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
IWP
Ishares Russell Mid Cap Growth

ETFs
3.48K
+ 22.94%
$114.9 - $139.6 $400K - $486K
18.6K $2.19B
SMR
Nuscale Power Corp

Industrials
21.5K
+ 145.52%
$14.16 - $29.08 $305K - $625K
36.3K $514M
IRT
Independence Realty Trust, Inc.

Real Estate
9.58K
+ 34.9%
$18.23 - $21.8 $175K - $209K
37K $791M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
113
+ 34.04%
$1187.71 - $1432.58 $134K - $162K
445 $637M
VRIG
Invesco Actively Managed ETF F

ETFs
9.6K
+ 100.0%
$25.06 - $25.19 $241K - $242K
19.2K $482M
OXY
Occidental Petroleum Corp

Energy
4.93K
+ 16.05%
$45.45 - $52.7 $224K - $260K
35.7K $1.76B
IBB
Ishares Biotechnology ETF

ETFs
2.03K
+ 81.21%
$127.9 - $140.56 $260K - $285K
4.53K $570M
CSX
Csx Corp

Industrials
9.1K
+ 78.82%
$29.11 - $33.67 $265K - $306K
20.6K $609M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.5K
+ 37.84%
$156.61 - $168.02 $235K - $252K
5.47K $878M
TJX
Tjx Companies Inc

Consumer Cyclical
1.89K
+ 32.99%
$112.81 - $126.16 $213K - $238K
7.61K $927M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
5.67K
+ 24.84%
$45.66 - $48.85 $259K - $277K
28.5K $1.32B
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.14K
+ 17.34%
$55.75 - $77.63 $63.6K - $88.5K
7.72K $598M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.55K
+ 10.56%
$73.11 - $77.43 $186K - $197K
26.7K $2.03B
NRG
Nrg Energy, Inc.

Utilities
1.06K
+ 4.67%
$84.82 - $113.33 $89.7K - $120K
23.7K $2.26B
IXN
Ishares Global Information Tec

ETFs
3.36K
+ 76.42%
$75.73 - $88.4 $254K - $297K
7.75K $591M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.41K
+ 41.42%
$42.5 - $46.71 $187K - $206K
15K $681M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
19.4K
+ 68.71%
$11.22 - $11.8 $218K - $229K
47.6K $536M
JBBB
Janus Detroit Str Tr Henderson

ETFs
4.34K
+ 70.56%
$48.34 - $49.66 $210K - $215K
10.5K $510M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.51K
+ 31.47%
$110.9 - $132.93 $278K - $333K
10.5K $1.19B
ADM
Archer Daniels Midland CO

Consumer Defensive
4.96K
+ 38.49%
$45.22 - $52.17 $224K - $259K
17.8K $858M
RYLD
Global X Fds Russell 2000 Cove

ETFs
14.9K
+ 101.06%
$14.93 - $16.85 $222K - $250K
29.5K $446M
AMGN
Amgen Inc

Healthcare
79
+ 2.29%
$258.59 - $327.36 $20.4K - $25.9K
3.52K $1.1B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
4.22K
+ 15.47%
$89.18 - $104.04 $377K - $439K
31.5K $2.89B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.65K
+ 104.5%
$47.79 - $59.89 $222K - $278K
9.1K $466M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.77K
+ 33.18%
$48.06 - $53.73 $229K - $256K
19.1K $933M
RACE
Ferrari N.V.

Consumer Cyclical
433
+ 39.65%
$413.73 - $508.15 $179K - $220K
1.53K $656M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
4.48K
+ 27.16%
$39.61 - $42.65 $178K - $191K
21K $856M
MLPX
Global X Mlp & Energy Infrastr

ETFs
2.69K
+ 65.72%
$59.6 - $67.2 $161K - $181K
6.79K $433M
KR
Kroger CO

Consumer Defensive
2.14K
+ 36.58%
$58.36 - $67.72 $125K - $145K
7.98K $542M
UTES
Virtus Reaves Utilities ETF
2.52K
+ 9.79%
N/A
28.2K $1.82B
EMR
Emerson Electric CO

Industrials
2.31K
+ 47.02%
$108.64 - $131.17 $251K - $303K
7.22K $793M
HNDL
Strategy Shs

ETFs
8.82K
+ 38.99%
$20.7 - $21.8 $182K - $192K
31.4K $662M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.44K
+ 11.81%
$75.47 - $84.24 $259K - $289K
32.5K $2.51B
NOC
Northrop Grumman Corp

Industrials
99
+ 3.54%
$433.45 - $513.82 $42.9K - $50.9K
2.89K $1.48B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.02K
+ 67.96%
$67.24 - $84.27 $203K - $254K
7.46K $511M
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
VLUE
Ishares Msci Usa Value Factor

ETFs
1.34K
+ 46.52%
$104.89 - $113.56 $140K - $152K
4.21K $448M
RF
Regions Financial Corp

Financial Services
7.82K
+ 62.35%
$20.84 - $24.77 $163K - $194K
20.4K $440M
XLI
Industrial Sector Spdr

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