Kingswood Wealth Advisors, LLC Incresed Positions in Q3 2024

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
32.7K
+ 118.07%
$36.02 - $41.68 $1.18M - $1.36M
60.5K $2.5B
VTI
Vanguard Total Stock Market Et

ETFs
4.05K
+ 27.4%
$255.18 - $283.2 $1.03M - $1.15M
18.8K $5.32B
HDV
Ishares Core High Dividend ETF

ETFs
10.8K
+ 255.66%
$107.62 - $118.76 $1.16M - $1.28M
15K $1.76B
NOC
Northrop Grumman Corp

Industrials
2.36K
+ 483.98%
$423.73 - $533.14 $999K - $1.26M
2.84K $1.5B
LMT
Lockheed Martin Corp

Industrials
294
+ 3.11%
$460.3 - $584.56 $135K - $172K
9.73K $5.69B
DUK
Duke Energy Corp

Utilities
7.9K
+ 33.34%
$99.35 - $117.71 $785K - $930K
31.6K $3.64B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
24.6K
+ 392.63%
$39.47 - $49.4 $973K - $1.22M
30.9K $1.47B
CSCO
Cisco Systems, Inc.

Technology
17.8K
+ 42.36%
$44.74 - $53.22 $798K - $949K
59.9K $3.19B
V
Visa Inc.

Financial Services
2.9K
+ 10.53%
$253.74 - $291.56 $736K - $845K
30.4K $8.37B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
917
+ 122.59%
$1015.62 - $1159.62 $931K - $1.06M
1.67K $1.92B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
13.3K
+ 239.35%
$74.85 - $82.2 $995K - $1.09M
18.8K $1.53B
PEP
Pepsico Inc

Consumer Defensive
6.03K
+ 41.64%
$161.9 - $179.3 $976K - $1.08M
20.5K $3.49B
HCA
Hca Healthcare, Inc.

Healthcare
2.06K
+ 73.41%
$315.12 - $406.43 $650K - $838K
4.87K $1.98B
CB
Chubb LTD

Financial Services
3.06K
+ 54.0%
$252.51 - $292.2 $773K - $894K
8.73K $2.52B
MA
Mastercard Inc

Financial Services
1.18K
+ 13.01%
$429.6 - $500.99 $505K - $589K
10.2K $5.04B
2 X Bitcoin Strategy ETF
55.5K
+ 33.42%
N/A
222K $6.32B
RDVY
First Trust Rising Dividend Ac

ETFs
17.3K
+ 310.84%
$53.68 - $59.24 $930K - $1.03M
22.9K $1.36B
ACN
Accenture PLC

Technology
2.68K
+ 139.31%
$295.44 - $355.81 $791K - $953K
4.6K $1.63B
ORCL
Oracle Corp

Technology
3.34K
+ 20.62%
$125.9 - $170.35 $420K - $568K
19.5K $3.32B
SBUX
Starbucks Corp

Consumer Cyclical
8.71K
+ 90.06%
$72.51 - $98.6 $632K - $859K
18.4K $1.79B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.38K
+ 80.52%
$117.9 - $128.2 $871K - $947K
16.6K $2.12B
APD
Air Products & Chemicals, Inc.

Basic Materials
1.47K
+ 9.9%
$247.34 - $300.11 $363K - $440K
16.3K $4.85B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
22.9K
+ 34.77%
$33.74 - $37.96 $773K - $870K
88.8K $3.34B
KKR
Kkr & Co. Inc.

Financial Services
1.81K
+ 5.82%
$104.51 - $133.23 $189K - $241K
32.9K $4.29B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
963
+ 62.82%
$1024.09 - $1201.76 $986K - $1.16M
2.5K $2.62B
IWM
Ishares Russell 2000 ETF

ETFs
4.05K
+ 74.99%
$200.87 - $224.6 $814K - $910K
9.45K $2.09B
VHT
Vanguard Health Care ETF

ETFs
3.19K
+ 91.18%
$261.88 - $288.1 $836K - $920K
6.7K $1.89B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
10.3K
+ 72.82%
$75.47 - $83.18 $778K - $857K
24.5K $2.03B
PM
Philip Morris International Inc.

Consumer Defensive
5.42K
+ 40.11%
$101.25 - $127.45 $549K - $691K
18.9K $2.3B
CI
Cigna Corp

Healthcare
2.42K
+ 65.79%
$319.12 - $367.1 $773K - $889K
6.1K $2.11B
ADBE
Adobe Inc.

Technology
2.07K
+ 42.28%
$508.13 - $586.55 $1.05M - $1.21M
6.95K $3.6B
CVS
Cvs Health Corp

Healthcare
13K
+ 64.59%
$55.81 - $63.18 $724K - $819K
33K $2.07B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
16.5K
+ 35.81%
$49.7 - $56.11 $818K - $924K
62.4K $3.43B
AFL
Aflac Inc

Financial Services
6.63K
+ 119.66%
$88.52 - $111.8 $587K - $742K
12.2K $1.36B
VUG
Vanguard Growth ETF

ETFs
2.13K
+ 66.03%
$341.08 - $391.94 $725K - $833K
5.34K $2.05B
AEP
American Electric Power CO Inc

Utilities
7.57K
+ 167.92%
$87.11 - $104.95 $659K - $794K
12.1K $1.24B
SPOT
Spotify Technology S.A.

Communication Services
1.95K
+ 90.2%
$290.16 - $384.01 $566K - $749K
4.11K $1.52B
Ge Vernova Incorporated
460
+ 5.43%
N/A
8.93K $2.28B
AMT
American Tower Corp

Real Estate
2.29K
+ 29.96%
$192.27 - $242.73 $439K - $555K
9.91K $2.3B
MUB
Ishares National Muni Bond ETF

ETFs
7.28K
+ 86.39%
$106.13 - $108.7 $773K - $792K
15.7K $1.71B
TT
Trane Technologies PLC

Industrials
97
+ 0.76%
$314.21 - $388.71 $30.5K - $37.7K
12.9K $5.03B
T
At&T Inc.

Communication Services
18.2K
+ 14.81%
$18.21 - $22.28 $331K - $405K
141K $3.1B
MRK
Merck & Co., Inc.

Healthcare
11K
+ 22.05%
$111.15 - $128.97 $1.22M - $1.42M
60.9K $6.92B
VZ
Verizon Communications Inc

Communication Services
10.3K
+ 14.65%
$38.89 - $45.0 $400K - $462K
80.4K $3.61B
TGT
Target Corp

Consumer Defensive
4.11K
+ 41.84%
$133.47 - $159.25 $549K - $655K
13.9K $2.17B
MSTR
Microstrategy Inc

Technology
39.5K
+ 802.99%
$114.3 - $1800.09 $4.51M - $71.1M
44.4K $7.49B
IEFA
Ishares Tr

ETFs
8.2K
+ 61.44%
$70.09 - $78.74 $575K - $646K
21.5K $1.68B
NOW
Service Now, Inc.

Technology
297
+ 7.5%
$730.87 - $937.36 $217K - $278K
4.26K $3.81B
XLY
Select Sector Spdr Consumer Di

ETFs
2.65K
+ 30.98%
$170.05 - $200.86 $450K - $532K
11.2K $2.24B
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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