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
DOCU
Docusign, Inc.

Technology
-38
- 0.71%
$74.7 - $97.7 $2.84K - $3.71K
5.34K $435M
FDVV
Fidelity High Dividend ETF

ETFs
-875
- 13.67%
$48.86 - $52.28 $42.8K - $45.7K
5.53K $274M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-225
- 1.51%
$39.02 - $42.89 $8.78K - $9.65K
14.6K $578M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.92K
- 14.33%
$24.73 - $25.62 $47.4K - $49.1K
11.5K $293M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
-3.71K
- 12.75%
$14.48 - $16.6 $53.8K - $61.7K
25.4K $379M
KEY
Keycorp

Financial Services
-795
- 3.62%
$15.15 - $18.3 $12K - $14.5K
21.2K $337M
WELL
Welltower Inc.

Real Estate
-974
- 23.99%
$124.05 - $156.86 $121K - $153K
3.09K $473M
FDV
Federated Hermes ETF Tr U S St
-1.99K
- 17.82%
N/A
9.18K $258M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-947
- 16.23%
$44.68 - $46.49 $42.3K - $44K
4.89K $226M
FR
First Industrial Realty Trust Inc

Real Estate
-1.89K
- 11.22%
$48.46 - $57.99 $91.4K - $109K
14.9K $806M
IWR
Ishares Russell Mid Cap ETF

ETFs
-240
- 5.62%
$82.81 - $92.93 $19.9K - $22.3K
4.03K $343M
CCI
Crown Castle International Corp

Real Estate
-949
- 19.75%
$84.33 - $106.39 $80K - $101K
3.86K $402M
EPI
Wisdomtree Tr India Earnings F

ETFs
-349
- 2.97%
$40.08 - $45.85 $14K - $16K
11.4K $499M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-143
- 7.18%
$157.71 - $180.77 $22.6K - $25.9K
1.85K $297M
USA
Liberty All Star Equity Fund

Financial Services
-1.54K
- 2.68%
$6.41 - $7.32 $9.87K - $11.3K
56K $367M
KLAC
Kla Corp

Technology
-75
- 19.23%
$636.62 - $777.63 $47.7K - $58.3K
315 $214M
GLW
Corning Inc

Technology
-312
- 3.32%
$44.91 - $54.25 $14K - $16.9K
9.09K $416M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-710
- 6.23%
$18.61 - $21.28 $13.2K - $15.1K
10.7K $203M
MFC
Manulife Financial Corp

Financial Services
-1.15K
- 10.08%
$28.41 - $31.82 $32.6K - $36.5K
10.2K $322M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-272
- 2.77%
$32.42 - $36.13 $8.82K - $9.83K
9.55K $315M
XLU
Utilities Sector Spdr

ETFs
-610
- 7.98%
$74.7 - $80.27 $45.6K - $49K
7.03K $554M
MSCI
Msci Inc.

Financial Services
-16
- 3.76%
$541.46 - $628.34 $8.66K - $10.1K
410 $232M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-698
- 0.29%
$5.87 - $6.26 $4.1K - $4.37K
240K $1.42B
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-1
- 0.04%
$119.87 - $145.05 $120 - $145
2.39K $300M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-201
- 6.36%
$83.18 - $89.27 $16.7K - $17.9K
2.96K $247M
BCE
Bce Inc

Communication Services
-707
- 3.68%
$22.14 - $25.18 $15.7K - $17.8K
18.5K $425M
RMD
Resmed Inc

Healthcare
-61
- 5.92%
$219.7 - $257.65 $13.4K - $15.7K
969 $217M
FANG
Diamondback Energy, Inc.

Energy
-87
- 6.41%
$139.9 - $180.18 $12.2K - $15.7K
1.27K $204M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-130
- 2.26%
$102.5 - $112.02 $13.3K - $14.6K
5.62K $582M
IXUS
Ishares Tr

ETFs
-496
- 9.37%
$65.06 - $72.31 $32.3K - $35.9K
4.8K $335M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-80
- 0.57%
$65.27 - $71.18 $5.22K - $5.69K
13.9K $923M
NDAQ
Nasdaq, Inc.

Financial Services
-119
- 3.94%
$72.17 - $83.76 $8.59K - $9.97K
2.91K $220M
FTSL
First Trust Senior Ln Fund

ETFs
-182
- 2.16%
$45.65 - $46.48 $8.31K - $8.46K
8.23K $376M
PEG
Public Service Enterprise Group Inc

Utilities
-28
- 0.56%
$78.2 - $90.39 $2.19K - $2.53K
4.95K $408M
DRI
Darden Restaurants Inc

Consumer Cyclical
-183
- 15.35%
$180.02 - $208.56 $32.9K - $38.2K
1.01K $210M
VXRT
Vaxart, Inc.

Healthcare
-10K
- 33.33%
$0.41 - $0.94 $4.1K - $9.4K
20K $7.8M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-51
- 0.56%
$41.06 - $44.04 $2.09K - $2.25K
9.05K $376M
HQL
Tekla Life Sciences Investors

Financial Services
-490
- 4.01%
$12.69 - $14.36 $6.22K - $7.04K
11.7K $149M
UDR
Udr, Inc.

Real Estate
-956
- 5.31%
$40.09 - $46.04 $38.3K - $44K
17.1K $771M
BLD
Top Build Corp

Industrials
-4
- 0.37%
$295.17 - $354.82 $1.18K - $1.42K
1.08K $328M
CRWD
Crowd Strike Holdings, Inc.

Technology
-119
- 3.7%
$308.86 - $455.36 $36.8K - $54.2K
3.09K $1.09B
KMI
Kinder Morgan, Inc.

Energy
-651
- 6.28%
$26.1 - $31.22 $17K - $20.3K
9.71K $278M
VPU
Vanguard Utilities ETF

ETFs
-95
- 6.0%
$161.24 - $173.33 $15.3K - $16.5K
1.49K $254M
BDX
Becton Dickinson & CO

Healthcare
-26
- 2.26%
$222.79 - $249.08 $5.79K - $6.48K
1.12K $257M
AMCR
Amcor PLC

Consumer Cyclical
-909
- 4.78%
$9.33 - $10.39 $8.48K - $9.44K
18.1K $176M
FDLO
Fidelity Covington Tr Low Vola

ETFs
-53
- 1.06%
$59.43 - $63.22 $3.15K - $3.35K
4.95K $300M
EXPD
Expeditors International Of Washington Inc

Industrials
-248
- 8.55%
$109.09 - $126.48 $27.1K - $31.4K
2.65K $319M
CME
Cme Group Inc.

Financial Services
-186
- 13.03%
$225.82 - $266.54 $42K - $49.6K
1.24K $329M
VCIT
Vanguard Intermediate Term Cor

ETFs
-113
- 2.14%
$79.17 - $82.04 $8.95K - $9.27K
5.16K $422M
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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