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
FSK
Fs Kkr Capital Corp

Financial Services
4.16K
+ 3.57%
$18.74 - $20.43 $77.9K - $84.9K
121K $2.39B
IAK
Ishares Tr

ETFs
146
+ 3.34%
$112.0 - $130.47 $16.4K - $19K
4.52K $583M
DCF
Bny Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc.

N/A
8K
+ 18.68%
$8.78 - $9.22 $70.2K - $73.8K
50.8K $467M
MBB
Ishares Tr

ETFs
744
+ 18.73%
$90.85 - $96.66 $67.6K - $71.9K
4.72K $452M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
498
+ 5.29%
$147.95 - $191.05 $73.7K - $95.1K
9.91K $1.72B
EOG
Eog Resources Inc

Energy
788
+ 19.87%
$117.9 - $132.65 $92.9K - $105K
4.75K $584M
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.01%
$107.72 - $119.96 $108 - $120
12.1K $1.45B
XEL
Xcel Energy Inc

Utilities
219
+ 3.7%
$52.11 - $65.3 $11.4K - $14.3K
6.13K $400M
DOV
Dover Corp

Industrials
302
+ 12.98%
$172.5 - $193.03 $52.1K - $58.3K
2.63K $504M
ED
Consolidated Edison Inc

Utilities
151
+ 3.41%
$88.42 - $104.97 $13.4K - $15.9K
4.58K $477M
ARES
Ares Management Corp

Financial Services
96
+ 3.41%
$133.73 - $158.05 $12.8K - $15.2K
2.91K $454M
FANG
Diamondback Energy, Inc.

Energy
608
+ 57.2%
$168.46 - $210.94 $102K - $128K
1.67K $288M
DAL
Delta Air Lines, Inc.

Industrials
1.18K
+ 27.29%
$37.32 - $51.8 $44.2K - $61.3K
5.52K $280M
NEM
Newmont Corp

Basic Materials
2
+ 0.03%
$41.65 - $55.85 $83.3 - $112
6.39K $341M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
328
+ 4.01%
$75.63 - $84.89 $24.8K - $27.8K
8.51K $717M
DVN
Devon Energy Corp

Energy
8.83K
+ 26.54%
$37.87 - $48.65 $334K - $430K
42.1K $1.65B
BP
Bp PLC

Energy
3.37K
+ 42.17%
$30.78 - $37.05 $104K - $125K
11.4K $357M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
54
+ 0.64%
$69.31 - $77.34 $3.74K - $4.18K
8.56K $657M
CSX
Csx Corp

Industrials
1.32K
+ 7.87%
$32.48 - $35.45 $42.9K - $46.9K
18.1K $626M
COP
Conocophillips

Energy
1.96K
+ 12.4%
$102.3 - $116.61 $201K - $229K
17.8K $1.87B
JNPR
Juniper Networks Inc

Technology
68
+ 0.3%
$36.35 - $39.03 $2.47K - $2.65K
22.8K $888M
EMN
Eastman Chemical CO

Basic Materials
22
+ 0.55%
$93.82 - $113.74 $2.06K - $2.5K
4.05K $453M
RSG
Republic Services, Inc.

Industrials
229
+ 11.61%
$189.34 - $208.21 $43.4K - $47.7K
2.2K $442M
INDA
Ishares Msci India Index Fund

ETFs
700
+ 17.81%
$54.86 - $59.22 $38.4K - $41.5K
4.63K $271M
FDVV
Fidelity High Dividend ETF

ETFs
622
+ 12.5%
$46.26 - $50.65 $28.8K - $31.5K
5.6K $283M
PANW
Palo Alto Networks Inc

Technology
121
+ 4.69%
$294.18 - $368.01 $35.6K - $44.5K
2.7K $922M
EEM
Ishares Msci Emerging Markets

ETFs
100
+ 0.85%
$40.42 - $46.7 $4.04K - $4.67K
11.8K $544M
EPD
Enterprise Products Partners L.P.

Energy
1.42K
+ 6.78%
$27.88 - $30.0 $39.6K - $42.6K
22.4K $651M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
148
+ 1.65%
$41.9 - $48.26 $6.2K - $7.14K
9.11K $436M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
371
+ 5.42%
$76.38 - $78.87 $28.3K - $29.3K
7.22K $568M
IBB
Ishares Biotechnology ETF

ETFs
198
+ 11.83%
$135.09 - $149.47 $26.7K - $29.6K
1.87K $272M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.11K
+ 9.6%
$24.86 - $26.33 $27.5K - $29.2K
12.6K $331M
IXN
Ishares Global Information Tec

ETFs
467
+ 17.46%
$73.0 - $87.81 $34.1K - $41K
3.14K $259M
THRD
Third Harmonic Bio, Inc.

Healthcare
2K
+ 10.58%
$10.86 - $15.0 $21.7K - $30K
20.9K $283M
IFRA
Ishares Tr

ETFs
60
+ 0.85%
$41.55 - $46.97 $2.49K - $2.82K
7.14K $335M
IGM
Ishares Expanded Tech Sector E

ETFs
313
+ 8.17%
$84.03 - $98.62 $26.3K - $30.9K
4.14K $397M
CG
Carlyle Group Inc.

Financial Services
58
+ 0.53%
$37.24 - $49.74 $2.16K - $2.88K
11K $472M
AOS
Smith A O Corp

Industrials
86
+ 2.98%
$76.95 - $91.98 $6.62K - $7.91K
2.98K $267M
VTRS
Viatris Inc

Healthcare
89
+ 0.3%
$10.32 - $12.13 $918 - $1.08K
30.2K $351M
EMR
Emerson Electric CO

Industrials
309
+ 6.62%
$98.19 - $118.87 $30.3K - $36.7K
4.98K $544M
FDLO
Fidelity Covington Tr Low Vola

ETFs
59
+ 1.01%
$56.38 - $61.35 $3.33K - $3.62K
5.89K $361M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.29K
+ 8.78%
$16.42 - $18.12 $21.1K - $23.3K
15.9K $288M
DKNG
Draft Kings Inc.

Consumer Cyclical
452
+ 8.26%
$29.85 - $41.1 $13.5K - $18.6K
5.92K $236M
BNDX
Vanguard Total International B

ETFs
16
+ 0.1%
$48.42 - $50.35 $775 - $806
15.6K $783M
INCY
Incyte Corp

Healthcare
3
+ 0.06%
$57.33 - $68.61 $172 - $206
4.67K $309M
PARA
Paramount Global

Communication Services
1.42K
+ 5.76%
$9.98 - $11.95 $14.2K - $17K
26.1K $279M
ADM
Archer Daniels Midland CO

Consumer Defensive
613
+ 2.91%
$57.96 - $65.72 $35.5K - $40.3K
21.7K $1.3B
AME
Ametek Inc

Industrials
60
+ 3.19%
$152.74 - $176.01 $9.16K - $10.6K
1.94K $333M
BHP
Bhp Group LTD

Basic Materials
2
+ 0.06%
$51.32 - $62.11 $103 - $124
3.62K $225M
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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