Kingswood Wealth Advisors, LLC ETFs

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLB Select Sector Spdr Fd Material	$0	$520 Million 0.04% of portfolio	6,179	Q4 2024 Added 77.15%
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$519 Million 0.04% of portfolio	24,650	Q4 2024 New
MBB Ishares Tr	$0	$516 Million 0.04% of portfolio	5,632	Q4 2024 Added 19.42%
IVE Ishares S&P 500 Value ETF	$0	$512 Million 0.04% of portfolio	2,684	Q4 2024 Added 21.78%
FNDC Schwab Fundamental Intl Small	$0	$509 Million 0.04% of portfolio	14,920	Q4 2024 New
SKYY First Trust Cloud Computing Et	$0	$508 Million 0.04% of portfolio	4,265	Q4 2024 Added 97.18%
BOND Pimco Active Bond Exchange Tra	$0	$498 Million 0.04% of portfolio	5,513	Q4 2024 Added 8.89%
VCR Vanguard Consumer Discretionar	$0	$490 Million 0.04% of portfolio	1,304	Q4 2024 Reduced 0.61%
HNDL Strategy Shs	$0	$482 Million 0.04% of portfolio	22,610	Q4 2024 Added 103.69%
VWO Vanguard Ftse Emerging Mkts Et	$0	$469 Million 0.04% of portfolio	10,638	Q4 2024 Added 16.76%
IWY Ishares Tr Russell 200 Growth	$0	$461 Million 0.03% of portfolio	1,959	Q4 2024 New
FDL First Tr Morningstar Dividend	$0	$458 Million 0.03% of portfolio	11,371	Q4 2024 New
OEF Ishares S&P 100 ETF	$0	$456 Million 0.03% of portfolio	1,577	Q4 2024 Added 36.07%
XSW Spdr S&P Software & Services E	$0	$451 Million 0.03% of portfolio	2,387	Q4 2024 Reduced 11.07%
ZECP Zacks Tr Earnings Constant Por	$0	$444 Million 0.03% of portfolio	14,568	Q4 2024 Reduced 5.33%
XSD Spdr Tr Ser Spdr S&P Semicondu	$0	$433 Million 0.03% of portfolio	1,743	Q4 2024 New
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$432 Million 0.03% of portfolio	33,272	Q4 2024 Added 137.44%
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$431 Million 0.03% of portfolio	4,787	Q4 2024 Added 48.2%
VCIT Vanguard Intermediate Term Cor	$0	$423 Million 0.03% of portfolio	5,272	Q4 2024 Added 7.24%
SPMD Spdr Portfolio	$0	$423 Million 0.03% of portfolio	7,732	Q4 2024 Reduced 1.43%
IGM Ishares Expanded Tech Sector E	$0	$422 Million 0.03% of portfolio	4,131	Q4 2024 Reduced 0.29%
BMEZ Black Rock Health Sciences Trust Ii	$0	$420 Million 0.03% of portfolio	29,134	Q4 2024 New
IAI Ishares Tr Us Broker Dealers &	$0	$419 Million 0.03% of portfolio	2,911	Q4 2024 New
VDE Vanguard Energy ETF	$0	$414 Million 0.03% of portfolio	3,410	Q4 2024 New
SPTM Spdr Portfolio S&P 1500 Compos	$0	$413 Million 0.03% of portfolio	5,784	Q4 2024 New
FIXD First Tr ETF Viii Tcw Opportun	$0	$410 Million 0.03% of portfolio	9,538	Q4 2024 New
IHI Ishares Tr Dow Jones Us Medica	$0	$409 Million 0.03% of portfolio	7,006	Q4 2024 New
XLC Select Sector Spdr Tr Communic	$0	$406 Million 0.03% of portfolio	4,189	Q4 2024 Reduced 14.42%
PTBD Pacer Fds Tr Trendpilot U S Bo	$0	$401 Million 0.03% of portfolio	20,038	Q4 2024 Added 42.32%
SUSL Ishares Tr Esg Msci Usa Leader	$0	$398 Million 0.03% of portfolio	3,858	Q4 2024 New
IYF Ishares Tr	$0	$395 Million 0.03% of portfolio	3,576	Q4 2024 Reduced 33.48%
FTSL First Trust Senior Ln Fund	$0	$389 Million 0.03% of portfolio	8,409	Q4 2024 Added 4.15%
FOCT First Tr Ex Trad Fd Viii Cboe	$0	$388 Million 0.03% of portfolio	9,096	Q4 2024 New
FCOM Fidelity Covington Tr Msci Com	$0	$387 Million 0.03% of portfolio	6,591	Q4 2024 Reduced 85.26%
FALN Ishares Tr Fallen Angels Usd B	$0	$379 Million 0.03% of portfolio	14,179	Q4 2024 New
IWR Ishares Russell Mid Cap ETF	$0	$378 Million 0.03% of portfolio	4,273	Q4 2024 Added 40.33%
FPEI First Tr ETF Iii Instl Pfd Sec	$0	$372 Million 0.03% of portfolio	19,900	Q4 2024 Added 72.29%
IXN Ishares Global Information Tec	$0	$372 Million 0.03% of portfolio	4,390	Q4 2024 Added 39.72%
SCHZ Schwab Us Aggregate Bond ETF	$0	$368 Million 0.03% of portfolio	16,196	Q4 2024 Added 222.82%
VXUS Vanguard Star Fd Vanguard Tota	$0	$362 Million 0.03% of portfolio	6,139	Q4 2024 Added 33.37%
XLG Invesco Exchange Traded Fd Tr	$0	$359 Million 0.03% of portfolio	7,193	Q4 2024 New
FCAL First Tr Iii Calif Mun High In	$0	$357 Million 0.03% of portfolio	7,222	Q4 2024 New
IGV Ishares Expanded Tech Software	$0	$354 Million 0.03% of portfolio	3,531	Q4 2024 New
IXUS Ishares Tr	$0	$350 Million 0.03% of portfolio	5,292	Q4 2024 Added 25.94%
IFRA Ishares Tr	$0	$347 Million 0.03% of portfolio	7,494	Q4 2024 Added 4.96%
AIRR First Tr Vi Rba Amern Indl Ren	$0	$342 Million 0.03% of portfolio	4,444	Q4 2024 New
SJNK Spdr Bloomberg Short Term High	$0	$342 Million 0.03% of portfolio	13,554	Q4 2024 New
OIH Vaneck ETF Tr Oil Services ETF	$0	$340 Million 0.03% of portfolio	1,255	Q4 2024 Reduced 1.18%
DFAC Dimensional ETF Tr U S Core Eq	$0	$340 Million 0.03% of portfolio	9,820	Q4 2024 New
USAI Pacer Fds Tr Amern Energy Inde	$0	$339 Million 0.03% of portfolio	8,528	Q4 2024 New

Track This Portfolio

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.