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
WEC
Wec Energy Group, Inc.

Utilities
503
+ 6.61%
$77.68 - $96.19 $39.1K - $48.4K
8.12K $780M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.61K
+ 21.41%
$32.65 - $36.69 $118K - $133K
20.5K $746M
SHOP
Shopify Inc.

Technology
1.52K
+ 35.14%
$52.26 - $80.75 $79.2K - $122K
5.83K $467M
VGSH
Vanguard

ETFs
2.96K
+ 42.93%
$57.74 - $59.13 $171K - $175K
9.86K $582M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.93K
+ 7.25%
$22.38 - $23.66 $110K - $117K
73K $1.71B
CMCSA
Comcast Corp

Communication Services
1.43K
+ 3.28%
$37.33 - $41.78 $53.3K - $59.7K
45K $1.88B
ECL
Ecolab Inc.

Basic Materials
550
+ 29.26%
$228.86 - $255.76 $126K - $141K
2.43K $620M
VNQ
Vanguard Specialized Funds Van

ETFs
670
+ 8.91%
$82.97 - $98.97 $55.6K - $66.3K
8.19K $798M
ALL
Allstate Corp

Financial Services
591
+ 35.65%
$158.43 - $192.86 $93.6K - $114K
2.25K $426M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.06K
+ 12.29%
$97.81 - $108.79 $104K - $115K
9.68K $1.05B
LHX
L3 Harris Technologies, Inc.

Industrials
289
+ 4.38%
$221.96 - $243.27 $64.1K - $70.3K
6.88K $1.64B
DRI
Darden Restaurants Inc

Consumer Cyclical
687
+ 20.62%
$138.06 - $172.74 $94.8K - $119K
4.02K $660M
XLC
Select Sector Spdr Tr Communic

ETFs
1.53K
+ 45.64%
$82.16 - $90.4 $126K - $139K
4.9K $441M
BIIB
Biogen Inc.

Healthcare
1.02K
+ 73.38%
$189.07 - $236.8 $193K - $242K
2.41K $467M
ITOT
Ishares Core S&P Total U.S. St

ETFs
949
+ 25.58%
$113.41 - $125.62 $108K - $119K
4.66K $585M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
85
+ 0.84%
$201.82 - $234.36 $17.2K - $19.9K
10.2K $2.36B
GLW
Corning Inc

Technology
17
+ 0.08%
$37.76 - $46.2 $642 - $785
22.7K $1.02B
STX
Seagate Technology Holdings PLC

Technology
1.11K
+ 32.21%
$92.1 - $110.76 $102K - $123K
4.56K $500M
MTB
M&T Bank Corp

Financial Services
306
+ 9.84%
$146.49 - $179.85 $44.8K - $55K
3.42K $607M
IVE
Ishares S&P 500 Value ETF

ETFs
567
+ 34.64%
$181.06 - $197.17 $103K - $112K
2.2K $435M
RSP
Invesco S&P 500 Equal Weight E

ETFs
469
+ 13.37%
$162.83 - $179.16 $76.4K - $84K
3.98K $712M
Ge Healthcare Technologies Incorporated
823
+ 22.09%
N/A
4.55K $426M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
9.12K
+ 7.97%
$8.04 - $8.65 $73.3K - $78.9K
123K $1.07B
BOND
Pimco Active Bond Exchange Tra

ETFs
1.26K
+ 33.06%
$90.01 - $95.32 $113K - $120K
5.06K $480M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
2.45K
+ 52.04%
$46.67 - $50.52 $114K - $124K
7.15K $360M
IDV
Ishares Tr

ETFs
2.72K
+ 14.1%
$27.62 - $30.64 $75K - $83.2K
22K $665M
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
CL
Colgate Palmolive CO

Consumer Defensive
186
+ 1.32%
$95.54 - $108.77 $17.8K - $20.2K
14.3K $1.48B
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
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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