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
PAVE
Global X Fds Us Infrastructure

ETFs
-93.3K
- 78.03%
$33.78 - $43.68 $3.15M - $4.07M
26.3K $1.14B
SPOT
Spotify Technology S.A.

Communication Services
-6.21K
- 84.17%
$503.3 - $775.9 $3.12M - $4.82M
1.17K $896M
AMD
Advanced Micro Devices Inc

Technology
-43K
- 56.38%
$78.21 - $143.81 $3.37M - $6.19M
33.3K $4.73B
COST
Costco Wholesale Corp

Consumer Defensive
-3.45K
- 37.75%
$908.13 - $1056.85 $3.13M - $3.65M
5.69K $5.63B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-21.6K
- 42.33%
$121.58 - $136.74 $2.63M - $2.96M
29.5K $4B
GILD
Gilead Sciences, Inc.

Healthcare
-25.8K
- 72.07%
$96.91 - $113.0 $2.5M - $2.91M
9.98K $1.11B
DE
Deere & CO

Industrials
-6.15K
- 69.08%
$412.99 - $531.48 $2.54M - $3.27M
2.76K $1.4B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-28.8K
- 34.96%
$96.84 - $99.46 $2.79M - $2.87M
53.7K $5.32B
V
Visa Inc.

Financial Services
-8.4K
- 36.28%
$308.27 - $373.31 $2.59M - $3.13M
14.7K $5.23B
SLV
I Shares Silver Trust

ETFs
-93.3K
- 73.38%
$27.08 - $33.74 $2.53M - $3.15M
33.8K $1.11B
BMY
Bristol Myers Squibb CO

Healthcare
-35.5K
- 46.05%
$44.12 - $59.6 $1.57M - $2.12M
41.6K $1.92B
LLY
Eli Lilly & CO

Healthcare
-2.77K
- 29.94%
$713.71 - $898.95 $1.98M - $2.49M
6.48K $5.05B
ABT
Abbott Laboratories

Healthcare
-19.5K
- 70.3%
$123.95 - $138.08 $2.41M - $2.69M
8.22K $1.12B
EPD
Enterprise Products Partners L.P.

Energy
-69.6K
- 79.38%
$28.95 - $34.22 $2.02M - $2.38M
18.1K $561M
PM
Philip Morris International Inc.

Consumer Defensive
-16.1K
- 63.93%
$149.23 - $184.95 $2.41M - $2.99M
9.11K $1.66B
NKE
Nike, Inc.

Consumer Cyclical
-36K
- 77.41%
$53.27 - $72.04 $1.92M - $2.59M
10.5K $745M
VHT
Vanguard Health Care ETF

ETFs
-8.38K
- 72.63%
$236.71 - $261.92 $1.98M - $2.2M
3.16K $785M
SBUX
Starbucks Corp

Consumer Cyclical
-21.5K
- 56.67%
$79.69 - $99.41 $1.71M - $2.14M
16.4K $1.51B
CVX
Chevron Corp

Energy
-9.86K
- 30.88%
$133.73 - $168.51 $1.32M - $1.66M
22.1K $3.16B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-8.21K
- 17.88%
$456.74 - $568.03 $3.75M - $4.66M
37.7K $21.4B
CVS
Cvs Health Corp

Healthcare
-31.7K
- 67.03%
$60.04 - $70.18 $1.91M - $2.23M
15.6K $1.08B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6.85K
- 54.29%
$320.42 - $424.58 $2.2M - $2.91M
5.77K $2.45B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-20.9K
- 70.95%
$100.35 - $100.71 $2.1M - $2.1M
8.56K $861M
BP
Bp PLC

Energy
-59.8K
- 86.69%
$26.11 - $33.81 $1.56M - $2.02M
9.18K $275M
INTC
Intel Corp

Technology
-92.3K
- 66.41%
$18.13 - $22.69 $1.67M - $2.09M
46.7K $1.05B
MRK
Merck & Co., Inc.

Healthcare
-20.6K
- 46.62%
$73.47 - $87.12 $1.52M - $1.8M
23.6K $1.87B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-15.6K
- 63.29%
$114.78 - $133.31 $1.79M - $2.08M
9.07K $1.21B
FISV
Fiserv Inc

Technology
-7.99K
- 76.22%
N/A
2.49K $430M
FTHI
First Trust Exchange Traded Fd

ETFs
-88.1K
- 64.17%
$19.66 - $22.85 $1.73M - $2.01M
49.2K $1.12B
ORCL
Oracle Corp

Technology
-22.5K
- 56.91%
$122.82 - $218.63 $2.76M - $4.92M
17K $3.73B
BAC
Bank Of America Corp

Financial Services
-53.7K
- 40.5%
$34.39 - $47.46 $1.85M - $2.55M
78.8K $3.73B
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-37.3K
- 78.91%
$43.86 - $51.74 $1.64M - $1.93M
9.98K $516M
XLF
Financial Sector Spdr

ETFs
-38.6K
- 32.46%
$43.92 - $52.37 $1.7M - $2.02M
80.3K $4.21B
FSCO
Fs Cr Opportunities Corp Com
-242K
- 83.33%
N/A
48.3K $351M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-15.4K
- 56.8%
$105.23 - $109.61 $1.62M - $1.69M
11.7K $1.28B
RKT
Rocket Companies, Inc.

Financial Services
-142K
- 66.37%
$11.11 - $15.4 $1.58M - $2.18M
71.8K $1.02B
O
Realty Income Corp

Real Estate
-27K
- 70.2%
$52.27 - $58.52 $1.41M - $1.58M
11.5K $662M
BX
Blackstone Inc.

Financial Services
-11.4K
- 55.36%
$120.07 - $151.11 $1.37M - $1.73M
9.21K $1.38B
CRM
Salesforce, Inc.

Technology
-5.71K
- 35.71%
$236.26 - $291.15 $1.35M - $1.66M
10.3K $2.81B
GE
General Electric CO

Industrials
-9.51K
- 55.37%
$166.81 - $257.39 $1.59M - $2.45M
7.66K $1.97B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-15.7K
- 39.26%
$83.97 - $92.85 $1.32M - $1.46M
24.3K $2.15B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-20.1K
- 62.87%
$72.02 - $73.82 $1.45M - $1.48M
11.9K $873M
KO
Coca Cola CO

Consumer Defensive
-19.8K
- 29.14%
$68.37 - $73.9 $1.35M - $1.46M
48K $3.4B
CMI
Cummins Inc

Industrials
-4.68K
- 75.65%
$267.12 - $336.65 $1.25M - $1.58M
1.51K $494M
PAYX
Paychex Inc

Industrials
-9.04K
- 81.21%
$137.01 - $159.78 $1.24M - $1.44M
2.09K $304M
CAPE
Barclays Bank PLC

ETFs
-47.3K
- 71.81%
$27.26 - $31.81 $1.29M - $1.5M
18.6K $590M
MU
Micron Technology Inc

Technology
-21.2K
- 61.43%
$64.72 - $127.91 $1.37M - $2.71M
13.3K $1.64B
JPI
Nuveen Preferred & Income Term Fund

Financial Services
-67.7K
- 75.32%
$17.58 - $21.07 $1.19M - $1.43M
22.2K $461M
UBER
Uber Technologies, Inc

Technology
-23.2K
- 52.97%
$64.62 - $93.3 $1.5M - $2.16M
20.6K $1.92B
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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