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
CVS
Cvs Health Corp

Healthcare
1K
+ 6.43%
$58.75 - $76.5 $59K - $76.8K
16.6K $1.25B
IHS
Ihs Holding LTD

Communication Services
11.9K
+ 15.9%
$5.8 - $7.61 $68.9K - $90.4K
86.6K $591M
LNG
Cheniere Energy, Inc.

Energy
1.2K
+ 9.57%
$222.68 - $244.28 $267K - $293K
13.7K $3.23B
FDN
First Tr Fd Dow Jones

ETFs
565
+ 37.1%
$264.06 - $287.34 $149K - $162K
2.09K $584M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
6.73K
+ 11.31%
$20.76 - $21.78 $140K - $147K
66.2K $1.43B
CWB
Spdr Bloomberg Convertible Sec

ETFs
791
+ 6.36%
$82.29 - $90.77 $65.1K - $71.8K
13.2K $1.2B
Lam Research Corporation Com New
112
+ 2.67%
N/A
4.31K $577M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
698
+ 3.87%
N/A
18.7K $1.86B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
79
+ 2.35%
$393.18 - $439.39 $31.1K - $34.7K
3.44K $1.5B
VPU
Vanguard Utilities ETF

ETFs
762
+ 51.0%
$175.25 - $189.41 $134K - $144K
2.26K $427M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.2K
+ 11.91%
$45.6 - $46.92 $146K - $150K
30K $1.4B
IVE
Ishares S&P 500 Value ETF

ETFs
555
+ 13.06%
$194.44 - $206.51 $108K - $115K
4.81K $992M
BP
Bp PLC

Energy
3.37K
+ 36.71%
$30.25 - $35.69 $102K - $120K
12.6K $433M
PAVE
Global X Fds Us Infrastructure

ETFs
1.08K
+ 4.1%
$44.02 - $47.63 $47.4K - $51.3K
27.3K $1.3B
STT
State Street Corp

Financial Services
134
+ 0.92%
$102.01 - $117.25 $13.7K - $15.7K
14.8K $1.71B
MS
Morgan Stanley

Financial Services
209
+ 3.07%
$139.09 - $161.16 $29.1K - $33.7K
7.02K $1.12B
OXY
Occidental Petroleum Corp

Energy
791
+ 3.52%
$42.54 - $48.1 $33.6K - $38K
23.3K $1.1B
GATX
Gatx Corp

Industrials
1
+ 0.01%
$149.23 - $176.97 $149 - $177
7.07K $1.24B
MMM
3 M CO

Industrials
915
+ 49.92%
$144.41 - $160.2 $132K - $147K
2.75K $426M
OWL
Blue Owl Capital Inc.

Financial Services
16.6K
+ 28.01%
$16.93 - $20.8 $282K - $346K
76K $1.29B
I Shares Flexible Income Active ETF
2.64K
+ 19.69%
N/A
16.1K $855M
QTUM
ETF Ser Solutions Defiance Qua
998
+ 33.77%
N/A
3.95K $415M
F
Ford Motor CO

Consumer Cyclical
10.2K
+ 56.41%
$10.82 - $12.09 $110K - $123K
28.2K $338M
PNC
Pnc Financial Services Group, Inc.

Financial Services
542
+ 24.68%
$185.88 - $207.44 $101K - $112K
2.74K $550M
Federated Hme Mdt Lar Val ETF Nav Cf
3.63K
+ 12.46%
N/A
32.7K $998M
TOI
Oncology Institute, Inc.

Healthcare
13.2K
+ 20.5%
$2.13 - $4.28 $28.1K - $56.5K
77.6K $271M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.68K
+ 53.51%
$131.78 - $176.09 $222K - $296K
4.83K $650M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.69K
+ 16.97%
$24.46 - $26.5 $90.2K - $97.7K
25.4K $669M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
11.2K
+ 26.48%
$13.46 - $14.38 $151K - $162K
53.7K $726M
TDIV
First Trust Nasdaq Technology

ETFs
109
+ 0.73%
$89.27 - $100.33 $9.73K - $10.9K
15.1K $1.49B
SOUN
Soundhound Ai, Inc.

Technology
3.72K
+ 26.44%
$10.11 - $18.05 $37.6K - $67.2K
17.8K $286M
RY
Royal Bank Of Canada

Financial Services
744
+ 46.79%
$128.46 - $148.6 $95.6K - $111K
2.33K $344M
VONV
Vanguard Russell 1000 Value Et

ETFs
729
+ 5.04%
$84.55 - $89.54 $61.6K - $65.3K
15.2K $1.36B
T
At&T Inc.

Communication Services
5.49K
+ 12.66%
$26.94 - $29.62 $148K - $163K
48.9K $1.38B
Reddit Inc Class A
69
+ 5.04%
N/A
1.44K $331M
VT
Vanguard Total World Stk Index

ETFs
36
+ 0.28%
$128.41 - $138.03 $4.62K - $4.97K
12.9K $1.77B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
163
+ 18.52%
$567.09 - $607.37 $92.4K - $99K
1.04K $622M
NOW
Service Now, Inc.

Technology
279
+ 22.07%
$850.86 - $1044.69 $237K - $291K
1.54K $1.42B
Linde PLC Shs
243
+ 39.0%
N/A
866 $411M
EPD
Enterprise Products Partners L.P.

Energy
3.65K
+ 20.18%
$30.74 - $32.14 $112K - $117K
21.7K $680M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.5K
+ 12.2%
$72.01 - $74.44 $108K - $112K
13.8K $1.01B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
670
+ 3.3%
$101.12 - $106.18 $67.8K - $71.1K
21K $2.16B
CSM
Proshares Large Cap Core Plus

ETFs
1.25K
+ 39.57%
$70.54 - $76.83 $88.2K - $96K
4.41K $338M
TECL
Direxion Daily Technology Bull

ETFs
48
+ 1.36%
$91.12 - $125.66 $4.37K - $6.03K
3.57K $444M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
35
+ 1.27%
$173.23 - $213.34 $6.06K - $7.47K
2.8K $592M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
246
+ 4.82%
$83.08 - $100.2 $20.4K - $24.6K
5.35K $536M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
102
+ 14.13%
$473.44 - $553.71 $48.3K - $56.5K
824 $451M
FDX
Fedex Corp

Industrials
408
+ 21.19%
$217.1 - $243.2 $88.6K - $99.2K
2.33K $550M
EPI
Wisdomtree Tr India Earnings F

ETFs
3.13K
+ 28.37%
$43.79 - $47.63 $137K - $149K
14.2K $625M
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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email