Kingswood Wealth Advisors, LLC Purchases in Q3 2024

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
37.1K
+ 12.37%
$207.23 - $234.82 $7.68M - $8.71M
337K $78.2B
LAMR
Lamar Advertising CO

Real Estate
108K
New
$110.9 - $135.58 $12M - $14.7M
108K $14.4B
FPE
First Tr Pfd Secs & Income ETF

ETFs
590K
+ 1990.32%
$17.35 - $18.22 $10.2M - $10.7M
619K $11.2B
SCHG
Schwab Strategic Tr Us Large C

ETFs
83.8K
+ 160.15%
$92.63 - $105.69 $7.76M - $8.86M
136K $14.2B
VGT
Vanguard Information Technolog

ETFs
13.6K
+ 536.18%
$514.43 - $606.85 $7.01M - $8.26M
16.2K $9.48B
VTV
Vanguard Value ETF

ETFs
40.1K
+ 1163.06%
$159.75 - $174.57 $6.41M - $7.01M
43.6K $7.61B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
77.7K
+ 407.82%
$77.02 - $85.06 $5.98M - $6.61M
96.8K $8.18B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
136K
New
$44.65 - $47.21 $6.09M - $6.43M
136K $6.37B
QQQ
Invesco Qqq Trust, Series 1

ETFs
11.3K
+ 38.62%
$434.77 - $502.96 $4.91M - $5.69M
40.6K $19.8B
FUTY
Fidelity Covington Tr Msci Uti

ETFs
111K
New
$43.67 - $51.82 $4.85M - $5.76M
111K $5.76B
VDC
Vanguard Consumer Staples ETF

ETFs
21K
+ 532.04%
$201.77 - $221.32 $4.23M - $4.64M
24.9K $5.44B
MSFT
Microsoft Corp

Technology
14.7K
+ 13.81%
$395.15 - $467.56 $5.8M - $6.86M
121K $52B
AMZN
Amazon Com Inc

Consumer Cyclical
29.4K
+ 21.03%
$161.02 - $200.0 $4.73M - $5.88M
169K $31.5B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
49.7K
New
$75.88 - $83.21 $3.77M - $4.14M
49.7K $4.14B
FXH
First Tr Exchange Trd Fd Healt

ETFs
36K
New
$103.09 - $113.83 $3.71M - $4.1M
36K $4.03B
UNH
Unitedhealth Group Inc

Healthcare
4.77K
+ 31.59%
$488.01 - $604.18 $2.33M - $2.88M
19.9K $11.6B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
42.3K
+ 238.34%
$91.42 - $91.82 $3.87M - $3.88M
60.1K $5.51B
XLE
Energy Sector Spdr

ETFs
44.4K
+ 463.2%
$84.35 - $93.39 $3.75M - $4.15M
54K $4.75B
SO
Southern CO

Utilities
36.6K
+ 149.56%
$77.0 - $90.52 $2.82M - $3.31M
61.1K $5.51B
IYJ
Ishares Tr

ETFs
26.7K
New
$118.32 - $133.67 $3.16M - $3.56M
26.7K $3.56B
ABBV
Abb Vie Inc.

Healthcare
14.8K
+ 66.35%
$163.84 - $199.33 $2.42M - $2.95M
37.1K $7.32B
KO
Coca Cola CO

Consumer Defensive
42.7K
+ 98.53%
$62.69 - $73.01 $2.68M - $3.12M
86.1K $6.19B
ETN
Eaton Corp PLC

Industrials
9.79K
+ 106.84%
$272.52 - $333.02 $2.67M - $3.26M
19K $6.28B
XLF
Financial Sector Spdr

ETFs
73.1K
+ 376.26%
$40.84 - $45.74 $2.98M - $3.34M
92.5K $4.19B
JPM
Jpmorgan Chase & CO

Financial Services
14K
+ 30.75%
$194.9 - $224.8 $2.72M - $3.14M
59.4K $12.5B
VGIT
Vanguard Intermediate Term Tre

ETFs
51.3K
+ 605.07%
$57.8 - $60.8 $2.97M - $3.12M
59.8K $3.61B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.35K
+ 21.62%
$405.19 - $478.57 $1.76M - $2.08M
24.4K $11.2B
PG
Procter & Gamble CO

Consumer Defensive
15.5K
+ 61.03%
$160.76 - $177.82 $2.49M - $2.75M
40.8K $7.07B
FTCS
First Trust Capital Strength E

ETFs
26.1K
+ 60.89%
$83.58 - $90.94 $2.18M - $2.37M
69K $6.25B
VV
Vanguard Large Cap ETF

ETFs
9.82K
+ 399.92%
$236.92 - $263.4 $2.33M - $2.59M
12.3K $3.23B
FTLS
First Tr Long/Short Equity ETF

ETFs
40.9K
New
$60.73 - $63.8 $2.48M - $2.61M
40.9K $2.6B
WMT
Walmart Inc.

Consumer Defensive
22.5K
+ 37.63%
$66.91 - $81.4 $1.51M - $1.83M
82.3K $6.64B
CAT
Caterpillar Inc

Industrials
3.62K
+ 18.36%
$316.8 - $391.12 $1.15M - $1.42M
23.3K $9.13B
FCOM
Fidelity Covington Tr Msci Com

ETFs
44.7K
New
$49.09 - $55.08 $2.2M - $2.46M
44.7K $2.46B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
48K
New
$46.17 - $51.13 $2.22M - $2.46M
48K $2.46B
JPIE
J P Morgan Exchange Traded Fd
52.2K
New
$45.17 - $46.39 $2.36M - $2.42M
52.2K $2.42B
MTZ
Mastec Inc

Industrials
19.6K
New
$97.3 - $126.14 $1.9M - $2.47M
19.6K $2.41B
MNA
Iq Merger Arbitrage ETF

ETFs
71.4K
New
$31.58 - $32.99 $2.26M - $2.36M
71.4K $2.35B
XOM
Exxon Mobil Corp

Energy
19.1K
+ 35.13%
$109.72 - $119.0 $2.09M - $2.27M
73.4K $8.6B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
21.6K
+ 68.18%
$96.25 - $101.98 $2.08M - $2.2M
53.3K $5.4B
VO
Vanguard Mid Cap ETF

ETFs
7.51K
+ 126.61%
$237.84 - $263.83 $1.79M - $1.98M
13.4K $3.54B
PFM
Invesco Exchange Traded Fd Tr

ETFs
45.1K
New
$42.65 - $46.55 $1.92M - $2.1M
45.1K $2.1B
RWL
Invesco Exchange Traded Fd Tr

ETFs
21.2K
+ 748.08%
$90.36 - $98.07 $1.92M - $2.08M
24.1K $2.36B
NEE
Nextera Energy Inc

Utilities
7.57K
+ 7.16%
$69.9 - $84.97 $529K - $644K
113K $9.58B
HD
Home Depot, Inc.

Consumer Cyclical
2.76K
+ 18.81%
$333.64 - $405.2 $920K - $1.12M
17.4K $7.05B
IWP
Ishares Russell Mid Cap Growth

ETFs
16.8K
New
$103.87 - $117.59 $1.75M - $1.98M
16.8K $1.97B
MCD
Mcdonalds Corp

Consumer Cyclical
5.59K
+ 106.07%
$245.82 - $304.51 $1.37M - $1.7M
10.9K $3.31B
LOW
Lowes Companies Inc

Consumer Cyclical
6.24K
+ 127.44%
$213.3 - $270.78 $1.33M - $1.69M
11.1K $3.01B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
19K
+ 751.48%
$100.09 - $100.69 $1.91M - $1.92M
21.6K $2.17B
Activity Summary
Buys All Purchases 443 New Holdings 123 Increased Positions 320 Sells All Sells 201 Reductions 201 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