Kingswood Wealth Advisors, LLC Reduced Holdings in Q3 2025

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-80
- 1.28%
N/A
6.16K $340M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-163
- 0.67%
$85.01 - $90.35 $13.9K - $14.7K
24.2K $2.16B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.89K
- 6.48%
$23.82 - $25.84 $117K - $126K
70.6K $1.82B
NEP
Nextera Energy Partners, LP

Utilities
-4.71K
- 14.38%
N/A
28.1K $286M
IDV
Ishares Tr

ETFs
-623
- 3.05%
$34.54 - $37.28 $21.5K - $23.2K
19.8K $723M
TRVI
Trevi Therapeutics, Inc.

Healthcare
-3.73K
- 25.46%
$5.62 - $9.62 $20.9K - $35.8K
10.9K $99.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1
- 0.12%
$339.37 - $366.46 $339 - $366
844 $308M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-142
- 2.01%
$94.17 - $99.95 $13.4K - $14.2K
6.94K $694M
DGX
Quest Diagnostics Inc

Healthcare
-82
- 2.23%
N/A
3.6K $686M
WSM
Williams Sonoma Inc

Consumer Cyclical
-98
- 6.81%
$163.62 - $210.2 $16K - $20.6K
1.34K $262M
MDT
Medtronic PLC

Healthcare
-190
- 3.22%
$87.67 - $95.74 $16.7K - $18.2K
5.71K $544M
WPC
W. P. Carey Inc.

Real Estate
-48
- 0.73%
$61.29 - $68.7 $2.94K - $3.3K
6.49K $439M
RKT
Rocket Companies, Inc.

Financial Services
-17.7K
- 24.57%
$13.31 - $21.16 $235K - $374K
54.2K $1.05B
Federated Hme Mdt Lar Grw ETF Nav Cf
-475
- 2.46%
N/A
18.8K $614M
TFC
Truist Financial Corp

Financial Services
-237
- 1.46%
$42.83 - $47.07 $10.2K - $11.2K
15.9K $729M
FNDC
Schwab Fundamental Intl Small

ETFs
-118
- 0.73%
$41.81 - $45.21 $4.93K - $5.33K
16.1K $716M
USB
Us Bancorp \De\

Financial Services
-36
- 0.29%
$43.94 - $50.41 $1.58K - $1.81K
12.3K $593M
TCEHY
Tencent Holdings Limited Unspo

Communication Services
-542
- 13.83%
$63.12 - $85.15 $34.2K - $46.2K
3.38K $288M
UTHR
United Therapeutics Corp

Healthcare
-138
- 18.67%
$274.7 - $438.75 $37.9K - $60.5K
601 $252M
CFG
Citizens Financial Group Inc

Financial Services
-221
- 3.46%
$46.1 - $53.65 $10.2K - $11.9K
6.16K $328M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-2
- 0.02%
$109.55 - $124.15 $219 - $248
8.45K $990M
FNDX
Schwab Fundamental U S Large C

ETFs
-2.27K
- 3.7%
$24.38 - $26.34 $55.3K - $59.8K
59.1K $1.55B
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-52
- 4.52%
$256.21 - $323.54 $13.3K - $16.8K
1.1K $351M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-62
- 1.33%
$148.97 - $165.88 $9.24K - $10.3K
4.6K $756M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-6
- 0.15%
$139.82 - $155.45 $839 - $933
4.12K $640M
First Trust Blmrg Artif Intel ETF
-245
- 1.59%
N/A
15.1K $598M
URI
United Rentals, Inc.

Industrials
-16
- 4.49%
$774.14 - $975.23 $12.4K - $15.6K
340 $325M
CVCO
Cavco Industries Inc.

Consumer Cyclical
-24
- 4.99%
$403.12 - $585.63 $9.67K - $14.1K
457 $265M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-734
- 4.46%
$134.94 - $145.86 $99K - $107K
15.7K $2.29B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-2.27K
- 4.21%
$82.42 - $87.03 $187K - $197K
51.5K $4.48B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-698
- 2.21%
$78.88 - $85.2 $55.1K - $59.5K
30.8K $2.57B
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-495
- 2.16%
$47.78 - $52.76 $23.7K - $26.1K
22.4K $1.17B
BLD
Top Build Corp

Industrials
-6
- 0.54%
$343.19 - $443.31 $2.06K - $2.66K
1.11K $432M
ATAI
Atai Life Sciences N.V.

Healthcare
-20K
- 33.33%
$2.62 - $5.61 $52.4K - $112K
40K $212M
TIGO
Millicom International Cellular Sa

Communication Services
-543
- 5.39%
$37.04 - $50.28 $20.1K - $27.3K
9.52K $462M
LMT
Lockheed Martin Corp

Industrials
-425
- 5.14%
$410.74 - $499.21 $175K - $212K
7.85K $3.92B
VLO
Valero Energy Corp

Energy
-166
- 5.0%
$131.77 - $175.63 $21.9K - $29.2K
3.16K $537M
EA
Electronic Arts Inc.

Communication Services
-1
- 0.05%
$147.79 - $202.05 $148 - $202
2.21K $447M
QBTS
D Wave Quantum Inc.

Technology
-5.11K
- 21.41%
$14.81 - $27.72 $75.6K - $142K
18.7K $463M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-73
- 1.25%
$113.78 - $148.0 $8.31K - $10.8K
5.79K $800M
SPYG
Spdr Portfolio

ETFs
-365
- 1.9%
$94.33 - $105.31 $34.4K - $38.4K
18.8K $1.97B
ASML
Asml Holding Nv

Technology
-30
- 2.79%
$689.63 - $968.09 $20.7K - $29K
1.05K $1.01B
WPM
Wheaton Precious Metals Corp.

Basic Materials
-306
- 3.08%
$86.72 - $111.84 $26.5K - $34.2K
9.62K $1.08B
BX
Blackstone Inc.

Financial Services
-16
- 0.17%
$152.77 - $188.68 $2.44K - $3.02K
9.19K $1.57B
LHX
L3 Harris Technologies, Inc.

Industrials
-810
- 9.99%
$252.18 - $305.41 $204K - $247K
7.3K $2.23B
STX
Seagate Technology Holdings PLC

Technology
-2.85K
- 30.1%
$142.01 - $236.06 $404K - $672K
6.61K $1.56B
AZO
Autozone Inc

Consumer Cyclical
-5
- 1.22%
$3649.42 - $4354.54 $18.2K - $21.8K
406 $1.74B
NOC
Northrop Grumman Corp

Industrials
-130
- 4.77%
$498.9 - $609.32 $64.9K - $79.2K
2.6K $1.58B
XLK
Technology Sector Spdr

ETFs
-523
- 3.71%
$250.97 - $282.66 $131K - $148K
13.6K $3.82B
Activity Summary
Buys All Purchases 544 New Holdings 115 Increased Positions 429 Sells All Sells 213 Reductions 213 Sold out 0 Options Calls 0 Puts 0
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