Kingswood Wealth Advisors, LLC Incresed Positions in Q1 2025

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
24.6K
+ 101.3%
$115.08 - $123.97 $2.83M - $3.05M
48.9K $5.69B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
28.9K
+ 108.64%
$102.49 - $119.96 $2.96M - $3.46M
55.5K $5.81B
JNJ
Johnson & Johnson

Healthcare
15.9K
+ 112.28%
$142.06 - $167.7 $2.26M - $2.66M
30K $4.74B
DE
Deere & CO

Industrials
5.23K
+ 141.83%
$408.57 - $509.27 $2.13M - $2.66M
8.91K $4.25B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
32K
+ 98.14%
N/A
64.7K $5.67B
GILD
Gilead Sciences, Inc.

Healthcare
21.1K
+ 144.91%
$89.14 - $117.41 $1.88M - $2.48M
35.7K $3.98B
TLT
Ishares Barclays 20+ Year Trea

ETFs
28.1K
+ 235.98%
$85.29 - $92.57 $2.4M - $2.6M
40.1K $3.65B
PAVE
Global X Fds Us Infrastructure

ETFs
69.9K
+ 140.98%
$37.31 - $43.82 $2.61M - $3.06M
120K $4.54B
GS
Goldman Sachs Group Inc

Financial Services
4.82K
+ 108.22%
$524.81 - $672.19 $2.53M - $3.24M
9.27K $5.08B
ABT
Abbott Laboratories

Healthcare
17.1K
+ 160.95%
$111.1 - $140.22 $1.9M - $2.39M
27.7K $3.65B
SBUX
Starbucks Corp

Consumer Cyclical
23.1K
+ 155.49%
$91.75 - $115.81 $2.12M - $2.67M
38K $3.73B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
22.6K
+ 37.66%
$95.85 - $99.25 $2.16M - $2.24M
82.5K $8.16B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
36.1K
+ 187.41%
$62.72 - $71.92 $2.26M - $2.6M
55.4K $3.5B
CVS
Cvs Health Corp

Healthcare
25K
+ 111.69%
$44.22 - $68.64 $1.1M - $1.71M
47.3K $3.22B
EPD
Enterprise Products Partners L.P.

Energy
62.4K
+ 247.29%
$31.75 - $34.14 $1.98M - $2.13M
87.7K $3B
GE
General Electric CO

Industrials
9.23K
+ 116.08%
$168.59 - $212.13 $1.56M - $1.96M
17.2K $3.48B
MU
Micron Technology Inc

Technology
23.5K
+ 213.66%
$86.89 - $109.38 $2.04M - $2.57M
34.5K $3.05B
UBER
Uber Technologies, Inc

Technology
25.3K
+ 136.4%
$63.17 - $81.49 $1.6M - $2.06M
43.8K $3.19B
SPOT
Spotify Technology S.A.

Communication Services
2.94K
+ 66.07%
$457.79 - $648.32 $1.34M - $1.9M
7.38K $4.06B
INTC
Intel Corp

Technology
82.7K
+ 147.09%
$19.1 - $27.39 $1.58M - $2.27M
139K $3.1B
UNH
Unitedhealth Group Inc

Healthcare
3.39K
+ 33.5%
$461.52 - $548.18 $1.57M - $1.86M
13.5K $7.08B
XLF
Financial Sector Spdr

ETFs
35.5K
+ 42.49%
$47.32 - $52.19 $1.68M - $1.85M
119K $5.92B
BMY
Bristol Myers Squibb CO

Healthcare
28.1K
+ 57.47%
$53.9 - $63.11 $1.52M - $1.78M
77.1K $4.64B
BP
Bp PLC

Energy
53.1K
+ 333.13%
$29.93 - $35.31 $1.59M - $1.87M
69K $2.33B
BAC
Bank Of America Corp

Financial Services
47.7K
+ 56.27%
$39.61 - $47.74 $1.89M - $2.28M
132K $5.51B
CVX
Chevron Corp

Energy
7.18K
+ 29.02%
$146.71 - $167.97 $1.05M - $1.21M
31.9K $5.35B
CRM
Salesforce, Inc.

Technology
8.19K
+ 104.77%
$268.36 - $359.95 $2.2M - $2.95M
16K $4.31B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
11.4K
+ 28.76%
$128.74 - $138.67 $1.47M - $1.58M
51.1K $6.93B
KO
Coca Cola CO

Consumer Defensive
16.5K
+ 32.23%
$60.81 - $72.32 $1M - $1.2M
67.8K $4.86B
LQD
Ishares Iboxx $ Investment Gra

ETFs
14.9K
+ 121.73%
$105.1 - $109.61 $1.56M - $1.63M
27.1K $2.95B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
16.2K
+ 121.46%
$100.34 - $100.68 $1.62M - $1.63M
29.5K $2.96B
VHT
Vanguard Health Care ETF

ETFs
5.69K
+ 97.32%
$254.06 - $273.83 $1.45M - $1.56M
11.5K $3.02B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.91K
+ 11.98%
$507.05 - $563.67 $2.49M - $2.77M
45.9K $23.6B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
10.3K
+ 372.51%
$80.53 - $147.57 $830K - $1.52M
13.1K $1.73B
NKE
Nike, Inc.

Consumer Cyclical
26.5K
+ 132.91%
$63.29 - $81.72 $1.68M - $2.17M
46.4K $2.99B
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.8K
+ 61.36%
$360.07 - $417.26 $1.73M - $2M
12.6K $4.58B
FSCO
Fs Cr Opportunities Corp Com
198K
+ 216.66%
N/A
290K $2.06B
T
At&T Inc.

Communication Services
39.6K
+ 89.71%
$21.56 - $28.28 $855K - $1.12M
83.8K $2.38B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10.1K
+ 68.75%
$126.11 - $135.06 $1.27M - $1.36M
24.7K $3.18B
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.71K
+ 13.46%
$468.34 - $539.52 $3.61M - $4.16M
65K $30.6B
JEPI
J P Morgan Exchange Traded Fd

ETFs
22.8K
+ 21.3%
$56.17 - $59.71 $1.28M - $1.36M
130K $7.4B
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
26.7K
+ 129.22%
$47.09 - $50.46 $1.26M - $1.35M
47.3K $2.26B
PAYX
Paychex Inc

Industrials
7.45K
+ 202.25%
$136.06 - $154.52 $1.01M - $1.15M
11.1K $1.72B
VTV
Vanguard Value ETF

ETFs
5.97K
+ 15.6%
$167.73 - $179.21 $1M - $1.07M
44.3K $7.64B
FISV
Fiserv Inc

Technology
4.77K
+ 83.44%
N/A
10.5K $2.32B
RDVY
First Trust Rising Dividend Ac

ETFs
20K
+ 38.58%
$57.22 - $63.39 $1.14M - $1.27M
71.8K $4.21B
Ge Vernova Incorporated
3.83K
+ 154.23%
N/A
6.31K $1.96B
RTX
Raytheon Technologies Corp

Industrials
3.64K
+ 9.42%
$114.1 - $135.66 $415K - $494K
42.3K $5.6B
CAPE
Barclays Bank PLC

ETFs
36.6K
+ 125.34%
$29.41 - $31.62 $1.08M - $1.16M
65.8K $2B
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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