Kingswood Wealth Advisors, LLC Reduced Holdings in Q4 2024

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-48.8K
- 40.32%
$406.35 - $454.46 $19.8M - $22.2M
72.2K $30.4B
AMZN
Amazon Com Inc

Consumer Cyclical
-66K
- 38.99%
$180.88 - $232.93 $11.9M - $15.4M
103K $22.6B
GOOG
Alphabet Inc.

Communication Services
-56K
- 59.7%
$163.08 - $198.16 $9.14M - $11.1M
37.8K $7.2B
NVDA
Nvidia Corp

Technology
-102K
- 22.23%
$117.0 - $148.88 $11.9M - $15.1M
355K $47.7B
AAPL
Apple Inc.

Technology
-53K
- 15.74%
$221.69 - $259.02 $11.8M - $13.7M
284K $71.1B
UNH
Unitedhealth Group Inc

Healthcare
-9.74K
- 49.01%
$485.52 - $625.25 $4.73M - $6.09M
10.1K $5.13B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-28.2K
- 29.14%
$26.93 - $84.95 $759K - $2.4M
68.6K $1.87B
LLY
Eli Lilly & CO

Healthcare
-5.87K
- 40.14%
$727.2 - $932.06 $4.27M - $5.47M
8.76K $6.76B
META
Meta Platforms, Inc.

Communication Services
-9.78K
- 30.07%
$554.08 - $632.68 $5.42M - $6.19M
22.7K $13.3B
ABBV
Abb Vie Inc.

Healthcare
-24.7K
- 66.73%
$164.99 - $203.87 $4.08M - $5.04M
12.3K $2.19B
GE
General Electric CO

Industrials
-24K
- 75.15%
$159.95 - $194.23 $3.84M - $4.67M
7.95K $1.33B
XLE
Energy Sector Spdr

ETFs
-45.2K
- 83.58%
$83.32 - $97.27 $3.76M - $4.39M
8.87K $760M
XOM
Exxon Mobil Corp

Energy
-30K
- 40.79%
$105.51 - $125.37 $3.16M - $3.76M
43.5K $4.68B
MRK
Merck & Co., Inc.

Healthcare
-30.5K
- 50.11%
$96.31 - $114.76 $2.94M - $3.5M
30.4K $3.02B
VDC
Vanguard Consumer Staples ETF

ETFs
-17.5K
- 70.19%
$210.96 - $223.62 $3.69M - $3.91M
7.42K $1.57B
JNJ
Johnson & Johnson

Healthcare
-22.2K
- 61.1%
$143.34 - $165.86 $3.19M - $3.69M
14.2K $2.05B
SO
Southern CO

Utilities
-38.6K
- 63.19%
$81.5 - $94.15 $3.15M - $3.63M
22.5K $1.85B
NVO
Novo Nordisk A S

Healthcare
-27.2K
- 75.51%
$85.0 - $120.04 $2.31M - $3.27M
8.82K $759M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-30.2K
- 84.02%
$103.53 - $112.72 $3.13M - $3.41M
5.75K $599M
V
Visa Inc.

Financial Services
-14.7K
- 48.36%
$273.87 - $320.91 $4.03M - $4.72M
15.7K $4.97B
KKR
Kkr & Co. Inc.

Financial Services
-26.8K
- 81.49%
$129.87 - $162.87 $3.48M - $4.36M
6.08K $900M
PG
Procter & Gamble CO

Consumer Defensive
-18.8K
- 46.11%
$161.05 - $179.7 $3.03M - $3.38M
22K $3.69B
GS
Goldman Sachs Group Inc

Financial Services
-7.16K
- 61.66%
$486.1 - $608.57 $3.48M - $4.36M
4.45K $2.55B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-34.3K
- 57.18%
$91.29 - $91.8 $3.13M - $3.15M
25.7K $2.35B
HD
Home Depot, Inc.

Consumer Cyclical
-7.31K
- 42.0%
$385.02 - $431.37 $2.81M - $3.15M
10.1K $3.93B
NEE
Nextera Energy Inc

Utilities
-22.1K
- 19.46%
$69.77 - $85.43 $1.54M - $1.88M
91.3K $6.54B
IYJ
Ishares Tr

ETFs
-22.6K
- 84.73%
$132.97 - $143.93 $3M - $3.25M
4.07K $544M
KO
Coca Cola CO

Consumer Defensive
-34.8K
- 40.44%
$61.74 - $71.71 $2.15M - $2.5M
51.3K $3.19B
INTU
Intuit Inc

Technology
-4.6K
- 87.81%
$602.01 - $706.25 $2.77M - $3.25M
639 $402M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.74K
- 23.48%
$442.29 - $483.08 $2.54M - $2.77M
18.7K $8.48B
NFLX
Netflix Inc

Communication Services
-4.96K
- 53.02%
$687.65 - $936.56 $3.41M - $4.64M
4.39K $3.91B
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-45.9K
- 41.34%
$48.17 - $53.38 $2.21M - $2.45M
65.2K $3.18B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-24.7K
- 67.49%
$87.1 - $98.49 $2.16M - $2.44M
11.9K $1.04B
TDG
Trans Digm Group Inc

Industrials
-1.77K
- 89.23%
$1239.0 - $1442.53 $2.19M - $2.55M
213 $270M
GOOGL
Alphabet Inc.

Communication Services
-23.7K
- 28.52%
$161.86 - $196.66 $3.83M - $4.66M
59.3K $11.2B
NOW
Service Now, Inc.

Technology
-3.01K
- 70.79%
$867.18 - $1148.42 $2.61M - $3.46M
1.24K $1.32B
ELV
Elevance Health, Inc.

Healthcare
-2.03K
- 18.89%
$365.96 - $514.62 $742K - $1.04M
8.71K $3.21B
AMAT
Applied Materials Inc

Technology
-10.4K
- 64.08%
$161.44 - $213.89 $1.69M - $2.23M
5.85K $952M
DHR
Danaher Corp

Healthcare
-7.73K
- 69.39%
$226.16 - $274.52 $1.75M - $2.12M
3.41K $783M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-3.47K
- 67.18%
$501.29 - $612.85 $1.74M - $2.13M
1.7K $882M
CVX
Chevron Corp

Energy
-14.4K
- 36.79%
$141.15 - $162.53 $2.03M - $2.34M
24.7K $3.58B
VV
Vanguard Large Cap ETF

ETFs
-8.31K
- 67.64%
$260.27 - $280.65 $2.16M - $2.33M
3.97K $1.07B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-9.26K
- 90.52%
$229.83 - $258.46 $2.13M - $2.39M
969 $239M
T
At&T Inc.

Communication Services
-96.7K
- 68.62%
$21.22 - $23.88 $2.05M - $2.31M
44.2K $1.01B
FCOM
Fidelity Covington Tr Msci Com

ETFs
-38.1K
- 85.26%
$54.65 - $61.96 $2.08M - $2.36M
6.59K $387M
VGT
Vanguard Information Technolog

ETFs
-4.25K
- 26.29%
$571.78 - $647.97 $2.43M - $2.75M
11.9K $7.41B
CB
Chubb LTD

Financial Services
-7.1K
- 81.35%
$271.57 - $301.89 $1.93M - $2.14M
1.63K $450M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5.88K
- 42.9%
$370.24 - $418.94 $2.18M - $2.46M
7.82K $3.14B
MA
Mastercard Inc

Financial Services
-4.39K
- 42.98%
$491.3 - $536.15 $2.16M - $2.35M
5.82K $3.07B
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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