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
OKE
Oneok Inc

Energy
-3.39K
- 26.98%
$78.62 - $95.27 $267K - $323K
9.19K $832M
ON
On Semiconductor Corp

Technology
-3.49K
- 23.15%
$66.39 - $78.74 $231K - $274K
11.6K $840M
VOT
Vanguard Mid Cap Growth Index

ETFs
-894
- 39.61%
$218.05 - $243.47 $195K - $218K
1.36K $332M
BCE
Bce Inc

Communication Services
-6.92K
- 30.81%
$31.33 - $36.08 $217K - $250K
15.5K $541M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-4.25K
- 32.2%
$44.87 - $47.18 $191K - $201K
8.95K $422M
DLR
Digital Realty Trust, Inc.

Real Estate
-1.79K
- 16.85%
$144.47 - $162.98 $258K - $291K
8.82K $1.43B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-2.21K
- 40.66%
$90.87 - $102.43 $201K - $227K
3.23K $319M
QRVO
Qorvo, Inc.

Technology
-439
- 4.47%
$99.78 - $129.21 $43.8K - $56.7K
9.38K $969M
XT
Ishares Tr Exponential Technol

ETFs
-2.95K
- 41.67%
$54.51 - $61.59 $161K - $182K
4.13K $252M
MOS
Mosaic CO

Basic Materials
-5.12K
- 39.49%
$24.54 - $30.61 $126K - $157K
7.85K $211M
EPI
Wisdomtree Tr India Earnings F

ETFs
-3.43K
- 41.18%
$47.41 - $50.82 $163K - $174K
4.9K $247M
F
Ford Motor CO

Consumer Cyclical
-5.37K
- 10.98%
$9.71 - $14.55 $52.1K - $78.1K
43.5K $461M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-421
- 33.68%
$233.4 - $302.36 $98.3K - $127K
829 $225M
PRU
Prudential Financial Inc

Financial Services
-1.37K
- 28.89%
$105.53 - $127.32 $145K - $175K
3.37K $408M
ALLY
Ally Financial Inc.

Financial Services
-2.73K
- 24.81%
$32.67 - $45.01 $89.1K - $123K
8.26K $289M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-3.28K
- 26.9%
$50.85 - $53.88 $167K - $177K
8.9K $478M
PAYX
Paychex Inc

Industrials
-1.8K
- 28.75%
$116.17 - $135.19 $209K - $243K
4.46K $597M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
-14.1K
- 35.91%
$9.82 - $10.46 $138K - $147K
25.2K $261M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-5.31K
- 35.61%
$26.69 - $29.87 $142K - $159K
9.61K $279M
UBER
Uber Technologies, Inc

Technology
-2.5K
- 10.18%
$58.48 - $77.47 $146K - $194K
22.1K $1.66B
WST
West Pharmaceutical Services Inc

Healthcare
-169
- 6.85%
$277.16 - $333.3 $46.8K - $56.3K
2.3K $690M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-238
- 15.78%
$268.61 - $337.37 $63.9K - $80.3K
1.27K $360M
MNST
Monster Beverage Corp

Consumer Defensive
-2.74K
- 22.81%
$45.01 - $52.47 $123K - $144K
9.26K $483M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-3.91K
- 16.88%
$42.22 - $48.62 $165K - $190K
19.3K $896M
PCAR
Paccar Inc

Industrials
-695
- 7.93%
$91.64 - $109.98 $63.7K - $76.4K
8.07K $796M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.15K
- 25.41%
$51.02 - $52.74 $110K - $114K
6.32K $333M
SLV
I Shares Silver Trust

ETFs
-6.08K
- 15.08%
$24.33 - $29.38 $148K - $178K
34.2K $972M
WPC
W. P. Carey Inc.

Real Estate
-2.39K
- 34.87%
$54.63 - $63.96 $131K - $153K
4.47K $280M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-3.66K
- 20.38%
$23.06 - $25.77 $84.4K - $94.3K
14.3K $355M
DOW
Dow Inc.

Basic Materials
-2.25K
- 13.0%
$50.15 - $55.41 $113K - $125K
15.1K $824M
TFC
Truist Financial Corp

Financial Services
-4.03K
- 19.6%
$38.22 - $44.94 $154K - $181K
16.5K $708M
ABNB
Airbnb, Inc.

Consumer Cyclical
-240
- 9.68%
$113.01 - $154.34 $27.1K - $37K
2.24K $285M
Simplify Mbs ETF
-1.82K
- 22.43%
N/A
6.29K $324M
IP
International Paper CO

Consumer Cyclical
-3.64K
- 21.95%
$42.55 - $49.98 $155K - $182K
12.9K $633M
HNDL
Strategy Shs

ETFs
-4.5K
- 28.85%
$20.96 - $22.29 $94.3K - $100K
11.1K $247M
VRSK
Verisk Analytics, Inc.

Industrials
-270
- 6.63%
$260.31 - $285.99 $70.3K - $77.2K
3.8K $1.02B
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-8K
- 23.8%
$12.25 - $13.39 $98K - $107K
25.6K $343M
ENPH
Enphase Energy, Inc.

Technology
-1.05K
- 29.01%
$95.77 - $123.65 $101K - $130K
2.57K $292M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-471
- 6.49%
$178.94 - $207.0 $84.3K - $97.5K
6.79K $1.36B
GM
General Motors CO

Consumer Cyclical
-649
- 2.54%
$39.95 - $49.9 $25.9K - $32.4K
24.9K $1.12B
UPS
United Parcel Service Inc

Industrials
-449
- 7.78%
$123.32 - $147.38 $55.4K - $66.2K
5.32K $725M
TSN
Tyson Foods, Inc.

Consumer Defensive
-1.42K
- 17.06%
$55.91 - $65.87 $79.4K - $93.6K
6.91K $411M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.75K
- 16.26%
$41.32 - $43.78 $72.2K - $76.5K
9K $393M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-1.93K
- 29.74%
$52.04 - $64.22 $100K - $124K
4.56K $278M
CAPE
Barclays Bank PLC

ETFs
-2.95K
- 18.38%
$27.05 - $29.64 $79.8K - $87.4K
13.1K $387M
IRT
Independence Realty Trust, Inc.

Real Estate
-4.13K
- 26.63%
$18.32 - $21.15 $75.6K - $87.3K
11.4K $233M
STZ
Constellation Brands, Inc.

Consumer Defensive
-219
- 4.25%
$236.42 - $259.82 $51.8K - $56.9K
4.94K $1.27B
ABC
Amerisourcebergen Corp

Healthcare
-230
- 7.92%
N/A
2.68K $602M
NFLX
Netflix Inc

Communication Services
-551
- 5.57%
$598.55 - $722.26 $330K - $398K
9.35K $6.63B
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
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