Kingswood Wealth Advisors, LLC Purchases in Q2 2025

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
13.7K
+ 47.64%
$12.37 - $14.5 $169K - $199K
42.4K $589M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.62K
+ 7.87%
$35.35 - $42.68 $92.6K - $112K
35.9K $1.53B
RDW
Redwire Corp

Industrials
10.6K
New
$7.51 - $20.57 $79.4K - $218K
10.6K $172M
OWL
Blue Owl Capital Inc.

Financial Services
11K
+ 22.76%
$15.9 - $21.16 $175K - $233K
59.4K $1.14B
SG
Sweetgreen, Inc.

Consumer Cyclical
11.5K
New
$12.23 - $25.56 $140K - $293K
11.5K $170M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
149
+ 0.28%
$70.7 - $82.14 $10.5K - $12.2K
53.8K $4.42B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
961
+ 5.02%
$43.53 - $54.46 $41.8K - $52.3K
20.1K $1.09B
First Trust Blmrg Artif Intel ETF
1.2K
+ 8.5%
N/A
15.4K $541M
DLR
Digital Realty Trust, Inc.

Real Estate
51
+ 1.09%
$136.11 - $177.69 $6.94K - $9.06K
4.75K $828M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
2.98K
+ 14.1%
$36.02 - $41.92 $107K - $125K
24.1K $1.01B
APP
App Lovin Corp

Technology
13
+ 0.78%
$219.37 - $417.89 $2.85K - $5.43K
1.68K $587M
OEF
Ishares S&P 100 ETF

ETFs
212
+ 9.3%
N/A
2.49K $758M
AMCR
Amcor PLC

Consumer Cyclical
16.3K
+ 89.78%
$8.57 - $9.81 $139K - $160K
34.4K $316M
DSI
Ishares Msci Kld 400 Social Et

ETFs
162
+ 1.84%
$91.62 - $116.16 $14.8K - $18.8K
8.95K $1.04B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
117
+ 2.9%
$160.22 - $209.35 $18.7K - $24.5K
4.15K $869M
EMB
Ishares Tr

ETFs
1.2K
+ 9.87%
$86.54 - $92.62 $104K - $111K
13.4K $1.24B
POR
Portland General Electric CO

Utilities
3.89K
+ 67.05%
$39.96 - $44.75 $155K - $174K
9.69K $394M
FNDC
Schwab Fundamental Intl Small

ETFs
1.05K
+ 6.89%
$32.97 - $42.05 $34.5K - $43.9K
16.2K $682M
TOI
Oncology Institute, Inc.

Healthcare
64.4K
New
$1.26 - $3.31 $81.1K - $213K
64.4K $132M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.57K
+ 34.12%
$22.68 - $23.28 $126K - $130K
21.9K $509M
SWK
Stanley Black & Decker, Inc.

Industrials
2.35K
+ 73.49%
$55.86 - $76.98 $131K - $181K
5.54K $376M
MGK
Vanguard Mega Cap Growth ETF

ETFs
100
+ 5.88%
$273.67 - $366.17 $27.4K - $36.6K
1.8K $659M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.22K
+ 10.54%
$39.43 - $49.34 $48.2K - $60.3K
12.8K $606M
YJUN
First Tr Exchange Traded Fd Vi
4.13K
+ 33.48%
$21.32 - $24.75 $88K - $102K
16.5K $403M
GNRC
Generac Holdings Inc.

Industrials
629
+ 35.52%
$101.92 - $143.21 $64.1K - $90.1K
2.4K $344M
MAR
Marriott International Inc

Consumer Cyclical
291
+ 28.36%
$211.12 - $274.14 $61.4K - $79.8K
1.32K $360M
XAR
Spdr S&P Aerospace & Defense E

ETFs
105
+ 5.68%
$144.94 - $210.94 $15.2K - $22.1K
1.95K $412M
USB
Us Bancorp \De\

Financial Services
1.81K
+ 17.26%
$36.4 - $45.76 $65.9K - $82.9K
12.3K $557M
Atlassian Corporation Class A
600
+ 50.46%
N/A
1.79K $363M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
841
+ 2.08%
$47.29 - $53.34 $39.8K - $44.9K
41.3K $2.17B
GWW
W.W. Grainger, Inc.

Industrials
92
+ 35.94%
$919.93 - $1101.66 $84.6K - $101K
348 $362M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.42K
+ 20.45%
$54.27 - $63.01 $77.3K - $89.7K
8.39K $525M
RGTI
Rigetti Computing, Inc.

Technology
2.55K
+ 14.06%
$7.5 - $14.29 $19.1K - $36.4K
20.7K $245M
CI
Cigna Corp

Healthcare
276
+ 5.29%
$301.89 - $340.04 $83.3K - $93.9K
5.5K $1.82B
FCOM
Fidelity Covington Tr Msci Com

ETFs
443
+ 5.49%
$50.44 - $64.81 $22.3K - $28.7K
8.51K $552M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.41K
+ 10.0%
$18.94 - $21.67 $102K - $117K
59.5K $1.26B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
729
+ 2.85%
$67.03 - $80.35 $48.9K - $58.6K
26.3K $2.1B
FNDX
Schwab Fundamental U S Large C

ETFs
1.48K
+ 2.46%
$20.84 - $24.54 $30.7K - $36.2K
61.4K $1.51B
KNSL
Kinsale Capital Group, Inc.

Financial Services
192
+ 32.21%
$419.99 - $501.97 $80.6K - $96.4K
788 $381M
SPYI
Shp ETF Tr Neos S&P 500 High I
1.24K
+ 11.36%
N/A
12.1K $609M
HBAN
Huntington Bancshares Inc

Financial Services
3.02K
+ 14.63%
$12.49 - $16.76 $37.7K - $50.6K
23.7K $396M
CDNS
Cadence Design Systems Inc

Technology
88
+ 8.19%
$231.64 - $323.08 $20.4K - $28.4K
1.16K $358M
WEAV
Weave Communications, Inc.

Technology
10K
New
$8.11 - $11.18 $81.3K - $112K
10K $83.4M
ADI
Analog Devices Inc

Technology
21
+ 1.0%
$164.6 - $238.02 $3.46K - $5K
2.13K $507M
TRVI
Trevi Therapeutics, Inc.

Healthcare
14.6K
New
$5.28 - $7.06 $77.3K - $103K
14.6K $80M
WM
Waste Management Inc

Industrials
482
+ 5.06%
$216.47 - $242.1 $104K - $117K
10K $2.29B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.25K
+ 17.96%
$17.76 - $22.1 $40K - $49.8K
14.8K $327M
TDG
Trans Digm Group Inc

Industrials
32
+ 15.02%
$1231.75 - $1520.64 $39.4K - $48.7K
245 $373M
TSCO
Tractor Supply CO

Consumer Cyclical
1.74K
+ 26.26%
$47.86 - $55.77 $83.4K - $97.2K
8.38K $442M
Activity Summary
Buys All Purchases 248 New Holdings 77 Increased Positions 171 Sells All Sells 458 Reductions 458 Sold out 0 Options Calls 0 Puts 0
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