Kingswood Wealth Advisors, LLC Purchases in Q4 2024

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FDVV
Fidelity High Dividend ETF

ETFs
803
+ 14.35%
$49.66 - $52.63 $39.9K - $42.3K
6.4K $320M
EFG
Msci Eafe Growth ETF

ETFs
3.23K
+ 12.58%
$96.83 - $106.88 $313K - $345K
28.9K $2.8B
LCID
Lucid Group, Inc.

Consumer Cyclical
11.3K
New
$2.01 - $3.44 $22.8K - $39K
11.3K $34.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.53K
+ 16.76%
$44.04 - $49.49 $67.2K - $75.6K
10.6K $469M
SPYI
Shp ETF Tr Neos S&P 500 High I
655
+ 8.74%
N/A
8.15K $414M
AMPX
Amprius Technologies, Inc.

Industrials
10.6K
New
$1.01 - $2.98 $10.7K - $31.5K
10.6K $29.6M
FNDX
Schwab Fundamental U S Large C

ETFs
37.3K
+ 209.69%
$23.49 - $71.77 $875K - $2.67M
55K $1.3B
SND
Smart Sand, Inc.

Energy
11K
New
$1.98 - $2.59 $21.8K - $28.5K
11K $24.8M
RYLD
Global X Fds Russell 2000 Cove

ETFs
1.24K
+ 9.22%
$15.97 - $16.79 $19.8K - $20.8K
14.7K $240M
ALL
Allstate Corp

Financial Services
72
+ 3.2%
$181.25 - $208.2 $13.1K - $15K
2.32K $448M
BOND
Pimco Active Bond Exchange Tra

ETFs
450
+ 8.89%
$90.42 - $94.5 $40.7K - $42.5K
5.51K $498M
FTSL
First Trust Senior Ln Fund

ETFs
335
+ 4.15%
$45.9 - $46.48 $15.4K - $15.6K
8.41K $389M
VIVK
Vivakor, Inc.

Energy
12K
New
$1.08 - $1.71 $13K - $20.5K
12K $14.6M
PHYS
Sprott Physical Gold Trust

Financial Services
1.15K
+ 3.0%
$19.66 - $21.66 $22.6K - $24.9K
39.5K $795M
PSA
Public Storage

Real Estate
374
+ 22.94%
$289.33 - $360.21 $108K - $135K
2K $600M
IAK
Ishares Tr

ETFs
186
+ 4.12%
$123.78 - $138.16 $23K - $25.7K
4.7K $595M
IFRA
Ishares Tr

ETFs
354
+ 4.96%
$45.94 - $51.71 $16.3K - $18.3K
7.49K $347M
VCIT
Vanguard Intermediate Term Cor

ETFs
356
+ 7.24%
$80.13 - $83.77 $28.5K - $29.8K
5.27K $423M
ADAP
Adaptimmune Therapeutics PLC

Healthcare
18.7K
New
$0.54 - $0.95 $10.1K - $17.8K
18.7K $10.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
182
+ 5.83%
$77.86 - $79.27 $14.2K - $14.4K
3.31K $258M
T2 Biosystems Inc Common Stock
20K
New
N/A
20K $8.4M
Ambase Corporation
26K
New
N/A
26K $8.32M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
491
+ 5.34%
$28.6 - $29.27 $14K - $14.4K
9.68K $278M
VERU
Veru Inc.

Healthcare
10.8K
New
$0.58 - $0.93 $6.26K - $10K
10.8K $7.03M
Silver Bull Res Incorporated Com New
75K
New
N/A
75K $6.31M
AMRN
Amarin Corp Plcuk

Healthcare
12K
New
$0.44 - $0.63 $5.28K - $7.56K
12K $5.82M
SLB
Schlumberger Limited

Energy
1.44K
+ 10.17%
$36.83 - $45.59 $53.1K - $65.7K
15.6K $599M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
732
+ 5.79%
$24.94 - $26.14 $18.3K - $19.1K
13.4K $334M
Creative Media & Cmnty T
13K
New
N/A
13K $2.92M
Regan Floating Rate Mbs ETF
391
+ 1.13%
N/A
34.9K $885M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
77
+ 3.03%
$83.21 - $88.08 $6.41K - $6.78K
2.62K $223M
PSUD
Petrosun Inc Common Stock
14.2K
New
N/A
14.2K $347K
Global Ecology Corporation
1.25M
New
N/A
1.25M $124K
SRNE
Sorrento Therapeutics, Inc.

Healthcare
65.7K
New
N/A
65.7K $32K
PSWW
Principal Solar, Inc.
22.2K
New
$0.0 - $0.0 $0 - $0
22.2K $3K
Spectrascience Inc
60K
New
N/A
60K $0
Universal Energy Corp De
100K
New
N/A
100K $0
Regi U S Incorporated
11K
New
N/A
11K $0
Integrated Business Sys
22.4K
New
N/A
22.4K $0
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
2K
+ 9.48%
$10.41 - $11.76 $20.8K - $23.5K
23.1K $245M
BTI
British American Tobacco P.L.C.

Consumer Defensive
6
+ 0.05%
$34.25 - $37.94 $206 - $228
12K $434M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.79K
+ 9.89%
$34.13 - $37.35 $300K - $328K
97.6K $3.33B
EEMV
Ishares Msci Emerging Markets

ETFs
200
+ 5.17%
$57.85 - $63.11 $11.6K - $12.6K
4.07K $236M
XLP
Consumer Staples Sector Spdr

ETFs
114
+ 2.97%
N/A
3.95K $311M
VFL
Delaware Investments National Municipal Income Fund

Financial Services
2K
+ 7.27%
$10.08 - $11.33 $20.2K - $22.7K
29.5K $299M
Arm Hldgs PLC
453
+ 13.02%
N/A
3.93K $485M
EWA
Ishares Msci Australia ETF

ETFs
875
+ 8.33%
$23.77 - $26.95 $20.8K - $23.6K
11.4K $271M
GASS
Stealth Gas Inc.

Industrials
1K
+ 5.0%
N/A
21K $119M
ETR
Entergy Corp

Utilities
988
+ 58.53%
$73.19 - $156.4 $72.3K - $155K
2.68K $203M
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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