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
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.22K
+ 10.54%
$39.43 - $49.34 $48.2K - $60.3K
12.8K $606M
YJUN
First Tr Exchange Traded Fd Vi
4.13K
+ 33.48%
$21.32 - $24.75 $88K - $102K
16.5K $403M
GNRC
Generac Holdings Inc.

Industrials
629
+ 35.52%
$101.92 - $143.21 $64.1K - $90.1K
2.4K $344M
MAR
Marriott International Inc

Consumer Cyclical
291
+ 28.36%
$211.12 - $274.14 $61.4K - $79.8K
1.32K $360M
XAR
Spdr S&P Aerospace & Defense E

ETFs
105
+ 5.68%
$144.94 - $210.94 $15.2K - $22.1K
1.95K $412M
USB
Us Bancorp \De\

Financial Services
1.81K
+ 17.26%
$36.4 - $45.76 $65.9K - $82.9K
12.3K $557M
Atlassian Corporation Class A
600
+ 50.46%
N/A
1.79K $363M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
841
+ 2.08%
$47.29 - $53.34 $39.8K - $44.9K
41.3K $2.17B
GWW
W.W. Grainger, Inc.

Industrials
92
+ 35.94%
$919.93 - $1101.66 $84.6K - $101K
348 $362M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.42K
+ 20.45%
$54.27 - $63.01 $77.3K - $89.7K
8.39K $525M
CI
Cigna Corp

Healthcare
276
+ 5.29%
$301.89 - $340.04 $83.3K - $93.9K
5.5K $1.82B
FCOM
Fidelity Covington Tr Msci Com

ETFs
443
+ 5.49%
$50.44 - $64.81 $22.3K - $28.7K
8.51K $552M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.41K
+ 10.0%
$18.94 - $21.67 $102K - $117K
59.5K $1.26B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
729
+ 2.85%
$67.03 - $80.35 $48.9K - $58.6K
26.3K $2.1B
FNDX
Schwab Fundamental U S Large C

ETFs
1.48K
+ 2.46%
$20.84 - $24.54 $30.7K - $36.2K
61.4K $1.51B
KNSL
Kinsale Capital Group, Inc.

Financial Services
192
+ 32.21%
$419.99 - $501.97 $80.6K - $96.4K
788 $381M
SPYI
Shp ETF Tr Neos S&P 500 High I
1.24K
+ 11.36%
N/A
12.1K $609M
HBAN
Huntington Bancshares Inc

Financial Services
3.02K
+ 14.63%
$12.49 - $16.76 $37.7K - $50.6K
23.7K $396M
CDNS
Cadence Design Systems Inc

Technology
88
+ 8.19%
$231.64 - $323.08 $20.4K - $28.4K
1.16K $358M
ADI
Analog Devices Inc

Technology
21
+ 1.0%
$164.6 - $238.02 $3.46K - $5K
2.13K $507M
WM
Waste Management Inc

Industrials
482
+ 5.06%
$216.47 - $242.1 $104K - $117K
10K $2.29B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.25K
+ 17.96%
$17.76 - $22.1 $40K - $49.8K
14.8K $327M
TDG
Trans Digm Group Inc

Industrials
32
+ 15.02%
$1231.75 - $1520.64 $39.4K - $48.7K
245 $373M
TSCO
Tractor Supply CO

Consumer Cyclical
1.74K
+ 26.26%
$47.86 - $55.77 $83.4K - $97.2K
8.38K $442M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
62
+ 0.7%
$73.02 - $90.22 $4.53K - $5.59K
8.87K $791M
VOE
Vanguard Mid Cap Value Index F

ETFs
265
+ 4.85%
$141.87 - $164.49 $37.6K - $43.6K
5.73K $943M
SCHX
Schwab Strategic Tr Us Large C

ETFs
602
+ 2.85%
$19.6 - $24.44 $11.8K - $14.7K
21.7K $531M
AEP
American Electric Power CO Inc

Utilities
793
+ 23.81%
$98.59 - $109.11 $78.2K - $86.5K
4.12K $428M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
686
+ 2.33%
$91.43 - $91.74 $62.7K - $62.9K
30.1K $2.77B
SYY
Sysco Corp

Consumer Defensive
719
+ 15.41%
$68.0 - $75.91 $48.9K - $54.6K
5.39K $408M
FNDE
Schwab Fundamental Emerging Mk

ETFs
949
+ 8.58%
$26.66 - $33.09 $25.3K - $31.4K
12K $396M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
109
+ 1.65%
$55.54 - $69.09 $6.05K - $7.53K
6.74K $465M
BUYW
Northern Lts Fd Tr Iv Main Buy
3.32K
+ 15.67%
N/A
24.5K $344M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
1.27K
+ 16.1%
$40.41 - $40.68 $51.5K - $51.8K
9.19K $374M
AFL
Aflac Inc

Financial Services
896
+ 11.69%
$99.77 - $112.45 $89.4K - $101K
8.56K $903M
XLC
Select Sector Spdr Tr Communic

ETFs
118
+ 4.05%
$86.13 - $108.53 $10.2K - $12.8K
3.03K $329M
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.08%
$290.42 - $364.35 $290 - $364
1.27K $459M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
468
+ 4.63%
$38.96 - $44.84 $18.2K - $21K
10.6K $474M
TFC
Truist Financial Corp

Financial Services
357
+ 2.26%
$34.79 - $42.99 $12.4K - $15.3K
16.2K $696M
VGSH
Vanguard

ETFs
717
+ 15.91%
$58.32 - $58.95 $41.8K - $42.3K
5.22K $307M
IYJ
Ishares Tr

ETFs
53
+ 1.84%
$115.07 - $142.31 $6.1K - $7.54K
2.93K $417M
UAL
United Airlines Holdings, Inc.

Industrials
50
+ 1.48%
$56.15 - $84.23 $2.81K - $4.21K
3.43K $273M
MTN
Vail Resorts Inc

Consumer Cyclical
369
+ 5.75%
$131.42 - $164.64 $48.5K - $60.8K
6.79K $1.07B
VBR
Vanguard Small Cap Value ETF

ETFs
16
+ 0.4%
$162.76 - $195.77 $2.6K - $3.13K
4.01K $782M
GAB
Gabelli Equity Trust Inc

Financial Services
3K
+ 4.85%
$4.97 - $5.87 $14.9K - $17.6K
64.8K $377M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
240
+ 2.25%
$17.11 - $21.71 $4.11K - $5.21K
10.9K $237M
BLD
Top Build Corp

Industrials
36
+ 3.35%
$275.93 - $326.59 $9.93K - $11.8K
1.11K $360M
EQT
Eqt Corp

Energy
158
+ 4.0%
$46.11 - $60.44 $7.29K - $9.55K
4.11K $240M
BOND
Pimco Active Bond Exchange Tra

ETFs
315
+ 13.03%
$89.87 - $92.93 $28.3K - $29.3K
2.73K $252M
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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