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
QUAL
Ishares Msci Usa Quality Facto

ETFs
350
+ 4.55%
$162.64 - $179.3 $56.9K - $62.8K
8.05K $1.44B
CTVA
Corteva, Inc.

Basic Materials
1.24K
+ 10.82%
$50.72 - $58.78 $62.7K - $72.7K
12.7K $745M
ZTS
Zoetis Inc.

Healthcare
410
+ 19.29%
$172.58 - $196.48 $70.8K - $80.6K
2.54K $495M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.87K
+ 18.5%
$31.07 - $39.36 $58K - $73.4K
12K $437M
IFF
International Flavors & Fragrances Inc

Basic Materials
567
+ 8.71%
$93.14 - $105.12 $52.8K - $59.6K
7.08K $743M
FDX
Fedex Corp

Industrials
764
+ 25.17%
$254.64 - $313.52 $195K - $240K
3.8K $1.03B
ES
Eversource Energy

Utilities
2
+ 0.02%
$56.52 - $68.38 $113 - $137
10.7K $726M
COF
Capital One Financial Corp

Financial Services
8
+ 0.08%
$131.42 - $153.05 $1.05K - $1.22K
10.4K $1.55B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.75K
+ 15.58%
$44.24 - $49.47 $77.5K - $86.6K
13K $643M
SCHW
Schwab Charles Corp

Financial Services
3.16K
+ 31.21%
$61.74 - $76.08 $195K - $241K
13.3K $861M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.37K
+ 22.93%
$61.11 - $67.85 $83.9K - $93.2K
7.36K $499M
WMB
Williams Companies, Inc.

Energy
1.1K
+ 5.43%
$41.24 - $46.22 $45.2K - $50.6K
21.2K $970M
NTAP
Net App, Inc.

Technology
1.17K
+ 19.23%
$114.18 - $134.62 $133K - $157K
7.23K $893M
IR
Ingersoll Rand Inc.

Industrials
396
+ 4.02%
$86.9 - $100.4 $34.4K - $39.8K
10.2K $1.01B
ASML
Asml Holding Nv

Technology
232
+ 52.37%
$749.82 - $1098.95 $174K - $255K
675 $564M
OEF
Ishares S&P 100 ETF

ETFs
349
+ 43.09%
$266.03 - $266.03 $92.8K - $92.8K
1.16K $321M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
938
+ 18.25%
$79.58 - $91.64 $74.6K - $86K
6.08K $551M
BFB
Brown Forman Corp Cl B
1.33K
+ 22.1%
N/A
7.37K $362M
USB
Us Bancorp \De\

Financial Services
641
+ 5.49%
$39.04 - $47.23 $25K - $30.3K
12.3K $563M
OXY
Occidental Petroleum Corp

Energy
7.19K
+ 30.65%
$49.91 - $63.73 $359K - $458K
30.6K $1.58B
SPYI
Shp ETF Tr Neos S&P 500 High I
1.74K
+ 30.31%
N/A
7.49K $384M
ICE
Intercontinental Exchange, Inc.

Financial Services
183
+ 6.82%
$136.93 - $162.81 $25.1K - $29.8K
2.87K $460M
FSK
Fs Kkr Capital Corp

Financial Services
4.16K
+ 3.57%
$18.74 - $20.43 $77.9K - $84.9K
121K $2.39B
IAK
Ishares Tr

ETFs
146
+ 3.34%
$112.0 - $130.47 $16.4K - $19K
4.52K $583M
DCF
Bny Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc.

N/A
8K
+ 18.68%
$8.78 - $9.22 $70.2K - $73.8K
50.8K $467M
MBB
Ishares Tr

ETFs
744
+ 18.73%
$90.85 - $96.66 $67.6K - $71.9K
4.72K $452M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
498
+ 5.29%
$147.95 - $191.05 $73.7K - $95.1K
9.91K $1.72B
EOG
Eog Resources Inc

Energy
788
+ 19.87%
$117.9 - $132.65 $92.9K - $105K
4.75K $584M
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.01%
$107.72 - $119.96 $108 - $120
12.1K $1.45B
XEL
Xcel Energy Inc

Utilities
219
+ 3.7%
$52.11 - $65.3 $11.4K - $14.3K
6.13K $400M
DOV
Dover Corp

Industrials
302
+ 12.98%
$172.5 - $193.03 $52.1K - $58.3K
2.63K $504M
ED
Consolidated Edison Inc

Utilities
151
+ 3.41%
$88.42 - $104.97 $13.4K - $15.9K
4.58K $477M
BAX
Baxter International Inc

Healthcare
1.15K
+ 14.83%
$32.85 - $40.26 $37.8K - $46.3K
8.91K $338M
ARES
Ares Management Corp

Financial Services
96
+ 3.41%
$133.73 - $158.05 $12.8K - $15.2K
2.91K $454M
FANG
Diamondback Energy, Inc.

Energy
608
+ 57.2%
$168.46 - $210.94 $102K - $128K
1.67K $288M
DAL
Delta Air Lines, Inc.

Industrials
1.18K
+ 27.29%
$37.32 - $51.8 $44.2K - $61.3K
5.52K $280M
NEM
Newmont Corp

Basic Materials
2
+ 0.03%
$41.65 - $55.85 $83.3 - $112
6.39K $341M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
328
+ 4.01%
$75.63 - $84.89 $24.8K - $27.8K
8.51K $717M
DVN
Devon Energy Corp

Energy
8.83K
+ 26.54%
$37.87 - $48.65 $334K - $430K
42.1K $1.65B
BP
Bp PLC

Energy
3.37K
+ 42.17%
$30.78 - $37.05 $104K - $125K
11.4K $357M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
54
+ 0.64%
$69.31 - $77.34 $3.74K - $4.18K
8.56K $657M
CSX
Csx Corp

Industrials
1.32K
+ 7.87%
$32.48 - $35.45 $42.9K - $46.9K
18.1K $626M
COP
Conocophillips

Energy
1.96K
+ 12.4%
$102.3 - $116.61 $201K - $229K
17.8K $1.87B
JNPR
Juniper Networks Inc

Technology
68
+ 0.3%
$36.35 - $39.03 $2.47K - $2.65K
22.8K $888M
EMN
Eastman Chemical CO

Basic Materials
22
+ 0.55%
$93.82 - $113.74 $2.06K - $2.5K
4.05K $453M
RSG
Republic Services, Inc.

Industrials
229
+ 11.61%
$189.34 - $208.21 $43.4K - $47.7K
2.2K $442M
INDA
Ishares Msci India Index Fund

ETFs
700
+ 17.81%
$54.86 - $59.22 $38.4K - $41.5K
4.63K $271M
FDVV
Fidelity High Dividend ETF

ETFs
622
+ 12.5%
$46.26 - $50.65 $28.8K - $31.5K
5.6K $283M
PANW
Palo Alto Networks Inc

Technology
121
+ 4.69%
$294.18 - $368.01 $35.6K - $44.5K
2.7K $922M
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
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