Kingswood Wealth Advisors, LLC Sells in Q4 2024

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1.43K
- 57.33%
$701.85 - $1046.91 $1M - $1.5M
1.07K $759M
ETN
Eaton Corp PLC

Industrials
-5.63K
- 29.69%
$326.96 - $377.52 $1.84M - $2.12M
13.3K $4.42B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-3.77K
- 86.78%
$396.64 - $516.74 $1.5M - $1.95M
575 $232M
CDNS
Cadence Design Systems Inc

Technology
-6.51K
- 86.76%
$249.1 - $324.54 $1.62M - $2.11M
993 $298M
PLD
Prologis, Inc.

Real Estate
-7.52K
- 17.58%
$101.4 - $126.96 $763K - $955K
35.3K $3.73B
ADBE
Adobe Inc.

Technology
-2.62K
- 37.71%
$437.39 - $552.96 $1.15M - $1.45M
4.33K $1.93B
MAR
Marriott International Inc

Consumer Cyclical
-6.85K
- 87.34%
$246.06 - $292.59 $1.69M - $2M
993 $277M
AMGN
Amgen Inc

Healthcare
-4.5K
- 56.63%
$258.78 - $328.31 $1.16M - $1.48M
3.45K $898M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-28.4K
- 86.45%
$55.73 - $66.16 $1.58M - $1.88M
4.45K $268M
WMT
Walmart Inc.

Consumer Defensive
-26.8K
- 32.52%
$79.1 - $95.7 $2.12M - $2.56M
55.5K $5.02B
WFC
Wells Fargo & Company

Financial Services
-32.8K
- 64.07%
$54.98 - $77.35 $1.81M - $2.54M
18.4K $1.29B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1.33K
- 80.06%
$1146.59 - $1270.6 $1.53M - $1.69M
332 $394M
LOW
Lowes Companies Inc

Consumer Cyclical
-5.08K
- 45.6%
$244.52 - $284.07 $1.24M - $1.44M
6.06K $1.49B
ADI
Analog Devices Inc

Technology
-6.41K
- 74.08%
$206.35 - $236.48 $1.32M - $1.52M
2.24K $476M
TXN
Texas Instruments Inc

Technology
-4.82K
- 15.18%
N/A
26.9K $5.05B
PM
Philip Morris International Inc.

Consumer Defensive
-12.3K
- 64.77%
$118.38 - $133.06 $1.45M - $1.63M
6.67K $803M
PFE
Pfizer Inc

Healthcare
-46.2K
- 42.01%
$24.8 - $30.19 $1.15M - $1.39M
63.8K $1.69B
VAW
Vanguard Materials ETF

ETFs
-6.74K
- 80.73%
$186.91 - $215.32 $1.26M - $1.45M
1.61K $303M
Ge Vernova Inc
-6.45K
- 72.22%
N/A
2.48K $817M
DUK
Duke Energy Corp

Utilities
-11.3K
- 35.64%
$105.76 - $120.76 $1.19M - $1.36M
20.3K $2.19B
PEP
Pepsico Inc

Consumer Defensive
-7.11K
- 34.64%
$151.29 - $176.1 $1.08M - $1.25M
13.4K $2.04B
COST
Costco Wholesale Corp

Consumer Defensive
-1.82K
- 22.23%
$873.59 - $994.69 $1.59M - $1.81M
6.36K $5.83B
CMCSA
Comcast Corp

Communication Services
-31.5K
- 70.08%
$37.39 - $45.14 $1.18M - $1.42M
13.5K $505M
CCI
Crown Castle International Corp

Real Estate
-9.88K
- 67.29%
$89.78 - $119.11 $887K - $1.18M
4.81K $436M
WM
Waste Management Inc

Industrials
-5.98K
- 43.15%
$201.79 - $228.46 $1.21M - $1.37M
7.88K $1.59B
ABT
Abbott Laboratories

Healthcare
-11.2K
- 51.33%
$111.93 - $119.39 $1.25M - $1.34M
10.6K $1.2B
Grayscale Ethereum Tr Et
-79.9K
- 49.84%
N/A
80.4K $2.25B
AMT
American Tower Corp

Real Estate
-4.12K
- 41.51%
$179.4 - $232.01 $738K - $955K
5.8K $1.06B
CRM
Salesforce, Inc.

Technology
-6.23K
- 44.36%
$270.87 - $367.87 $1.69M - $2.29M
7.82K $2.61B
Linde PLC
-2.36K
- 66.48%
N/A
1.19K $497M
PGR
Progressive Corp

Financial Services
-4.56K
- 67.4%
$239.6 - $268.88 $1.09M - $1.23M
2.21K $529M
COP
Conocophillips

Energy
-10.8K
- 60.86%
$95.12 - $114.72 $1.03M - $1.24M
6.96K $690M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-20.5K
- 15.07%
$44.87 - $46.86 $922K - $963K
116K $5.19B
HDV
Ishares Core High Dividend ETF

ETFs
-9.56K
- 63.9%
$110.82 - $121.28 $1.06M - $1.16M
5.4K $606M
C
Citigroup Inc

Financial Services
-19.7K
- 63.62%
$61.31 - $72.5 $1.2M - $1.42M
11.2K $791M
VTV
Vanguard Value ETF

ETFs
-5.31K
- 12.19%
$168.32 - $181.87 $894K - $966K
38.3K $6.48B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-13.6K
- 66.74%
$59.25 - $72.99 $803K - $989K
6.76K $404M
CVS
Cvs Health Corp

Healthcare
-10.7K
- 32.33%
$43.78 - $67.46 $468K - $721K
22.4K $1B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-23.4K
- 48.42%
$38.96 - $43.28 $912K - $1.01M
24.9K $982M
VZ
Verizon Communications Inc

Communication Services
-15.8K
- 19.61%
$39.6 - $45.21 $624K - $713K
64.6K $2.58B
UNP
Union Pacific Corp

Industrials
-3.81K
- 47.47%
$223.15 - $249.32 $850K - $950K
4.22K $961M
HCA
Hca Healthcare, Inc.

Healthcare
-1.61K
- 32.97%
$297.52 - $415.61 $478K - $667K
3.27K $980M
DGRO
Ishares Core Dividend Growth E

ETFs
-15.2K
- 31.52%
$60.73 - $64.94 $924K - $988K
33.1K $2.03B
TRV
Travelers Companies, Inc.

Financial Services
-4.26K
- 73.82%
$225.97 - $266.66 $962K - $1.14M
1.51K $364M
ACN
Accenture PLC

Technology
-2.76K
- 59.87%
$343.9 - $376.86 $947K - $1.04M
1.85K $650M
AEP
American Electric Power CO Inc

Utilities
-9.17K
- 75.98%
$90.91 - $102.21 $834K - $938K
2.9K $268M
CME
Cme Group Inc.

Financial Services
-4.46K
- 75.76%
$221.17 - $246.02 $986K - $1.1M
1.43K $331M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-11.4K
- 45.05%
$81.6 - $90.89 $927K - $1.03M
13.9K $1.19B
MDT
Medtronic PLC

Healthcare
-8.95K
- 59.51%
$79.61 - $92.24 $713K - $826K
6.09K $486M
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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