Kingswood Wealth Advisors, LLC New Holdings in Q4 2024

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SMR
Nuscale Power Corp

Industrials
14.8K
New
$11.69 - $30.21 $173K - $446K
14.8K $265M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.83K
New
$45.17 - $47.23 $264K - $276K
5.83K $265M
Cava Group Inc
2.31K
New
N/A
2.31K $260M
MET
Metlife Inc

Financial Services
3.17K
New
$78.15 - $88.25 $247K - $279K
3.17K $259M
EIX
Edison International

Utilities
3.25K
New
$77.93 - $88.36 $253K - $287K
3.25K $259M
VPU
Vanguard Utilities ETF

ETFs
1.58K
New
$160.52 - $179.11 $254K - $284K
1.58K $259M
Viper Energy Inc
5.19K
New
N/A
5.19K $255M
CVCO
Cavco Industries Inc.

Consumer Cyclical
570
New
$409.8 - $533.17 $234K - $304K
570 $254M
KNSL
Kinsale Capital Group, Inc.

Financial Services
543
New
$424.05 - $524.22 $230K - $285K
543 $253M
TROW
Price T Rowe Group Inc

Financial Services
2.21K
New
$106.48 - $124.69 $236K - $276K
2.21K $250M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
27.6K
New
$6.75 - $10.44 $186K - $288K
27.6K $248M
TM
Toyota Motor Corp

Consumer Cyclical
1.27K
New
$169.2 - $199.52 $215K - $254K
1.27K $248M
CVGW
Calavo Growers Inc

Consumer Defensive
9.69K
New
$25.09 - $29.14 $243K - $282K
9.69K $247M
GWW
W.W. Grainger, Inc.

Industrials
234
New
$1023.06 - $1220.93 $239K - $286K
234 $247M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.3K
New
$18.41 - $40.87 $245K - $543K
13.3K $246M
Grayscale Ethereum Mini
7.8K
New
N/A
7.8K $246M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
12.2K
New
$20.05 - $20.15 $244K - $245K
12.2K $244M
BHB
Bar Harbor Bankshares

Financial Services
7.9K
New
$28.81 - $38.23 $228K - $302K
7.9K $242M
VRIG
Invesco Actively Managed ETF F

ETFs
9.6K
New
$25.06 - $25.2 $241K - $242K
9.6K $241M
QJUN
First Tr ETF
8.57K
New
$26.78 - $28.75 $229K - $246K
8.57K $240M
Annaly Cap Mgmt Inc Reit
13.1K
New
N/A
13.1K $239M
AA
Alcoa Corp

Basic Materials
6.29K
New
$36.62 - $47.42 $230K - $298K
6.29K $238M
RMD
Resmed Inc

Healthcare
1.03K
New
$228.69 - $256.07 $236K - $264K
1.03K $236M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.77K
New
$82.28 - $117.52 $228K - $325K
2.77K $235M
NDAQ
Nasdaq, Inc.

Financial Services
3.02K
New
$70.87 - $83.05 $214K - $251K
3.02K $234M
VICI
Vici Properties Inc.

Real Estate
7.96K
New
$28.27 - $33.19 $225K - $264K
7.96K $233M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
11.4K
New
$20.04 - $22.53 $228K - $257K
11.4K $230M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2.17K
New
$101.77 - $113.02 $221K - $245K
2.17K $229M
TGTX
Tg Therapeutics, Inc.

Healthcare
7.58K
New
$21.31 - $35.09 $162K - $266K
7.58K $228M
UTHR
United Therapeutics Corp

Healthcare
639
New
$348.66 - $410.0 $223K - $262K
639 $225M
AVNT
Avient Corp

Basic Materials
5.5K
New
$40.12 - $53.17 $221K - $292K
5.5K $225M
Astera Labs Inc
1.69K
New
N/A
1.69K $224M
TTE
Total Energies Se

Energy
4.11K
New
N/A
4.11K $224M
FNX
First Tr Mid Cap Core Alphadex

ETFs
1.91K
New
$114.77 - $127.28 $220K - $243K
1.91K $221M
BMO
Bank Of Montreal

Financial Services
2.27K
New
$89.75 - $103.39 $204K - $235K
2.27K $220M
HEFA
Ishares Currency Hedged Msci E

ETFs
6.32K
New
$34.42 - $35.88 $218K - $227K
6.32K $220M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.27K
New
$50.73 - $51.08 $217K - $218K
4.27K $217M
Ft Vest Us Eqty Buffer ETF
5.7K
New
N/A
5.7K $214M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.71K
New
$121.89 - $135.52 $208K - $232K
1.71K $214M
FEP
First Trust Europe Alphadex Fu

ETFs
5.96K
New
$35.46 - $38.46 $211K - $229K
5.96K $214M
IWN
Ishares Russell2000 Val ETF

ETFs
1.29K
New
$162.69 - $181.35 $210K - $234K
1.29K $212M
AGM
Federal Agricultural Mortgage Corp

Financial Services
1.06K
New
$181.72 - $216.45 $193K - $230K
1.06K $209M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.31K
New
$87.42 - $98.06 $202K - $226K
2.31K $206M
IDA
Idacorp Inc

Utilities
1.88K
New
$100.11 - $118.96 $189K - $224K
1.88K $206M
KHC
Kraft Heinz CO

Consumer Defensive
6.68K
New
$30.1 - $36.02 $201K - $241K
6.68K $205M
IONQ
Ion Q, Inc.

Technology
4.9K
New
$8.17 - $48.24 $40K - $236K
4.9K $205M
WAT
Waters Corp

Healthcare
550
New
$323.11 - $392.01 $178K - $216K
550 $204M
SUN
Sunoco LP

Energy
3.96K
New
$50.8 - $56.82 $201K - $225K
3.96K $204M
ELS
Equity Lifestyle Properties Inc

Real Estate
3.05K
New
$66.06 - $72.51 $202K - $221K
3.05K $203M
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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