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
TPL
Texas Pacific Land Corp

Energy
221
+ 5.83%
$1180.08 - $1431.01 $261K - $316K
4.01K $5.31B
DVN
Devon Energy Corp

Energy
22.8K
+ 59.88%
$33.15 - $38.55 $755K - $878K
60.8K $2.28B
FTHI
First Trust Exchange Traded Fd

ETFs
51.9K
+ 60.71%
$21.62 - $23.74 $1.12M - $1.23M
137K $3.01B
F
Ford Motor CO

Consumer Cyclical
103K
+ 280.02%
$9.12 - $10.43 $936K - $1.07M
139K $1.39B
IYW
Ishares Dj Us Tech ETF

ETFs
9.1K
+ 59.18%
$140.44 - $166.79 $1.28M - $1.52M
24.5K $3.45B
CMI
Cummins Inc

Industrials
3.45K
+ 125.99%
$312.92 - $386.07 $1.08M - $1.33M
6.19K $1.95B
BND
Vanguard Bd Index Fd Inc Total

ETFs
13K
+ 68.78%
$71.17 - $73.66 $926K - $958K
31.9K $2.34B
FTLS
First Tr Long/Short Equity ETF

ETFs
16.3K
+ 34.98%
$63.42 - $68.17 $1.03M - $1.11M
62.8K $4.03B
BOTZ
Global X Fds

ETFs
35.8K
+ 210.02%
$28.46 - $34.53 $1.02M - $1.24M
52.9K $1.51B
O
Realty Income Corp

Real Estate
14.7K
+ 62.0%
$51.67 - $58.49 $762K - $863K
38.5K $2.21B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
15.8K
+ 78.73%
$48.65 - $53.06 $768K - $838K
35.8K $1.86B
VUG
Vanguard Growth ETF

ETFs
3.22K
+ 39.57%
$369.1 - $427.61 $1.19M - $1.38M
11.4K $4.22B
VDC
Vanguard Consumer Staples ETF

ETFs
3.77K
+ 50.82%
$206.54 - $226.16 $779K - $853K
11.2K $2.45B
BX
Blackstone Inc.

Financial Services
8.6K
+ 71.59%
$136.53 - $186.74 $1.17M - $1.61M
20.6K $2.92B
LLY
Eli Lilly & CO

Healthcare
497
+ 5.68%
$725.72 - $929.72 $361K - $462K
9.25K $7.59B
XLV
Select Sector Spdr Fund Health

ETFs
5.43K
+ 74.39%
$137.61 - $149.68 $748K - $813K
12.7K $1.84B
JPI
Nuveen Preferred & Income Term Fund

Financial Services
41.8K
+ 87.09%
$19.35 - $20.45 $810K - $856K
89.9K $1.77B
WPC
W. P. Carey Inc.

Real Estate
11.8K
+ 121.86%
$53.5 - $65.05 $630K - $766K
21.4K $1.35B
SO
Southern CO

Utilities
6.58K
+ 29.27%
$80.96 - $92.96 $533K - $612K
29.1K $2.67B
C
Citigroup Inc

Financial Services
11.5K
+ 102.24%
$67.23 - $84.63 $773K - $973K
22.7K $1.61B
CWB
Spdr Bloomberg Convertible Sec

ETFs
10.8K
+ 56.9%
$75.99 - $81.58 $820K - $880K
29.8K $2.28B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
14.2K
+ 69.9%
$51.52 - $52.37 $731K - $743K
34.5K $1.8B
NFLX
Netflix Inc

Communication Services
615
+ 14.01%
$828.4 - $1058.6 $509K - $651K
5.01K $4.67B
VLO
Valero Energy Corp

Energy
5.01K
+ 78.92%
$121.76 - $142.99 $610K - $717K
11.4K $1.52B
Annaly Capital Management Incorporated Com New Reit
35.5K
+ 271.35%
N/A
48.6K $976M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
62.1K
+ 315.36%
$9.19 - $12.93 $570K - $802K
81.7K $912M
MA
Mastercard Inc

Financial Services
1.05K
+ 17.98%
$504.67 - $576.31 $528K - $603K
6.87K $3.77B
EFG
Msci Eafe Growth ETF

ETFs
6.03K
+ 20.85%
$96.1 - $106.37 $579K - $641K
34.9K $3.49B
IVW
Ishares S&P 500 Growth ETF

ETFs
9.02K
+ 51.21%
$92.45 - $106.69 $834K - $962K
26.6K $2.48B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
43.8K
+ 138.64%
$16.57 - $18.85 $726K - $826K
75.4K $1.26B
ARCC
Ares Capital Corp

Financial Services
30K
+ 93.94%
$21.28 - $23.81 $637K - $713K
61.8K $1.38B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.17K
+ 37.25%
$211.47 - $267.17 $1.09M - $1.38M
19.1K $4.04B
AMAT
Applied Materials Inc

Technology
5.32K
+ 90.9%
$145.06 - $195.51 $772K - $1.04M
11.2K $1.62B
FVD
First Tr Value Line Divid Inde

ETFs
13.9K
+ 33.31%
$42.61 - $45.51 $592K - $633K
55.6K $2.48B
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.05K
+ 55.45%
$74.85 - $84.89 $527K - $598K
19.8K $1.62B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
12.7K
+ 216.08%
$50.48 - $51.04 $640K - $647K
18.5K $940M
VEA
Vanguard Ftse Developed Market

ETFs
8.83K
+ 13.78%
$47.4 - $52.99 $419K - $468K
72.9K $3.71B
XSMO
Invesco S&P Smallcap Momentum

ETFs
10.9K
+ 62.31%
$59.97 - $70.03 $655K - $765K
28.5K $1.79B
WM
Waste Management Inc

Industrials
1.64K
+ 20.77%
$200.54 - $233.78 $328K - $383K
9.52K $2.21B
Ishares Bitcoin Trust ETF Shs Ben Int
25.3K
+ 25.46%
N/A
125K $5.88B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.1K
+ 29.33%
$27.01 - $28.54 $543K - $574K
88.7K $2.48B
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.46K
+ 95.47%
$169.43 - $182.84 $586K - $633K
7.08K $1.23B
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
14.6K
+ 56.87%
$40.29 - $42.24 $587K - $615K
40.2K $1.65B
AI
C3.Ai, Inc.

Technology
38.8K
+ 210.93%
$20.92 - $36.93 $811K - $1.43M
57.1K $1.22B
AZO
Autozone Inc

Consumer Cyclical
90
+ 22.78%
$3193.96 - $3828.11 $287K - $345K
485 $1.85B
LOW
Lowes Companies Inc

Consumer Cyclical
2.78K
+ 45.86%
$222.66 - $268.42 $618K - $745K
8.83K $2.06B
MMM
3 M CO

Industrials
3.41K
+ 101.25%
$129.7 - $155.12 $443K - $529K
6.78K $999M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
17.5K
+ 23.3%
$51.45 - $58.51 $899K - $1.02M
92.5K $4.79B
STZ
Constellation Brands, Inc.

Consumer Defensive
3.5K
+ 141.57%
$161.05 - $222.93 $564K - $780K
5.97K $1.1B
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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