Kingswood Wealth Advisors, LLC ETFs

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IVE Ishares S&P 500 Value ETF	$0	$818 Million 0.03% of portfolio	4,294	Q1 2025 Added 59.99%
VONG Vanguard Russell 1000 Growth E	$0	$805 Million 0.03% of portfolio	8,675	Q1 2025 Reduced 19.56%
PRN Invesco Dwa Industrials Moment	$0	$780 Million 0.03% of portfolio	5,662	Q1 2025 Reduced 3.08%
FNDF Schwab Fundamental Intl Large	$0	$763 Million 0.03% of portfolio	21,112	Q1 2025 Added 11.71%
TOTL Ssga Active ETF Tr Spdr Doblel	$0	$761 Million 0.03% of portfolio	18,948	Q1 2025 Reduced 49.02%
SPSB Spdr Portfolio Short Term Corp	$0	$753 Million 0.03% of portfolio	25,034	Q1 2025 Reduced 0.08%
PTLC Pacer Fds Tr Trendpilot Us Lar	$0	$750 Million 0.03% of portfolio	14,576	Q1 2025 Added 3.85%
FPEI First Tr ETF Iii Instl Pfd Sec	$0	$745 Million 0.03% of portfolio	39,800	Q1 2025 Added 100.0%
VBR Vanguard Small Cap Value ETF	$0	$745 Million 0.03% of portfolio	3,996	Q1 2025 Added 10.48%
HYBL Ssga Active Tr Spdr Blackstone	$0	$727 Million 0.03% of portfolio	26,000	Q1 2025 Reduced 50.0%
ESGD Ishares Trust Ishares Esg Awar	$0	$720 Million 0.03% of portfolio	8,808	Q1 2025 Reduced 1.2%
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$709 Million 0.03% of portfolio	52,015	Q1 2025 Added 56.33%
FAUG First Tr ETF Viii Cboe Vest Us	$0	$700 Million 0.03% of portfolio	15,358	Q1 2025 Reduced 20.66%
VWO Vanguard Ftse Emerging Mkts Et	$0	$681 Million 0.03% of portfolio	15,044	Q1 2025 Added 41.42%
BSV Vanguard Bd Index Fd Inc Short	$0	$668 Million 0.03% of portfolio	8,528	Q1 2025 Reduced 11.62%
XLB Select Sector Spdr Fd Material	$0	$667 Million 0.03% of portfolio	7,731	Q1 2025 Added 25.12%
IAK Ishares Tr	$0	$667 Million 0.03% of portfolio	4,838	Q1 2025 Added 2.91%
HNDL Strategy Shs	$0	$662 Million 0.03% of portfolio	31,425	Q1 2025 Added 38.99%
IDV Ishares Tr	$0	$662 Million 0.03% of portfolio	21,347	Q1 2025 Reduced 5.14%
FEX First Tr Large Cap Core Alphde	$0	$632 Million 0.02% of portfolio	6,159	Q1 2025 Added 91.45%
VOOV Vanguard S&P 500 Value ETF	$0	$627 Million 0.02% of portfolio	3,404	Q1 2025 Added 91.99%
SKYY First Trust Cloud Computing Et	$0	$624 Million 0.02% of portfolio	6,097	Q1 2025 Added 42.95%
OEF Ishares S&P 100 ETF	$0	$617 Million 0.02% of portfolio	2,280	Q1 2025 Added 44.58%
VOT Vanguard Mid Cap Growth Index	$0	$613 Million 0.02% of portfolio	2,504	Q1 2025 Reduced 6.04%
ITA Ishares Tr	$0	$605 Million 0.02% of portfolio	3,952	Q1 2025 Reduced 41.93%
IUSG Ishares Core S&P U.S Growth Et	$0	$605 Million 0.02% of portfolio	4,757	Q1 2025 Reduced 7.51%
PFF Ishares Trust Ishares Pfd And	$0	$598 Million 0.02% of portfolio	19,509	Q1 2025 Reduced 7.87%
IXN Ishares Global Information Tec	$0	$591 Million 0.02% of portfolio	7,745	Q1 2025 Added 76.42%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$591 Million 0.02% of portfolio	1,105	Q4 2024 New
FXH First Tr Exchange Trd Fd Healt	$0	$582 Million 0.02% of portfolio	5,622	Q1 2025 Reduced 2.26%
XYLD Global X Fds S&P 500 Covered C	$0	$578 Million 0.02% of portfolio	14,642	Q1 2025 Reduced 1.51%
IBB Ishares Biotechnology ETF	$0	$570 Million 0.02% of portfolio	4,532	Q1 2025 Added 81.21%
EMGF Ishares Msci Emerging Markets	$0	$569 Million 0.02% of portfolio	12,165	Q1 2025 Reduced 1.83%
BUFQ First Tr Ex Tr Fd Viii Ft Cboe	$0	$562 Million 0.02% of portfolio	18,827	Q1 2025 Reduced 4.17%
XLU Utilities Sector Spdr	$0	$554 Million 0.02% of portfolio	7,030	Q1 2025 Reduced 7.98%
MBB Ishares Tr	$0	$553 Million 0.02% of portfolio	5,897	Q1 2025 Added 4.71%
FNDC Schwab Fundamental Intl Small	$0	$549 Million 0.02% of portfolio	15,170	Q1 2025 Added 1.68%
HDV Ishares Core High Dividend ETF	$0	$544 Million 0.02% of portfolio	4,497	Q1 2025 Reduced 16.75%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$536 Million 0.02% of portfolio	47,635	Q1 2025 Added 68.71%
TLH Ishares Barclays 10 20 Yr Trea	$0	$532 Million 0.02% of portfolio	5,127	Q1 2025 Reduced 55.95%
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$531 Million 0.02% of portfolio	10,396	Q1 2025 Added 143.35%
MGK Vanguard Mega Cap Growth ETF	$0	$529 Million 0.02% of portfolio	1,700	Q1 2025 Reduced 68.52%
FBND Fidelity Merrimack Str Tr Tota	$0	$524 Million 0.02% of portfolio	11,479	Q1 2025 Reduced 90.08%
ITOT Ishares Core S&P Total U.S. St	$0	$521 Million 0.02% of portfolio	4,269	Q1 2025 Reduced 18.75%
AIRR First Tr Vi Rba Amern Indl Ren	$0	$511 Million 0.02% of portfolio	7,464	Q1 2025 Added 67.96%
JBBB Janus Detroit Str Tr Henderson	$0	$510 Million 0.02% of portfolio	10,486	Q1 2025 Added 70.56%
CGGO Capital Group Global Growth Eq	$0	$509 Million 0.02% of portfolio	17,956	Q1 2025 Reduced 6.46%
EPI Wisdomtree Tr India Earnings F	$0	$499 Million 0.02% of portfolio	11,418	Q1 2025 Reduced 2.97%
EFAV Ishares Msci Eafe Min Vol Fact	$0	$492 Million 0.02% of portfolio	6,306	Q1 2025 Reduced 45.8%
VRIG Invesco Actively Managed ETF F	$0	$482 Million 0.02% of portfolio	19,200	Q1 2025 Added 100.0%

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