Kingswood Wealth Advisors, LLC Sells in Q3 2024

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-22.5K
- 37.81%
$517.38 - $573.86 $11.7M - $12.9M
37.1K $21.2B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-14.4K
- 85.96%
$386.81 - $423.12 $5.57M - $6.09M
2.35K $995M
NVDA
Nvidia Corp

Technology
-31.3K
- 6.41%
$98.91 - $134.91 $3.09M - $4.22M
457K $55.5B
SSO
Proshares Ultra S&P 500

ETFs
-58.8K
- 84.37%
$73.92 - $90.17 $4.35M - $5.3M
10.9K $982M
VB
Vanguard Small Cap ETF

ETFs
-12.5K
- 54.56%
$214.77 - $237.72 $2.68M - $2.96M
10.4K $2.46B
Grayscale Ethereum Tr Et
-8.3K
- 4.92%
N/A
160K $3.51B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-25.7K
- 46.42%
$71.86 - $78.56 $1.84M - $2.02M
29.6K $2.32B
SPYG
Spdr Portfolio

ETFs
-13.9K
- 53.8%
$73.38 - $84.1 $1.02M - $1.17M
11.9K $987M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-11K
- 43.95%
$95.1 - $106.76 $1.05M - $1.18M
14K $1.5B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-9.72K
- 22.83%
$49.83 - $62.75 $484K - $610K
32.8K $1.89B
GLD
Spdr Gold Trust

ETFs
-5.43K
- 28.09%
$215.56 - $246.98 $1.17M - $1.34M
13.9K $3.39B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-7.2K
- 43.88%
$100.3 - $100.74 $722K - $725K
9.2K $927M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.46K
- 11.18%
$211.47 - $281.27 $310K - $412K
11.6K $2.86B
MRNA
Moderna, Inc.

Healthcare
-2.88K
- 43.06%
$63.64 - $125.14 $183K - $361K
3.81K $255M
HL
Hecla Mining CO

Basic Materials
-170K
- 50.87%
$4.74 - $7.18 $805K - $1.22M
164K $1.09B
CRWD
Crowd Strike Holdings, Inc.

Technology
-346
- 8.96%
$217.89 - $392.15 $75.4K - $136K
3.52K $987M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-17.4K
- 35.92%
$28.1 - $29.89 $488K - $519K
31K $926M
MU
Micron Technology Inc

Technology
-80
- 0.47%
$86.27 - $136.82 $6.9K - $10.9K
16.8K $1.76B
XLK
Technology Sector Spdr

ETFs
-1.95K
- 16.29%
$197.34 - $237.68 $386K - $464K
10K $2.27B
VRT
Vertiv Holdings CO

Industrials
-5.72K
- 53.04%
$86.66 - $86.66 $496K - $496K
5.07K $504M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-8.42K
- 60.05%
$49.82 - $55.29 $419K - $465K
5.6K $310M
WDC
Western Digital Corp

Technology
-4.99K
- 53.24%
$56.25 - $80.24 $281K - $400K
4.38K $299M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-10.1K
- 32.57%
$48.51 - $52.86 $490K - $534K
20.9K $1.11B
OMFL
Invesco Exchange Traded Self I

ETFs
-7.63K
- 62.35%
$47.65 - $52.99 $363K - $404K
4.6K $244M
EW
Edwards Lifesciences Corp

Healthcare
-571
- 4.25%
$59.7 - $93.78 $34.1K - $53.5K
12.9K $850M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.77K
- 43.18%
$71.45 - $75.64 $412K - $436K
7.59K $570M
MARA
Marathon Digital Holdings, Inc.

Financial Services
-8.74K
- 13.13%
$22.56 - $22.56 $197K - $197K
57.8K $938M
MMM
3 M CO

Industrials
-6.36K
- 44.31%
$99.69 - $139.42 $634K - $887K
7.99K $1.09B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-7.39K
- 31.81%
$44.66 - $49.15 $330K - $363K
15.8K $747M
VLO
Valero Energy Corp

Energy
-1.38K
- 18.51%
$132.81 - $163.48 $183K - $225K
6.07K $821M
DG
Dollar General Corp

Consumer Defensive
-1.69K
- 40.06%
$80.41 - $132.42 $136K - $223K
2.52K $214M
ISRG
Intuitive Surgical Inc

Healthcare
-1.05K
- 27.34%
$416.14 - $494.01 $437K - $519K
2.79K $1.37B
VONV
Vanguard Russell 1000 Value Et

ETFs
-5.04K
- 39.98%
$76.07 - $83.33 $384K - $420K
7.57K $631M
MPC
Marathon Petroleum Corp

Energy
-1.46K
- 16.08%
$158.61 - $180.75 $232K - $265K
7.64K $1.25B
PFF
Ishares Trust Ishares Pfd And

ETFs
-11.2K
- 43.91%
$31.18 - $33.5 $350K - $376K
14.4K $477M
HON
Honeywell International Inc

Industrials
-911
- 4.76%
$196.73 - $220.21 $179K - $201K
18.2K $3.77B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.49K
- 13.65%
$50.25 - $50.74 $326K - $329K
41K $2.08B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.75K
- 16.33%
$113.45 - $126.18 $425K - $473K
19.2K $2.42B
CDNS
Cadence Design Systems Inc

Technology
-64
- 0.85%
$246.84 - $321.11 $15.8K - $20.6K
7.5K $2.03B
ELV
Elevance Health, Inc.

Healthcare
-93
- 0.86%
$500.12 - $562.29 $46.5K - $52.3K
10.7K $5.58B
ARCC
Ares Capital Corp

Financial Services
-13.5K
- 45.01%
$19.8 - $21.28 $266K - $286K
16.4K $344M
SWKS
Skyworks Solutions, Inc.

Technology
-1.75K
- 13.31%
$96.22 - $120.68 $168K - $211K
11.4K $1.13B
VONG
Vanguard Russell 1000 Growth E

ETFs
-2.84K
- 33.93%
$85.48 - $98.39 $243K - $280K
5.54K $535M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-4.92K
- 45.49%
N/A
5.89K $295M
SYK
Stryker Corp

Healthcare
-862
- 22.71%
$315.94 - $371.96 $272K - $321K
2.93K $1.06B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-11K
- 48.45%
$21.35 - $22.73 $234K - $249K
11.7K $263M
SPMD
Spdr Portfolio

ETFs
-4.86K
- 38.27%
$50.29 - $54.92 $245K - $267K
7.84K $429M
MCK
Mckesson Corp

Healthcare
-133
- 8.02%
$479.06 - $630.38 $63.7K - $83.8K
1.53K $751M
DXCM
Dexcom Inc

Healthcare
-72
- 1.69%
$64.0 - $116.06 $4.61K - $8.36K
4.2K $281M
Activity Summary
Buys All Purchases 443 New Holdings 123 Increased Positions 320 Sells All Sells 201 Reductions 201 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email