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
ESGD
Ishares Trust Ishares Esg Awar

ETFs
62
+ 0.7%
$73.02 - $90.22 $4.53K - $5.59K
8.87K $791M
VOE
Vanguard Mid Cap Value Index F

ETFs
265
+ 4.85%
$141.87 - $164.49 $37.6K - $43.6K
5.73K $943M
SCHX
Schwab Strategic Tr Us Large C

ETFs
602
+ 2.85%
$19.6 - $24.44 $11.8K - $14.7K
21.7K $531M
AEP
American Electric Power CO Inc

Utilities
793
+ 23.81%
$98.59 - $109.11 $78.2K - $86.5K
4.12K $428M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
686
+ 2.33%
$91.43 - $91.74 $62.7K - $62.9K
30.1K $2.77B
SYY
Sysco Corp

Consumer Defensive
719
+ 15.41%
$68.0 - $75.91 $48.9K - $54.6K
5.39K $408M
FNDE
Schwab Fundamental Emerging Mk

ETFs
949
+ 8.58%
$26.66 - $33.09 $25.3K - $31.4K
12K $396M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
109
+ 1.65%
$55.54 - $69.09 $6.05K - $7.53K
6.74K $465M
BUYW
Northern Lts Fd Tr Iv Main Buy
3.32K
+ 15.67%
N/A
24.5K $344M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
1.27K
+ 16.1%
$40.41 - $40.68 $51.5K - $51.8K
9.19K $374M
XLC
Select Sector Spdr Tr Communic

ETFs
118
+ 4.05%
$86.13 - $108.53 $10.2K - $12.8K
3.03K $329M
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.08%
$290.42 - $364.35 $290 - $364
1.27K $459M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
468
+ 4.63%
$38.96 - $44.84 $18.2K - $21K
10.6K $474M
TFC
Truist Financial Corp

Financial Services
357
+ 2.26%
$34.79 - $42.99 $12.4K - $15.3K
16.2K $696M
VGSH
Vanguard

ETFs
717
+ 15.91%
$58.32 - $58.95 $41.8K - $42.3K
5.22K $307M
IYJ
Ishares Tr

ETFs
53
+ 1.84%
$115.07 - $142.31 $6.1K - $7.54K
2.93K $417M
NUVB
Nuvation Bio Inc.

Healthcare
21.7K
New
$1.66 - $2.53 $36.1K - $55K
21.7K $42.4M
ALT
Altimmune, Inc.

Healthcare
10.4K
New
$3.5 - $7.71 $36.4K - $80.2K
10.4K $40.2M
UAL
United Airlines Holdings, Inc.

Industrials
50
+ 1.48%
$56.15 - $84.23 $2.81K - $4.21K
3.43K $273M
MTN
Vail Resorts Inc

Consumer Cyclical
369
+ 5.75%
$131.42 - $164.64 $48.5K - $60.8K
6.79K $1.07B
VBR
Vanguard Small Cap Value ETF

ETFs
16
+ 0.4%
$162.76 - $195.77 $2.6K - $3.13K
4.01K $782M
GAB
Gabelli Equity Trust Inc

Financial Services
3K
+ 4.85%
$4.97 - $5.87 $14.9K - $17.6K
64.8K $377M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
240
+ 2.25%
$17.11 - $21.71 $4.11K - $5.21K
10.9K $237M
BLD
Top Build Corp

Industrials
36
+ 3.35%
$275.93 - $326.59 $9.93K - $11.8K
1.11K $360M
EQT
Eqt Corp

Energy
158
+ 4.0%
$46.11 - $60.44 $7.29K - $9.55K
4.11K $240M
BOND
Pimco Active Bond Exchange Tra

ETFs
315
+ 13.03%
$89.87 - $92.93 $28.3K - $29.3K
2.73K $252M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7
+ 0.07%
$29.12 - $35.84 $204 - $251
9.56K $342M
NSC
Norfolk Southern Corp

Industrials
33
+ 3.34%
$206.34 - $257.46 $6.81K - $8.5K
1.02K $261M
Cava Group Incorporated
406
+ 11.41%
N/A
3.97K $334M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.78K
+ 7.74%
$45.07 - $52.57 $125K - $146K
38.6K $1.89B
XLU
Utilities Sector Spdr

ETFs
18
+ 0.26%
$73.09 - $82.77 $1.32K - $1.49K
7.05K $576M
CSGP
Costar Group, Inc.

Real Estate
208
+ 7.45%
$72.62 - $83.22 $15.1K - $17.3K
3K $241M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
238
+ 0.89%
$72.12 - $76.23 $17.2K - $18.1K
26.9K $2.04B
IWD
Ishares Russell 1000 Val ETF

ETFs
22
+ 1.25%
$166.82 - $194.23 $3.67K - $4.27K
1.78K $346M
FDV
Federated Hermes ETF Tr U S St
758
+ 8.26%
N/A
9.93K $273M
VPU
Vanguard Utilities ETF

ETFs
5
+ 0.34%
$158.36 - $178.82 $792 - $894
1.49K $264M
Fortuna Mining Corporation Com New
126
+ 0.79%
N/A
16K $105M
AIT
Applied Industrial Technologies Inc

Industrials
3
+ 0.31%
$206.03 - $243.28 $618 - $730
963 $224M
IAK
Ishares Tr

ETFs
150
+ 3.1%
$122.44 - $138.47 $18.4K - $20.8K
4.99K $671M
WELL
Welltower Inc.

Real Estate
7
+ 0.23%
$136.49 - $155.22 $955 - $1.09K
3.09K $475M
TGTX
Tg Therapeutics, Inc.

Healthcare
500
+ 6.42%
$33.37 - $45.51 $16.7K - $22.8K
8.28K $298M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1
+ 0.18%
$421.16 - $509.5 $421 - $510
557 $248M
BRO
Brown & Brown, Inc.

Financial Services
38
+ 1.25%
$104.48 - $124.43 $3.97K - $4.73K
3.09K $342M
MAS
Masco Corp

Industrials
8
+ 0.08%
$58.73 - $71.06 $470 - $568
10.1K $647M
UDR
Udr, Inc.

Real Estate
1
+ 0.01%
$38.09 - $45.36 $38.1 - $45.4
17.1K $697M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.36K
+ 1203.6%
$87.84 - $1441.89 $470K - $7.72M
5.8K $523M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
7.6K
+ 889.7%
$105.72 - $1416.0 $803K - $10.8M
8.45K $944M
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
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