Kingswood Wealth Advisors, LLC Reduced Holdings in Q2 2025

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.3M
- 91.33%
$172.42 - $223.89 $396M - $514M
218K $44.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
-217K
- 74.79%
$496.48 - $617.85 $108M - $134M
73.1K $45.2B
MSFT
Microsoft Corp

Technology
-266K
- 81.8%
$354.56 - $497.45 $94.3M - $132M
59.2K $29.4B
NVDA
Nvidia Corp

Technology
-950K
- 77.82%
$94.31 - $157.99 $89.6M - $150M
271K $42.8B
AMZN
Amazon Com Inc

Consumer Cyclical
-293K
- 73.91%
$167.32 - $223.3 $49M - $65.4M
103K $22.7B
META
Meta Platforms, Inc.

Communication Services
-89.7K
- 82.71%
$484.66 - $738.09 $43.5M - $66.2M
18.8K $13.8B
GOOGL
Alphabet Inc.

Communication Services
-172K
- 74.93%
$144.7 - $178.6 $24.9M - $30.7M
57.6K $10.1B
FTCS
First Trust Capital Strength E

ETFs
-227K
- 80.3%
$81.6 - $92.39 $18.6M - $21M
55.8K $5.07B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-91.1K
- 82.71%
$180.84 - $240.32 $16.5M - $21.9M
19K $4.58B
TSLA
Tesla, Inc.

Consumer Cyclical
-65.5K
- 70.3%
$221.86 - $362.89 $14.5M - $23.8M
27.7K $8.79B
GLD
Spdr Gold Trust

ETFs
-52.4K
- 77.52%
$273.71 - $316.29 $14.3M - $16.6M
15.2K $4.63B
FSK
Fs Kkr Capital Corp

Financial Services
-673K
- 85.45%
$17.95 - $21.5 $12.1M - $14.5M
115K $2.38B
VTI
Vanguard Total Stock Market Et

ETFs
-48.9K
- 68.73%
$243.75 - $303.93 $11.9M - $14.9M
22.2K $6.76B
GOOG
Alphabet Inc.

Communication Services
-84.5K
- 71.62%
$146.58 - $180.01 $12.4M - $15.2M
33.5K $5.94B
IOO
Ishares Tr Global 100 ETF

ETFs
-136K
- 75.2%
$84.95 - $107.81 $11.6M - $14.7M
45K $4.85B
WMT
Walmart Inc.

Consumer Defensive
-144K
- 74.76%
$81.79 - $99.98 $11.8M - $14.4M
48.8K $4.77B
XOM
Exxon Mobil Corp

Energy
-85.6K
- 66.48%
$99.93 - $119.04 $8.55M - $10.2M
43.1K $4.65B
ORCC
Owl Rock Capital Corp

Financial Services
-665K
- 84.55%
N/A
122K $1.74B
DVY
Ishares Tr

ETFs
-68.2K
- 54.54%
$118.37 - $134.86 $8.07M - $9.19M
56.8K $7.55B
MCD
Mcdonalds Corp

Consumer Cyclical
-23.1K
- 78.18%
$285.55 - $321.23 $6.6M - $7.42M
6.45K $1.88B
ET
Energy Transfer LP

Energy
-374K
- 90.82%
$15.65 - $18.93 $5.85M - $7.08M
37.8K $685M
LMT
Lockheed Martin Corp

Industrials
-14.1K
- 63.0%
$430.82 - $486.45 $6.07M - $6.85M
8.28K $3.83B
JPM
Jpmorgan Chase & CO

Financial Services
-29.1K
- 49.28%
$210.28 - $289.91 $6.13M - $8.45M
30K $8.7B
PLTR
Palantir Technologies Inc.

Technology
-99.5K
- 65.38%
$74.01 - $144.25 $7.36M - $14.3M
52.7K $7.18B
BA
Boeing CO

Industrials
-37.8K
- 64.98%
$136.59 - $217.51 $5.17M - $8.23M
20.4K $4.27B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-56.5K
- 41.72%
$85.42 - $94.39 $4.83M - $5.34M
79K $7.41B
QCOM
Qualcomm Inc

Technology
-34.4K
- 59.14%
$124.66 - $159.48 $4.28M - $5.48M
23.7K $3.78B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-18.7K
- 28.79%
$416.06 - $551.64 $7.79M - $10.3M
46.3K $25.5B
UNH
Unitedhealth Group Inc

Healthcare
-6.61K
- 48.83%
$274.35 - $599.47 $1.81M - $3.96M
6.92K $2.16B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7.64K
- 32.14%
$483.48 - $539.8 $3.69M - $4.12M
16.1K $7.83B
VZ
Verizon Communications Inc

Communication Services
-103K
- 65.92%
$41.67 - $45.62 $4.3M - $4.71M
53.4K $2.31B
MO
Altria Group, Inc.

Consumer Defensive
-80.9K
- 76.27%
$55.56 - $60.91 $4.49M - $4.92M
25.2K $1.48B
HD
Home Depot, Inc.

Consumer Cyclical
-12.7K
- 58.08%
$335.24 - $380.78 $4.25M - $4.83M
9.15K $3.36B
PFE
Pfizer Inc

Healthcare
-182K
- 76.7%
$21.59 - $24.84 $3.92M - $4.51M
55.1K $1.34B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-151K
- 73.82%
$27.3 - $31.8 $4.12M - $4.8M
53.6K $1.7B
OKE
Oneok Inc

Energy
-41.3K
- 82.76%
$78.71 - $100.37 $3.25M - $4.15M
8.61K $702M
CAT
Caterpillar Inc

Industrials
-16.3K
- 45.24%
$273.94 - $388.21 $4.46M - $6.32M
19.7K $7.65B
VT
Vanguard Total World Stk Index

ETFs
-36.1K
- 73.78%
$103.16 - $128.52 $3.72M - $4.64M
12.8K $1.65B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-46.6K
- 72.12%
N/A
18K $1.69B
IAU
Ishares Gold Trust

ETFs
-68.6K
- 75.55%
$56.1 - $64.74 $3.85M - $4.44M
22.2K $1.38B
TDIV
First Trust Nasdaq Technology

ETFs
-56.7K
- 79.06%
$64.41 - $90.17 $3.65M - $5.11M
15K $1.35B
CSCO
Cisco Systems, Inc.

Technology
-67.3K
- 65.8%
$53.19 - $69.38 $3.58M - $4.67M
35K $2.43B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-37.6K
- 67.78%
$90.56 - $109.49 $3.4M - $4.12M
17.9K $1.95B
VIG
Vanguard Dividend Appreciation

ETFs
-20.5K
- 44.89%
N/A
25.2K $5.15B
PEP
Pepsico Inc

Consumer Defensive
-23.4K
- 67.7%
$128.02 - $151.37 $2.99M - $3.54M
11.2K $1.47B
PG
Procter & Gamble CO

Consumer Defensive
-19.8K
- 44.71%
$157.66 - $172.39 $3.12M - $3.41M
24.5K $3.9B
IBM
International Business Machines Corp

Technology
-17.4K
- 50.03%
$221.03 - $294.78 $3.85M - $5.13M
17.4K $5.13B
DIS
Walt Disney CO

Communication Services
-39.2K
- 77.14%
$81.72 - $124.01 $3.2M - $4.86M
11.6K $1.44B
ABBV
Abb Vie Inc.

Healthcare
-15.4K
- 57.92%
$170.16 - $206.27 $2.61M - $3.17M
11.2K $2.07B
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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