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
HEFA
Ishares Currency Hedged Msci E

ETFs
285
+ 4.51%
$34.83 - $37.52 $9.93K - $10.7K
6.61K $240M
LCID
Lucid Group, Inc.

Consumer Cyclical
10.1K
+ 89.23%
$2.03 - $3.48 $20.5K - $35.2K
21.4K $54.1M
TFC
Truist Financial Corp

Financial Services
1.24K
+ 8.49%
$39.48 - $48.15 $48.9K - $59.6K
15.8K $651M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
433
+ 5.79%
$40.24 - $40.65 $17.4K - $17.6K
7.92K $321M
ROST
Ross Stores, Inc.

Consumer Cyclical
455
+ 25.35%
$123.3 - $154.95 $56.1K - $70.5K
2.25K $289M
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
539
+ 5.12%
N/A
11.1K $541M
HQH
Tekla Healthcare Investors

Financial Services
384
+ 0.7%
$16.23 - $18.27 $6.23K - $7.02K
54.9K $892M
TSCO
Tractor Supply CO

Consumer Cyclical
52
+ 0.79%
$51.66 - $57.94 $2.69K - $3.01K
6.64K $366M
HBAN
Huntington Bancshares Inc

Financial Services
2.55K
+ 14.12%
$14.28 - $17.39 $36.5K - $44.4K
20.6K $310M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
175
+ 6.69%
$83.91 - $90.87 $14.7K - $15.9K
2.79K $237M
XLG
Invesco Exchange Traded Fd Tr

ETFs
902
+ 12.54%
$45.72 - $51.73 $41.2K - $46.7K
8.1K $373M
SHOP
Shopify Inc.

Technology
910
+ 12.15%
$90.59 - $129.31 $82.4K - $118K
8.4K $808M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
122
+ 0.75%
$22.46 - $23.26 $2.74K - $2.84K
16.3K $378M
IJS
Ishares S&P Smallcap 600 Value

ETFs
398
+ 15.35%
$96.3 - $112.23 $38.3K - $44.7K
2.99K $291M
ZTS
Zoetis Inc.

Healthcare
40
+ 2.21%
$156.48 - $175.67 $6.26K - $7.03K
1.85K $304M
WDAY
Workday, Inc.

Technology
139
+ 13.94%
$233.53 - $277.82 $32.5K - $38.6K
1.14K $265M
GWW
W.W. Grainger, Inc.

Industrials
22
+ 9.4%
$953.54 - $1132.42 $21K - $24.9K
256 $253M
PEY
Invesco Exchange Traded Fd Tr

ETFs
143
+ 0.97%
$20.82 - $22.08 $2.98K - $3.16K
14.9K $321M
JBL
Jabil Inc

Technology
217
+ 6.98%
$130.51 - $173.33 $28.3K - $37.6K
3.33K $453M
FCX
Freeport Mcmoran Inc

Basic Materials
327
+ 0.99%
$34.5 - $43.01 $11.3K - $14.1K
33.3K $1.26B
ACN
Accenture PLC

Technology
248
+ 13.43%
$300.91 - $398.25 $74.6K - $98.8K
2.1K $654M
WAT
Waters Corp

Healthcare
14
+ 2.55%
$362.16 - $417.28 $5.07K - $5.84K
564 $208M
NSC
Norfolk Southern Corp

Industrials
5
+ 0.51%
$227.69 - $259.76 $1.14K - $1.3K
988 $234M
UTHR
United Therapeutics Corp

Healthcare
102
+ 15.96%
$304.42 - $380.78 $31.1K - $38.8K
741 $228M
IONQ
Ion Q, Inc.

Technology
4.49K
+ 91.53%
$18.27 - $51.07 $81.9K - $229K
9.39K $207M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
1.61K
+ 4.42%
$12.17 - $13.83 $19.5K - $22.2K
37.9K $465M
EA
Electronic Arts Inc.

Communication Services
38
+ 1.65%
$116.53 - $146.29 $4.43K - $5.56K
2.34K $338M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
541
+ 3.85%
$50.25 - $55.9 $27.2K - $30.2K
14.6K $750M
BMO
Bank Of Montreal

Financial Services
3
+ 0.13%
$94.92 - $104.14 $285 - $312
2.27K $219M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
522
+ 10.9%
$81.1 - $94.7 $42.3K - $49.4K
5.31K $429M
NNDM
Nano Dimension Ltd.

Technology
10K
+ 50.0%
$1.59 - $2.66 $15.9K - $26.6K
30K $46.8M
ECC
Eagle Point Credit CO Inc.

Financial Services
557
+ 5.07%
$7.7 - $9.14 $4.29K - $5.09K
11.6K $94.8M
XSW
Spdr S&P Software & Services E

ETFs
408
+ 17.09%
$159.76 - $197.42 $65.2K - $80.5K
2.8K $447M
MTB
M&T Bank Corp

Financial Services
88
+ 4.43%
$170.47 - $201.98 $15K - $17.8K
2.08K $370M
NTAP
Net App, Inc.

Technology
872
+ 29.41%
$87.84 - $126.3 $76.6K - $110K
3.84K $337M
FNX
First Tr Mid Cap Core Alphadex

ETFs
39
+ 2.04%
$105.28 - $121.93 $4.11K - $4.76K
1.95K $213M
MSI
Motorola Solutions, Inc.

Technology
29
+ 3.2%
$411.73 - $482.1 $11.9K - $14K
935 $409M
IWN
Ishares Russell2000 Val ETF

ETFs
40
+ 3.1%
$149.27 - $169.4 $5.97K - $6.78K
1.33K $201M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
152
+ 14.8%
$314.47 - $431.35 $47.8K - $65.6K
1.18K $435M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
105
+ 2.67%
$175.5 - $209.86 $18.4K - $22K
4.03K $732M
OWL
Blue Owl Capital Inc.

Financial Services
6.12K
+ 14.49%
$18.49 - $26.68 $113K - $163K
48.4K $970M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
21
+ 2.17%
$221.78 - $273.45 $4.66K - $5.74K
990 $225M
XVOL
Tidal ETF Tr Acruence Active H
5.5K
+ 5.66%
$19.58 - $22.83 $108K - $126K
103K $2.06B
IGM
Ishares Expanded Tech Sector E

ETFs
329
+ 7.96%
$90.67 - $108.46 $29.8K - $35.7K
4.46K $404M
Pacific Oak Strategic Op Portunity Reit Inc
2.5K
+ 18.13%
N/A
16.3K $93M
PNC
Pnc Financial Services Group, Inc.

Financial Services
120
+ 4.47%
$168.84 - $202.89 $20.3K - $24.3K
2.8K $493M
CDNS
Cadence Design Systems Inc

Technology
82
+ 8.26%
$233.96 - $324.52 $19.2K - $26.6K
1.08K $273M
XLK
Technology Sector Spdr

ETFs
1.67K
+ 11.6%
$206.38 - $242.18 $345K - $404K
16.1K $3.32B
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
280
+ 16.06%
$200.77 - $270.08 $56.2K - $75.6K
2.02K $407M
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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