Kingswood Wealth Advisors, LLC New Holdings in Q4 2024

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
5
New
$664750.0 - $724132.5 $3.32M - $3.62M
5 $3.4B
SCHV
Schwab Strategic Tr Us Large C

ETFs
123K
New
$25.79 - $80.4 $3.16M - $9.86M
123K $3.2B
Super Micro Computer Inc
89.8K
New
N/A
89.8K $2.74B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
29.4K
New
$89.9 - $100.66 $2.65M - $2.96M
29.4K $2.66B
Grayscale Bitcoin Mini Trust ETF
60.7K
New
N/A
60.7K $2.54B
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
152K
New
$15.9 - $17.05 $2.42M - $2.6M
152K $2.53B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
29.1K
New
$78.43 - $87.17 $2.28M - $2.54M
29.1K $2.33B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
25.6K
New
$84.34 - $95.14 $2.16M - $2.44M
25.6K $2.24B
XVOL
Tidal ETF Tr Acruence Active H
97.2K
New
$21.34 - $24.14 $2.07M - $2.35M
97.2K $2.07B
MGK
Vanguard Mega Cap Growth ETF

ETFs
5.4K
New
$316.94 - $357.88 $1.71M - $1.93M
5.4K $1.85B
UTES
Virtus Reaves Utilities ETF
25.7K
New
N/A
25.7K $1.64B
IAU
Ishares Gold Trust

ETFs
31.1K
New
$48.37 - $52.65 $1.5M - $1.64M
31.1K $1.54B
GPC
Genuine Parts CO

Consumer Cyclical
13.2K
New
$113.11 - $143.63 $1.49M - $1.89M
13.2K $1.54B
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
52K
New
$28.25 - $28.72 $1.47M - $1.49M
52K $1.47B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
37.2K
New
$39.3 - $41.34 $1.46M - $1.54M
37.2K $1.46B
SHV
Ishares Tr

ETFs
12.6K
New
$109.92 - $110.57 $1.38M - $1.39M
12.6K $1.39B
GATX
Gatx Corp

Industrials
8.07K
New
$128.5 - $165.82 $1.04M - $1.34M
8.07K $1.25B
Arista Networks Inc
11.1K
New
N/A
11.1K $1.22B
XSMO
Invesco S&P Smallcap Momentum

ETFs
17.5K
New
$65.08 - $73.72 $1.14M - $1.29M
17.5K $1.16B
TQQQ
Proshares Ultrapro Qqq

ETFs
13.6K
New
$69.42 - $93.29 $941K - $1.26M
13.6K $1.07B
OWL
Blue Owl Capital Inc.

Financial Services
42.3K
New
$19.51 - $24.81 $824K - $1.05M
42.3K $983M
Blackrock Inc New
950
New
N/A
950 $974M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
14K
New
$65.67 - $69.79 $918K - $976K
14K $937M
FXO
First Tr Exchange Traded Fd Fi

ETFs
17K
New
$50.63 - $59.0 $863K - $1.01M
17K $922M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
19.4K
New
$45.35 - $47.21 $878K - $914K
19.4K $901M
OZ
Belpointe Prep, LLC

Real Estate
11.4K
New
$63.55 - $80.07 $723K - $911K
11.4K $881M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
9.04K
New
$91.94 - $100.02 $831K - $904K
9.04K $837M
Federated Hme Mdt Lar Val ETF Nav Cf
28.8K
New
N/A
28.8K $781M
TTD
Trade Desk, Inc.

Technology
6.44K
New
$108.7 - $139.51 $700K - $898K
6.44K $757M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
14K
New
$52.0 - $55.66 $730K - $781K
14K $750M
Blackrock Internatnl Dividend ETF
29.3K
New
N/A
29.3K $722M
DJP
Barclays Bank PLC

ETFs
21.7K
New
N/A
21.7K $697M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
15.2K
New
$44.57 - $46.43 $677K - $706K
15.2K $695M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
15.1K
New
$43.67 - $47.04 $658K - $709K
15.1K $683M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
14.5K
New
$41.88 - $50.49 $609K - $735K
14.5K $677M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
18.2K
New
$36.54 - $37.53 $665K - $683K
18.2K $670M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
16.5K
New
$40.26 - $42.88 $664K - $708K
16.5K $668M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
13.5K
New
$48.48 - $49.47 $655K - $669K
13.5K $658M
AI
C3.Ai, Inc.

Technology
18.4K
New
$22.6 - $42.94 $415K - $789K
18.4K $633M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.11K
New
$563.99 - $620.12 $623K - $685K
1.11K $629M
BCAT
Black Rock Capital Allocation Trust

ETFs
39.2K
New
$15.1 - $16.65 $592K - $653K
39.2K $594M
SQ
Block, Inc.

Technology
6.78K
New
$65.06 - $98.92 $441K - $670K
6.78K $576M
CFG
Citizens Financial Group Inc

Financial Services
13K
New
$39.92 - $48.46 $520K - $631K
13K $570M
Federated Hme Mdt Lar Grw ETF Nav Cf
19.8K
New
N/A
19.8K $561M
EMGF
Ishares Msci Emerging Markets

ETFs
12.4K
New
$45.23 - $51.49 $560K - $638K
12.4K $560M
IYG
Ishares Tr

ETFs
7.06K
New
$70.24 - $82.34 $496K - $582K
7.06K $550M
BOTZ
Global X Fds

ETFs
17.1K
New
$31.11 - $34.18 $530K - $583K
17.1K $545M
NNN
National Retail Properties, Inc.

Real Estate
12.9K
New
$39.77 - $49.34 $513K - $637K
12.9K $527M
HYG
Ishares Tr

ETFs
6.68K
New
$78.09 - $80.04 $521K - $534K
6.68K $525M
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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