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
DOW
Dow Inc.

Basic Materials
-4.36K
- 28.87%
$39.1 - $55.34 $170K - $241K
10.7K $431M
MS
Morgan Stanley

Financial Services
-5.51K
- 38.63%
$104.42 - $134.99 $575K - $744K
8.75K $1.1B
AMCR
Amcor PLC

Consumer Cyclical
-30.7K
- 61.76%
$9.34 - $11.37 $287K - $350K
19K $179M
MAA
Mid America Apartment Communities Inc.

Real Estate
-1.72K
- 6.23%
$149.17 - $165.2 $256K - $284K
25.9K $4B
MSI
Motorola Solutions, Inc.

Technology
-870
- 48.99%
$449.08 - $504.6 $391K - $439K
906 $419M
EOG
Eog Resources Inc

Energy
-3.07K
- 64.51%
$118.22 - $136.54 $363K - $419K
1.69K $207M
DELL
Dell Technologies Inc.

Technology
-2.33K
- 9.6%
$111.96 - $144.21 $261K - $336K
21.9K $2.53B
RF
Regions Financial Corp

Financial Services
-14.9K
- 54.33%
$22.45 - $27.47 $335K - $410K
12.5K $295M
SNOW
Snowflake Inc.

Technology
-3.62K
- 65.85%
$109.65 - $186.51 $397K - $675K
1.88K $290M
KR
Kroger CO

Consumer Defensive
-6.24K
- 51.64%
$55.21 - $63.3 $344K - $395K
5.84K $357M
DGX
Quest Diagnostics Inc

Healthcare
-1.97K
- 33.74%
N/A
3.87K $584M
ECL
Ecolab Inc.

Basic Materials
-1.16K
- 47.57%
$234.32 - $261.43 $271K - $302K
1.27K $299M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-14.1K
- 48.73%
$21.1 - $23.08 $297K - $325K
14.8K $315M
DIS
Walt Disney CO

Communication Services
-5.68K
- 27.38%
$92.39 - $117.6 $524K - $667K
15.1K $1.68B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-5.88K
- 30.53%
$43.84 - $48.76 $258K - $287K
13.4K $589M
BDX
Becton Dickinson & CO

Healthcare
-1.17K
- 50.37%
$220.02 - $243.75 $257K - $284K
1.15K $261M
IEFA
Ishares Tr

ETFs
-1.85K
- 8.58%
$70.06 - $77.43 $130K - $143K
19.7K $1.38B
ITW
Illinois Tool Works Inc

Industrials
-1.02K
- 24.96%
$253.56 - $278.5 $259K - $285K
3.08K $780M
YUM
Yum Brands Inc

Consumer Cyclical
-1.89K
- 35.98%
$130.36 - $139.54 $246K - $264K
3.36K $451M
VO
Vanguard Mid Cap ETF

ETFs
-1.08K
- 8.05%
$261.5 - $284.63 $283K - $308K
12.4K $3.26B
JPIE
J P Morgan Exchange Traded Fd
-5.25K
- 10.06%
$45.59 - $46.25 $239K - $243K
46.9K $2.14B
NUE
Nucor Corp

Basic Materials
-1.04K
- 23.8%
$115.78 - $167.74 $120K - $174K
3.33K $388M
AWK
American Water Works Company, Inc.

Utilities
-1.5K
- 40.93%
$123.83 - $146.07 $185K - $219K
2.16K $269M
CSX
Csx Corp

Industrials
-6.57K
- 36.27%
$31.58 - $36.88 $208K - $242K
11.5K $373M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.92K
- 11.6%
$126.68 - $134.74 $243K - $259K
14.6K $1.87B
EQIX
Equinix Inc

Real Estate
-303
- 39.0%
$865.69 - $985.0 $262K - $298K
474 $447M
ED
Consolidated Edison Inc

Utilities
-1.95K
- 42.55%
$88.87 - $107.38 $173K - $209K
2.63K $235M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-3.8K
- 32.51%
$77.25 - $91.3 $293K - $347K
7.88K $673M
BIIB
Biogen Inc.

Healthcare
-901
- 37.39%
$146.47 - $191.55 $132K - $173K
1.51K $231M
MTB
M&T Bank Corp

Financial Services
-1.43K
- 41.8%
$172.48 - $221.95 $246K - $317K
1.99K $374M
PBT
Permian Basin Royalty Trust

Energy
-17.1K
- 32.99%
$10.49 - $13.86 $180K - $237K
34.8K $384M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.09K
- 17.87%
$264.18 - $304.19 $288K - $332K
5.02K $1.4B
TMUS
T Mobile Us, Inc.

Communication Services
-1.24K
- 36.67%
$206.1 - $246.94 $256K - $306K
2.14K $473M
KEY
Keycorp

Financial Services
-13.8K
- 38.65%
$16.21 - $19.97 $224K - $276K
22K $376M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.26K
- 44.01%
$148.29 - $166.93 $187K - $210K
1.6K $239M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.11K
- 41.43%
$183.23 - $199.79 $204K - $222K
1.57K $291M
CARR
Carrier Global Corp

Industrials
-989
- 8.57%
$66.69 - $82.65 $66K - $81.7K
10.6K $720M
MO
Altria Group, Inc.

Consumer Defensive
-4.62K
- 17.01%
$49.06 - $57.74 $227K - $267K
22.5K $1.18B
BX
Blackstone Inc.

Financial Services
-2.84K
- 19.1%
$148.45 - $199.05 $421K - $565K
12K $2.07B
MTRN
Materion Corp

Basic Materials
-300
- 2.19%
$97.0 - $120.21 $29.1K - $36.1K
13.4K $1.32B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-770
- 1.27%
$38.37 - $42.82 $29.5K - $33K
59.7K $2.29B
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.02K
- 1.7%
$57.78 - $60.4 $58.8K - $61.4K
58.8K $3.41B
ZTS
Zoetis Inc.

Healthcare
-728
- 28.72%
$162.24 - $194.42 $118K - $142K
1.81K $294M
ISRG
Intuitive Surgical Inc

Healthcare
-546
- 19.57%
$471.27 - $550.62 $257K - $301K
2.24K $1.17B
DLR
Digital Realty Trust, Inc.

Real Estate
-1.89K
- 21.4%
$156.46 - $195.69 $295K - $369K
6.93K $1.23B
NOC
Northrop Grumman Corp

Industrials
-50
- 1.76%
$466.52 - $543.88 $23.3K - $27.2K
2.79K $1.31B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.14K
- 29.85%
$178.39 - $215.0 $204K - $245K
2.68K $517M
VBR
Vanguard Small Cap Value ETF

ETFs
-884
- 19.64%
$197.36 - $217.3 $174K - $192K
3.62K $717M
CTVA
Corteva, Inc.

Basic Materials
-2.79K
- 21.99%
$55.21 - $64.13 $154K - $179K
9.89K $563M
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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