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
CWB
Spdr Bloomberg Convertible Sec

ETFs
-17.3K
- 58.21%
$71.86 - $82.66 $1.24M - $1.43M
12.4K $1.03B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-8.33K
- 63.69%
$99.37 - $134.05 $828K - $1.12M
4.75K $539M
F
Ford Motor CO

Consumer Cyclical
-121K
- 87.04%
$8.69 - $10.85 $1.05M - $1.31M
18.1K $196M
T
At&T Inc.

Communication Services
-40.4K
- 48.23%
$26.33 - $28.94 $1.06M - $1.17M
43.4K $1.26B
FJAN
First Exc Trd Viii Cboe Vest U
-25.9K
- 71.11%
N/A
10.5K $500M
XLV
Select Sector Spdr Fund Health

ETFs
-7.27K
- 57.07%
$128.77 - $144.3 $936K - $1.05M
5.47K $737M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-64.1K
- 36.46%
$13.96 - $16.51 $895K - $1.06M
112K $1.82B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-10.6K
- 39.25%
$108.06 - $135.3 $1.15M - $1.44M
16.5K $2.23B
VLO
Valero Energy Corp

Energy
-8.04K
- 70.76%
$104.69 - $141.77 $842K - $1.14M
3.32K $447M
DVN
Devon Energy Corp

Energy
-22.6K
- 37.18%
$26.8 - $37.92 $606K - $857K
38.2K $1.21B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-18.9K
- 60.52%
$47.46 - $55.3 $896K - $1.04M
12.3K $679M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-25K
- 62.21%
$37.32 - $42.19 $932K - $1.05M
15.2K $640M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-32.4K
- 36.54%
$24.32 - $27.87 $788K - $903K
56.3K $1.49B
ARCC
Ares Capital Corp

Financial Services
-42.8K
- 69.15%
$18.91 - $22.43 $809K - $959K
19.1K $419M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-21.6K
- 39.08%
$57.46 - $75.58 $1.24M - $1.64M
33.7K $2.55B
WPC
W. P. Carey Inc.

Real Estate
-14.9K
- 69.5%
$56.12 - $64.53 $836K - $961K
6.54K $408M
LOW
Lowes Companies Inc

Consumer Cyclical
-3.77K
- 42.65%
$210.83 - $235.28 $794K - $886K
5.07K $1.12B
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-21.9K
- 67.49%
$39.93 - $46.67 $874K - $1.02M
10.5K $492M
VNQ
Vanguard Specialized Funds Van

ETFs
-9.38K
- 53.79%
$79.79 - $91.42 $748K - $857K
8.05K $717M
RTX
Raytheon Technologies Corp

Industrials
-9.77K
- 23.12%
$113.75 - $148.48 $1.11M - $1.45M
32.5K $4.75B
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-18.5K
- 71.83%
$42.85 - $50.11 $794K - $929K
7.27K $364M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-36.8K
- 63.7%
$21.9 - $25.54 $806K - $940K
21K $536M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-11.1K
- 55.97%
$72.96 - $90.39 $807K - $999K
8.7K $777M
OXY
Occidental Petroleum Corp

Energy
-13.2K
- 36.95%
$36.11 - $49.33 $476K - $650K
22.5K $945M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-71.2K
- 87.11%
$10.59 - $11.48 $754K - $817K
10.5K $121M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-7.22K
- 37.89%
$179.95 - $278.88 $1.3M - $2.01M
11.8K $3.3B
AI
C3.Ai, Inc.

Technology
-37.3K
- 65.31%
$18.24 - $27.8 $681K - $1.04M
19.8K $487M
FVD
First Tr Value Line Divid Inde

ETFs
-16.3K
- 29.3%
$40.62 - $45.12 $662K - $735K
39.3K $1.76B
MMM
3 M CO

Industrials
-4.95K
- 72.97%
$126.09 - $154.15 $624K - $763K
1.83K $279M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-13.8K
- 35.96%
$50.36 - $50.68 $697K - $702K
24.6K $1.25B
CFG
Citizens Financial Group Inc

Financial Services
-17.8K
- 73.65%
$34.27 - $44.75 $611K - $798K
6.38K $286M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-14.2K
- 71.44%
$46.04 - $53.67 $654K - $762K
5.68K $305M
C
Citigroup Inc

Financial Services
-11.9K
- 52.43%
$58.13 - $85.12 $693K - $1.01M
10.8K $920M
PRU
Prudential Financial Inc

Financial Services
-6.01K
- 73.66%
$95.12 - $112.71 $572K - $677K
2.15K $231M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-15.1K
- 20.66%
$51.16 - $62.02 $775K - $939K
58.2K $3.61B
HE
Hawaiian Electric Industries Inc

Utilities
-57.1K
- 34.0%
$9.36 - $10.96 $535K - $626K
111K $1.18B
FDX
Fedex Corp

Industrials
-2.6K
- 57.47%
$198.07 - $245.17 $515K - $638K
1.93K $438M
MRVL
Marvell Technology, Inc.

Technology
-12K
- 65.37%
$49.38 - $79.97 $594K - $961K
6.37K $493M
WSM
Williams Sonoma Inc

Consumer Cyclical
-4.16K
- 74.3%
$137.62 - $174.44 $572K - $726K
1.44K $235M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-12.7K
- 36.82%
$51.68 - $52.76 $656K - $670K
21.8K $1.15B
MA
Mastercard Inc

Financial Services
-1.32K
- 19.18%
$479.92 - $590.74 $633K - $779K
5.55K $3.12B
DOW
Dow Inc.

Basic Materials
-15.1K
- 59.92%
$25.81 - $34.89 $391K - $528K
10.1K $268M
Ge Healthcare Technologies Incorporated Common Stock
-7.15K
- 54.93%
N/A
5.87K $434M
ELV
Elevance Health, Inc.

Healthcare
-631
- 8.01%
$372.27 - $452.69 $235K - $286K
7.25K $2.82B
RDVY
First Trust Rising Dividend Ac

ETFs
-14.3K
- 19.92%
$51.6 - $62.74 $738K - $898K
57.5K $3.61B
PARA
Paramount Global

Communication Services
-52.2K
- 75.94%
$10.65 - $12.9 $556K - $673K
16.5K $213M
STZ
Constellation Brands, Inc.

Consumer Defensive
-2.83K
- 47.36%
$160.0 - $195.62 $453K - $553K
3.15K $512M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-34.5K
- 45.77%
$14.97 - $16.79 $517K - $579K
40.9K $684M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-25.6K
- 64.81%
$20.94 - $26.47 $536K - $677K
13.9K $368M
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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