Kingswood Wealth Advisors, LLC Reduced Holdings in Q2 2025

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Kenvue Incorporated
-633
- 3.67%
N/A
16.6K $348M
Grayscale Ethereum Tr Et
-16.7K
- 33.11%
N/A
33.7K $704M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-739
- 34.39%
$122.04 - $169.14 $90.2K - $125K
1.41K $238M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-1.69K
- 16.12%
$101.93 - $128.63 $172K - $217K
8.79K $1.13B
BCE
Bce Inc

Communication Services
-2.11K
- 11.38%
$20.87 - $22.95 $44K - $48.4K
16.4K $364M
SPMD
Spdr Portfolio

ETFs
-1.51K
- 20.71%
$44.89 - $54.38 $67.6K - $82K
5.77K $314M
ZTS
Zoetis Inc.

Healthcare
-261
- 14.13%
$144.41 - $170.3 $37.7K - $44.4K
1.59K $247M
SOUN
Soundhound Ai, Inc.

Technology
-11.2K
- 44.31%
$7.18 - $11.76 $80.4K - $132K
14.1K $151M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.07K
- 10.29%
$50.1 - $51.02 $53.6K - $54.6K
9.33K $476M
WDAY
Workday, Inc.

Technology
-253
- 22.27%
$210.47 - $274.71 $53.2K - $69.5K
883 $212M
OKTA
Okta, Inc.

Technology
-383
- 15.61%
$91.24 - $127.3 $34.9K - $48.8K
2.07K $207M
SHOP
Shopify Inc.

Technology
-1.83K
- 21.74%
$76.89 - $115.35 $140K - $211K
6.57K $758M
NEP
Nextera Energy Partners, LP

Utilities
-730
- 2.18%
N/A
32.8K $269M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-674
- 18.56%
$75.05 - $77.34 $50.6K - $52.1K
2.96K $229M
VCIT
Vanguard Intermediate Term Cor

ETFs
-659
- 12.77%
$79.56 - $82.92 $52.4K - $54.6K
4.5K $373M
CWT
California Water Service Group

Utilities
-600
- 8.66%
$44.67 - $51.36 $26.8K - $30.8K
6.33K $288M
EMR
Emerson Electric CO

Industrials
-1.63K
- 22.6%
$94.15 - $133.33 $154K - $218K
5.59K $745M
AWK
American Water Works Company, Inc.

Utilities
-200
- 9.25%
$133.82 - $151.96 $26.8K - $30.4K
1.96K $273M
TCEHY
Tencent Holdings Limited Unspo

Communication Services
-654
- 14.3%
$54.0 - $67.88 $35.3K - $44.4K
3.92K $251M
MTB
M&T Bank Corp

Financial Services
-376
- 18.11%
$156.58 - $193.99 $58.9K - $72.9K
1.7K $330M
UL
Unilever PLC

Consumer Defensive
-788
- 14.08%
$57.9 - $65.43 $45.6K - $51.6K
4.81K $294M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.18K
- 6.44%
$45.11 - $52.34 $53.1K - $61.7K
17.1K $896M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-382
- 15.89%
$103.88 - $123.68 $39.7K - $47.2K
2.02K $250M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-2.12K
- 7.18%
$13.37 - $15.25 $28.4K - $32.4K
27.4K $409M
Blackrock Incorporated
-116
- 14.06%
N/A
709 $743M
CAH
Cardinal Health Inc

Healthcare
-771
- 24.72%
$125.0 - $168.0 $96.4K - $130K
2.35K $395M
YUM
Yum Brands Inc

Consumer Cyclical
-35
- 1.11%
$138.36 - $161.45 $4.84K - $5.65K
3.13K $464M
ENB
Enbridge Inc

Energy
-990
- 8.27%
$41.09 - $47.16 $40.7K - $46.7K
11K $498M
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.16K
- 17.49%
$32.11 - $38.21 $37.1K - $44.1K
5.45K $207M
HDV
Ishares Core High Dividend ETF

ETFs
-129
- 2.87%
$108.41 - $120.51 $14K - $15.5K
4.37K $512M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
-1.13K
- 4.43%
$13.25 - $14.85 $14.9K - $16.7K
24.3K $346M
LCID
Lucid Group, Inc.

Consumer Cyclical
-9.38K
- 43.75%
$2.1 - $2.96 $19.7K - $27.8K
12.1K $25.4M
BCAT
Black Rock Capital Allocation Trust

ETFs
-3.35K
- 11.25%
$13.2 - $15.27 $44.2K - $51.1K
26.4K $400M
TOWN
Towne Bank (Va)

Financial Services
-800
- 10.33%
$30.4 - $35.29 $24.3K - $28.2K
6.95K $237M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-4.02K
- 5.56%
$24.21 - $29.47 $97.3K - $118K
68.3K $2.01B
ALL
Allstate Corp

Financial Services
-63
- 2.8%
$180.53 - $212.64 $11.4K - $13.4K
2.19K $441M
DOCU
Docusign, Inc.

Technology
-82
- 1.54%
$70.35 - $93.84 $5.77K - $7.69K
5.26K $409M
AQN
Algonquin Power & Utilities Corp.

Utilities
-6.7K
- 29.93%
$4.56 - $6.22 $30.5K - $41.6K
15.7K $89.8M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-407
- 2.72%
$18.68 - $21.54 $7.6K - $8.77K
14.5K $297M
Ft Vest U.S. Small Cap Moderate Buffer ETF November
-1.7K
- 10.74%
N/A
14.1K $326M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-890
- 7.76%
$24.98 - $25.66 $22.2K - $22.8K
10.6K $271M
MDT
Medtronic PLC

Healthcare
-61
- 1.02%
$80.68 - $88.86 $4.92K - $5.42K
5.9K $514M
GATX
Gatx Corp

Industrials
-56
- 0.79%
$141.27 - $159.24 $7.91K - $8.92K
7.07K $1.09B
EXPD
Expeditors International Of Washington Inc

Industrials
-34
- 1.28%
$102.84 - $122.24 $3.5K - $4.16K
2.62K $299M
D
Dominion Energy, Inc

Utilities
-428
- 4.13%
$49.66 - $58.0 $21.3K - $24.8K
9.93K $561M
HYG
Ishares Tr

ETFs
-499
- 4.1%
$75.75 - $80.65 $37.8K - $40.2K
11.7K $942M
MSI
Motorola Solutions, Inc.

Technology
-5
- 0.53%
$394.72 - $440.39 $1.97K - $2.2K
930 $391M
OTIS
Otis Worldwide Corp

Industrials
-75
- 3.44%
$90.88 - $104.3 $6.82K - $7.82K
2.1K $208M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-127
- 0.87%
$47.42 - $51.67 $6.02K - $6.56K
14.4K $733M
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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