Kingswood Wealth Advisors, LLC Incresed Positions in Q2 2025

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.72K
+ 8.45%
$22.92 - $28.05 $154K - $188K
86.2K $2.42B
IGV
Ishares Expanded Tech Software

ETFs
2.46K
+ 81.31%
$80.15 - $109.5 $197K - $270K
5.49K $601M
VBK
Vanguard Small Cap Growth ETF

ETFs
693
+ 12.77%
$219.76 - $276.94 $152K - $192K
6.12K $1.69B
MUB
Ishares National Muni Bond ETF

ETFs
3.11K
+ 34.58%
$102.31 - $105.8 $318K - $329K
12.1K $1.26B
VGIT
Vanguard Intermediate Term Tre

ETFs
5.2K
+ 120.29%
$58.63 - $59.9 $305K - $311K
9.52K $569M
VEGN
ETF Ser Solutions Us Vegan Cli

ETFs
3.4K
+ 19.97%
$44.25 - $56.02 $150K - $190K
20.4K $1.14B
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.9K
+ 4.82%
$23.55 - $27.67 $139K - $163K
128K $3.55B
NOW
Service Now, Inc.

Technology
6
+ 0.48%
$721.65 - $1040.18 $4.33K - $6.24K
1.26K $1.3B
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.21K
+ 28.58%
$70.56 - $92.75 $156K - $205K
9.92K $891M
FCX
Freeport Mcmoran Inc

Basic Materials
2.29K
+ 6.88%
$29.15 - $44.46 $66.8K - $102K
35.6K $1.54B
VV
Vanguard Large Cap ETF

ETFs
361
+ 6.74%
$228.25 - $285.3 $82.4K - $103K
5.72K $1.63B
TGT
Target Corp

Consumer Defensive
3.13K
+ 31.17%
$88.76 - $105.77 $278K - $331K
13.2K $1.3B
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
5.8K
+ 24.42%
$17.61 - $24.82 $102K - $144K
29.5K $733M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2K
+ 71.05%
$95.74 - $115.54 $191K - $231K
4.8K $549M
SNOW
Snowflake Inc.

Technology
321
+ 14.89%
$130.53 - $223.77 $41.9K - $71.8K
2.48K $554M
NET
Cloudflare, Inc.

Technology
366
+ 19.08%
$97.08 - $195.83 $35.5K - $71.7K
2.28K $447M
JBBB
Janus Detroit Str Tr Henderson

ETFs
4.55K
+ 43.4%
$46.79 - $48.56 $213K - $221K
15K $725M
FNDF
Schwab Fundamental Intl Large

ETFs
3.12K
+ 14.77%
$32.25 - $40.02 $101K - $125K
24.2K $970M
MFLX
First Tr Exchange Traded Fd Vi
12.8K
+ 76.54%
N/A
29.6K $491M
AMPX
Amprius Technologies, Inc.

Industrials
26.4K
+ 44.71%
$2.07 - $4.27 $54.6K - $113K
85.4K $360M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2K
+ 39.35%
$81.46 - $94.63 $163K - $189K
7.08K $670M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
7.49K
+ 19.73%
$10.69 - $14.6 $80K - $109K
45.4K $663M
TJX
Tjx Companies Inc

Consumer Cyclical
1.49K
+ 19.56%
$119.13 - $135.03 $177K - $201K
9.1K $1.12B
HL
Hecla Mining CO

Basic Materials
10K
+ 3.19%
$4.54 - $6.45 $45.4K - $64.5K
323K $1.94B
FDL
First Tr Morningstar Dividend

ETFs
5.44K
+ 25.31%
$38.19 - $43.19 $208K - $235K
26.9K $1.13B
FXU
First Tr Exchange Traded Fd Ut

ETFs
4.01K
+ 34.2%
$37.86 - $43.29 $152K - $174K
15.7K $667M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.83K
+ 40.94%
$100.04 - $100.54 $183K - $184K
6.3K $633M
QBTS
D Wave Quantum Inc.

Technology
1.87K
+ 8.5%
$6.22 - $19.04 $11.6K - $35.6K
23.8K $349M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
277
+ 0.37%
$19.1 - $23.83 $5.29K - $6.6K
75.5K $1.8B
BBUS
J P Morgan Exchg Traded Fd

ETFs
387
+ 3.15%
$89.63 - $111.92 $34.7K - $43.3K
12.7K $1.42B
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
13.7K
+ 47.64%
$12.37 - $14.5 $169K - $199K
42.4K $589M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.62K
+ 7.87%
$35.35 - $42.68 $92.6K - $112K
35.9K $1.53B
OWL
Blue Owl Capital Inc.

Financial Services
11K
+ 22.76%
$15.9 - $21.16 $175K - $233K
59.4K $1.14B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
149
+ 0.28%
$70.7 - $82.14 $10.5K - $12.2K
53.8K $4.42B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
961
+ 5.02%
$43.53 - $54.46 $41.8K - $52.3K
20.1K $1.09B
First Trust Blmrg Artif Intel ETF
1.2K
+ 8.5%
N/A
15.4K $541M
DLR
Digital Realty Trust, Inc.

Real Estate
51
+ 1.09%
$136.11 - $177.69 $6.94K - $9.06K
4.75K $828M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
2.98K
+ 14.1%
$36.02 - $41.92 $107K - $125K
24.1K $1.01B
APP
App Lovin Corp

Technology
13
+ 0.78%
$219.37 - $417.89 $2.85K - $5.43K
1.68K $587M
OEF
Ishares S&P 100 ETF

ETFs
212
+ 9.3%
N/A
2.49K $758M
AMCR
Amcor PLC

Consumer Cyclical
16.3K
+ 89.78%
$8.57 - $9.81 $139K - $160K
34.4K $316M
DSI
Ishares Msci Kld 400 Social Et

ETFs
162
+ 1.84%
$91.62 - $116.16 $14.8K - $18.8K
8.95K $1.04B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
117
+ 2.9%
$160.22 - $209.35 $18.7K - $24.5K
4.15K $869M
EMB
Ishares Tr

ETFs
1.2K
+ 9.87%
$86.54 - $92.62 $104K - $111K
13.4K $1.24B
POR
Portland General Electric CO

Utilities
3.89K
+ 67.05%
$39.96 - $44.75 $155K - $174K
9.69K $394M
FNDC
Schwab Fundamental Intl Small

ETFs
1.05K
+ 6.89%
$32.97 - $42.05 $34.5K - $43.9K
16.2K $682M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.57K
+ 34.12%
$22.68 - $23.28 $126K - $130K
21.9K $509M
SWK
Stanley Black & Decker, Inc.

Industrials
2.35K
+ 73.49%
$55.86 - $76.98 $131K - $181K
5.54K $376M
MGK
Vanguard Mega Cap Growth ETF

ETFs
100
+ 5.88%
$273.67 - $366.17 $27.4K - $36.6K
1.8K $659M
Activity Summary
Buys All Purchases 248 New Holdings 77 Increased Positions 171 Sells All Sells 458 Reductions 458 Sold out 0 Options Calls 0 Puts 0
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