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
C
Citigroup Inc

Financial Services
5.99K
+ 24.06%
$56.11 - $67.61 $336K - $405K
30.9K $1.93B
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
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.47K
+ 138.07%
$64.57 - $71.76 $288K - $321K
7.7K $552M
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
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.5K
+ 84.88%
$110.22 - $120.89 $276K - $303K
5.45K $656M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
5.94K
+ 39.8%
$37.82 - $40.43 $225K - $240K
20.9K $893M
O
Realty Income Corp

Real Estate
1.94K
+ 11.87%
$52.36 - $63.42 $101K - $123K
18.3K $1.15B
FCX
Freeport Mcmoran Inc

Basic Materials
5.22K
+ 22.28%
$39.52 - $51.92 $206K - $271K
28.6K $1.43B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
2.63K
+ 5.74%
$37.61 - $41.72 $98.7K - $110K
48.4K $2.02B
PHYS
Sprott Physical Gold Trust

Financial Services
11K
+ 40.29%
$18.12 - $20.72 $199K - $228K
38.3K $781M
NUE
Nucor Corp

Basic Materials
2K
+ 84.69%
$137.77 - $166.14 $276K - $333K
4.37K $656M
ITW
Illinois Tool Works Inc

Industrials
726
+ 21.53%
$233.14 - $263.97 $169K - $192K
4.1K $1.07B
KEY
Keycorp

Financial Services
13K
+ 57.35%
$13.95 - $17.34 $182K - $226K
35.8K $598M
DIS
Walt Disney CO

Communication Services
3.4K
+ 19.58%
$85.6 - $98.61 $291K - $335K
20.7K $1.99B
KTF
Dws Municipal Income Trust

Financial Services
26.1K
+ 104.61%
$9.48 - $10.05 $247K - $262K
51K $508M
ADP
Automatic Data Processing Inc

Industrials
367
+ 8.26%
$233.44 - $279.45 $85.7K - $103K
4.81K $1.33B
WM
Waste Management Inc

Industrials
1.61K
+ 13.17%
$196.96 - $223.45 $318K - $360K
13.9K $2.88B
EFV
Msci Eafe Value ETF

ETFs
3.07K
+ 16.42%
$51.72 - $57.96 $159K - $178K
21.8K $1.25B
ENB
Enbridge Inc

Energy
5.22K
+ 55.06%
$35.27 - $41.18 $184K - $215K
14.7K $597M
XLV
Select Sector Spdr Fund Health

ETFs
1.35K
+ 24.42%
$143.3 - $157.24 $194K - $213K
6.89K $1.06B
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.52K
+ 33.56%
$75.32 - $84.37 $190K - $213K
10K $841M
VEGN
ETF Ser Solutions Us Vegan Cli

ETFs
3.75K
+ 22.62%
$45.55 - $51.64 $171K - $194K
20.3K $1.05B
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.15K
+ 6.0%
$64.35 - $75.71 $74K - $87.1K
20.3K $1.5B
KR
Kroger CO

Consumer Defensive
3.04K
+ 33.61%
$50.43 - $57.3 $153K - $174K
12.1K $691M
KMI
Kinder Morgan, Inc.

Energy
7.11K
+ 19.25%
$19.72 - $22.22 $140K - $158K
44.1K $973M
PFE
Pfizer Inc

Healthcare
4.67K
+ 4.44%
$27.7 - $31.39 $129K - $147K
110K $3.18B
CMI
Cummins Inc

Industrials
43
+ 0.92%
$266.63 - $326.4 $11.5K - $14K
4.7K $1.52B
TRV
Travelers Companies, Inc.

Financial Services
271
+ 4.93%
$201.87 - $242.35 $54.7K - $65.7K
5.77K $1.35B
MDT
Medtronic PLC

Healthcare
694
+ 4.84%
$76.84 - $91.03 $53.3K - $63.2K
15K $1.35B
ADI
Analog Devices Inc

Technology
906
+ 11.7%
$200.56 - $243.33 $182K - $220K
8.65K $1.99B
NVO
Novo Nordisk A S

Healthcare
7.47K
+ 26.17%
$119.07 - $145.42 $890K - $1.09M
36K $4.29B
BBY
Best Buy CO Inc

Consumer Cyclical
1.36K
+ 34.12%
$80.23 - $103.29 $109K - $140K
5.34K $552M
PSX
Phillips 66

Energy
2.01K
+ 38.2%
$125.0 - $147.17 $252K - $296K
7.28K $957M
SOXX
Ishares Semiconductor ETF

ETFs
1.03K
+ 60.32%
$199.29 - $265.49 $204K - $272K
2.73K $629M
NSC
Norfolk Southern Corp

Industrials
536
+ 24.36%
$213.75 - $259.69 $115K - $139K
2.74K $680M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.54K
+ 29.03%
$106.11 - $113.72 $164K - $175K
6.86K $776M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.9K
+ 8.76%
$60.84 - $67.51 $116K - $128K
23.6K $1.59B
TJX
Tjx Companies Inc

Consumer Cyclical
1.17K
+ 13.39%
$107.93 - $120.23 $126K - $141K
9.93K $1.17B
RDIV
Invesco Exchange Traded Fd Tr

ETFs
1.77K
+ 8.04%
$44.56 - $50.18 $79K - $88.9K
23.8K $1.19B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.96K
+ 33.75%
$52.1 - $59.66 $154K - $176K
11.7K $694M
BKNG
Booking Holdings Inc.

Consumer Cyclical
35
+ 21.74%
$3305.62 - $4268.05 $116K - $149K
196 $826M
PNC
Pnc Financial Services Group, Inc.

Financial Services
487
+ 14.6%
$156.14 - $187.2 $76K - $91.2K
3.82K $707M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
236
+ 1.23%
$175.46 - $203.3 $41.4K - $48K
19.4K $3.91B
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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