Kingswood Wealth Advisors, LLC Reduced Holdings in Q1 2025

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-8.85K
- 48.63%
$36.63 - $37.45 $324K - $332K
9.35K $343M
NVO
Novo Nordisk A S

Healthcare
-2.35K
- 26.62%
$69.3 - $90.95 $163K - $214K
6.47K $446M
VONG
Vanguard Russell 1000 Growth E

ETFs
-2.11K
- 19.56%
$92.71 - $107.38 $196K - $226K
8.68K $805M
AIT
Applied Industrial Technologies Inc

Industrials
-1.18K
- 55.12%
$218.93 - $269.18 $258K - $317K
960 $216M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-2K
- 50.0%
$131.8 - $147.86 $264K - $296K
2K $268M
PLD
Prologis, Inc.

Real Estate
-4.53K
- 12.84%
$103.59 - $124.04 $469K - $562K
30.7K $3.44B
PFEB
Innovator U.S. Equity Power Bu

ETFs
-7.6K
- 47.76%
$35.54 - $37.44 $270K - $284K
8.31K $298M
ILMN
Illumina, Inc.

Healthcare
-402
- 8.78%
$79.34 - $144.22 $31.9K - $58K
4.18K $331M
MTRN
Materion Corp

Basic Materials
-550
- 4.11%
$81.6 - $104.14 $44.9K - $57.3K
12.8K $1.05B
BOND
Pimco Active Bond Exchange Tra

ETFs
-3.1K
- 56.16%
$89.27 - $92.9 $276K - $288K
2.42K $223M
RYE
Invesco Exchange Traded Fd Tr

ETFs
-3.8K
- 50.0%
N/A
3.8K $314M
BALL
Ball Corp

Consumer Cyclical
-4.45K
- 38.82%
$49.04 - $56.53 $218K - $251K
7.01K $365M
VEGN
ETF Ser Solutions Us Vegan Cli

ETFs
-3.53K
- 17.17%
$48.94 - $56.01 $173K - $198K
17K $846M
ALLY
Ally Financial Inc.

Financial Services
-7.01K
- 48.9%
$32.99 - $40.09 $231K - $281K
7.32K $268M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-1.76K
- 12.69%
$77.67 - $90.15 $137K - $159K
12.1K $947M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-88
- 0.34%
$77.33 - $90.16 $6.81K - $7.93K
25.6K $2B
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-2.09K
- 28.96%
$92.51 - $102.81 $194K - $215K
5.14K $475M
Ishares International Dividend Active ETF
-10.2K
- 34.7%
N/A
19.1K $495M
ADSK
Autodesk, Inc.

Technology
-281
- 6.39%
N/A
4.12K $1.08B
SPGI
S&P Global Inc.

Financial Services
-457
- 21.74%
$478.26 - $543.77 $219K - $249K
1.65K $836M
MFA
Mfa Financial, Inc.

Real Estate
-21K
- 50.0%
$9.53 - $11.0 $200K - $231K
21K $217M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-4K
- 20.66%
$44.96 - $47.9 $180K - $192K
15.4K $700M
ESS
Essex Property Trust, Inc.

Real Estate
-1.5K
- 12.05%
N/A
11K $3.36B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-13
- 0.03%
$69.69 - $79.99 $906 - $1.04K
47.8K $3.41B
Blackrock Incorporated
-125
- 13.16%
N/A
825 $780M
MS
Morgan Stanley

Financial Services
-965
- 11.03%
$111.68 - $141.08 $108K - $136K
7.79K $907M
UAL
United Airlines Holdings, Inc.

Industrials
-1K
- 22.83%
$69.05 - $110.52 $69.1K - $111K
3.38K $233M
Ft Vest U.S. Equity Moderate Buffer ETF May
-5.08K
- 43.67%
N/A
6.56K $238M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-1.9K
- 12.65%
$100.56 - $108.28 $191K - $205K
13.1K $1.35B
MNA
Iq Merger Arbitrage ETF

ETFs
-7.36K
- 13.9%
$33.08 - $34.35 $243K - $253K
45.6K $1.56B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-4.14K
- 43.41%
$42.4 - $44.11 $176K - $183K
5.4K $237M
IYJ
Ishares Tr

ETFs
-1.2K
- 29.35%
$127.48 - $142.0 $152K - $170K
2.88K $375M
STX
Seagate Technology Holdings PLC

Technology
-1.83K
- 21.35%
$84.92 - $108.42 $155K - $199K
6.75K $573M
BCAT
Black Rock Capital Allocation Trust

ETFs
-9.47K
- 24.15%
$14.35 - $15.88 $136K - $150K
29.7K $428M
PBT
Permian Basin Royalty Trust

Energy
-12.7K
- 36.44%
$9.67 - $12.15 $123K - $154K
22.1K $218M
IYG
Ishares Tr

ETFs
-2.15K
- 30.45%
$74.6 - $84.81 $160K - $182K
4.91K $386M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6.04K
- 22.24%
$21.75 - $24.28 $131K - $147K
21.1K $466M
FXU
First Tr Exchange Traded Fd Ut

ETFs
-5.27K
- 31.0%
$37.42 - $41.14 $197K - $217K
11.7K $481M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
-14.9K
- 46.47%
$10.14 - $10.47 $151K - $155K
17.1K $173M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-5.82K
- 41.06%
$26.64 - $27.14 $155K - $158K
8.36K $224M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-985
- 18.75%
$120.29 - $134.6 $118K - $133K
4.27K $521M
PII
Polaris Inc.

Consumer Cyclical
-348
- 4.24%
$40.9 - $58.36 $14.2K - $20.3K
7.87K $322M
Ft Vest U.S. Equity Max Buffer Etf March
-5.67K
- 10.04%
N/A
50.8K $1.59B
APO
Apollo Global Management, Inc.

Financial Services
-7
- 0.13%
$126.01 - $172.06 $882 - $1.2K
5.41K $747M
GATX
Gatx Corp

Industrials
-944
- 11.69%
$149.94 - $167.38 $142K - $158K
7.13K $1.11B
APD
Air Products & Chemicals, Inc.

Basic Materials
-718
- 5.02%
$283.24 - $338.07 $203K - $243K
13.6K $4.01B
PULS
Pgim ETF Tr

ETFs
-2.95K
- 3.67%
$49.56 - $49.78 $146K - $147K
77.4K $3.85B
SYY
Sysco Corp

Consumer Defensive
-1.64K
- 26.0%
$70.0 - $77.13 $115K - $126K
4.67K $350M
HUM
Humana Inc

Healthcare
-884
- 9.43%
$249.11 - $303.11 $220K - $268K
8.5K $2.25B
Activity Summary
Buys All Purchases 492 New Holdings 75 Increased Positions 417 Sells All Sells 238 Reductions 238 Sold out 0 Options Calls 0 Puts 0
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