Kingswood Wealth Advisors, LLC Incresed Positions in Q1 2025

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.23M
+ 785.63%
$209.68 - $247.1 $468M - $551M
2.51M $561B
SPY
Spdr S&P 500 ETF Trust

ETFs
210K
+ 259.73%
$551.42 - $612.93 $116M - $128M
290K $163B
MSFT
Microsoft Corp

Technology
253K
+ 350.48%
$375.39 - $447.2 $95M - $113M
325K $124B
NVDA
Nvidia Corp

Technology
865K
+ 243.54%
$106.98 - $149.43 $92.5M - $129M
1.22M $134B
AMZN
Amazon Com Inc

Consumer Cyclical
293K
+ 284.1%
$190.26 - $242.06 $55.8M - $71M
397K $76B
META
Meta Platforms, Inc.

Communication Services
85.7K
+ 376.81%
$576.36 - $736.67 $49.4M - $63.1M
108K $63.4B
GOOGL
Alphabet Inc.

Communication Services
170K
+ 287.03%
$154.33 - $206.19 $26.3M - $35.1M
230K $36B
IVV
Ishares Core S&P 500 ETF

ETFs
34.5K
+ 140.4%
$554.06 - $615.85 $19.1M - $21.2M
59K $33.2B
FTCS
First Trust Capital Strength E

ETFs
189K
+ 200.03%
$86.39 - $91.35 $16.3M - $17.3M
283K $25.4B
GLD
Spdr Gold Trust

ETFs
48.4K
+ 253.1%
$243.19 - $288.14 $11.8M - $14M
67.6K $19.4B
TSLA
Tesla, Inc.

Consumer Cyclical
64.7K
+ 227.83%
$222.15 - $428.22 $14.4M - $27.7M
93.1K $24.8B
WMT
Walmart Inc.

Consumer Defensive
138K
+ 247.92%
$84.5 - $105.05 $11.6M - $14.5M
193K $17.1B
FSK
Fs Kkr Capital Corp

Financial Services
563K
+ 250.87%
$20.47 - $24.06 $11.5M - $13.6M
788K $16.8B
GOOG
Alphabet Inc.

Communication Services
80.1K
+ 211.89%
$156.06 - $207.71 $12.5M - $16.6M
118K $18.7B
DVY
Ishares Tr

ETFs
81.7K
+ 188.66%
$128.58 - $138.1 $10.5M - $11.3M
125K $16.8B
XOM
Exxon Mobil Corp

Energy
85.2K
+ 196.01%
$105.44 - $118.93 $8.99M - $10.1M
129K $15.3B
VTI
Vanguard Total Stock Market Et

ETFs
37.8K
+ 113.44%
$271.18 - $303.12 $10.3M - $11.5M
71.1K $19.6B
PLTR
Palantir Technologies Inc.

Technology
113K
+ 288.8%
$64.98 - $124.62 $7.34M - $14.1M
152K $12.9B
IOO
Ishares Tr Global 100 ETF

ETFs
92.2K
+ 103.53%
$96.2 - $105.12 $8.87M - $9.69M
181K $17.5B
ORCC
Owl Rock Capital Corp

Financial Services
528K
+ 203.8%
N/A
787K $11.6B
JPM
Jpmorgan Chase & CO

Financial Services
27.1K
+ 84.41%
$225.19 - $279.95 $6.1M - $7.58M
59.1K $14.5B
MCD
Mcdonalds Corp

Consumer Cyclical
20.9K
+ 240.32%
$279.74 - $321.29 $5.84M - $6.71M
29.6K $9.26B
BA
Boeing CO

Industrials
36.3K
+ 165.2%
$148.15 - $186.25 $5.37M - $6.75M
58.2K $9.83B
ET
Energy Transfer LP

Energy
313K
+ 315.92%
$17.26 - $21.08 $5.4M - $6.59M
412K $7.71B
LMT
Lockheed Martin Corp

Industrials
12.3K
+ 123.15%
$423.19 - $506.29 $5.22M - $6.25M
22.4K $10B
MO
Altria Group, Inc.

Consumer Defensive
83.5K
+ 370.4%
$50.81 - $60.02 $4.24M - $5.01M
106K $6.25B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
48.3K
+ 55.34%
$87.68 - $94.52 $4.23M - $4.56M
136K $12.7B
IBM
International Business Machines Corp

Technology
17.6K
+ 101.88%
$217.4 - $264.74 $3.82M - $4.65M
34.8K $8.68B
QCOM
Qualcomm Inc

Technology
30.6K
+ 111.48%
$151.94 - $175.86 $4.65M - $5.38M
58.1K $8.9B
VZ
Verizon Communications Inc

Communication Services
91.9K
+ 142.2%
$37.81 - $46.49 $3.48M - $4.27M
157K $7.1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.06K
+ 27.04%
$442.66 - $534.52 $2.24M - $2.7M
23.8K $12.7B
PFE
Pfizer Inc

Healthcare
173K
+ 271.15%
$25.01 - $27.13 $4.32M - $4.69M
237K $5.84B
HD
Home Depot, Inc.

Consumer Cyclical
11.7K
+ 116.23%
$347.25 - $424.87 $4.07M - $4.99M
21.8K $7.99B
AMD
Advanced Micro Devices Inc

Technology
44K
+ 135.72%
$96.63 - $129.55 $4.25M - $5.69M
76.3K $7.85B
PG
Procter & Gamble CO

Consumer Defensive
22.2K
+ 101.06%
$158.56 - $176.26 $3.52M - $3.92M
44.2K $7.54B
IAU
Ishares Gold Trust

ETFs
59.7K
+ 192.12%
$49.74 - $58.96 $2.97M - $3.52M
90.8K $5.34B
CSCO
Cisco Systems, Inc.

Technology
59.5K
+ 139.3%
$58.74 - $64.87 $3.5M - $3.86M
102K $6.32B
CAT
Caterpillar Inc

Industrials
13.1K
+ 57.18%
$326.75 - $407.63 $4.28M - $5.34M
36K $11.9B
OKE
Oneok Inc

Energy
35.4K
+ 244.14%
$89.57 - $109.85 $3.17M - $3.89M
49.9K $4.97B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
118K
+ 135.32%
$29.34 - $31.31 $3.45M - $3.68M
205K $6.09B
ABBV
Abb Vie Inc.

Healthcare
14.2K
+ 114.93%
$169.2 - $216.66 $2.4M - $3.07M
26.5K $5.51B
DIS
Walt Disney CO

Communication Services
35.7K
+ 237.28%
$96.87 - $114.0 $3.46M - $4.07M
50.8K $4.97B
PM
Philip Morris International Inc.

Consumer Defensive
18.6K
+ 278.44%
$117.15 - $158.79 $2.18M - $2.95M
25.3K $4B
PEP
Pepsico Inc

Consumer Defensive
21.1K
+ 157.56%
$142.64 - $156.42 $3.01M - $3.3M
34.5K $5.17B
TDIV
First Trust Nasdaq Technology

ETFs
43.9K
+ 158.06%
$73.39 - $83.95 $3.22M - $3.68M
71.7K $5.29B
V
Visa Inc.

Financial Services
7.43K
+ 47.27%
$306.92 - $362.71 $2.28M - $2.69M
23.1K $8.07B
VIG
Vanguard Dividend Appreciation

ETFs
16.3K
+ 55.64%
N/A
45.7K $8.85B
SLV
I Shares Silver Trust

ETFs
94.6K
+ 290.52%
$26.93 - $31.32 $2.55M - $2.96M
127K $3.91B
COST
Costco Wholesale Corp

Consumer Defensive
2.78K
+ 43.76%
$890.62 - $1076.86 $2.48M - $3M
9.14K $8.68B
Activity Summary
Buys All Purchases 492 New Holdings 75 Increased Positions 417 Sells All Sells 238 Reductions 238 Sold out 0 Options Calls 0 Puts 0
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