Kingswood Wealth Advisors, LLC Purchases in Q1 2025

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.02K
+ 67.96%
$67.24 - $84.27 $203K - $254K
7.46K $511M
QBTS
D Wave Quantum Inc.

Technology
22K
New
$3.83 - $11.18 $84.2K - $246K
22K $167M
KHC
Kraft Heinz CO

Consumer Defensive
5.46K
+ 81.64%
$28.51 - $32.22 $156K - $176K
12.1K $369M
COIN
Coinbase Global, Inc.

Technology
1.45K
+ 124.49%
$172.23 - $301.3 $250K - $438K
2.62K $453M
OEF
Ishares S&P 100 ETF

ETFs
703
+ 44.58%
N/A
2.28K $617M
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.09K
+ 20.49%
$99.5 - $110.97 $208K - $232K
12.3K $1.24B
DFAX
Dimensional ETF Tr
1.04K
+ 1.1%
$24.45 - $27.2 $25.4K - $28.2K
95.5K $2.5B
WMB
Williams Companies, Inc.

Energy
627
+ 3.08%
$54.02 - $61.09 $33.9K - $38.3K
21K $1.25B
GBDC
Golub Capital Bdc, Inc.

Financial Services
9.86K
+ 39.86%
$14.46 - $15.96 $143K - $157K
34.6K $526M
XLB
Select Sector Spdr Fd Material

ETFs
1.55K
+ 25.12%
$83.19 - $90.99 $129K - $141K
7.73K $667M
RF
Regions Financial Corp

Financial Services
7.82K
+ 62.35%
$20.84 - $24.77 $163K - $194K
20.4K $440M
RGTI
Rigetti Computing, Inc.

Technology
18.1K
New
$6.05 - $19.51 $110K - $354K
18.1K $144M
M
Macy'S, Inc.

Consumer Cyclical
11K
New
$12.56 - $16.82 $138K - $185K
11K $142M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
13.4K
New
$10.17 - $10.76 $136K - $144K
13.4K $138M
XLI
Industrial Sector Spdr

ETFs
1.07K
+ 11.14%
$128.78 - $141.67 $137K - $151K
10.6K $1.4B
SNAP
Snap Inc

Communication Services
15.7K
New
$8.37 - $12.57 $131K - $197K
15.7K $138M
FNDF
Schwab Fundamental Intl Large

ETFs
2.21K
+ 11.71%
$32.9 - $37.45 $72.8K - $82.9K
21.1K $763M
BKNG
Booking Holdings Inc.

Consumer Cyclical
39
+ 27.27%
$4295.4 - $5141.88 $168K - $201K
182 $844M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.19K
+ 19.05%
$32.49 - $37.99 $201K - $235K
38.7K $1.3B
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
9.48K
+ 31.61%
$23.71 - $27.77 $225K - $263K
39.5K $941M
CION
Cion Investment Corp

Financial Services
14.6K
+ 50.0%
$10.35 - $12.55 $151K - $183K
43.8K $459M
ITW
Illinois Tool Works Inc

Industrials
571
+ 18.57%
$244.9 - $274.48 $140K - $157K
3.65K $905M
KMB
Kimberly Clark Corp

Consumer Defensive
539
+ 13.09%
$124.46 - $147.4 $67.1K - $79.4K
4.66K $664M
AMPX
Amprius Technologies, Inc.

Industrials
48.5K
+ 459.21%
$1.78 - $3.84 $86.3K - $186K
59K $154M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.01K
+ 15.0%
$56.12 - $68.15 $56.8K - $69K
7.77K $527M
CMCSA
Comcast Corp

Communication Services
3.59K
+ 26.66%
$33.19 - $38.23 $119K - $137K
17K $628M
Lam Research Corporation Com New
1.61K
+ 31.2%
N/A
6.78K $493M
SKYY
First Trust Cloud Computing Et

ETFs
1.83K
+ 42.95%
$102.23 - $131.18 $187K - $240K
6.1K $624M
RWL
Invesco Exchange Traded Fd Tr

ETFs
502
+ 1.1%
$96.9 - $104.39 $48.6K - $52.4K
46.1K $4.58B
CAH
Cardinal Health Inc

Healthcare
457
+ 17.17%
$118.02 - $137.77 $53.9K - $63K
3.12K $429M
SYK
Stryker Corp

Healthcare
265
+ 21.65%
$355.18 - $399.9 $94.1K - $106K
1.49K $555M
NUE
Nucor Corp

Basic Materials
852
+ 25.61%
$114.48 - $142.52 $97.5K - $121K
4.18K $501M
NGG
National Grid PLC

Utilities
1.23K
+ 25.51%
$56.13 - $65.61 $69.1K - $80.8K
6.06K $398M
FNDX
Schwab Fundamental U S Large C

ETFs
4.85K
+ 8.8%
$23.03 - $25.01 $112K - $121K
59.9K $1.41B
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.98K
+ 50.5%
$65.15 - $91.81 $259K - $365K
11.9K $781M
SPYI
Shp ETF Tr Neos S&P 500 High I
2.73K
+ 33.48%
N/A
10.9K $521M
IEMG
Ishares Inc

ETFs
1.34K
+ 8.19%
N/A
17.8K $958M
MELI
Mercadolibre Inc

Consumer Cyclical
17
+ 6.01%
$1739.0 - $2260.0 $29.6K - $38.4K
300 $582M
TRP
Tc Energy Corp

Energy
1.9K
+ 22.68%
$44.29 - $49.27 $83.9K - $93.4K
10.3K $486M
MVO
Mv Oil Trust

Energy
17.4K
New
$4.78 - $8.76 $83.2K - $152K
17.4K $96.7M
AEP
American Electric Power CO Inc

Utilities
430
+ 14.82%
$90.32 - $109.27 $38.8K - $47K
3.33K $364M
AXP
American Express CO

Financial Services
644
+ 22.17%
$255.39 - $325.87 $164K - $210K
3.55K $957M
TIP
Ishares Tr Tips Bd ETF

ETFs
755
+ 28.77%
$106.22 - $111.09 $80.2K - $83.9K
3.38K $374M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
11.1K
New
$8.46 - $9.3 $93.9K - $103K
11.1K $94.4M
CTVA
Corteva, Inc.

Basic Materials
485
+ 4.91%
$55.94 - $66.15 $27.1K - $32.1K
10.4K $653M
FNMA
Federal National Mortgage Association Fannie Mae

Financial Services
5K
+ 29.0%
$3.44 - $7.7 $17.2K - $38.5K
22.2K $145M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
715
+ 1.2%
$37.07 - $40.63 $26.5K - $29.1K
60.4K $2.38B
UPS
United Parcel Service Inc

Industrials
3.36K
+ 19.26%
$109.66 - $136.26 $368K - $458K
20.8K $2.29B
ADP
Automatic Data Processing Inc

Industrials
146
+ 4.69%
$286.85 - $318.64 $41.9K - $46.5K
3.26K $997M
Activity Summary
Buys All Purchases 492 New Holdings 75 Increased Positions 417 Sells All Sells 238 Reductions 238 Sold out 0 Options Calls 0 Puts 0
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