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
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
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
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
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
PANW
Palo Alto Networks Inc

Technology
782
+ 17.9%
$167.82 - $208.28 $131K - $163K
5.15K $880M
MPC
Marathon Petroleum Corp

Energy
364
+ 7.81%
$134.72 - $159.03 $49K - $57.9K
5.02K $734M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
3
+ 0.35%
$1227.6 - $1458.46 $3.68K - $4.38K
854 $1.15B
WEC
Wec Energy Group, Inc.

Utilities
411
+ 17.5%
$92.12 - $108.98 $37.9K - $44.8K
2.76K $301M
Digitalbridge Group Incorporated Class A New
13.8K
+ 77.37%
N/A
31.7K $280M
TGTX
Tg Therapeutics, Inc.

Healthcare
200
+ 2.64%
$27.67 - $42.99 $5.53K - $8.6K
7.78K $307M
SHW
Sherwin Williams CO

Basic Materials
201
+ 24.97%
$330.16 - $365.55 $66.4K - $73.5K
1.01K $352M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
695
+ 40.67%
$117.4 - $131.02 $81.6K - $91.1K
2.4K $288M
BRO
Brown & Brown, Inc.

Financial Services
49
+ 1.63%
$100.54 - $124.4 $4.93K - $6.1K
3.05K $379M
OMFL
Invesco Exchange Traded Self I

ETFs
1.42K
+ 35.41%
$52.19 - $57.45 $74.3K - $81.8K
5.45K $290M
IAK
Ishares Tr

ETFs
137
+ 2.91%
$121.85 - $137.9 $16.7K - $18.9K
4.84K $667M
FMCC
Federal Home Loan Mortgage Corp

Financial Services
5K
+ 27.73%
$3.37 - $6.51 $16.9K - $32.6K
23K $130M
D
Dominion Energy, Inc

Utilities
858
+ 9.04%
$52.85 - $57.43 $45.3K - $49.3K
10.4K $581M
QUAL
Ishares Msci Usa Quality Facto

ETFs
788
+ 8.62%
$168.16 - $186.21 $133K - $147K
9.93K $1.7B
DKNG
Draft Kings Inc.

Consumer Cyclical
3.11K
+ 36.38%
$33.21 - $53.49 $103K - $167K
11.7K $387M
Listed Fnds Rondhl Mgnfcnt ETF
2.7K
+ 36.0%
N/A
10.2K $476M
FCOM
Fidelity Covington Tr Msci Com

ETFs
1.48K
+ 22.39%
$55.97 - $64.13 $82.6K - $94.7K
8.07K $454M
CEG
Constellation Energy Corp

Utilities
619
+ 23.55%
$201.63 - $347.44 $125K - $215K
3.25K $655M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
435
+ 20.05%
$98.98 - $113.18 $43.1K - $49.2K
2.61K $295M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.71K
+ 3.26%
$20.2 - $22.24 $34.5K - $38K
54.1K $1.16B
TTWO
Take Two Interactive Software Inc

Communication Services
64
+ 3.18%
$178.61 - $217.95 $11.4K - $13.9K
2.08K $431M
HAS
Hasbro, Inc.

Consumer Cyclical
87
+ 1.02%
$56.16 - $69.06 $4.89K - $6.01K
8.62K $535M
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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