K $430M
DFSV
Dimensional ETF Tr Dimensional

ETFs
921
+ 1.35%
$29.2 - $32.74 $26.9K - $30.2K
69.2K $2.2B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.31K
+ 5.97%
$35.42 - $38.65 $81.8K - $89.2K
41K $1.56B
FTHI
First Trust Exchange Traded Fd

ETFs
6.32K
+ 12.85%
$22.76 - $23.92 $144K - $151K
55.5K $1.32B
AMGN
Amgen Inc

Healthcare
640
+ 19.56%
$271.18 - $309.22 $174K - $198K
3.91K $1.1B
NGG
National Grid PLC

Utilities
2.67K
+ 85.38%
$67.98 - $74.38 $181K - $199K
5.8K $421M
PFE
Pfizer Inc

Healthcare
4.7K
+ 8.53%
$23.29 - $25.88 $110K - $122K
59.8K $1.52B
PEY
Invesco Exchange Traded Fd Tr

ETFs
8.42K
+ 57.92%
$20.38 - $21.7 $172K - $183K
23K $484M
SON
Sonoco Products CO

Consumer Cyclical
4.41K
+ 61.62%
$42.77 - $48.68 $189K - $215K
11.6K $499M
KMB
Kimberly Clark Corp

Consumer Defensive
1.57K
+ 67.07%
$121.72 - $136.77 $191K - $214K
3.91K $486M
SYY
Sysco Corp

Consumer Defensive
1.78K
+ 33.12%
$76.33 - $82.51 $136K - $147K
7.17K $590M
CGUS
Capital Group Core Equity ETF
442
+ 0.71%
$36.89 - $39.72 $16.3K - $17.6K
63K $2.49B
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.72K
+ 53.42%
$91.28 - $97.59 $157K - $168K
4.94K $474M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.36K
+ 40.1%
$59.29 - $62.87 $199K - $211K
11.8K $706M
XLU
Utilities Sector Spdr

ETFs
1.62K
+ 22.97%
$81.14 - $87.32 $131K - $141K
8.67K $756M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.13K
+ 9.4%
$92.97 - $100.18 $105K - $114K
13.2K $1.31B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
199
+ 0.59%
$87.07 - $93.06 $17.3K - $18.5K
34.1K $3.12B
TNA
Direxion Daily Small Cap Bull

ETFs
390
+ 2.88%
$32.54 - $47.12 $12.7K - $18.4K
13.9K $630M
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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