Kingswood Wealth Advisors, LLC Purchases in Q3 2025

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
35.8K
+ 16.4%
$202.38 - $256.87 $7.24M - $9.19M
254K $64.6B
LAMR
Lamar Advertising CO

Real Estate
98.1K
New
$114.98 - $128.82 $11.3M - $12.6M
98.1K $12B
SCHG
Schwab Strategic Tr Us Large C

ETFs
244K
+ 29.89%
$28.92 - $32.19 $7.06M - $7.86M
1.06M $33.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.82K
+ 19.06%
$546.99 - $602.2 $4.83M - $5.31M
55.1K $33.1B
MSFT
Microsoft Corp

Technology
11.8K
+ 19.93%
$491.09 - $535.64 $5.79M - $6.32M
71K $36.8B
VTV
Vanguard Value ETF

ETFs
35.8K
+ 71.54%
$175.51 - $186.57 $6.28M - $6.68M
85.9K $16B
SPY
Spdr S&P 500 ETF Trust

ETFs
5.23K
+ 7.15%
$617.65 - $666.84 $3.23M - $3.49M
78.4K $52.2B
FPE
First Tr Pfd Secs & Income ETF

ETFs
359K
+ 44.15%
$17.81 - $18.39 $6.39M - $6.6M
1.17M $21.4B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
226K
+ 401.37%
$26.38 - $27.95 $5.96M - $6.31M
282K $7.7B
FUTY
Fidelity Covington Tr Msci Uti

ETFs
106K
+ 256.63%
$52.31 - $56.47 $5.54M - $5.99M
147K $8.32B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.69K
+ 17.75%
$567.77 - $614.76 $3.8M - $4.11M
44.4K $27.2B
FCOM
Fidelity Covington Tr Msci Com

ETFs
80.4K
+ 944.27%
$63.98 - $72.59 $5.14M - $5.83M
88.9K $6.31B
XLF
Financial Sector Spdr

ETFs
101K
+ 125.38%
$51.37 - $54.25 $5.17M - $5.46M
181K $9.75B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
37.6K
+ 249.36%
$105.16 - $140.03 $3.96M - $5.27M
52.7K $7.15B
GOOG
Alphabet Inc.

Communication Services
12.5K
+ 37.31%
$175.16 - $255.24 $2.19M - $3.19M
46K $11.2B
JPM
Jpmorgan Chase & CO

Financial Services
14K
+ 46.51%
$282.78 - $316.06 $3.95M - $4.41M
44K $13.9B
AMZN
Amazon Com Inc

Consumer Cyclical
22.7K
+ 21.97%
$211.65 - $238.24 $4.81M - $5.41M
126K $27.7B
GOOGL
Alphabet Inc.

Communication Services
3.54K
+ 6.15%
$174.36 - $254.72 $617K - $902K
61.1K $14.9B
VGT
Vanguard Information Technolog

ETFs
5.21K
+ 58.84%
$656.44 - $753.15 $3.42M - $3.93M
14.1K $10.5B
BOTZ
Global X Fds

ETFs
120K
+ 242.74%
$32.14 - $35.96 $3.86M - $4.32M
170K $6.01B
XLY
Select Sector Spdr Consumer Di

ETFs
17.2K
+ 232.87%
$216.09 - $242.18 $3.72M - $4.17M
24.6K $5.9B
TSLA
Tesla, Inc.

Consumer Cyclical
1.39K
+ 5.02%
$293.94 - $444.72 $409K - $618K
29.1K $12.9B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
88.2K
+ 291.42%
$45.26 - $46.63 $3.99M - $4.11M
118K $5.48B
VV
Vanguard Large Cap ETF

ETFs
12.4K
+ 217.01%
$285.05 - $309.14 $3.54M - $3.84M
18.1K $5.58B
VIG
Vanguard Dividend Appreciation

ETFs
16.9K
+ 67.2%
N/A
42.1K $9.08B
XLE
Energy Sector Spdr

ETFs
42K
+ 372.61%
$84.25 - $91.99 $3.54M - $3.86M
53.3K $4.76B
ABBV
Abb Vie Inc.

Healthcare
14K
+ 125.66%
$184.85 - $231.54 $2.59M - $3.25M
25.2K $5.83B
PLTR
Palantir Technologies Inc.

Technology
6.54K
+ 12.41%
$130.68 - $186.97 $854K - $1.22M
59.2K $10.8B
JPIE
J P Morgan Exchange Traded Fd
76.9K
+ 260.76%
$46.01 - $46.55 $3.54M - $3.58M
106K $4.94B
IVV
Ishares Core S&P 500 ETF

ETFs
3.14K
+ 10.87%
$620.67 - $670.08 $1.95M - $2.1M
32K $21.4B
FTLS
First Tr Long/Short Equity ETF

ETFs
45.2K
+ 66.59%
$65.78 - $69.95 $2.98M - $3.16M
113K $7.92B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
22.3K
+ 851.07%
$138.08 - $151.2 $3.07M - $3.37M
24.9K $3.76B
LEGR
First Tr ETF Indxx Innovation

ETFs
59.4K
New
$52.62 - $56.39 $3.13M - $3.35M
59.4K $3.34B
AVGO
Broadcom Inc.

Technology
831
+ 1.47%
$264.74 - $369.57 $220K - $307K
57.2K $18.9B
IYJ
Ishares Tr

ETFs
21.6K
+ 735.49%
$142.42 - $148.18 $3.07M - $3.19M
24.5K $3.57B
FTCS
First Trust Capital Strength E

ETFs
31.5K
+ 56.43%
$89.72 - $93.74 $2.82M - $2.95M
87.3K $8.17B
SSO
Proshares Ultra S&P 500

ETFs
11.9K
+ 9.88%
$97.48 - $112.71 $1.16M - $1.35M
133K $14.9B
CAT
Caterpillar Inc

Industrials
2.49K
+ 12.61%
$390.92 - $477.15 $972K - $1.19M
22.2K $10.6B
SKYY
First Trust Cloud Computing Et

ETFs
20.7K
+ 394.77%
$118.24 - $138.53 $2.45M - $2.87M
25.9K $3.49B
GLD
Spdr Gold Trust

ETFs
5.77K
+ 37.99%
$300.96 - $355.47 $1.74M - $2.05M
21K $7.45B
SO
Southern CO

Utilities
29K
+ 122.73%
$90.83 - $96.0 $2.63M - $2.78M
52.6K $4.98B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
34.4K
+ 101.88%
$70.85 - $76.96 $2.44M - $2.65M
68.1K $5.18B
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.79K
+ 83.08%
$420.11 - $472.68 $2.01M - $2.27M
10.6K $4.95B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
46.8K
New
$50.02 - $53.28 $2.34M - $2.5M
46.8K $2.45B
RWL
Invesco Exchange Traded Fd Tr

ETFs
19K
+ 43.04%
$102.17 - $110.66 $1.94M - $2.11M
63.3K $7B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
25.9K
+ 86.08%
$91.44 - $91.77 $2.37M - $2.38M
56.1K $5.15B
VDC
Vanguard Consumer Staples ETF

ETFs
11.3K
+ 116.08%
$212.64 - $225.25 $2.4M - $2.55M
21K $4.5B
IYW
Ishares Dj Us Tech ETF

ETFs
7.31K
+ 18.63%
$171.38 - $197.01 $1.25M - $1.44M
46.5K $9.12B
PFM
Invesco Exchange Traded Fd Tr

ETFs
45.4K
New
$48.04 - $50.89 $2.18M - $2.31M
45.4K $2.3B
Activity Summary
Buys All Purchases 544 New Holdings 115 Increased Positions 429 Sells All Sells 213 Reductions 213 Sold out 0 Options Calls 0 Puts 0
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