Kingswood Wealth Advisors, LLC ETFs

Kingswood Wealth Advisors, LLC

$1.27 Trillion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPAB Spdr Portfolio Aggregate Bond	$0	$271 Million 0.02% of portfolio	10,573	Q1 2025 Added 8.42%
USFR Wisdomtree Floating Rate Treas	$0	$270 Million 0.02% of portfolio	5,371	Q2 2025 New
FOCT First Tr Ex Trad Fd Viii Cboe	$0	$266 Million 0.02% of portfolio	5,945	Q2 2025 Reduced 34.27%
VPU Vanguard Utilities ETF	$0	$264 Million 0.02% of portfolio	1,494	Q1 2025 Reduced 0.33%
FXH First Tr Exchange Trd Fd Healt	$0	$253 Million 0.02% of portfolio	2,442	Q1 2025 Added 130.22%
IWS Ishares Russell Midcap Value E	$0	$253 Million 0.02% of portfolio	1,914	Q2 2025 New
IJT Ishares S&P Small Cap 600 Grow	$0	$252 Million 0.02% of portfolio	1,895	Q1 2025 Added 1.32%
BOND Pimco Active Bond Exchange Tra	$0	$252 Million 0.02% of portfolio	2,732	Q1 2025 Reduced 11.53%
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$250 Million 0.02% of portfolio	10,520	Q2 2025 New
IJJ Ishares S&P Midcap 400 Value E	$0	$250 Million 0.02% of portfolio	2,022	Q1 2025 Added 18.89%
IAGG Ishares Tr Core Intl Aggregate	$0	$249 Million 0.02% of portfolio	4,869	Q2 2025 New
QEFA Spdr Index Shs Fds Msci Eafe S	$0	$247 Million 0.02% of portfolio	2,895	Q2 2025 New
ILCB Ishares Morningstar U.S. Equit	$0	$245 Million 0.02% of portfolio	2,850	Q2 2025 Reduced 30.32%
FUMB First Tr ETF Iii Enhanced Shor	$0	$244 Million 0.02% of portfolio	12,163	Q4 2024 New
IYG Ishares Tr	$0	$244 Million 0.02% of portfolio	2,845	Q1 2025 Added 72.69%
IBB Ishares Biotechnology ETF	$0	$242 Million 0.02% of portfolio	1,916	Q1 2025 Added 6.58%
XLP Consumer Staples Sector Spdr	$0	$242 Million 0.02% of portfolio	2,992	Q1 2025 Added 10.66%
IAI Ishares Tr Us Broker Dealers &	$0	$238 Million 0.02% of portfolio	1,410	Q1 2025 Added 52.41%
SRLN Ssga Active Trust	$0	$235 Million 0.02% of portfolio	5,648	Q1 2025 Added 5.42%
BIV Vanguard Bd Index Fd Inc Inter	$0	$229 Million 0.02% of portfolio	2,958	Q1 2025 Added 20.01%
IYZ Ishares Tr Us Telecommunicatio	$0	$228 Million 0.02% of portfolio	7,652	Q1 2025 Added 51.62%
HYEM Vaneck ETF Tr Emerging Markets	$0	$224 Million 0.02% of portfolio	11,312	Q2 2025 New
CSM Proshares Large Cap Core Plus	$0	$223 Million 0.02% of portfolio	3,159	Q2 2025 New
VDE Vanguard Energy ETF	$0	$223 Million 0.02% of portfolio	1,869	Q1 2025 Added 3.69%
VOOV Vanguard S&P 500 Value ETF	$0	$222 Million 0.02% of portfolio	1,178	Q1 2025 Added 188.96%
FTSL First Trust Senior Ln Fund	$0	$220 Million 0.02% of portfolio	4,798	Q1 2025 Added 65.78%
LMBS First Tr ETF Fd Iv First Tr Lo	$0	$218 Million 0.02% of portfolio	4,435	Q2 2025 New
FALN Ishares Tr Fallen Angels Usd B	$0	$218 Million 0.02% of portfolio	8,030	Q1 2025 Added 4.07%
XLG Invesco Exchange Traded Fd Tr	$0	$215 Million 0.02% of portfolio	4,130	Q1 2025 Added 96.0%
FNX First Tr Mid Cap Core Alphadex	$0	$213 Million 0.02% of portfolio	1,856	Q1 2025 Reduced 0.11%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$210 Million 0.02% of portfolio	4,174	Q2 2025 New
EWL Ishares Inc Msci Switzerlnd	$0	$209 Million 0.02% of portfolio	3,809	Q2 2025 New
MLPX Global X Mlp & Energy Infrastr	$0	$207 Million 0.02% of portfolio	3,303	Q1 2025 Added 105.66%
HEFA Ishares Currency Hedged Msci E	$0	$207 Million 0.02% of portfolio	5,450	Q1 2025 Added 21.19%
FPEI First Tr ETF Iii Instl Pfd Sec	$0	$203 Million 0.02% of portfolio	10,700	Q2 2025 Reduced 73.12%
IHE Ishares Tr	$0	$203 Million 0.02% of portfolio	3,100	Q2 2025 New
KNG Ft Cboe Vest S&P 500 Dividend	$0	$203 Million 0.02% of portfolio	4,130	Q2 2025 New
TIP Ishares Tr Tips Bd ETF	$0	$200 Million 0.02% of portfolio	1,819	Q1 2025 Added 5.22%
ALTY Global X Funds Global X Altern	$0	$192 Million 0.02% of portfolio	16,442	Q2 2025 New
PGX Invesco ETF Tr Ii Pfd ETF	$0	$141 Million 0.01% of portfolio	12,675	Q1 2025 Added 10.73%

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