Kingswood Wealth Advisors, LLC Portfolio Holdings by Sector
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY QQQ GBTC SCHG VOO IVV FPE SSO 290 stocks |
$564 Million
47.75% of portfolio
|
112
|
168
|
25
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN AMD QCOM TSM MU INTC 11 stocks |
$79.5 Million
6.72% of portfolio
|
3
|
8
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL CRWD PANW ADBE NET SQ 9 stocks |
$46 Million
3.89% of portfolio
|
3
|
6
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$44.7 Million
3.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG SPOT DASH GENI TCEHY SNAP 8 stocks |
$32.2 Million
2.72% of portfolio
|
2
|
6
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
MSTR CRM UBER NOW ADSK SHOP COIN APP 16 stocks |
$27 Million
2.29% of portfolio
|
5
|
11
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA MELI 3 stocks |
$23.7 Million
2.01% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX BA LMT GD LHX NOC AXON TDG 9 stocks |
$20.5 Million
1.73% of portfolio
|
3
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PH ETN GE SMR IR EMR ITW CMI 10 stocks |
$17.5 Million
1.48% of portfolio
|
2
|
8
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
FSK STT STEW BX ACP OWL BDJ USA 26 stocks |
$16.5 Million
1.39% of portfolio
|
6
|
11
|
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ BMY MRK PFE GILD AMGN 8 stocks |
$16.2 Million
1.37% of portfolio
|
- |
8
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C NTB RY 6 stocks |
$15 Million
1.27% of portfolio
|
2
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE DUK SO D AEP POR EXC PEG 9 stocks |
$12.5 Million
1.06% of portfolio
|
2
|
7
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT DG OLLI 5 stocks |
$12.2 Million
1.03% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
TPL SJT DVN OXY COP EQT EOG PR 8 stocks |
$11.8 Million
1.0% of portfolio
|
5
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$11.5 Million
0.97% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA ORCC AXP PYPL COF 6 stocks |
$11.5 Million
0.97% of portfolio
|
1
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV UNH HUM CI CVS OSCR 6 stocks |
$10.4 Million
0.88% of portfolio
|
2
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA RACE F LCID 4 stocks |
$9.39 Million
0.79% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$9.05 Million
0.77% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX YPF BP 4 stocks |
$8.4 Million
0.71% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
LNG WMB OKE ET EPD STNG ENB GLNG 9 stocks |
$8.07 Million
0.68% of portfolio
|
1
|
7
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
MAA ESS EQR UDR 4 stocks |
$8.03 Million
0.68% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS PARA 3 stocks |
$7.59 Million
0.64% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM BBAI ACN AI FISV 5 stocks |
$7.41 Million
0.63% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$6.76 Million
0.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS SCHW IBKR 4 stocks |
$6.6 Million
0.56% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT CARR MAS 3 stocks |
$6.1 Million
0.52% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP COKE KDP 4 stocks |
$6.03 Million
0.51% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T CMCSA IHS TIGO BCE TMUS 7 stocks |
$5.52 Million
0.47% of portfolio
|
2
|
5
|
2
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
MTZ FIX BLD 3 stocks |
$5.19 Million
0.44% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB UL HIMS 4 stocks |
$4.73 Million
0.4% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC AZO ORLY TSCO ULTA WSM 6 stocks |
$4.66 Million
0.39% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC USB FCNCA PNC HBAN ITUB MTB CFR 12 stocks |
$4.49 Million
0.38% of portfolio
|
5
|
7
|
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$4.48 Million
0.38% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD ECL SHW 3 stocks |
$4.36 Million
0.37% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL STX IONQ QBTS RGTI 5 stocks |
$4.32 Million
0.37% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD FR PSA 3 stocks |
$4.25 Million
0.36% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX YUM CMG SG 5 stocks |
$4.24 Million
0.36% of portfolio
|
1
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
NRG VST 2 stocks |
$4.19 Million
0.35% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
HL WPM CDE AEM AGI 5 stocks |
$3.76 Million
0.32% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO BTI 3 stocks |
$3.74 Million
0.32% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$3.68 Million
0.31% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$2.82 Million
0.24% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM WCN 2 stocks |
$2.62 Million
0.22% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS FDX EXPD 3 stocks |
$2.55 Million
0.22% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT SYK ZBH 4 stocks |
$2.32 Million
0.2% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ASML KLAC 3 stocks |
$2.28 Million
0.19% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB UNP NSC CSX 4 stocks |
$2.18 Million
0.18% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DGX DHR TMO ILMN 4 stocks |
$2.17 Million
0.18% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN TGTX NVO VRTX UTHR LIFE AUPH ATAI 12 stocks |
$2.09 Million
0.18% of portfolio
|
5
|
6
|
3
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR ALL TRV KNSL 4 stocks |
$1.68 Million
0.14% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR AMT CCI 3 stocks |
$1.62 Million
0.14% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI CME ICE NDAQ 4 stocks |
$1.55 Million
0.13% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CRH.L 1 stocks |
$1.55 Million
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$1.54 Million
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK CAH 2 stocks |
$1.45 Million
0.12% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG RMD 2 stocks |
$1.37 Million
0.12% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
GATX URI 2 stocks |
$1.35 Million
0.11% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT AMPX 2 stocks |
$1.35 Million
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA TOI 2 stocks |
$1.28 Million
0.11% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG ABNB 2 stocks |
$1.23 Million
0.1% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG NEP AQN 3 stocks |
$1.2 Million
0.1% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
HE 1 stocks |
$1.18 Million
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$1.17 Million
0.1% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
MTRN RIO 2 stocks |
$1.15 Million
0.1% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL PRU 2 stocks |
$1.13 Million
0.1% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
JBL GLW 2 stocks |
$1.13 Million
0.1% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$1.12 Million
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO MPC PSX 3 stocks |
$1.09 Million
0.09% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MTN 1 stocks |
$1.07 Million
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
RKT 1 stocks |
$1.02 Million
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA CF 2 stocks |
$966,892
0.08% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
TOL CVCO 2 stocks |
$878,105
0.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO EA 2 stocks |
$842,836
0.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
CWT AWK WTRG 3 stocks |
$765,766
0.06% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$745,460
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
N/A | N/A
AIO 1 stocks |
$732,931
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$661,652
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
AMCR SON 2 stocks |
$628,147
0.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$626,515
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR HLT 2 stocks |
$622,163
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW AIT 2 stocks |
$585,853
0.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB SND 2 stocks |
$528,772
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$524,211
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$511,559
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
REIT—Diversified | Real Estate
WPC BRSP 2 stocks |
$480,960
0.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
ZIM GASS 2 stocks |
$476,490
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$475,487
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN CTAS 2 stocks |
$458,013
0.04% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$407,945
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$407,308
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
ALCC 1 stocks |
$391,482
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SWK 1 stocks |
$375,521
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$363,597
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$362,219
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
BRO 1 stocks |
$342,399
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate—Development | Real Estate
OZ 1 stocks |
$341,621
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$337,581
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
ARE 1 stocks |
$315,577
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ 1 stocks |
$309,910
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$306,037
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Airlines | Industrials
UAL 1 stocks |
$273,211
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$268,133
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
MFA RC 2 stocks |
$251,305
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$247,337
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$241,200
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$217,924
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Silver | Basic Materials
AG 1 stocks |
$124,050
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$120,907
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|