Kingswood Wealth Advisors, LLC Reduced Holdings in Q1 2025

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
-242
- 0.73%
$60.46 - $64.42 $14.6K - $15.6K
32.8K $2.03B
SUN
Sunoco LP

Energy
-448
- 11.31%
$51.29 - $59.25 $23K - $26.5K
3.51K $204M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-747
- 5.62%
$18.36 - $20.51 $13.7K - $15.3K
12.5K $248M
ETR
Entergy Corp

Utilities
-275
- 10.28%
$75.26 - $87.89 $20.7K - $24.2K
2.4K $205M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-20
- 0.08%
$29.82 - $30.1 $596 - $602
25K $753M
EMGF
Ishares Msci Emerging Markets

ETFs
-227
- 1.83%
$44.18 - $48.23 $10K - $10.9K
12.2K $569M
AQN
Algonquin Power & Utilities Corp.

Utilities
-1.49K
- 6.24%
$4.27 - $5.19 $6.35K - $7.72K
22.4K $115M
UL
Unilever PLC

Consumer Defensive
-114
- 2.0%
$54.72 - $60.29 $6.24K - $6.87K
5.6K $333M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-41
- 0.59%
$58.32 - $65.09 $2.39K - $2.67K
6.97K $419M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-28
- 0.12%
$47.27 - $50.52 $1.32K - $1.41K
22.9K $1.12B
ALL
Allstate Corp

Financial Services
-69
- 2.97%
$180.99 - $210.18 $12.5K - $14.5K
2.25K $466M
Linde PLC Shs
-81
- 6.82%
N/A
1.11K $516M
TTE
Total Energies Se

Energy
-320
- 7.79%
N/A
3.79K $245M
ECL
Ecolab Inc.

Basic Materials
-11
- 0.86%
$229.72 - $269.82 $2.53K - $2.97K
1.26K $320M
VEU
Vanguard Ftse All World Ex Us

ETFs
-874
- 3.68%
$56.51 - $62.98 $49.4K - $55K
22.8K $1.39B
VDE
Vanguard Energy ETF

ETFs
-47
- 1.38%
$119.14 - $132.76 $5.6K - $6.24K
3.36K $438M
CVCO
Cavco Industries Inc.

Consumer Cyclical
-30
- 5.26%
$431.31 - $539.1 $12.9K - $16.2K
540 $281M
ICE
Intercontinental Exchange, Inc.

Financial Services
-30
- 1.87%
$142.8 - $176.36 $4.28K - $5.29K
1.57K $272M
TRV
Travelers Companies, Inc.

Financial Services
-8
- 0.53%
$232.43 - $265.13 $1.86K - $2.12K
1.5K $397M
Ft Energy Income Partners Enhanced Income ETF
-1.68K
- 1.98%
N/A
83.2K $1.69B
SLB
Schlumberger Limited

Energy
-473
- 3.03%
$38.4 - $43.74 $18.2K - $20.7K
15.1K $633M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-19
- 3.3%
$402.49 - $513.76 $7.65K - $9.76K
556 $270M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-107
- 1.2%
$75.32 - $84.77 $8.06K - $9.07K
8.81K $720M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-368
- 3.08%
$35.35 - $42.74 $13K - $15.7K
11.6K $479M
IDV
Ishares Tr

ETFs
-1.16K
- 5.14%
$27.0 - $31.7 $31.2K - $36.6K
21.3K $662M
YUM
Yum Brands Inc

Consumer Cyclical
-198
- 5.89%
$123.25 - $162.53 $24.4K - $32.2K
3.16K $498M
MDT
Medtronic PLC

Healthcare
-128
- 2.1%
$79.84 - $94.5 $10.2K - $12.1K
5.96K $536M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-281
- 0.23%
$25.77 - $27.6 $7.24K - $7.76K
122K $3.25B
DGX
Quest Diagnostics Inc

Healthcare
-84
- 2.17%
N/A
3.78K $640M
AFL
Aflac Inc

Financial Services
-45
- 0.58%
$100.99 - $111.19 $4.54K - $5K
7.67K $855M
PGR
Progressive Corp

Financial Services
-130
- 5.89%
$235.61 - $291.22 $30.6K - $37.9K
2.08K $587M
MAA
Mid America Apartment Communities Inc.

Real Estate
-1.62K
- 6.27%
$146.9 - $170.92 $238K - $277K
24.2K $4.06B
IEFA
Ishares Tr

ETFs
-336
- 1.71%
$69.57 - $78.65 $23.4K - $26.4K
19.4K $1.47B
LNG
Cheniere Energy, Inc.

Energy
-564
- 4.1%
$209.32 - $253.66 $118K - $143K
13.2K $3.05B
HCA
Hca Healthcare, Inc.

Healthcare
-30
- 0.92%
$296.7 - $345.55 $8.9K - $10.4K
3.24K $1.12B
ELV
Elevance Health, Inc.

Healthcare
-829
- 9.52%
$365.9 - $436.25 $303K - $362K
7.88K $3.42B
CI
Cigna Corp

Healthcare
-221
- 4.06%
$274.49 - $329.0 $60.7K - $72.7K
5.22K $1.72B
Activity Summary
Buys All Purchases 492 New Holdings 75 Increased Positions 417 Sells All Sells 238 Reductions 238 Sold out 0 Options Calls 0 Puts 0
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