Kingswood Wealth Advisors, LLC New Holdings in Q4 2024

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IGV
Ishares Expanded Tech Software

ETFs
3.53K
New
$87.5 - $110.17 $309K - $389K
3.53K $354M
MFC
Manulife Financial Corp

Financial Services
11.4K
New
$29.21 - $32.87 $333K - $374K
11.4K $350M
TSCO
Tractor Supply CO

Consumer Cyclical
6.59K
New
$52.59 - $303.74 $346K - $2M
6.59K $349M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.44K
New
$73.49 - $86.09 $327K - $383K
4.44K $342M
SJNK
Spdr Bloomberg Short Term High

ETFs
13.6K
New
$25.09 - $25.69 $340K - $348K
13.6K $342M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.82K
New
$33.92 - $36.6 $333K - $359K
9.82K $340M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
8.53K
New
$35.42 - $41.87 $302K - $357K
8.53K $339M
FRT
Federal Realty Investment Trust

Real Estate
3.02K
New
$109.55 - $117.53 $331K - $355K
3.02K $338M
EA
Electronic Arts Inc.

Communication Services
2.3K
New
$140.69 - $167.97 $324K - $387K
2.3K $337M
FEX
First Tr Large Cap Core Alphde

ETFs
3.22K
New
$103.29 - $112.88 $332K - $363K
3.22K $336M
Fs Specialty Lending Fund Common Shares Of Beneficial Interest
95.1K
New
N/A
95.1K $330M
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
28.9K
New
$11.28 - $12.35 $326K - $357K
28.9K $329M
GAB
Gabelli Equity Trust Inc

Financial Services
60.8K
New
$5.36 - $5.83 $326K - $355K
60.8K $327M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.77K
New
$184.21 - $199.29 $327K - $353K
1.77K $327M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
2.4K
New
$107.98 - $143.92 $259K - $345K
2.4K $322M
FNDE
Schwab Fundamental Emerging Mk

ETFs
11K
New
$28.89 - $33.95 $319K - $375K
11K $320M
SOUN
Soundhound Ai, Inc.

Technology
16K
New
$4.51 - $24.23 $72K - $387K
16K $317M
CAH
Cardinal Health Inc

Healthcare
2.66K
New
$107.89 - $125.33 $287K - $334K
2.66K $315M
CWT
California Water Service Group

Utilities
6.93K
New
$45.33 - $54.6 $314K - $378K
6.93K $314M
BBDC
Barings Bdc, Inc.

Financial Services
32.8K
New
$9.27 - $10.33 $304K - $339K
32.8K $314M
National Healthcare Properties Inc Common Stock
5.99K
New
N/A
5.99K $312M
FREL
Fidelity Covington Tr Msci Rea

ETFs
11.4K
New
$26.61 - $29.85 $304K - $341K
11.4K $309M
BRO
Brown & Brown, Inc.

Financial Services
3K
New
$100.93 - $113.42 $303K - $340K
3K $306M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
9.11K
New
$33.39 - $37.66 $304K - $343K
9.11K $304M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.42K
New
$101.51 - $140.63 $246K - $340K
2.42K $304M
VLUE
Ishares Msci Usa Value Factor

ETFs
2.87K
New
$104.01 - $115.38 $299K - $331K
2.87K $303M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
7.48K
New
$40.34 - $40.62 $302K - $304K
7.48K $302M
JBBB
Janus Detroit Str Tr Henderson

ETFs
6.15K
New
$48.59 - $49.45 $299K - $304K
6.15K $302M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.61K
New
$111.85 - $120.71 $292K - $315K
2.61K $301M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.87K
New
$50.62 - $50.97 $297K - $299K
5.87K $297M
PX
P10, Inc.

Financial Services
23.6K
New
$10.75 - $14.17 $253K - $334K
23.6K $297M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.46K
New
$152.04 - $211.12 $222K - $309K
1.46K $297M
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
26K
New
$11.08 - $11.89 $288K - $309K
26K $296M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
35.1K
New
$8.21 - $8.88 $288K - $312K
35.1K $291M
COIN
Coinbase Global, Inc.

Technology
1.17K
New
$163.17 - $343.62 $191K - $401K
1.17K $290M
NGG
National Grid PLC

Utilities
4.83K
New
$57.68 - $70.03 $278K - $338K
4.83K $287M
Innovator Grow 100 Power Buffer ETF
5.9K
New
N/A
5.9K $284M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.59K
New
$104.59 - $118.05 $271K - $306K
2.59K $282M
ILCB
Ishares Morningstar U.S. Equit

ETFs
3.46K
New
$78.43 - $84.56 $272K - $293K
3.46K $281M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.53K
New
$87.56 - $119.8 $222K - $303K
2.53K $278M
HPE
Hewlett Packard Enterprise CO

Technology
13K
New
$19.31 - $23.95 $250K - $310K
13K $277M
USRT
Ishares Core U.S. Reit ETF

ETFs
4.8K
New
$55.97 - $62.75 $268K - $301K
4.8K $275M
SHW
Sherwin Williams CO

Basic Materials
805
New
$338.75 - $399.71 $273K - $322K
805 $274M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.8K
New
$138.59 - $156.61 $249K - $281K
1.8K $272M
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
16.2K
New
$16.71 - $18.84 $271K - $305K
16.2K $271M
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.16K
New
$83.09 - $89.28 $262K - $282K
3.16K $268M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
6.55K
New
$40.84 - $42.74 $267K - $280K
6.55K $268M
STWD
Starwood Property Trust, Inc.

Real Estate
14.1K
New
$18.95 - $20.37 $267K - $287K
14.1K $267M
BXSL
Blackstone Secured Lending Fund

Financial Services
8.2K
New
$29.25 - $33.27 $240K - $273K
8.2K $265M
Activity Summary
Buys All Purchases 520 New Holdings 257 Increased Positions 263 Sells All Sells 270 Reductions 270 Sold out 0 Options Calls 0 Puts 0
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