Kingswood Wealth Advisors, LLC Purchases in Q1 2025

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.17K
+ 4.51%
$120.24 - $134.3 $141K - $157K
27.1K $3.31B
MAR
Marriott International Inc

Consumer Cyclical
33
+ 3.32%
$237.01 - $304.45 $7.82K - $10K
1.03K $244M
URI
United Rentals, Inc.

Industrials
9
+ 1.72%
$594.17 - $789.56 $5.35K - $7.11K
532 $335M
VBK
Vanguard Small Cap Growth ETF

ETFs
412
+ 8.22%
$247.97 - $296.33 $102K - $122K
5.43K $1.37B
IWY
Ishares Tr Russell 200 Growth

ETFs
18
+ 0.92%
$210.19 - $243.33 $3.78K - $4.38K
1.98K $420M
USB
Us Bancorp \De\

Financial Services
350
+ 3.45%
$40.92 - $50.9 $14.3K - $17.8K
10.5K $443M
LPX
Louisiana Pacific Corp

Industrials
140
+ 3.1%
$89.37 - $118.15 $12.5K - $16.5K
4.66K $425M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
458
+ 1.92%
$64.88 - $72.1 $29.7K - $33K
24.4K $1.6B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.05K
+ 6.57%
$40.03 - $46.81 $82.1K - $96K
33.3K $1.36B
CRH.L
Crh PLC

Basic Materials
315
+ 1.89%
N/A
17K $1.5B
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
1.28K
+ 5.7%
$20.63 - $25.57 $26.4K - $32.7K
23.7K $490M
DSI
Ishares Msci Kld 400 Social Et

ETFs
18
+ 0.21%
$101.98 - $115.66 $1.84K - $2.08K
8.79K $900M
APP
App Lovin Corp

Technology
80
+ 5.05%
$238.08 - $510.13 $19K - $40.8K
1.66K $445M
DHR
Danaher Corp

Healthcare
56
+ 1.64%
$201.62 - $250.59 $11.3K - $14K
3.47K $710M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
6
+ 0.77%
$283.06 - $421.16 $1.7K - $2.53K
784 $222M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
19
+ 1.78%
$634.14 - $744.83 $12K - $14.2K
1.08K $681M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.34K
+ 1.71%
$25.58 - $29.24 $34.2K - $39.1K
79.5K $2.08B
CGUS
Capital Group Core Equity ETF
449
+ 0.71%
$33.08 - $36.62 $14.9K - $16.4K
63.9K $2.13B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.49K
+ 5.07%
$80.73 - $94.96 $121K - $142K
30.9K $2.57B
TOL
Toll Brothers, Inc.

Consumer Cyclical
218
+ 3.8%
$103.02 - $140.69 $22.5K - $30.7K
5.95K $628M
SQ
Block, Inc.

Technology
1.82K
+ 26.91%
$54.04 - $92.95 $98.6K - $170K
8.6K $471M
SOUN
Soundhound Ai, Inc.

Technology
9.3K
+ 58.22%
$8.12 - $20.62 $75.5K - $192K
25.3K $207M
STT
State Street Corp

Financial Services
100
+ 0.69%
$84.47 - $102.23 $8.45K - $10.2K
14.6K $1.31B
SOXX
Ishares Semiconductor ETF

ETFs
103
+ 2.05%
$188.17 - $235.81 $19.4K - $24.3K
5.12K $963M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.21K
+ 3.15%
$27.56 - $32.1 $60.9K - $70.9K
72.3K $2.04B
NEP
Nextera Energy Partners, LP

Utilities
7.95K
+ 31.07%
$8.38 - $18.87 $66.6K - $150K
33.5K $318M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
613
+ 1.94%
$77.91 - $92.26 $47.8K - $56.6K
32.2K $2.56B
ADBE
Adobe Inc.

Technology
165
+ 3.81%
$377.84 - $464.11 $62.3K - $76.6K
4.5K $1.72B
THRD
Third Harmonic Bio, Inc.

Healthcare
2.4K
+ 7.72%
$3.25 - $11.17 $7.8K - $26.8K
33.5K $116M
TQQQ
Proshares Ultrapro Qqq

ETFs
936
+ 6.9%
$57.3 - $90.39 $53.6K - $84.6K
14.5K $830M
Ishares Ethereum Trust ETF
18.1K
+ 41.33%
N/A
61.8K $855M
Grayscale Bitcoin Mini Tr ETF Shs New
581
+ 0.96%
N/A
61.3K $2.24B
VRT
Vertiv Holdings CO

Industrials
210
+ 2.66%
N/A
8.11K $586M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.41K
+ 3.42%
$47.25 - $67.02 $66.7K - $94.6K
42.7K $2.03B
NOW
Service Now, Inc.

Technology
15
+ 1.21%
$783.83 - $1170.39 $11.8K - $17.6K
1.26K $1B
Arista Networks Incorporated Com Shs
126
+ 1.14%
N/A
11.2K $868M
DELL
Dell Technologies Inc.

Technology
1.61K
+ 7.32%
$90.34 - $124.66 $145K - $200K
23.5K $2.15B
Fidelity Wise Origin Bitcoin Exchange Traded Fund
2.61K
+ 3.19%
N/A
84.2K $6.06B
SCHG
Schwab Strategic Tr Us Large C

ETFs
15.6K
+ 2.12%
$24.91 - $29.02 $390K - $454K
753K $18.9B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.96K
+ 0.69%
$62.43 - $84.12 $122K - $165K
287K $18.7B
AVGO
Broadcom Inc.

Technology
2.33K
+ 4.26%
$167.43 - $244.7 $390K - $570K
57K $9.54B
Activity Summary
Buys All Purchases 492 New Holdings 75 Increased Positions 417 Sells All Sells 238 Reductions 238 Sold out 0 Options Calls 0 Puts 0
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