Kingswood Wealth Advisors, LLC Reduced Holdings in Q1 2025

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SSO
Proshares Ultra S&P 500

ETFs
-68.4K
- 94.61%
$80.57 - $100.21 $5.51M - $6.85M
3.9K $323M
2 X Bitcoin Strategy ETF
-33.4K
- 11.58%
N/A
255K $9.04B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-302K
- 41.08%
$17.53 - $17.87 $5.29M - $5.4M
433K $7.62B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-104K
- 90.08%
$44.41 - $45.98 $4.63M - $4.79M
11.5K $524M
MSTR
Microstrategy Inc

Technology
-15K
- 27.9%
$239.27 - $396.5 $3.59M - $5.96M
38.8K $11.3B
VGIT
Vanguard Intermediate Term Tre

ETFs
-54.5K
- 92.65%
$57.44 - $59.4 $3.13M - $3.24M
4.32K $257M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-50.1K
- 56.54%
$50.39 - $50.66 $2.52M - $2.54M
38.5K $1.95B
VGT
Vanguard Information Technolog

ETFs
-2.91K
- 24.39%
$542.38 - $646.34 $1.58M - $1.88M
9.01K $4.89B
Super Micro Computer Incorporated Com New
-62.5K
- 69.64%
N/A
27.3K $934M
HON
Honeywell International Inc

Industrials
-6.37K
- 28.73%
$202.75 - $226.52 $1.29M - $1.44M
15.8K $3.35B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-15.5K
- 77.57%
$100.32 - $100.76 $1.55M - $1.56M
4.47K $450M
Grayscale Ethereum Tr Et
-30K
- 37.32%
N/A
50.4K $767M
VB
Vanguard Small Cap ETF

ETFs
-3.64K
- 12.46%
$217.89 - $252.64 $793K - $919K
25.6K $5.67B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-3.7K
- 68.52%
$307.43 - $357.48 $1.14M - $1.32M
1.7K $529M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-24.7K
- 37.92%
$48.13 - $51.78 $1.19M - $1.28M
40.5K $2.06B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-2.38K
- 12.63%
$408.78 - $448.82 $972K - $1.07M
16.4K $6.91B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-42.5K
- 53.95%
$22.25 - $23.0 $946K - $978K
36.3K $834M
ETN
Eaton Corp PLC

Industrials
-469
- 3.52%
$271.83 - $371.23 $127K - $174K
12.9K $3.5B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-20.8K
- 49.38%
$42.18 - $45.16 $878K - $940K
21.3K $942M
XLY
Select Sector Spdr Consumer Di

ETFs
-3.13K
- 32.85%
$192.6 - $233.2 $602K - $729K
6.39K $1.27B
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
-26K
- 50.0%
$28.04 - $28.63 $729K - $744K
26K $727M
MUB
Ishares National Muni Bond ETF

ETFs
-6.78K
- 43.0%
$104.71 - $107.69 $710K - $730K
8.99K $947M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-18.2K
- 49.02%
$38.99 - $40.37 $710K - $736K
18.9K $761M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-25.8K
- 25.52%
$21.23 - $23.75 $547K - $612K
75.3K $1.62B
TGT
Target Corp

Consumer Defensive
-2.48K
- 19.82%
$103.65 - $142.5 $257K - $354K
10K $1.05B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-6.51K
- 55.95%
$97.25 - $104.79 $633K - $682K
5.13K $532M
VGSH
Vanguard

ETFs
-10.8K
- 70.55%
$58.07 - $58.69 $627K - $634K
4.51K $264M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-2.18K
- 19.98%
$192.82 - $222.1 $421K - $484K
8.73K $1.69B
TT
Trane Technologies PLC

Industrials
-653
- 5.45%
$332.0 - $400.86 $217K - $262K
11.3K $3.82B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-6.67K
- 23.15%
$97.38 - $104.52 $649K - $697K
22.1K $2.26B
IWM
Ishares Russell 2000 ETF

ETFs
-1.56K
- 11.94%
$198.1 - $229.79 $309K - $358K
11.5K $2.29B
DLR
Digital Realty Trust, Inc.

Real Estate
-2.23K
- 32.18%
$142.1 - $183.56 $317K - $409K
4.7K $673M
VO
Vanguard Mid Cap ETF

ETFs
-1.84K
- 14.88%
$251.87 - $277.95 $463K - $511K
10.5K $2.72B
TXN
Texas Instruments Inc

Technology
-1.84K
- 6.82%
N/A
25.1K $4.51B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-1.1K
- 24.66%
$333.37 - $384.99 $367K - $424K
3.36K $1.13B
NEE
Nextera Energy Inc

Utilities
-6.01K
- 6.58%
$66.96 - $76.16 $402K - $457K
85.3K $6.04B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-7.75K
- 19.89%
$53.6 - $58.97 $415K - $457K
31.2K $1.71B
AMT
American Tower Corp

Real Estate
-3.01K
- 51.95%
$173.46 - $217.6 $522K - $655K
2.79K $607M
KKR
Kkr & Co. Inc.

Financial Services
-2.17K
- 35.6%
$108.17 - $167.07 $234K - $362K
3.92K $453M
PH
Parker Hannifin Corp

Industrials
-285
- 3.07%
$591.65 - $707.05 $169K - $202K
8.99K $5.47B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-6.62K
- 10.99%
$76.77 - $82.22 $508K - $544K
53.6K $4.25B
TTD
Trade Desk, Inc.

Technology
-272
- 4.22%
$53.59 - $126.58 $14.6K - $34.4K
6.17K $338M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-7.97K
- 59.56%
$36.64 - $45.76 $292K - $365K
5.41K $203M
ITA
Ishares Tr

ETFs
-2.85K
- 41.93%
$144.84 - $159.5 $413K - $455K
3.95K $605M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-3.96K
- 43.78%
$90.0 - $96.32 $356K - $381K
5.08K $469M
SRLN
Ssga Active Trust

ETFs
-8.72K
- 59.43%
$41.02 - $41.99 $358K - $366K
5.95K $245M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-4.64K
- 56.07%
$73.78 - $76.59 $342K - $355K
3.63K $278M
SPYG
Spdr Portfolio

ETFs
-1.76K
- 6.43%
$80.05 - $92.39 $141K - $162K
25.6K $2.07B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-5.33K
- 45.8%
$69.81 - $78.9 $372K - $420K
6.31K $492M
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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email