Kingswood Wealth Advisors, LLC Reduced Holdings in Q3 2025

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
-1.67K
- 18.66%
$91.03 - $98.69 $152K - $165K
7.29K $695M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.46K
- 24.19%
$60.9 - $70.75 $89K - $103K
4.58K $286M
AMT
American Tower Corp

Real Estate
-293
- 13.03%
$192.32 - $232.35 $56.3K - $68.1K
1.96K $376M
JBL
Jabil Inc

Technology
-530
- 16.73%
$202.08 - $234.45 $107K - $124K
2.64K $573M
XLV
Select Sector Spdr Fund Health

ETFs
-1.02K
- 18.61%
$129.01 - $139.72 $131K - $142K
4.45K $620M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.5K
- 19.74%
$78.11 - $79.07 $117K - $118K
6.09K $480M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-2.24K
- 23.2%
$50.53 - $50.82 $113K - $114K
7.41K $376M
PGR
Progressive Corp

Financial Services
-313
- 18.28%
$238.61 - $264.3 $74.7K - $82.7K
1.4K $345M
FDL
First Tr Morningstar Dividend

ETFs
-3.5K
- 13.02%
$41.96 - $44.59 $147K - $156K
23.4K $1.02B
TFLO
Ishares Treasury Floating Rate

ETFs
-2.15K
- 8.81%
$50.45 - $50.65 $109K - $109K
22.3K $1.13B
DLR
Digital Realty Trust, Inc.

Real Estate
-564
- 11.87%
$161.21 - $180.02 $90.9K - $102K
4.19K $724M
SPGI
S&P Global Inc.

Financial Services
-94
- 6.9%
$484.94 - $564.15 $45.6K - $53K
1.27K $618M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-4.46K
- 17.58%
$22.64 - $23.22 $101K - $104K
20.9K $484M
TDG
Trans Digm Group Inc

Industrials
-37
- 15.1%
$1271.04 - $1620.83 $47K - $60K
208 $274M
ILMN
Illumina, Inc.

Healthcare
-972
- 25.51%
$91.69 - $109.88 $89.1K - $107K
2.84K $270M
TMUS
T Mobile Us, Inc.

Communication Services
-396
- 31.38%
$226.02 - $259.01 $89.5K - $103K
866 $207M
FCAL
First Tr Iii Calif Mun High In

ETFs
-2.03K
- 28.15%
$47.44 - $48.99 $96.4K - $99.6K
5.19K $253M
Ge Healthcare Technologies Incorporated Common Stock
-1.32K
- 22.44%
N/A
4.55K $342M
UDR
Udr, Inc.

Real Estate
-788
- 4.62%
$36.71 - $41.37 $28.9K - $32.6K
16.3K $606M
NKE
Nike, Inc.

Consumer Cyclical
-1.04K
- 9.95%
$69.24 - $79.24 $72.3K - $82.7K
9.45K $659M
AXON
Axon Enterprise, Inc.

Industrials
-36
- 6.64%
$698.02 - $870.97 $25.1K - $31.4K
506 $363M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-1.21K
- 10.63%
$108.47 - $114.7 $131K - $139K
10.2K $1.17B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.04K
- 22.47%
$81.76 - $86.36 $84.8K - $89.6K
3.58K $304M
CCI
Crown Castle International Corp

Real Estate
-686
- 24.1%
$92.96 - $113.91 $63.8K - $78.1K
2.16K $208M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.44K
- 14.23%
$52.12 - $55.33 $127K - $135K
14.7K $812M
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
-7K
- 31.82%
$11.63 - $11.96 $81.4K - $83.7K
15K $178M
KKR
Kkr & Co. Inc.

Financial Services
-513
- 14.12%
$129.95 - $152.16 $66.7K - $78.1K
3.12K $405M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.54K
- 6.24%
$50.47 - $50.74 $77.6K - $78K
23.1K $1.17B
WHR
Whirlpool Corp

Consumer Cyclical
-80
- 2.65%
$77.47 - $110.59 $6.2K - $8.85K
2.94K $231M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-791
- 19.03%
$135.0 - $146.02 $107K - $116K
3.37K $490M
HYG
Ishares Tr

ETFs
-949
- 8.13%
$79.85 - $81.32 $75.8K - $77.2K
10.7K $871M
POR
Portland General Electric CO

Utilities
-2.34K
- 24.15%
$39.73 - $44.0 $92.9K - $103K
7.35K $323M
FVD
First Tr Value Line Divid Inde

ETFs
-2.79K
- 7.1%
$44.73 - $46.86 $125K - $131K
36.5K $1.69B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.97K
- 4.06%
$52.55 - $54.37 $104K - $107K
46.6K $2.52B
CAH
Cardinal Health Inc

Healthcare
-266
- 11.33%
$146.04 - $167.63 $38.8K - $44.6K
2.08K $327M
TGTX
Tg Therapeutics, Inc.

Healthcare
-1.9K
- 22.94%
$26.39 - $39.19 $50.1K - $74.5K
6.38K $231M
INTU
Intuit Inc

Technology
-12
- 2.16%
$646.03 - $807.39 $7.75K - $9.69K
543 $371M
ADM
Archer Daniels Midland CO

Consumer Defensive
-2.25K
- 22.62%
$53.54 - $64.21 $120K - $144K
7.69K $459M
EQR
Equity Residential

Real Estate
-484
- 4.12%
$62.3 - $68.34 $30.2K - $33.1K
11.3K $730M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-6.74K
- 3.03%
$5.79 - $5.98 $39K - $40.3K
216K $1.25B
BCAT
Black Rock Capital Allocation Trust

ETFs
-3.32K
- 12.56%
$14.56 - $15.29 $48.3K - $50.7K
23.1K $341M
Ft Vest U.S. Equity Moderate Buffer ETF May
-2.05K
- 9.76%
N/A
18.9K $767M
SHW
Sherwin Williams CO

Basic Materials
-161
- 19.88%
$330.88 - $375.23 $53.3K - $60.4K
649 $225M
SPMD
Spdr Portfolio

ETFs
-1.2K
- 20.85%
$54.43 - $58.29 $65.5K - $70.1K
4.57K $261M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
-3.57K
- 14.7%
$13.74 - $14.62 $49.1K - $52.2K
20.7K $299M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.5K
- 14.22%
$46.61 - $49.24 $69.9K - $73.9K
9.05K $446M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-3.99K
- 7.44%
$31.79 - $33.42 $127K - $133K
49.6K $1.66B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-828
- 15.2%
$64.17 - $68.19 $53.1K - $56.5K
4.62K $315M
ABNB
Airbnb, Inc.

Consumer Cyclical
-174
- 7.68%
$118.3 - $142.16 $20.6K - $24.7K
2.09K $254M
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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