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
BHP
Bhp Group LTD

Basic Materials
551
+ 15.22%
$48.78 - $62.43 $26.9K - $34.4K
4.17K $204M
MUB
Ishares National Muni Bond ETF

ETFs
52
+ 0.33%
$105.78 - $108.7 $5.5K - $5.65K
15.8K $1.68B
ESS
Essex Property Trust, Inc.

Real Estate
324
+ 2.67%
N/A
12.5K $3.56B
HUM
Humana Inc

Healthcare
1.75K
+ 22.95%
$233.89 - $304.18 $410K - $533K
9.38K $2.38B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
401
+ 4.71%
$75.65 - $83.47 $30.3K - $33.5K
8.92K $679M
VLO
Valero Energy Corp

Energy
285
+ 4.7%
$118.59 - $144.02 $33.8K - $41K
6.35K $779M
LHX
L3 Harris Technologies, Inc.

Industrials
698
+ 10.15%
$208.94 - $264.22 $146K - $184K
7.58K $1.59B
IDV
Ishares Tr

ETFs
517
+ 2.35%
$27.03 - $29.92 $14K - $15.5K
22.5K $616M
XLV
Select Sector Spdr Fund Health

ETFs
412
+ 5.98%
$136.28 - $154.74 $56.1K - $63.8K
7.31K $1.01B
OXY
Occidental Petroleum Corp

Energy
107
+ 0.35%
$45.36 - $55.91 $4.85K - $5.98K
30.7K $1.52B
BCE
Bce Inc

Communication Services
3.69K
+ 23.72%
$22.53 - $34.84 $83K - $128K
19.2K $446M
BLD
Top Build Corp

Industrials
8
+ 0.75%
$308.96 - $414.77 $2.47K - $3.32K
1.08K $336M
PANW
Palo Alto Networks Inc

Technology
1.67K
+ 61.78%
$181.96 - $405.9 $304K - $677K
4.37K $795M
NKE
Nike, Inc.

Consumer Cyclical
1.03K
+ 5.46%
$73.36 - $89.13 $75.7K - $92K
19.9K $1.51B
FCX
Freeport Mcmoran Inc

Basic Materials
4.36K
+ 15.24%
$38.08 - $50.82 $166K - $222K
33K $1.26B
NEP
Nextera Energy Partners, LP

Utilities
110
+ 0.43%
$15.87 - $26.96 $1.75K - $2.97K
25.6K $455M
QCOM
Qualcomm Inc

Technology
819
+ 3.07%
$150.4 - $178.04 $123K - $146K
27.5K $4.22B
LMT
Lockheed Martin Corp

Industrials
290
+ 2.98%
$479.66 - $614.62 $139K - $178K
10K $4.87B
AMD
Advanced Micro Devices Inc

Technology
1.36K
+ 4.37%
$118.88 - $172.8 $161K - $234K
32.4K $3.91B
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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