Kingswood Wealth Advisors, LLC Incresed Positions in Q4 2024

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
8.25K
+ 92.18%
$47.07 - $48.75 $388K - $402K
17.2K $822M
VRT
Vertiv Holdings CO

Industrials
2.83K
+ 55.91%
N/A
7.9K $898M
JPI
Nuveen Preferred & Income Term Fund

Financial Services
21K
+ 77.79%
$19.51 - $21.41 $410K - $450K
48K $942M
ADSK
Autodesk, Inc.

Technology
1.08K
+ 32.45%
N/A
4.4K $1.3B
IBM
International Business Machines Corp

Technology
1.74K
+ 11.22%
$204.9 - $238.04 $356K - $414K
17.2K $3.79B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
638
+ 6.44%
$172.07 - $207.36 $110K - $132K
10.5K $2.08B
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
6.85K
+ 95.86%
$50.07 - $52.35 $343K - $359K
14K $719M
ARCC
Ares Capital Corp

Financial Services
15.5K
+ 94.05%
$20.74 - $22.27 $320K - $344K
31.9K $698M
EMB
Ishares Tr

ETFs
4.03K
+ 142.1%
$88.94 - $93.46 $358K - $377K
6.87K $611M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.3K
+ 95.52%
$241.48 - $274.89 $314K - $358K
2.67K $676M
SHOP
Shopify Inc.

Technology
1.66K
+ 28.44%
$78.14 - $119.49 $130K - $198K
7.49K $796M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.52K
+ 46.17%
$119.61 - $136.3 $301K - $343K
7.97K $984M
BMY
Bristol Myers Squibb CO

Healthcare
1.63K
+ 3.45%
$51.92 - $59.94 $84.8K - $97.9K
48.9K $2.77B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.3K
+ 15.03%
$94.43 - $105.47 $217K - $243K
17.6K $1.79B
DE
Deere & CO

Industrials
707
+ 23.75%
$389.45 - $466.0 $275K - $329K
3.68K $1.56B
IRT
Independence Realty Trust, Inc.

Real Estate
16.1K
+ 141.46%
$18.78 - $22.01 $302K - $354K
27.5K $545M
VGSH
Vanguard

ETFs
5.45K
+ 55.24%
$58.02 - $58.88 $316K - $321K
15.3K $890M
BNDX
Vanguard Total International B

ETFs
6.51K
+ 41.8%
$48.91 - $50.61 $318K - $329K
22.1K $1.08B
RYE
Invesco Exchange Traded Fd Tr

ETFs
3.8K
+ 100.0%
N/A
7.6K $580M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
15.6K
+ 98.13%
$17.93 - $18.8 $281K - $294K
31.6K $576M
SKYY
First Trust Cloud Computing Et

ETFs
2.1K
+ 97.18%
$99.98 - $130.46 $210K - $274K
4.27K $508M
EPI
Wisdomtree Tr India Earnings F

ETFs
6.87K
+ 140.14%
$45.09 - $50.08 $310K - $344K
11.8K $533M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
2K
+ 100.0%
$139.44 - $150.37 $279K - $301K
4K $564M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
5.3K
+ 28.1%
$74.68 - $81.45 $396K - $431K
24.1K $1.81B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.3K
+ 49.6%
$180.39 - $205.43 $235K - $267K
3.93K $745M
IYW
Ishares Dj Us Tech ETF

ETFs
921
+ 6.38%
$148.14 - $166.23 $136K - $153K
15.4K $2.45B
SYY
Sysco Corp

Consumer Defensive
3.42K
+ 118.08%
$73.63 - $81.77 $251K - $279K
6.31K $482M
HQH
Tekla Healthcare Investors

Financial Services
21.2K
+ 63.66%
$16.03 - $18.73 $340K - $397K
54.5K $875M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.89K
+ 18.0%
$76.21 - $82.24 $220K - $238K
19K $1.48B
WPC
W. P. Carey Inc.

Real Estate
5.19K
+ 116.13%
$53.44 - $61.33 $277K - $318K
9.66K $526M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
19.3K
+ 137.44%
$12.74 - $14.23 $245K - $274K
33.3K $432M
STX
Seagate Technology Holdings PLC

Technology
4.01K
+ 87.95%
$86.31 - $112.64 $346K - $452K
8.58K $740M
HNDL
Strategy Shs

ETFs
11.5K
+ 103.69%
$21.25 - $22.4 $245K - $258K
22.6K $482M
WU
Western Union CO

Financial Services
26.5K
+ 91.23%
$10.52 - $11.94 $278K - $316K
55.5K $588M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.48K
+ 40.56%
$129.96 - $144.97 $193K - $215K
5.14K $717M
ALLY
Ally Financial Inc.

Financial Services
6.07K
+ 73.42%
$34.12 - $39.98 $207K - $242K
14.3K $516M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.21K
+ 26.57%
$46.48 - $51.32 $196K - $216K
20.1K $966M
NRG
Nrg Energy, Inc.

Utilities
2.53K
+ 12.58%
$85.3 - $101.61 $216K - $257K
22.6K $2.04B
EFV
Msci Eafe Value ETF

ETFs
6.11K
+ 28.04%
$51.78 - $57.15 $316K - $349K
27.9K $1.46B
VOE
Vanguard Mid Cap Value Index F

ETFs
1.39K
+ 53.94%
$160.89 - $176.18 $224K - $245K
3.97K $642M
LODE
Comstock Inc.

Real Estate
250K
+ 1250.0%
$0.3 - $0.88 $75K - $220K
270K $216M
SPSB
Spdr Portfolio Short Term Corp

ETFs
6.99K
+ 38.66%
$29.77 - $30.19 $208K - $211K
25.1K $748M
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.34K
+ 69.23%
$123.8 - $167.8 $290K - $393K
5.73K $722M
HAS
Hasbro, Inc.

Consumer Cyclical
4.63K
+ 118.46%
$55.71 - $72.94 $258K - $337K
8.53K $477M
PFF
Ishares Trust Ishares Pfd And

ETFs
6.83K
+ 47.56%
$31.23 - $33.51 $213K - $229K
21.2K $666M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
24.9K
+ 70.02%
$7.83 - $8.16 $195K - $203K
60.4K $475M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.1K
+ 13.64%
$176.42 - $186.91 $194K - $205K
9.14K $1.63B
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.53K
+ 17.67%
$102.46 - $110.17 $157K - $169K
10.2K $1.08B
XLB
Select Sector Spdr Fd Material

ETFs
2.69K
+ 77.15%
$83.8 - $97.58 $226K - $263K
6.18K $520M
Activity Summary
Buys All Purchases 520 New Holdings 257 Increased Positions 263 Sells All Sells 270 Reductions 270 Sold out 0 Options Calls 0 Puts 0
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