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
TRP
Tc Energy Corp

Energy
202
+ 2.83%
$46.58 - $54.41 $9.41K - $11K
7.34K $399M
IGV
Ishares Expanded Tech Software

ETFs
164
+ 2.99%
$105.96 - $117.79 $17.4K - $19.3K
5.66K $650M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
856
+ 1.88%
$14.33 - $15.38 $12.3K - $13.2K
46.3K $712M
Pearl Diver Credit CO In
10K
+ 12.71%
N/A
88.7K $1.46B
ADI
Analog Devices Inc

Technology
129
+ 6.05%
$220.68 - $255.63 $28.5K - $33K
2.26K $555M
PSX
Phillips 66

Energy
131
+ 7.46%
$118.37 - $139.46 $15.5K - $18.3K
1.89K $257M
ALL
Allstate Corp

Financial Services
73
+ 3.33%
$192.0 - $214.65 $14K - $15.7K
2.26K $485M
IJS
Ishares S&P Smallcap 600 Value

ETFs
107
+ 3.68%
$98.99 - $112.2 $10.6K - $12K
3.02K $334M
LQD
Ishares Iboxx $ Investment Gra

ETFs
197
+ 1.68%
$107.66 - $112.36 $21.2K - $22.1K
11.9K $1.33B
FNDE
Schwab Fundamental Emerging Mk

ETFs
151
+ 1.26%
$33.13 - $36.31 $5K - $5.48K
12.2K $440M
VFH
Vanguard Financial ETF

ETFs
175
+ 3.95%
$125.23 - $132.78 $21.9K - $23.2K
4.61K $604M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
218
+ 8.99%
$90.62 - $107.71 $19.8K - $23.5K
2.64K $260M
EXC
Exelon Corp

Utilities
586
+ 7.97%
$42.73 - $45.54 $25K - $26.7K
7.93K $357M
SQ
Block, Inc.

Technology
301
+ 8.1%
N/A
4.02K $290M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
1.27K
+ 1.08%
$8.7 - $9.11 $11.1K - $11.6K
119K $1.08B
IAI
Ishares Tr Us Broker Dealers &

ETFs
144
+ 10.21%
$168.93 - $178.7 $24.3K - $25.7K
1.55K $275M
CSX
Csx Corp

Industrials
331
+ 4.14%
$32.05 - $36.52 $10.6K - $12.1K
8.32K $296M
XLB
Select Sector Spdr Fd Material

ETFs
292
+ 6.29%
$86.72 - $92.61 $25.3K - $27K
4.93K $442M
FSCO
Fs Cr Opportunities Corp Com
7.35K
+ 15.2%
N/A
55.7K $385M
IR
Ingersoll Rand Inc.

Industrials
469
+ 4.91%
$74.98 - $89.02 $35.2K - $41.8K
10K $828M
OKE
Oneok Inc

Energy
1.48K
+ 17.19%
$71.36 - $83.47 $106K - $123K
10.1K $736M
OTIS
Otis Worldwide Corp

Industrials
535
+ 25.44%
$84.93 - $101.07 $45.4K - $54.1K
2.64K $241M
TTWO
Take Two Interactive Software Inc

Communication Services
4
+ 0.2%
$217.37 - $259.96 $869 - $1.04K
2.02K $521M
RMD
Resmed Inc

Healthcare
65
+ 7.77%
$252.01 - $293.73 $16.4K - $19.1K
902 $247M
CMCSA
Comcast Corp

Communication Services
2.87K
+ 20.52%
$31.41 - $36.33 $90.1K - $104K
16.8K $529M
CRWD
Crowd Strike Holdings, Inc.

Technology
198
+ 5.49%
$412.46 - $514.1 $81.7K - $102K
3.8K $1.87B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
954
+ 9.02%
$25.21 - $25.99 $24.1K - $24.8K
11.5K $298M
EXPD
Expeditors International Of Washington Inc

Industrials
32
+ 1.22%
$111.37 - $124.95 $3.56K - $4K
2.65K $325M
Bitwise Bitcoin ETF Common Shares Of Beneficial Interest
111
+ 2.47%
N/A
4.61K $287M
ARCC
Ares Capital Corp

Financial Services
2.58K
+ 13.52%
$20.41 - $23.25 $52.6K - $60K
21.7K $442M
PR
Permian Resources Corporation

Energy
2.46K
+ 23.42%
$12.8 - $14.51 $31.5K - $35.7K
13K $166M
MFLX
First Tr Exchange Traded Fd Vi
700
+ 2.36%
N/A
30.3K $513M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
38
+ 2.01%
$131.47 - $143.64 $5K - $5.46K
1.93K $273M
ICE
Intercontinental Exchange, Inc.

Financial Services
244
+ 16.97%
$167.28 - $188.45 $40.8K - $46K
1.68K $283M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
554
+ 5.07%
$21.15 - $22.45 $11.7K - $12.4K
11.5K $256M
ALT
Altimmune, Inc.

Healthcare
5K
+ 48.08%
$3.38 - $4.76 $16.9K - $23.8K
15.4K $58.1M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
117
+ 4.04%
N/A
3.01K $265M
VOOV
Vanguard S&P 500 Value ETF

ETFs
23
+ 1.95%
$187.97 - $199.47 $4.32K - $4.59K
1.2K $240M
VDE
Vanguard Energy ETF

ETFs
34
+ 1.82%
$118.37 - $129.65 $4.02K - $4.41K
1.9K $240M
YUM
Yum Brands Inc

Consumer Cyclical
31
+ 0.99%
$139.5 - $153.94 $4.32K - $4.77K
3.16K $480M
FDLO
Fidelity Covington Tr Low Vola

ETFs
22
+ 0.45%
$62.44 - $65.87 $1.37K - $1.45K
4.95K $326M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
144
+ 6.04%
$122.0 - $138.74 $17.6K - $20K
2.53K $321M
OKTA
Okta, Inc.

Technology
327
+ 15.8%
$88.51 - $101.1 $28.9K - $33.1K
2.4K $220M
DG
Dollar General Corp

Consumer Defensive
348
+ 16.18%
$101.86 - $116.32 $35.4K - $40.5K
2.5K $258M
MBB
Ishares Tr

ETFs
39
+ 0.87%
$92.46 - $95.73 $3.61K - $3.73K
4.54K $432M
PYPL
Pay Pal Holdings, Inc.

Financial Services
574
+ 13.89%
$65.64 - $78.22 $37.7K - $44.9K
4.71K $316M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
127
+ 3.04%
$49.78 - $50.75 $6.32K - $6.45K
4.3K $218M
MTB
M&T Bank Corp

Financial Services
2
+ 0.12%
$183.74 - $204.05 $367 - $408
1.7K $336M
DIS
Walt Disney CO

Communication Services
1.02K
+ 8.79%
$112.25 - $124.0 $115K - $127K
12.6K $1.45B
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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