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
MFLX
First Tr Exchange Traded Fd Vi
21.3K
New
N/A
21.3K $363M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
638
+ 6.44%
$172.07 - $207.36 $110K - $132K
10.5K $2.08B
FIX
Comfort Systems Usa Inc

Industrials
848
New
$370.68 - $504.12 $314K - $427K
848 $360M
XLG
Invesco Exchange Traded Fd Tr

ETFs
7.19K
New
$46.94 - $51.62 $338K - $371K
7.19K $359M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
6.85K
+ 95.86%
$50.07 - $52.35 $343K - $359K
14K $719M
RIO
Rio Tinto PLC

Basic Materials
6.08K
New
$58.59 - $71.15 $356K - $433K
6.08K $358M
FCAL
First Tr Iii Calif Mun High In

ETFs
7.22K
New
$49.2 - $50.51 $355K - $365K
7.22K $357M
ARCC
Ares Capital Corp

Financial Services
15.5K
+ 94.05%
$20.74 - $22.27 $320K - $344K
31.9K $698M
IGV
Ishares Expanded Tech Software

ETFs
3.53K
New
$87.5 - $110.17 $309K - $389K
3.53K $354M
MFC
Manulife Financial Corp

Financial Services
11.4K
New
$29.21 - $32.87 $333K - $374K
11.4K $350M
EMB
Ishares Tr

ETFs
4.03K
+ 142.1%
$88.94 - $93.46 $358K - $377K
6.87K $611M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.3K
+ 95.52%
$241.48 - $274.89 $314K - $358K
2.67K $676M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.44K
New
$73.49 - $86.09 $327K - $383K
4.44K $342M
SJNK
Spdr Bloomberg Short Term High

ETFs
13.6K
New
$25.09 - $25.69 $340K - $348K
13.6K $342M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.82K
New
$33.92 - $36.6 $333K - $359K
9.82K $340M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
8.53K
New
$35.42 - $41.87 $302K - $357K
8.53K $339M
FSCO
Fs Cr Opportunities Corp Com
46.9K
+ 105.0%
N/A
91.6K $625M
FRT
Federal Realty Investment Trust

Real Estate
3.02K
New
$109.55 - $117.53 $331K - $355K
3.02K $338M
EA
Electronic Arts Inc.

Communication Services
2.3K
New
$140.69 - $167.97 $324K - $387K
2.3K $337M
FEX
First Tr Large Cap Core Alphde

ETFs
3.22K
New
$103.29 - $112.88 $332K - $363K
3.22K $336M
CION
Cion Investment Corp

Financial Services
29.2K
New
$11.25 - $12.08 $328K - $353K
29.2K $333M
Fs Specialty Lending Fund Common Shares Of Beneficial Interest
95.1K
New
N/A
95.1K $330M
SHOP
Shopify Inc.

Technology
1.66K
+ 28.44%
$78.14 - $119.49 $130K - $198K
7.49K $796M
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
28.9K
New
$11.28 - $12.35 $326K - $357K
28.9K $329M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.52K
+ 46.17%
$119.61 - $136.3 $301K - $343K
7.97K $984M
BMY
Bristol Myers Squibb CO

Healthcare
1.63K
+ 3.45%
$51.92 - $59.94 $84.8K - $97.9K
48.9K $2.77B
GAB
Gabelli Equity Trust Inc

Financial Services
60.8K
New
$5.36 - $5.83 $326K - $355K
60.8K $327M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.77K
New
$184.21 - $199.29 $327K - $353K
1.77K $327M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.3K
+ 15.03%
$94.43 - $105.47 $217K - $243K
17.6K $1.79B
CFR
Cullen/Frost Bankers, Inc.

Financial Services
2.4K
New
$107.98 - $143.92 $259K - $345K
2.4K $322M
FNDE
Schwab Fundamental Emerging Mk

ETFs
11K
New
$28.89 - $33.95 $319K - $375K
11K $320M
DE
Deere & CO

Industrials
707
+ 23.75%
$389.45 - $466.0 $275K - $329K
3.68K $1.56B
SOUN
Soundhound Ai, Inc.

Technology
16K
New
$4.51 - $24.23 $72K - $387K
16K $317M
CAH
Cardinal Health Inc

Healthcare
2.66K
New
$107.89 - $125.33 $287K - $334K
2.66K $315M
CWT
California Water Service Group

Utilities
6.93K
New
$45.33 - $54.6 $314K - $378K
6.93K $314M
BBDC
Barings Bdc, Inc.

Financial Services
32.8K
New
$9.27 - $10.33 $304K - $339K
32.8K $314M
IRT
Independence Realty Trust, Inc.

Real Estate
16.1K
+ 141.46%
$18.78 - $22.01 $302K - $354K
27.5K $545M
National Healthcare Properties Inc Common Stock
5.99K
New
N/A
5.99K $312M
FREL
Fidelity Covington Tr Msci Rea

ETFs
11.4K
New
$26.61 - $29.85 $304K - $341K
11.4K $309M
VGSH
Vanguard

ETFs
5.45K
+ 55.24%
$58.02 - $58.88 $316K - $321K
15.3K $890M
BRO
Brown & Brown, Inc.

Financial Services
3K
New
$100.93 - $113.42 $303K - $340K
3K $306M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
9.11K
New
$33.39 - $37.66 $304K - $343K
9.11K $304M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.42K
New
$101.51 - $140.63 $246K - $340K
2.42K $304M
VLUE
Ishares Msci Usa Value Factor

ETFs
2.87K
New
$104.01 - $115.38 $299K - $331K
2.87K $303M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
7.48K
New
$40.34 - $40.62 $302K - $304K
7.48K $302M
JBBB
Janus Detroit Str Tr Henderson

ETFs
6.15K
New
$48.59 - $49.45 $299K - $304K
6.15K $302M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.61K
New
$111.85 - $120.71 $292K - $315K
2.61K $301M
BNDX
Vanguard Total International B

ETFs
6.51K
+ 41.8%
$48.91 - $50.61 $318K - $329K
22.1K $1.08B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.87K
New
$50.62 - $50.97 $297K - $299K
5.87K $297M
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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