Kingswood Wealth Advisors, LLC Purchases in Q3 2024

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Apollo Diversified Re Fd
16.7K
New
N/A
16.7K $442M
CRH.L
Crh PLC

Basic Materials
3.2K
+ 40.6%
N/A
11.1K $1.03B
BLD
Top Build Corp

Industrials
1.07K
New
$360.4 - $479.09 $386K - $513K
1.07K $436M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.58K
New
$149.02 - $167.67 $384K - $432K
2.58K $432M
EXPD
Expeditors International Of Washington Inc

Industrials
3.28K
New
$116.1 - $131.42 $381K - $431K
3.28K $431M
EXC
Exelon Corp

Utilities
9.02K
+ 82.43%
$34.24 - $40.55 $309K - $366K
20K $810M
NKE
Nike, Inc.

Consumer Cyclical
2.37K
+ 14.36%
$71.09 - $89.44 $169K - $212K
18.9K $1.68B
SNOW
Snowflake Inc.

Technology
3.98K
+ 262.57%
$108.56 - $143.02 $432K - $569K
5.49K $630M
WTMF
Wisdomtree Tr Managed Futures

ETFs
11.9K
New
$34.69 - $36.83 $413K - $439K
11.9K $423M
GNRC
Generac Holdings Inc.

Industrials
2.65K
New
$133.16 - $159.78 $353K - $424K
2.65K $421M
TOWN
Towne Bank (Va)

Financial Services
12.7K
New
$26.78 - $34.85 $340K - $442K
12.7K $419M
PII
Polaris Inc.

Consumer Cyclical
4.99K
New
$72.9 - $86.86 $364K - $434K
4.99K $416M
COST
Costco Wholesale Corp

Consumer Defensive
137
+ 1.7%
$801.83 - $917.05 $110K - $126K
8.18K $7.25B
Innovator Equity Defined Protection Etf 2 Yr To July
15K
New
N/A
15K $412M
FYLG
Global X Fds Financials Covere
15.1K
New
N/A
15.1K $412M
FTHI
First Trust Exchange Traded Fd

ETFs
17.5K
+ 153.51%
$21.47 - $23.16 $376K - $405K
28.9K $664M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.04K
+ 26.0%
$59.93 - $66.52 $302K - $335K
24.4K $1.62B
XLU
Utilities Sector Spdr

ETFs
5.01K
New
$67.67 - $80.78 $339K - $405K
5.01K $405M
CARR
Carrier Global Corp

Industrials
3.23K
+ 38.8%
$61.9 - $80.88 $200K - $261K
11.5K $929M
GD
General Dynamics Corp

Industrials
878
+ 7.6%
$279.51 - $308.09 $245K - $271K
12.4K $3.76B
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
20.3K
New
$19.08 - $19.89 $386K - $403K
20.3K $403M
MLPX
Global X Mlp & Energy Infrastr

ETFs
7.17K
New
$50.37 - $55.21 $361K - $396K
7.17K $390M
Ishares Bitcoin ETF
5.51K
+ 5.75%
N/A
101K $3.66B
Grayscale Ethereum Mini
153K
New
N/A
153K $374M
GILD
Gilead Sciences, Inc.

Healthcare
420
+ 1.92%
$66.59 - $83.99 $28K - $35.3K
22.3K $1.87B
IEMG
Ishares Inc

ETFs
5.63K
+ 51.62%
$53.64 - $53.64 $302K - $302K
16.5K $949M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.13K
+ 14.05%
$85.84 - $85.84 $183K - $183K
17.3K $1.67B
AXP
American Express CO

Financial Services
934
+ 34.04%
$225.92 - $271.17 $211K - $253K
3.68K $997M
KMB
Kimberly Clark Corp

Consumer Defensive
2.36K
+ 44.02%
$135.05 - $148.35 $318K - $350K
7.71K $1.1B
JCI
Johnson Controls International PLC

Industrials
2.98K
+ 26.51%
$65.52 - $77.61 $195K - $231K
14.2K $1.1B
D
Dominion Energy, Inc

Utilities
4.17K
+ 32.6%
$48.01 - $58.53 $200K - $244K
16.9K $979M
C
Citigroup Inc

Financial Services
5.99K
+ 24.06%
$56.11 - $67.61 $336K - $405K
30.9K $1.93B
FITB
Fifth Third Bancorp

Financial Services
8.16K
New
$36.01 - $43.64 $294K - $356K
8.16K $350M
CEG
Constellation Energy Corp

Utilities
616
+ 19.41%
$167.08 - $262.86 $103K - $162K
3.79K $985M
PEY
Invesco Exchange Traded Fd Tr

ETFs
14.4K
+ 98.86%
$19.4 - $21.93 $278K - $315K
28.9K $633M
YUM
Yum Brands Inc

Consumer Cyclical
2.33K
+ 80.04%
$125.95 - $139.96 $294K - $327K
5.25K $734M
CCI
Crown Castle International Corp

Real Estate
388
+ 2.71%
$95.29 - $120.24 $37K - $46.7K
14.7K $1.74B
APO
Apollo Global Management, Inc.

Financial Services
2.73K
New
$99.16 - $125.81 $271K - $343K
2.73K $343M
SBAC
Sba Communications Corp

Real Estate
1.42K
New
$189.0 - $245.01 $269K - $348K
1.42K $342M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.47K
+ 138.07%
$64.57 - $71.76 $288K - $321K
7.7K $552M
SAFRY
Safran S A Sponsored Adr (Fran

Industrials
5.74K
New
$51.47 - $60.37 $295K - $346K
5.74K $338M
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.67K
+ 29.56%
$71.19 - $76.59 $261K - $281K
16.1K $1.23B
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.78K
+ 17.95%
$57.22 - $80.08 $102K - $142K
11.7K $911M
AON
Aon PLC

Financial Services
251
+ 5.34%
$293.16 - $351.06 $73.6K - $88.1K
4.95K $1.71B
MSI
Motorola Solutions, Inc.

Technology
554
+ 45.34%
$385.65 - $450.49 $214K - $250K
1.78K $799M
FFIV
F5, Inc.

Technology
1.46K
New
$170.44 - $223.6 $250K - $327K
1.46K $322M
NEP
Nextera Energy Partners, LP

Utilities
11.6K
+ 84.26%
$23.83 - $28.64 $278K - $334K
25.5K $703M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.5K
+ 84.88%
$110.22 - $120.89 $276K - $303K
5.45K $656M
PRN
Invesco Dwa Industrials Moment

ETFs
2.09K
New
$130.94 - $152.99 $274K - $320K
2.09K $320M
Activity Summary
Buys All Purchases 443 New Holdings 123 Increased Positions 320 Sells All Sells 201 Reductions 201 Sold out 0 Options Calls 0 Puts 0
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