Kingswood Wealth Advisors, LLC Sells in Q4 2024

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MU
Micron Technology Inc

Technology
-5.8K
- 34.51%
$84.16 - $113.41 $488K - $658K
11K $927M
MSCI
Msci Inc.

Financial Services
-1.44K
- 77.17%
$569.09 - $635.99 $819K - $916K
426 $256M
CAT
Caterpillar Inc

Industrials
-433
- 1.86%
$360.37 - $416.88 $156K - $181K
22.9K $8.31B
MCD
Mcdonalds Corp

Consumer Cyclical
-2.18K
- 20.07%
$288.47 - $316.54 $629K - $690K
8.69K $2.52B
VEU
Vanguard Ftse All World Ex Us

ETFs
-9.96K
- 29.58%
$57.29 - $63.1 $571K - $629K
23.7K $1.36B
STZ
Constellation Brands, Inc.

Consumer Defensive
-2.46K
- 49.89%
$219.66 - $257.62 $541K - $634K
2.47K $547M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.99K
- 12.22%
$285.5 - $335.62 $568K - $668K
14.3K $4.15B
IT
Gartner Inc

Technology
-1.36K
- 76.32%
$481.22 - $551.8 $654K - $750K
422 $204M
MARA
Marathon Digital Holdings, Inc.

Financial Services
-43.2K
- 74.78%
N/A
14.6K $245M
PSX
Phillips 66

Energy
-4.94K
- 67.77%
$110.35 - $138.93 $545K - $686K
2.35K $268M
CSCO
Cisco Systems, Inc.

Technology
-17.2K
- 28.71%
$52.45 - $60.02 $903K - $1.03M
42.7K $2.53B
MMM
3 M CO

Industrials
-4.62K
- 57.84%
$124.74 - $137.12 $577K - $634K
3.37K $435M
ADM
Archer Daniels Midland CO

Consumer Defensive
-8.83K
- 40.68%
$49.38 - $59.52 $436K - $526K
12.9K $651M
BAC
Bank Of America Corp

Financial Services
-25.2K
- 22.95%
$39.22 - $47.77 $990K - $1.21M
84.8K $3.73B
SYK
Stryker Corp

Healthcare
-1.71K
- 58.28%
$345.14 - $392.15 $590K - $671K
1.22K $441M
CI
Cigna Corp

Healthcare
-658
- 10.79%
$265.59 - $358.58 $175K - $236K
5.44K $1.5B
MNA
Iq Merger Arbitrage ETF

ETFs
-18.5K
- 25.88%
$32.6 - $33.04 $603K - $611K
52.9K $1.74B
TT
Trane Technologies PLC

Industrials
-947
- 7.32%
$369.35 - $419.14 $350K - $397K
12K $4.43B
MPC
Marathon Petroleum Corp

Energy
-2.98K
- 39.01%
$131.65 - $174.84 $392K - $521K
4.66K $650M
GLW
Corning Inc

Technology
-13.3K
- 58.54%
$44.11 - $49.76 $585K - $660K
9.4K $447M
AVGO
Broadcom Inc.

Technology
-22.1K
- 28.83%
$159.67 - $250.0 $3.53M - $5.53M
54.6K $12.7B
CMI
Cummins Inc

Industrials
-1.96K
- 41.65%
$324.93 - $383.42 $636K - $750K
2.74K $955M
WDAY
Workday, Inc.

Technology
-2.38K
- 70.49%
$233.85 - $279.91 $557K - $666K
997 $257M
AFL
Aflac Inc

Financial Services
-4.47K
- 36.68%
$100.37 - $115.27 $448K - $515K
7.71K $798M
WEC
Wec Energy Group, Inc.

Utilities
-5.77K
- 71.06%
$92.94 - $101.82 $536K - $587K
2.35K $221M
KMB
Kimberly Clark Corp

Consumer Defensive
-3.59K
- 46.59%
$130.37 - $146.09 $468K - $525K
4.12K $540M
NTAP
Net App, Inc.

Technology
-4.27K
- 59.0%
$115.31 - $131.11 $492K - $559K
2.97K $344M
UBER
Uber Technologies, Inc

Technology
-3.53K
- 16.0%
$59.93 - $86.34 $211K - $305K
18.5K $1.12B
EXC
Exelon Corp

Utilities
-12.5K
- 62.74%
$36.22 - $40.97 $454K - $513K
7.44K $280M
GILD
Gilead Sciences, Inc.

Healthcare
-7.74K
- 34.65%
$83.95 - $97.9 $649K - $757K
14.6K $1.35B
GD
General Dynamics Corp

Industrials
-80
- 0.64%
$260.28 - $314.03 $20.8K - $25.1K
12.4K $3.26B
INTC
Intel Corp

Technology
-13.1K
- 18.86%
$19.07 - $26.23 $249K - $343K
56.2K $1.13B
FV
First Trust Dorsey Wright Focu

ETFs
-8.65K
- 70.52%
$57.47 - $62.82 $497K - $544K
3.62K $214M
TGT
Target Corp

Consumer Defensive
-1.42K
- 10.18%
$121.59 - $160.69 $173K - $228K
12.5K $1.69B
TJX
Tjx Companies Inc

Consumer Cyclical
-4.21K
- 42.35%
$112.15 - $127.2 $472K - $535K
5.72K $691M
D
Dominion Energy, Inc

Utilities
-7.44K
- 43.94%
$52.63 - $60.92 $392K - $453K
9.5K $511M
PEAK
Healthpeak Properties, Inc.

Real Estate
-18.4K
- 50.81%
N/A
17.8K $360M
SCHW
Schwab Charles Corp

Financial Services
-7.73K
- 58.11%
$63.31 - $82.85 $489K - $640K
5.57K $412M
NSC
Norfolk Southern Corp

Industrials
-1.75K
- 64.07%
$230.6 - $277.0 $404K - $486K
983 $231M
DRI
Darden Restaurants Inc

Consumer Cyclical
-2.83K
- 70.33%
$155.96 - $188.66 $441K - $533K
1.19K $223M
SBUX
Starbucks Corp

Consumer Cyclical
-3.53K
- 19.19%
$87.44 - $102.5 $308K - $362K
14.9K $1.36B
IP
International Paper CO

Consumer Cyclical
-9.22K
- 71.19%
$46.64 - $59.57 $430K - $549K
3.73K $201M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-2.3K
- 24.11%
$97.29 - $122.68 $223K - $282K
7.23K $705M
ADP
Automatic Data Processing Inc

Industrials
-1.7K
- 35.24%
$280.08 - $307.97 $475K - $522K
3.12K $912M
DVN
Devon Energy Corp

Energy
-4.08K
- 9.69%
$30.52 - $42.96 $124K - $175K
38K $1.24B
FXU
First Tr Exchange Traded Fd Ut

ETFs
-10.2K
- 37.39%
$37.15 - $41.12 $377K - $417K
17K $643M
VHT
Vanguard Health Care ETF

ETFs
-846
- 12.64%
$250.81 - $283.3 $212K - $240K
5.85K $1.48B
FDX
Fedex Corp

Industrials
-1.55K
- 40.83%
$260.5 - $305.15 $404K - $473K
2.25K $632M
CEG
Constellation Energy Corp

Utilities
-1.16K
- 30.61%
$224.28 - $285.52 $260K - $331K
2.63K $588M
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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