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
VFH
Vanguard Financial ETF

ETFs
392
+ 4.89%
$114.07 - $127.34 $44.7K - $49.9K
8.41K $1B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.11K
+ 12.17%
$32.74 - $36.2 $36.3K - $40.1K
10.2K $358M
VNQ
Vanguard Specialized Funds Van

ETFs
299
+ 1.75%
$85.55 - $94.34 $25.6K - $28.2K
17.4K $1.58B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
487
+ 7.93%
$58.01 - $64.46 $28.3K - $31.4K
6.63K $412M
Cava Group Incorporated
1.25K
+ 54.34%
N/A
3.56K $308M
FNDC
Schwab Fundamental Intl Small

ETFs
250
+ 1.68%
$33.34 - $37.44 $8.34K - $9.36K
15.2K $549M
IWD
Ishares Russell 1000 Val ETF

ETFs
185
+ 11.77%
$182.82 - $196.21 $33.8K - $36.3K
1.76K $331M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
439
+ 29.64%
$121.0 - $142.28 $53.1K - $62.5K
1.92K $239M
GNL
Global Net Lease, Inc.

Real Estate
3.15K
+ 16.3%
$6.91 - $8.26 $21.8K - $26K
22.5K $179M
KNSL
Kinsale Capital Group, Inc.

Financial Services
53
+ 9.76%
$416.48 - $494.72 $22.1K - $26.2K
596 $290M
XLP
Consumer Staples Sector Spdr

ETFs
294
+ 7.44%
N/A
4.25K $347M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
688
+ 13.29%
$54.25 - $57.64 $37.3K - $39.7K
5.87K $323M
ILCB
Ishares Morningstar U.S. Equit

ETFs
627
+ 18.11%
$76.17 - $85.05 $47.8K - $53.3K
4.09K $316M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
2K
+ 15.38%
$15.0 - $15.91 $30K - $31.8K
15K $233M
ENB
Enbridge Inc

Energy
266
+ 2.27%
$41.54 - $45.45 $11K - $12.1K
12K $531M
VONV
Vanguard Russell 1000 Value Et

ETFs
165
+ 1.12%
$80.21 - $86.14 $13.2K - $14.2K
15K $1.23B
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
900
+ 9.77%
$41.35 - $44.46 $37.2K - $40K
10.1K $428M
INTU
Intuit Inc

Technology
62
+ 9.7%
$555.63 - $630.23 $34.4K - $39.1K
701 $430M
VBR
Vanguard Small Cap Value ETF

ETFs
379
+ 10.48%
$183.02 - $207.75 $69.4K - $78.7K
4K $745M
ATAI
Atai Life Sciences N.V.

Healthcare
20K
+ 40.0%
$1.33 - $2.55 $26.6K - $51K
70K $92.8M
SNOW
Snowflake Inc.

Technology
280
+ 14.93%
$146.16 - $192.78 $40.9K - $54K
2.16K $315M
Federated Hme Mdt Lar Val ETF Nav Cf
300
+ 1.04%
N/A
29.1K $805M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$113.59 - $123.29 $114 - $123
8.06K $945M
FNDE
Schwab Fundamental Emerging Mk

ETFs
29
+ 0.26%
$28.11 - $32.0 $815 - $928
11.1K $341M
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
GAB
Gabelli Equity Trust Inc

Financial Services
1.01K
+ 1.67%
$5.36 - $5.67 $5.44K - $5.75K
61.8K $341M
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
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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