Kingswood Wealth Advisors, LLC Incresed Positions in Q1 2025

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IONQ
Ion Q, Inc.

Technology
4.49K
+ 91.53%
$18.27 - $51.07 $81.9K - $229K
9.39K $207M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
1.61K
+ 4.42%
$12.17 - $13.83 $19.5K - $22.2K
37.9K $465M
EA
Electronic Arts Inc.

Communication Services
38
+ 1.65%
$116.53 - $146.29 $4.43K - $5.56K
2.34K $338M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
541
+ 3.85%
$50.25 - $55.9 $27.2K - $30.2K
14.6K $750M
BMO
Bank Of Montreal

Financial Services
3
+ 0.13%
$94.92 - $104.14 $285 - $312
2.27K $219M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
522
+ 10.9%
$81.1 - $94.7 $42.3K - $49.4K
5.31K $429M
NNDM
Nano Dimension Ltd.

Technology
10K
+ 50.0%
$1.59 - $2.66 $15.9K - $26.6K
30K $46.8M
ECC
Eagle Point Credit CO Inc.

Financial Services
557
+ 5.07%
$7.7 - $9.14 $4.29K - $5.09K
11.6K $94.8M
XSW
Spdr S&P Software & Services E

ETFs
408
+ 17.09%
$159.76 - $197.42 $65.2K - $80.5K
2.8K $447M
MTB
M&T Bank Corp

Financial Services
88
+ 4.43%
$170.47 - $201.98 $15K - $17.8K
2.08K $370M
FNX
First Tr Mid Cap Core Alphadex

ETFs
39
+ 2.04%
$105.28 - $121.93 $4.11K - $4.76K
1.95K $213M
MSI
Motorola Solutions, Inc.

Technology
29
+ 3.2%
$411.73 - $482.1 $11.9K - $14K
935 $409M
IWN
Ishares Russell2000 Val ETF

ETFs
40
+ 3.1%
$149.27 - $169.4 $5.97K - $6.78K
1.33K $201M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
152
+ 14.8%
$314.47 - $431.35 $47.8K - $65.6K
1.18K $435M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
105
+ 2.67%
$175.5 - $209.86 $18.4K - $22K
4.03K $732M
OWL
Blue Owl Capital Inc.

Financial Services
6.12K
+ 14.49%
$18.49 - $26.68 $113K - $163K
48.4K $970M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
21
+ 2.17%
$221.78 - $273.45 $4.66K - $5.74K
990 $225M
XVOL
Tidal ETF Tr Acruence Active H
5.5K
+ 5.66%
$19.58 - $22.83 $108K - $126K
103K $2.06B
IGM
Ishares Expanded Tech Sector E

ETFs
329
+ 7.96%
$90.67 - $108.46 $29.8K - $35.7K
4.46K $404M
Pacific Oak Strategic Op Portunity Reit Inc
2.5K
+ 18.13%
N/A
16.3K $93M
PNC
Pnc Financial Services Group, Inc.

Financial Services
120
+ 4.47%
$168.84 - $202.89 $20.3K - $24.3K
2.8K $493M
CDNS
Cadence Design Systems Inc

Technology
82
+ 8.26%
$233.96 - $324.52 $19.2K - $26.6K
1.08K $273M
XLK
Technology Sector Spdr

ETFs
1.67K
+ 11.6%
$206.38 - $242.18 $345K - $404K
16.1K $3.32B
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
280
+ 16.06%
$200.77 - $270.08 $56.2K - $75.6K
2.02K $407M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.17K
+ 4.51%
$120.24 - $134.3 $141K - $157K
27.1K $3.31B
MAR
Marriott International Inc

Consumer Cyclical
33
+ 3.32%
$237.01 - $304.45 $7.82K - $10K
1.03K $244M
URI
United Rentals, Inc.

Industrials
9
+ 1.72%
$594.17 - $789.56 $5.35K - $7.11K
532 $335M
VBK
Vanguard Small Cap Growth ETF

ETFs
412
+ 8.22%
$247.97 - $296.33 $102K - $122K
5.43K $1.37B
IWY
Ishares Tr Russell 200 Growth

ETFs
18
+ 0.92%
$210.19 - $243.33 $3.78K - $4.38K
1.98K $420M
USB
Us Bancorp \De\

Financial Services
350
+ 3.45%
$40.92 - $50.9 $14.3K - $17.8K
10.5K $443M
LPX
Louisiana Pacific Corp

Industrials
140
+ 3.1%
$89.37 - $118.15 $12.5K - $16.5K
4.66K $425M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
458
+ 1.92%
$64.88 - $72.1 $29.7K - $33K
24.4K $1.6B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.05K
+ 6.57%
$40.03 - $46.81 $82.1K - $96K
33.3K $1.36B
CRH.L
Crh PLC

Basic Materials
315
+ 1.89%
N/A
17K $1.5B
SYLD
Cambria Shareholder Yld ETF

ETFs
876
+ 3.78%
$62.77 - $71.4 $55K - $62.5K
24K $1.53B
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
1.28K
+ 5.7%
$20.63 - $25.57 $26.4K - $32.7K
23.7K $490M
DSI
Ishares Msci Kld 400 Social Et

ETFs
18
+ 0.21%
$101.98 - $115.66 $1.84K - $2.08K
8.79K $900M
APP
App Lovin Corp

Technology
80
+ 5.05%
$238.08 - $510.13 $19K - $40.8K
1.66K $445M
DHR
Danaher Corp

Healthcare
56
+ 1.64%
$201.62 - $250.59 $11.3K - $14K
3.47K $710M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
6
+ 0.77%
$283.06 - $421.16 $1.7K - $2.53K
784 $222M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
19
+ 1.78%
$634.14 - $744.83 $12K - $14.2K
1.08K $681M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.34K
+ 1.71%
$25.58 - $29.24 $34.2K - $39.1K
79.5K $2.08B
CGUS
Capital Group Core Equity ETF
449
+ 0.71%
$33.08 - $36.62 $14.9K - $16.4K
63.9K $2.13B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.49K
+ 5.07%
$80.73 - $94.96 $121K - $142K
30.9K $2.57B
TOL
Toll Brothers, Inc.

Consumer Cyclical
218
+ 3.8%
$103.02 - $140.69 $22.5K - $30.7K
5.95K $628M
SQ
Block, Inc.

Technology
1.82K
+ 26.91%
$54.04 - $92.95 $98.6K - $170K
8.6K $471M
SOUN
Soundhound Ai, Inc.

Technology
9.3K
+ 58.22%
$8.12 - $20.62 $75.5K - $192K
25.3K $207M
STT
State Street Corp

Financial Services
100
+ 0.69%
$84.47 - $102.23 $8.45K - $10.2K
14.6K $1.31B
SOXX
Ishares Semiconductor ETF

ETFs
103
+ 2.05%
$188.17 - $235.81 $19.4K - $24.3K
5.12K $963M
Activity Summary
Buys All Purchases 492 New Holdings 75 Increased Positions 417 Sells All Sells 238 Reductions 238 Sold out 0 Options Calls 0 Puts 0
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