Kingswood Wealth Advisors, LLC Incresed Positions in Q3 2024

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
37.1K
+ 12.37%
$207.23 - $234.82 $7.68M - $8.71M
337K $78.2B
FPE
First Tr Pfd Secs & Income ETF

ETFs
590K
+ 1990.32%
$17.35 - $18.22 $10.2M - $10.7M
619K $11.2B
SCHG
Schwab Strategic Tr Us Large C

ETFs
83.8K
+ 160.15%
$92.63 - $105.69 $7.76M - $8.86M
136K $14.2B
VGT
Vanguard Information Technolog

ETFs
13.6K
+ 536.18%
$514.43 - $606.85 $7.01M - $8.26M
16.2K $9.48B
VTV
Vanguard Value ETF

ETFs
40.1K
+ 1163.06%
$159.75 - $174.57 $6.41M - $7.01M
43.6K $7.61B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
77.7K
+ 407.82%
$77.02 - $85.06 $5.98M - $6.61M
96.8K $8.18B
QQQ
Invesco Qqq Trust, Series 1

ETFs
11.3K
+ 38.62%
$434.77 - $502.96 $4.91M - $5.69M
40.6K $19.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10.5K
+ 124.45%
$475.2 - $527.7 $4.97M - $5.52M
18.9K $9.95B
VDC
Vanguard Consumer Staples ETF

ETFs
21K
+ 532.04%
$201.77 - $221.32 $4.23M - $4.64M
24.9K $5.44B
MSFT
Microsoft Corp

Technology
14.7K
+ 13.81%
$395.15 - $467.56 $5.8M - $6.86M
121K $52B
UNH
Unitedhealth Group Inc

Healthcare
4.77K
+ 31.59%
$488.01 - $604.18 $2.33M - $2.88M
19.9K $11.6B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
42.3K
+ 238.34%
$91.42 - $91.82 $3.87M - $3.88M
60.1K $5.51B
XLE
Energy Sector Spdr

ETFs
44.4K
+ 463.2%
$84.35 - $93.39 $3.75M - $4.15M
54K $4.75B
SO
Southern CO

Utilities
36.6K
+ 149.56%
$77.0 - $90.52 $2.82M - $3.31M
61.1K $5.51B
ABBV
Abb Vie Inc.

Healthcare
14.8K
+ 66.35%
$163.84 - $199.33 $2.42M - $2.95M
37.1K $7.32B
KO
Coca Cola CO

Consumer Defensive
42.7K
+ 98.53%
$62.69 - $73.01 $2.68M - $3.12M
86.1K $6.19B
ETN
Eaton Corp PLC

Industrials
9.79K
+ 106.84%
$272.52 - $333.02 $2.67M - $3.26M
19K $6.28B
XLF
Financial Sector Spdr

ETFs
73.1K
+ 376.26%
$40.84 - $45.74 $2.98M - $3.34M
92.5K $4.19B
JPM
Jpmorgan Chase & CO

Financial Services
14K
+ 30.75%
$194.9 - $224.8 $2.72M - $3.14M
59.4K $12.5B
VGIT
Vanguard Intermediate Term Tre

ETFs
51.3K
+ 605.07%
$57.8 - $60.8 $2.97M - $3.12M
59.8K $3.61B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.35K
+ 21.62%
$405.19 - $478.57 $1.76M - $2.08M
24.4K $11.2B
PG
Procter & Gamble CO

Consumer Defensive
15.5K
+ 61.03%
$160.76 - $177.82 $2.49M - $2.75M
40.8K $7.07B
FTCS
First Trust Capital Strength E

ETFs
26.1K
+ 60.89%
$83.58 - $90.94 $2.18M - $2.37M
69K $6.25B
VV
Vanguard Large Cap ETF

ETFs
9.82K
+ 399.92%
$236.92 - $263.4 $2.33M - $2.59M
12.3K $3.23B
WMT
Walmart Inc.

Consumer Defensive
22.5K
+ 37.63%
$66.91 - $81.4 $1.51M - $1.83M
82.3K $6.64B
CAT
Caterpillar Inc

Industrials
3.62K
+ 18.36%
$316.8 - $391.12 $1.15M - $1.42M
23.3K $9.13B
XOM
Exxon Mobil Corp

Energy
19.1K
+ 35.13%
$109.72 - $119.0 $2.09M - $2.27M
73.4K $8.6B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
21.6K
+ 68.18%
$96.25 - $101.98 $2.08M - $2.2M
53.3K $5.4B
VO
Vanguard Mid Cap ETF

ETFs
7.51K
+ 126.61%
$237.84 - $263.83 $1.79M - $1.98M
13.4K $3.54B
RWL
Invesco Exchange Traded Fd Tr

ETFs
21.2K
+ 748.08%
$90.36 - $98.07 $1.92M - $2.08M
24.1K $2.36B
NEE
Nextera Energy Inc

Utilities
7.57K
+ 7.16%
$69.9 - $84.97 $529K - $644K
113K $9.58B
HD
Home Depot, Inc.

Consumer Cyclical
2.76K
+ 18.81%
$333.64 - $405.2 $920K - $1.12M
17.4K $7.05B
MCD
Mcdonalds Corp

Consumer Cyclical
5.59K
+ 106.07%
$245.82 - $304.51 $1.37M - $1.7M
10.9K $3.31B
LOW
Lowes Companies Inc

Consumer Cyclical
6.24K
+ 127.44%
$213.3 - $270.78 $1.33M - $1.69M
11.1K $3.01B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
19K
+ 751.48%
$100.09 - $100.69 $1.91M - $1.92M
21.6K $2.17B
CGUS
Capital Group Core Equity ETF
54.7K
+ 653.94%
$31.19 - $34.33 $1.71M - $1.88M
63.1K $2.16B
IYW
Ishares Dj Us Tech ETF

ETFs
12.4K
+ 622.35%
$133.16 - $158.73 $1.66M - $1.98M
14.4K $2.19B
JEPI
J P Morgan Exchange Traded Fd

ETFs
27.8K
+ 34.4%
$54.98 - $59.51 $1.53M - $1.66M
109K $6.47B
TLT
Ishares Barclays 20+ Year Trea

ETFs
18K
+ 96.32%
$89.91 - $101.33 $1.62M - $1.82M
36.7K $3.6B
IVV
Ishares Core S&P 500 ETF

ETFs
2.19K
+ 10.86%
$520.18 - $576.82 $1.14M - $1.26M
22.4K $12.9B
VEU
Vanguard Ftse All World Ex Us

ETFs
28.9K
+ 604.1%
$56.47 - $63.69 $1.63M - $1.84M
33.7K $2.12B
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.12K
+ 42.96%
$332.02 - $382.76 $1.37M - $1.58M
13.7K $5.14B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
9.21K
+ 42.84%
$125.95 - $142.04 $1.16M - $1.31M
30.7K $4.36B
CVX
Chevron Corp

Energy
12.7K
+ 47.76%
$137.88 - $161.97 $1.74M - $2.05M
39.1K $5.76B
GOOG
Alphabet Inc.

Communication Services
17.1K
+ 22.21%
$149.54 - $192.66 $2.55M - $3.29M
93.8K $15.7B
DGRO
Ishares Core Dividend Growth E

ETFs
23.2K
+ 92.75%
$57.47 - $62.76 $1.34M - $1.46M
48.3K $3.03B
JNJ
Johnson & Johnson

Healthcare
6.82K
+ 23.08%
$145.48 - $167.38 $992K - $1.14M
36.4K $5.89B
IBM
International Business Machines Corp

Technology
4.55K
+ 41.55%
$175.1 - $223.38 $797K - $1.02M
15.5K $3.43B
EFG
Msci Eafe Growth ETF

ETFs
13.4K
+ 109.96%
$96.84 - $108.77 $1.3M - $1.46M
25.7K $2.76B
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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