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
PSA
Public Storage

Real Estate
-1.86K
- 62.2%
$266.31 - $309.77 $494K - $575K
1.13K $331M
MAA
Mid America Apartment Communities Inc.

Real Estate
-464
- 1.91%
$145.91 - $168.0 $67.7K - $78K
23.8K $3.52B
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-29.1K
- 73.12%
$17.99 - $18.99 $524K - $553K
10.7K $203M
SOXX
Ishares Semiconductor ETF

ETFs
-3.3K
- 64.54%
$154.86 - $239.07 $512K - $790K
1.82K $433M
UNP
Union Pacific Corp

Industrials
-2.06K
- 37.47%
$208.27 - $238.46 $429K - $491K
3.44K $791M
SO
Southern CO

Utilities
-5.46K
- 18.8%
$84.91 - $92.56 $464K - $506K
23.6K $2.17B
VUG
Vanguard Growth ETF

ETFs
-2.87K
- 25.25%
$329.49 - $438.4 $945K - $1.26M
8.49K $3.72B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-6.22K
- 33.58%
$68.13 - $74.77 $424K - $465K
12.3K $896M
GS
Goldman Sachs Group Inc

Financial Services
-2.78K
- 30.0%
$462.22 - $707.75 $1.29M - $1.97M
6.49K $4.59B
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-11.6K
- 40.88%
$42.44 - $50.03 $494K - $583K
16.8K $843M
UPS
United Parcel Service Inc

Industrials
-2.84K
- 13.65%
$91.92 - $110.2 $261K - $313K
18K $1.81B
OZ
Belpointe Prep, LLC

Real Estate
-6.05K
- 53.11%
$58.56 - $71.01 $354K - $429K
5.34K $342M
PULS
Pgim ETF Tr

ETFs
-9.39K
- 12.13%
$49.39 - $49.76 $464K - $467K
68K $3.38B
TMUS
T Mobile Us, Inc.

Communication Services
-1.56K
- 55.31%
$220.99 - $268.54 $345K - $419K
1.26K $301M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-8.89K
- 47.96%
$49.79 - $50.75 $443K - $451K
9.65K $490M
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
-39K
- 75.0%
$10.86 - $11.48 $424K - $448K
13K $148M
AMAT
Applied Materials Inc

Technology
-4.73K
- 42.34%
$126.95 - $183.52 $601K - $868K
6.44K $1.18B
VFH
Vanguard Financial ETF

ETFs
-3.97K
- 47.28%
$104.87 - $127.3 $417K - $506K
4.43K $564M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-9.49K
- 26.12%
$45.12 - $46.23 $428K - $439K
26.8K $1.24B
AXON
Axon Enterprise, Inc.

Industrials
-1.07K
- 66.27%
$497.13 - $827.94 $529K - $882K
542 $449M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-2.23K
- 65.39%
$162.65 - $188.71 $362K - $420K
1.18K $222M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-9.18K
- 59.77%
$41.76 - $49.03 $383K - $450K
6.18K $303M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-35K
- 73.39%
$10.78 - $11.28 $377K - $394K
12.7K $141M
EXC
Exelon Corp

Utilities
-7.96K
- 52.01%
$42.2 - $47.37 $336K - $377K
7.35K $319M
MCK
Mckesson Corp

Healthcare
-692
- 32.41%
$652.83 - $732.78 $452K - $507K
1.44K $1.06B
KMB
Kimberly Clark Corp

Consumer Defensive
-2.32K
- 49.79%
$126.84 - $145.22 $294K - $337K
2.34K $301M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-3.93K
- 48.8%
$105.2 - $141.69 $414K - $557K
4.13K $584M
CARR
Carrier Global Corp

Industrials
-7.28K
- 40.53%
$55.55 - $75.83 $405K - $552K
10.7K $782M
PSX
Phillips 66

Energy
-2.8K
- 61.46%
$92.87 - $125.73 $260K - $352K
1.76K $210M
DUK
Duke Energy Corp

Utilities
-2.27K
- 10.09%
$112.46 - $124.05 $255K - $281K
20.2K $2.38B
CSX
Csx Corp

Industrials
-12.7K
- 61.29%
$26.69 - $32.91 $338K - $416K
7.99K $261M
ESS
Essex Property Trust, Inc.

Real Estate
-315
- 2.87%
N/A
10.7K $3.02B
ADM
Archer Daniels Midland CO

Consumer Defensive
-7.91K
- 44.32%
$41.79 - $54.16 $330K - $428K
9.93K $524M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-3.18K
- 56.56%
$93.63 - $103.68 $298K - $330K
2.44K $253M
IBB
Ishares Biotechnology ETF

ETFs
-2.62K
- 57.72%
$112.02 - $129.0 $293K - $337K
1.92K $242M
AZO
Autozone Inc

Consumer Cyclical
-74
- 15.26%
$3478.38 - $3880.15 $257K - $287K
411 $1.53B
ITW
Illinois Tool Works Inc

Industrials
-1.28K
- 35.19%
$218.41 - $252.43 $280K - $324K
2.36K $584M
CION
Cion Investment Corp

Financial Services
-29.2K
- 66.67%
$8.68 - $10.48 $253K - $306K
14.6K $140M
VDC
Vanguard Consumer Staples ETF

ETFs
-1.45K
- 12.97%
$204.89 - $224.73 $298K - $326K
9.74K $2.13B
EEM
Ishares Msci Emerging Markets

ETFs
-8.53K
- 39.64%
$38.52 - $48.28 $329K - $412K
13K $627M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-398
- 23.83%
$390.26 - $489.06 $155K - $195K
1.27K $516M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-7.59K
- 40.08%
$39.34 - $40.41 $299K - $307K
11.4K $455M
DG
Dollar General Corp

Consumer Defensive
-4.04K
- 65.24%
$86.02 - $114.95 $347K - $464K
2.15K $246M
MPC
Marathon Petroleum Corp

Energy
-2.39K
- 47.47%
$118.55 - $170.08 $283K - $406K
2.64K $438M
XLI
Industrial Sector Spdr

ETFs
-3.09K
- 29.05%
$116.42 - $147.52 $359K - $455K
7.54K $1.11B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.38K
- 3.38%
$51.14 - $57.0 $224K - $250K
125K $7.12B
RACE
Ferrari N.V.

Consumer Cyclical
-740
- 48.52%
$397.86 - $499.02 $294K - $369K
785 $385M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-301
- 27.77%
$483.07 - $625.6 $145K - $188K
783 $411M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
-10K
- 38.46%
$27.01 - $28.59 $270K - $286K
16K $457M
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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