Kingswood Wealth Advisors, LLC New Holdings in Q4 2024

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
33.5K
New
$5.98 - $6.61 $201K - $222K
33.5K $203M
RBLX
Roblox Corp

Communication Services
3.48K
New
$39.86 - $61.45 $139K - $214K
3.48K $202M
Digitalbridge Group Inc Class A Common Stock
17.9K
New
N/A
17.9K $201M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.48K
New
$134.53 - $150.65 $199K - $223K
1.48K $201M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
13K
New
$15.05 - $16.03 $196K - $208K
13K $198M
VKQ
Invesco Municipal Trust

Financial Services
19.7K
New
$9.54 - $10.29 $188K - $203K
19.7K $193M
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
36K
New
$5.26 - $6.15 $189K - $221K
36K $190M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
13.5K
New
$13.12 - $14.37 $178K - $194K
13.5K $184M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
19.7K
New
$8.24 - $11.07 $162K - $218K
19.7K $184M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
15.8K
New
$11.1 - $12.03 $175K - $190K
15.8K $178M
LIFE
A Tyr Pharma Inc

Healthcare
47K
New
N/A
47K $170M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
15.3K
New
$10.64 - $11.1 $163K - $170K
15.3K $165M
BRSP
Bright Spire Capital, Inc.

Real Estate
28.9K
New
$5.25 - $6.43 $152K - $186K
28.9K $163M
HQL
Tekla Life Sciences Investors

Financial Services
12.2K
New
$13.12 - $15.25 $160K - $186K
12.2K $160M
Purple Biotech LTD American Depositary Shares
33.6K
New
N/A
33.6K $158M
GNL
Global Net Lease, Inc.

Real Estate
19.3K
New
$7.02 - $8.61 $136K - $166K
19.3K $141M
POET
Poet Technologies Inc.

Technology
20K
New
$3.6 - $7.59 $72K - $152K
20K $119M
Pacific Oak Strategic Opportunity Reit Inc Common Shares
13.8K
New
N/A
13.8K $111M
AQN
Algonquin Power & Utilities Corp.

Utilities
23.9K
New
$4.31 - $5.52 $103K - $132K
23.9K $106M
ECC
Eagle Point Credit CO Inc.

Financial Services
11K
New
$8.7 - $9.98 $95.7K - $110K
11K $97.6M
ETNB
89bio, Inc.

Healthcare
11K
New
$7.03 - $10.05 $77.3K - $111K
11K $86M
Kbs Real Estate Invt Tr Iii Inc Common Shares
14.9K
New
N/A
14.9K $83.3M
AG
First Majestic Silver Corp

Basic Materials
15K
New
$5.39 - $7.94 $80.9K - $119K
15K $82.4M
CDXS
Codexis, Inc.

Healthcare
16.6K
New
$2.91 - $5.81 $48.3K - $96.4K
16.6K $79.2M
NIO
Nio Inc.

Consumer Cyclical
18.2K
New
$4.31 - $7.21 $78.2K - $131K
18.2K $79.2M
COTY
Coty Inc.

Consumer Defensive
10.6K
New
$6.92 - $9.36 $73.1K - $98.9K
10.6K $73.5M
BFLY
Butterfly Network, Inc.

Healthcare
22.3K
New
$1.66 - $3.67 $37K - $81.8K
22.3K $69.6M
Fortuna Mining Corporation Com New
15.9K
New
N/A
15.9K $68.2M
ATAI
Atai Life Sciences N.V.

Healthcare
50K
New
$1.06 - $1.78 $53K - $89K
50K $66.5M
GUT
Gabelli Utility Trust

Financial Services
12.3K
New
$4.99 - $5.44 $61.2K - $66.7K
12.3K $61.7M
FMCC
Federal Home Loan Mortgage Corp

Financial Services
18K
New
$1.1 - $3.55 $19.8K - $64K
18K $58.9M
FNMA
Federal National Mortgage Association Fannie Mae

Financial Services
17.2K
New
$1.13 - $3.56 $19.5K - $61.4K
17.2K $56.5M
MPW
Medical Properties Trust Inc

Real Estate
13.7K
New
$3.72 - $5.77 $50.9K - $79K
13.7K $54.1M
NNDM
Nano Dimension Ltd.

Technology
20K
New
$2.05 - $2.68 $41K - $53.6K
20K $49.6M
2 X Long Vix Futures ETF
11K
New
N/A
11K $37.4M
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
10.5K
New
$3.38 - $3.72 $35.6K - $39.2K
10.5K $36.6M
LCID
Lucid Group, Inc.

Consumer Cyclical
11.3K
New
$2.01 - $3.44 $22.8K - $39K
11.3K $34.2M
AMPX
Amprius Technologies, Inc.

Industrials
10.6K
New
$1.01 - $2.98 $10.7K - $31.5K
10.6K $29.6M
SND
Smart Sand, Inc.

Energy
11K
New
$1.98 - $2.59 $21.8K - $28.5K
11K $24.8M
VXRT
Vaxart, Inc.

Healthcare
30K
New
$0.54 - $0.86 $16.2K - $25.8K
30K $19.9M
VIVK
Vivakor, Inc.

Energy
12K
New
$1.08 - $1.71 $13K - $20.5K
12K $14.6M
ADAP
Adaptimmune Therapeutics PLC

Healthcare
18.7K
New
$0.54 - $0.95 $10.1K - $17.8K
18.7K $10.1M
T2 Biosystems Inc Common Stock
20K
New
N/A
20K $8.4M
Ambase Corporation
26K
New
N/A
26K $8.32M
VERU
Veru Inc.

Healthcare
10.8K
New
$0.58 - $0.93 $6.26K - $10K
10.8K $7.03M
Silver Bull Res Incorporated Com New
75K
New
N/A
75K $6.31M
AMRN
Amarin Corp Plcuk

Healthcare
12K
New
$0.44 - $0.63 $5.28K - $7.56K
12K $5.82M
Creative Media & Cmnty T
13K
New
N/A
13K $2.92M
PSUD
Petrosun Inc Common Stock
14.2K
New
N/A
14.2K $347K
Activity Summary
Buys All Purchases 520 New Holdings 257 Increased Positions 263 Sells All Sells 270 Reductions 270 Sold out 0 Options Calls 0 Puts 0
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