Kingswood Wealth Advisors, LLC New Holdings in Q3 2024

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LAMR
Lamar Advertising CO

Real Estate
108K
New
$110.9 - $135.58 $12M - $14.7M
108K $14.4B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
136K
New
$44.65 - $47.21 $6.09M - $6.43M
136K $6.37B
FUTY
Fidelity Covington Tr Msci Uti

ETFs
111K
New
$43.67 - $51.82 $4.85M - $5.76M
111K $5.76B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
49.7K
New
$75.88 - $83.21 $3.77M - $4.14M
49.7K $4.14B
FXH
First Tr Exchange Trd Fd Healt

ETFs
36K
New
$103.09 - $113.83 $3.71M - $4.1M
36K $4.03B
IYJ
Ishares Tr

ETFs
26.7K
New
$118.32 - $133.67 $3.16M - $3.56M
26.7K $3.56B
FTLS
First Tr Long/Short Equity ETF

ETFs
40.9K
New
$60.73 - $63.8 $2.48M - $2.61M
40.9K $2.6B
FCOM
Fidelity Covington Tr Msci Com

ETFs
44.7K
New
$49.09 - $55.08 $2.2M - $2.46M
44.7K $2.46B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
48K
New
$46.17 - $51.13 $2.22M - $2.46M
48K $2.46B
JPIE
J P Morgan Exchange Traded Fd
52.2K
New
$45.17 - $46.39 $2.36M - $2.42M
52.2K $2.42B
MNA
Iq Merger Arbitrage ETF

ETFs
71.4K
New
$31.58 - $32.99 $2.26M - $2.36M
71.4K $2.35B
PFM
Invesco Exchange Traded Fd Tr

ETFs
45.1K
New
$42.65 - $46.55 $1.92M - $2.1M
45.1K $2.1B
IWP
Ishares Russell Mid Cap Growth

ETFs
16.8K
New
$103.87 - $117.59 $1.75M - $1.98M
16.8K $1.97B
VAW
Vanguard Materials ETF

ETFs
8.35K
New
$189.89 - $213.71 $1.59M - $1.79M
8.35K $1.77B
Grayscale Bitcoin Mini
301K
New
N/A
301K $1.69B
VBK
Vanguard Small Cap Growth ETF

ETFs
6.11K
New
$240.48 - $267.94 $1.47M - $1.64M
6.11K $1.63B
Pearl Diver Credit CO In
80.9K
New
N/A
80.9K $1.62B
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
241K
New
$6.3 - $6.99 $1.52M - $1.69M
241K $1.6B
DFAX
Dimensional ETF Tr
52.3K
New
$24.29 - $27.25 $1.27M - $1.43M
52.3K $1.41B
AOR
Ishares Tr Core Growth Allocat

ETFs
22.3K
New
$55.15 - $59.31 $1.23M - $1.32M
22.3K $1.32B
CME
Cme Group Inc.

Financial Services
5.89K
New
$193.43 - $220.62 $1.14M - $1.3M
5.89K $1.3B
STT
State Street Corp

Financial Services
14.5K
New
$73.37 - $89.31 $1.06M - $1.29M
14.5K $1.28B
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
64.1K
New
$18.18 - $19.91 $1.17M - $1.28M
64.1K $1.27B
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
859
New
$1066.32 - $1355.99 $916K - $1.16M
859 $1.13B
Ft Energy Income Partners Enhanced Income ETF
58.1K
New
N/A
58.1K $1.13B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
9.6K
New
$100.75 - $111.62 $967K - $1.07M
9.6K $1.05B
FXU
First Tr Exchange Traded Fd Ut

ETFs
27.1K
New
$32.72 - $38.48 $888K - $1.04M
27.1K $1.04B
LNG
Cheniere Energy, Inc.

Energy
5.79K
New
$172.24 - $186.09 $996K - $1.08M
5.79K $1.04B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
9.05K
New
$94.31 - $103.26 $853K - $934K
9.05K $928M
ADSK
Autodesk, Inc.

Technology
3.32K
New
$245.83 - $245.83 $817K - $817K
3.32K $915M
VBR
Vanguard Small Cap Value ETF

ETFs
4.5K
New
$179.99 - $201.6 $810K - $907K
4.5K $904M
Ft Vest U.S. Equity Max Buffer Etf March
29.3K
New
N/A
29.3K $891M
MAS
Masco Corp

Industrials
10.1K
New
$64.7 - $83.94 $651K - $845K
10.1K $845M
WDAY
Workday, Inc.

Technology
3.38K
New
$207.75 - $264.68 $702K - $894K
3.38K $825M
SYLD
Cambria Shareholder Yld ETF

ETFs
11K
New
$66.68 - $72.81 $731K - $798K
11K $794M
FNDF
Schwab Fundamental Intl Large

ETFs
19.7K
New
$33.67 - $37.71 $662K - $741K
19.7K $734M
MGC
Vanguard Mega Cap ETF

ETFs
3.5K
New
$185.93 - $206.64 $651K - $724K
3.5K $724M
Gsk PLC Sponsored Adr
17.6K
New
N/A
17.6K $721M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.16K
New
$74.26 - $78.84 $680K - $722K
9.16K $718M
FV
First Trust Dorsey Wright Focu

ETFs
12.3K
New
$51.35 - $59.82 $630K - $734K
12.3K $715M
SRLN
Ssga Active Trust

ETFs
17.1K
New
$40.93 - $41.85 $700K - $716K
17.1K $714M
ALTY
Global X Funds Global X Altern

ETFs
57.4K
New
$11.23 - $12.09 $645K - $694K
57.4K $692M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
14.5K
New
$43.21 - $46.51 $627K - $675K
14.5K $674M
CGGO
Capital Group Global Growth Eq

ETFs
22K
New
$27.25 - $30.52 $601K - $673K
22K $664M
SCCO
Southern Copper Corp

Basic Materials
5.43K
New
$94.1 - $120.43 $511K - $654K
5.43K $628M
HQH
Tekla Healthcare Investors

Financial Services
33.3K
New
$17.4 - $19.67 $580K - $655K
33.3K $620M
DFSV
Dimensional ETF Tr Dimensional

ETFs
20K
New
$28.25 - $31.7 $565K - $634K
20K $616M
XYLD
Global X Fds S&P 500 Covered C

ETFs
14K
New
$38.49 - $41.61 $540K - $584K
14K $582M
IYF
Ishares Tr

ETFs
5.38K
New
$93.83 - $105.05 $504K - $565K
5.38K $559M
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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