Kingswood Wealth Advisors, LLC New Holdings in Q2 2025

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSM
Proshares Large Cap Core Plus

ETFs
3.16K
New
$56.33 - $70.47 $178K - $223K
3.16K $223M
ARB
Altshares Tr Merger Arbitrage

Industrials
7.75K
New
$27.88 - $28.49 $216K - $221K
7.75K $221M
TROW
Price T Rowe Group Inc

Financial Services
2.27K
New
$80.27 - $98.06 $182K - $223K
2.27K $219M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.44K
New
$48.5 - $49.35 $215K - $219K
4.44K $218M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
6.5K
New
$32.56 - $35.71 $212K - $232K
6.5K $215M
BEN
Franklin Resources Inc

Financial Services
9K
New
$16.66 - $23.85 $150K - $215K
9K $215M
CF
Cf Industries Holdings, Inc.

Basic Materials
2.31K
New
$68.47 - $102.48 $158K - $237K
2.31K $213M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.17K
New
$49.57 - $50.27 $207K - $210K
4.17K $210M
RY
Royal Bank Of Canada

Financial Services
1.59K
New
$108.36 - $131.55 $172K - $209K
1.59K $209M
EWL
Ishares Inc Msci Switzerlnd

ETFs
3.81K
New
$47.04 - $56.27 $179K - $214K
3.81K $209M
Reddit Inc Class A
1.37K
New
N/A
1.37K $206M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.54K
New
$103.49 - $133.44 $160K - $206K
1.54K $203M
EOG
Eog Resources Inc

Energy
1.7K
New
$104.61 - $129.97 $178K - $221K
1.7K $203M
IHE
Ishares Tr

ETFs
3.1K
New
$61.0 - $68.22 $189K - $211K
3.1K $203M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.13K
New
$45.3 - $50.64 $187K - $209K
4.13K $203M
Alpha Architect 1 3 Month Box ETF
1.78K
New
N/A
1.78K $201M
STM
St Microelectronics N.V.

Technology
6.6K
New
$17.78 - $30.41 $117K - $201K
6.6K $201M
ALTY
Global X Funds Global X Altern

ETFs
16.4K
New
$10.7 - $11.77 $176K - $194K
16.4K $192M
RDW
Redwire Corp

Industrials
10.6K
New
$7.51 - $20.57 $79.4K - $218K
10.6K $172M
SG
Sweetgreen, Inc.

Consumer Cyclical
11.5K
New
$12.23 - $25.56 $140K - $293K
11.5K $170M
PR
Permian Resources Corporation

Energy
10.5K
New
$10.36 - $14.93 $109K - $157K
10.5K $143M
TOI
Oncology Institute, Inc.

Healthcare
64.4K
New
$1.26 - $3.31 $81.1K - $213K
64.4K $132M
WEAV
Weave Communications, Inc.

Technology
10K
New
$8.11 - $11.18 $81.3K - $112K
10K $83.4M
TRVI
Trevi Therapeutics, Inc.

Healthcare
14.6K
New
$5.28 - $7.06 $77.3K - $103K
14.6K $80M
NUVB
Nuvation Bio Inc.

Healthcare
21.7K
New
$1.66 - $2.53 $36.1K - $55K
21.7K $42.4M
ALT
Altimmune, Inc.

Healthcare
10.4K
New
$3.5 - $7.71 $36.4K - $80.2K
10.4K $40.2M
Activity Summary
Buys All Purchases 248 New Holdings 77 Increased Positions 171 Sells All Sells 458 Reductions 458 Sold out 0 Options Calls 0 Puts 0
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