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
XAR
Spdr S&P Aerospace & Defense E

ETFs
235
+ 12.03%
$205.52 - $234.96 $48.3K - $55.2K
2.19K $514M
AIT
Applied Industrial Technologies Inc

Industrials
252
+ 26.17%
$242.14 - $275.72 $61K - $69.5K
1.22K $317M
Ishares Us Thmatic Rotatn Act ETF
1.97K
+ 26.06%
N/A
9.52K $360M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
605
+ 4.9%
$49.43 - $54.52 $29.9K - $33K
13K $702M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.14K
+ 27.68%
$51.78 - $57.89 $59.2K - $66.2K
5.27K $303M
NUE
Nucor Corp

Basic Materials
526
+ 20.18%
$133.3 - $150.33 $70.1K - $79.1K
3.13K $424M
PM
Philip Morris International Inc.

Consumer Defensive
1.65K
+ 18.14%
$157.77 - $183.27 $261K - $303K
10.8K $1.75B
Ft Vest U.S. Small Cap Moderate Buffer ETF November
2.5K
+ 17.69%
N/A
16.6K $411M
MAS
Masco Corp

Industrials
337
+ 3.35%
$64.44 - $76.07 $21.7K - $25.6K
10.4K $732M
SMR
Nuscale Power Corp

Industrials
5.84K
+ 16.5%
$32.65 - $51.67 $191K - $302K
41.2K $1.48B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
1.91K
+ 20.76%
$40.49 - $40.7 $77.3K - $77.7K
11.1K $452M
XLC
Select Sector Spdr Tr Communic

ETFs
403
+ 13.31%
$105.99 - $119.41 $42.7K - $48.1K
3.43K $406M
VCR
Vanguard Consumer Discretionar

ETFs
84
+ 6.63%
$359.61 - $401.35 $30.2K - $33.7K
1.35K $535M
COP
Conocophillips

Energy
607
+ 16.06%
$91.0 - $98.99 $55.2K - $60.1K
4.39K $415M
NSC
Norfolk Southern Corp

Industrials
101
+ 9.89%
$259.49 - $300.41 $26.2K - $30.3K
1.12K $337M
MCK
Mckesson Corp

Healthcare
23
+ 1.59%
$659.01 - $772.54 $15.2K - $17.8K
1.47K $1.13B
UNP
Union Pacific Corp

Industrials
218
+ 6.34%
$214.91 - $237.16 $46.9K - $51.7K
3.65K $864M
BOND
Pimco Active Bond Exchange Tra

ETFs
746
+ 27.31%
$90.83 - $93.81 $67.8K - $70K
3.48K $325M
MGK
Vanguard Mega Cap Growth ETF

ETFs
16
+ 0.89%
$362.31 - $405.74 $5.8K - $6.49K
1.82K $731M
SJT
San Juan Basin Royalty Trust

Energy
6.09K
+ 1.25%
$5.62 - $6.24 $34.2K - $38K
492K $2.97B
O
Realty Income Corp

Real Estate
548
+ 4.77%
$56.13 - $60.79 $30.8K - $33.3K
12K $731M
EEM
Ishares Msci Emerging Markets

ETFs
50
+ 0.39%
$48.07 - $53.4 $2.4K - $2.67K
13K $696M
DASH
Door Dash, Inc.

Communication Services
20
+ 0.82%
$234.5 - $272.5 $4.69K - $5.45K
2.45K $667M
BUYW
Northern Lts Fd Tr Iv Main Buy
4.42K
+ 18.01%
N/A
28.9K $411M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
66
+ 8.43%
$534.91 - $598.71 $35.3K - $39.5K
849 $477M
RACE
Ferrari N.V.

Consumer Cyclical
144
+ 18.34%
$436.24 - $517.65 $62.8K - $74.5K
929 $451M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
119
+ 0.82%
$50.7 - $54.86 $6.03K - $6.53K
14.6K $798M
IWR
Ishares Russell Mid Cap ETF

ETFs
484
+ 13.34%
$92.26 - $97.51 $44.7K - $47.2K
4.11K $397M
CAPE
Barclays Bank PLC

ETFs
1.5K
+ 8.09%
$31.31 - $32.86 $47K - $49.3K
20.1K $653M
UL
Unilever PLC

Consumer Defensive
1.21K
+ 25.09%
$58.43 - $65.01 $70.5K - $78.5K
6.02K $357M
FNX
First Tr Mid Cap Core Alphadex

ETFs
341
+ 18.37%
$115.08 - $126.88 $39.2K - $43.3K
2.2K $276M
FDVV
Fidelity High Dividend ETF

ETFs
751
+ 13.71%
$52.42 - $55.71 $39.4K - $41.8K
6.23K $347M
ADSK
Autodesk, Inc.

Technology
93
+ 2.38%
N/A
4K $1.27B
IBB
Ishares Biotechnology ETF

ETFs
182
+ 9.5%
$127.63 - $144.37 $23.2K - $26.3K
2.1K $303M
IBKR
Interactive Brokers Group, Inc.

Financial Services
68
+ 1.63%
$56.32 - $68.81 $3.83K - $4.68K
4.23K $291M
EMR
Emerson Electric CO

Industrials
546
+ 9.77%
$128.6 - $149.63 $70.2K - $81.7K
6.13K $805M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
394
+ 5.85%
$68.24 - $73.73 $26.9K - $29K
7.13K $524M
NET
Cloudflare, Inc.

Technology
71
+ 3.11%
$181.39 - $228.28 $12.9K - $16.2K
2.36K $505M
KLAC
Kla Corp

Technology
9
+ 3.44%
$843.9 - $1078.6 $7.6K - $9.71K
271 $292M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
1.19K
+ 15.51%
$29.27 - $32.3 $34.7K - $38.3K
8.84K $285M
XLI
Industrial Sector Spdr

ETFs
38
+ 0.5%
$147.94 - $154.99 $5.62K - $5.89K
7.57K $1.17B
OUNZ
Van Eck Merk Gold Trust

ETFs
156
+ 1.67%
$31.49 - $37.19 $4.91K - $5.8K
9.48K $353M
FDV
Federated Hermes ETF Tr U S St
1.51K
+ 15.18%
N/A
11.4K $327M
SNOW
Snowflake Inc.

Technology
222
+ 8.96%
$191.73 - $241.0 $42.6K - $53.5K
2.7K $609M
XLP
Consumer Staples Sector Spdr

ETFs
792
+ 26.47%
N/A
3.78K $297M
SPYI
Shp ETF Tr Neos S&P 500 High I
565
+ 4.67%
N/A
12.7K $663M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.35K
+ 15.23%
$37.14 - $37.85 $50.1K - $51.1K
10.2K $386M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
3.16K
+ 10.69%
$23.75 - $25.0 $75K - $78.9K
32.7K $785M
D
Dominion Energy, Inc

Utilities
93
+ 0.94%
$56.32 - $62.1 $5.24K - $5.78K
10K $613M
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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