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
CGUS
Capital Group Core Equity ETF
376
+ 0.6%
$33.96 - $36.24 $12.8K - $13.6K
63.5K $2.22B
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
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
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
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.13K
+ 27.76%
$55.45 - $61.08 $62.4K - $68.7K
5.18K $287M
THRD
Third Harmonic Bio, Inc.

Healthcare
10.2K
+ 48.8%
$10.29 - $15.4 $105K - $157K
31.1K $320M
FDVV
Fidelity High Dividend ETF

ETFs
803
+ 14.35%
$49.66 - $52.63 $39.9K - $42.3K
6.4K $320M
EFG
Msci Eafe Growth ETF

ETFs
3.23K
+ 12.58%
$96.83 - $106.88 $313K - $345K
28.9K $2.8B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.53K
+ 16.76%
$44.04 - $49.49 $67.2K - $75.6K
10.6K $469M
SPYI
Shp ETF Tr Neos S&P 500 High I
655
+ 8.74%
N/A
8.15K $414M
FNDX
Schwab Fundamental U S Large C

ETFs
37.3K
+ 209.69%
$23.49 - $71.77 $875K - $2.67M
55K $1.3B
RYLD
Global X Fds Russell 2000 Cove

ETFs
1.24K
+ 9.22%
$15.97 - $16.79 $19.8K - $20.8K
14.7K $240M
ALL
Allstate Corp

Financial Services
72
+ 3.2%
$181.25 - $208.2 $13.1K - $15K
2.32K $448M
BOND
Pimco Active Bond Exchange Tra

ETFs
450
+ 8.89%
$90.42 - $94.5 $40.7K - $42.5K
5.51K $498M
FTSL
First Trust Senior Ln Fund

ETFs
335
+ 4.15%
$45.9 - $46.48 $15.4K - $15.6K
8.41K $389M
PHYS
Sprott Physical Gold Trust

Financial Services
1.15K
+ 3.0%
$19.66 - $21.66 $22.6K - $24.9K
39.5K $795M
PSA
Public Storage

Real Estate
374
+ 22.94%
$289.33 - $360.21 $108K - $135K
2K $600M
IAK
Ishares Tr

ETFs
186
+ 4.12%
$123.78 - $138.16 $23K - $25.7K
4.7K $595M
IFRA
Ishares Tr

ETFs
354
+ 4.96%
$45.94 - $51.71 $16.3K - $18.3K
7.49K $347M
VCIT
Vanguard Intermediate Term Cor

ETFs
356
+ 7.24%
$80.13 - $83.77 $28.5K - $29.8K
5.27K $423M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
182
+ 5.83%
$77.86 - $79.27 $14.2K - $14.4K
3.31K $258M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
491
+ 5.34%
$28.6 - $29.27 $14K - $14.4K
9.68K $278M
SLB
Schlumberger Limited

Energy
1.44K
+ 10.17%
$36.83 - $45.59 $53.1K - $65.7K
15.6K $599M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
732
+ 5.79%
$24.94 - $26.14 $18.3K - $19.1K
13.4K $334M
Regan Floating Rate Mbs ETF
391
+ 1.13%
N/A
34.9K $885M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
77
+ 3.03%
$83.21 - $88.08 $6.41K - $6.78K
2.62K $223M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
2K
+ 9.48%
$10.41 - $11.76 $20.8K - $23.5K
23.1K $245M
BTI
British American Tobacco P.L.C.

Consumer Defensive
6
+ 0.05%
$34.25 - $37.94 $206 - $228
12K $434M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.79K
+ 9.89%
$34.13 - $37.35 $300K - $328K
97.6K $3.33B
EEMV
Ishares Msci Emerging Markets

ETFs
200
+ 5.17%
$57.85 - $63.11 $11.6K - $12.6K
4.07K $236M
XLP
Consumer Staples Sector Spdr

ETFs
114
+ 2.97%
N/A
3.95K $311M
VFL
Delaware Investments National Municipal Income Fund

Financial Services
2K
+ 7.27%
$10.08 - $11.33 $20.2K - $22.7K
29.5K $299M
Arm Hldgs PLC
453
+ 13.02%
N/A
3.93K $485M
EWA
Ishares Msci Australia ETF

ETFs
875
+ 8.33%
$23.77 - $26.95 $20.8K - $23.6K
11.4K $271M
GASS
Stealth Gas Inc.

Industrials
1K
+ 5.0%
N/A
21K $119M
ETR
Entergy Corp

Utilities
988
+ 58.53%
$73.19 - $156.4 $72.3K - $155K
2.68K $203M
BHP
Bhp Group LTD

Basic Materials
551
+ 15.22%
$48.78 - $62.43 $26.9K - $34.4K
4.17K $204M
MUB
Ishares National Muni Bond ETF

ETFs
52
+ 0.33%
$105.78 - $108.7 $5.5K - $5.65K
15.8K $1.68B
ESS
Essex Property Trust, Inc.

Real Estate
324
+ 2.67%
N/A
12.5K $3.56B
HUM
Humana Inc

Healthcare
1.75K
+ 22.95%
$233.89 - $304.18 $410K - $533K
9.38K $2.38B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
401
+ 4.71%
$75.65 - $83.47 $30.3K - $33.5K
8.92K $679M
VLO
Valero Energy Corp

Energy
285
+ 4.7%
$118.59 - $144.02 $33.8K - $41K
6.35K $779M
LHX
L3 Harris Technologies, Inc.

Industrials
698
+ 10.15%
$208.94 - $264.22 $146K - $184K
7.58K $1.59B
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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