Kingswood Wealth Advisors, LLC Purchases in Q3 2025

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
554
+ 5.07%
$21.15 - $22.45 $11.7K - $12.4K
11.5K $256M
ALT
Altimmune, Inc.

Healthcare
5K
+ 48.08%
$3.38 - $4.76 $16.9K - $23.8K
15.4K $58.1M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
117
+ 4.04%
N/A
3.01K $265M
VOOV
Vanguard S&P 500 Value ETF

ETFs
23
+ 1.95%
$187.97 - $199.47 $4.32K - $4.59K
1.2K $240M
VDE
Vanguard Energy ETF

ETFs
34
+ 1.82%
$118.37 - $129.65 $4.02K - $4.41K
1.9K $240M
YUM
Yum Brands Inc

Consumer Cyclical
31
+ 0.99%
$139.5 - $153.94 $4.32K - $4.77K
3.16K $480M
FDLO
Fidelity Covington Tr Low Vola

ETFs
22
+ 0.45%
$62.44 - $65.87 $1.37K - $1.45K
4.95K $326M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
144
+ 6.04%
$122.0 - $138.74 $17.6K - $20K
2.53K $321M
OKTA
Okta, Inc.

Technology
327
+ 15.8%
$88.51 - $101.1 $28.9K - $33.1K
2.4K $220M
DG
Dollar General Corp

Consumer Defensive
348
+ 16.18%
$101.86 - $116.32 $35.4K - $40.5K
2.5K $258M
PYPL
Pay Pal Holdings, Inc.

Financial Services
574
+ 13.89%
$65.64 - $78.22 $37.7K - $44.9K
4.71K $316M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
127
+ 3.04%
$49.78 - $50.75 $6.32K - $6.45K
4.3K $218M
MTB
M&T Bank Corp

Financial Services
2
+ 0.12%
$183.74 - $204.05 $367 - $408
1.7K $336M
DIS
Walt Disney CO

Communication Services
1.02K
+ 8.79%
$112.25 - $124.0 $115K - $127K
12.6K $1.45B
VCIT
Vanguard Intermediate Term Cor

ETFs
2
+ 0.04%
$81.75 - $84.54 $164 - $169
4.5K $379M
COF
Capital One Financial Corp

Financial Services
20
+ 1.4%
$207.29 - $229.74 $4.15K - $4.59K
1.45K $308M
SPSB
Spdr Portfolio Short Term Corp

ETFs
5
+ 0.02%
$30.02 - $30.29 $150 - $151
21K $636M
JBBB
Janus Detroit Str Tr Henderson

ETFs
5
+ 0.03%
$48.04 - $48.61 $240 - $243
15K $725M
GWW
W.W. Grainger, Inc.

Industrials
30
+ 8.62%
$932.44 - $1059.49 $28K - $31.8K
378 $360M
PANW
Palo Alto Networks Inc

Technology
22
+ 0.31%
$167.06 - $208.19 $3.68K - $4.58K
7.22K $1.47B
USA
Liberty All Star Equity Fund

Financial Services
7.65K
+ 6.97%
$6.34 - $6.94 $48.5K - $53.1K
117K $744M
EQT
Eqt Corp

Energy
94
+ 2.29%
$49.19 - $59.19 $4.62K - $5.56K
4.21K $229M
APO
Apollo Global Management, Inc.

Financial Services
136
+ 3.87%
$131.55 - $156.05 $17.9K - $21.2K
3.65K $487M
SNAP
Snap Inc

Communication Services
237
+ 1.66%
$6.99 - $10.35 $1.66K - $2.45K
14.5K $112M
MAR
Marriott International Inc

Consumer Cyclical
16
+ 1.21%
$255.35 - $282.87 $4.09K - $4.53K
1.33K $347M
UPS
United Parcel Service Inc

Industrials
3.56K
+ 19.83%
$82.58 - $105.54 $294K - $376K
21.5K $1.8B
WEAV
Weave Communications, Inc.

Technology
97
+ 0.97%
$6.69 - $8.88 $649 - $861
10.1K $67.6M
PAYX
Paychex Inc

Industrials
163
+ 7.79%
$126.69 - $147.99 $20.7K - $24.1K
2.26K $286M
KNSL
Kinsale Capital Group, Inc.

Financial Services
51
+ 6.47%
$415.15 - $489.89 $21.2K - $25K
839 $357M
DOCU
Docusign, Inc.

Technology
69
+ 1.31%
$67.14 - $85.01 $4.63K - $5.87K
5.33K $384M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
43
+ 1.04%
$185.65 - $214.38 $7.98K - $9.22K
4.19K $840M
BRO
Brown & Brown, Inc.

Financial Services
253
+ 8.19%
$90.88 - $108.93 $23K - $27.6K
3.34K $313M
COST
Costco Wholesale Corp

Consumer Defensive
357
+ 6.27%
$915.95 - $994.57 $327K - $355K
6.05K $5.6B
Kenvue Incorporated
2.25K
+ 13.53%
N/A
18.9K $306M
SG
Sweetgreen, Inc.

Consumer Cyclical
3.04K
+ 26.5%
$7.98 - $16.26 $24.2K - $49.3K
14.5K $116M
Cava Group Incorporated
327
+ 8.25%
N/A
4.29K $259M
HON
Honeywell International Inc

Industrials
1.04K
+ 7.14%
$207.7 - $240.4 $216K - $250K
15.6K $3.29B
CARR
Carrier Global Corp

Industrials
471
+ 4.41%
$58.75 - $80.73 $27.7K - $38K
11.2K $666M
ORCC
Owl Rock Capital Corp

Financial Services
3.05K
+ 2.5%
N/A
125K $1.59B
ISRG
Intuitive Surgical Inc

Healthcare
52
+ 2.45%
$433.66 - $544.47 $22.6K - $28.3K
2.17K $972M
NFLX
Netflix Inc

Communication Services
252
+ 5.68%
$1147.87 - $1297.18 $289K - $327K
4.69K $5.62B
FSK
Fs Kkr Capital Corp

Financial Services
1.62K
+ 1.41%
$14.93 - $22.48 $24.2K - $36.4K
116K $1.74B
MSTR
Microstrategy Inc

Technology
3.4K
+ 9.05%
$300.7 - $455.9 $1.02M - $1.55M
41K $13.2B
Activity Summary
Buys All Purchases 544 New Holdings 115 Increased Positions 429 Sells All Sells 213 Reductions 213 Sold out 0 Options Calls 0 Puts 0
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