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
UTHR
United Therapeutics Corp

Healthcare
-2
- 0.27%
$276.47 - $328.4 $553 - $657
739 $212M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
-2.76K
- 13.97%
$7.2 - $8.64 $19.9K - $23.8K
17K $144M
WFC
Wells Fargo & Company

Financial Services
-1.9K
- 11.66%
$60.98 - $80.12 $116K - $152K
14.4K $1.15B
XYLD
Global X Fds S&P 500 Covered C

ETFs
-158
- 1.08%
$35.62 - $39.64 $5.63K - $6.26K
14.5K $564M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-31
- 0.6%
$97.29 - $105.63 $3.02K - $3.27K
5.1K $518M
SNAP
Snap Inc

Communication Services
-1.42K
- 9.03%
$7.23 - $9.21 $10.2K - $13.1K
14.3K $124M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-486
- 5.2%
$35.3 - $37.51 $17.2K - $18.2K
8.87K $333M
SRLN
Ssga Active Trust

ETFs
-306
- 5.14%
$39.47 - $41.59 $12.1K - $12.7K
5.65K $235M
IWR
Ishares Russell Mid Cap ETF

ETFs
-404
- 10.02%
$74.88 - $91.97 $30.3K - $37.2K
3.63K $334M
ICE
Intercontinental Exchange, Inc.

Financial Services
-136
- 8.64%
$151.62 - $183.47 $20.6K - $25K
1.44K $264M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-327
- 3.91%
$25.27 - $27.14 $8.26K - $8.87K
8.03K $218M
ECL
Ecolab Inc.

Basic Materials
-93
- 7.36%
$225.65 - $270.95 $21K - $25.2K
1.17K $315M
VONV
Vanguard Russell 1000 Value Et

ETFs
-499
- 3.34%
$73.19 - $85.21 $36.5K - $42.5K
14.5K $1.23B
IFRA
Ishares Tr

ETFs
-559
- 9.03%
$40.97 - $49.19 $22.9K - $27.5K
5.63K $277M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-80
- 2.68%
$83.54 - $100.04 $6.68K - $8K
2.91K $290M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-986
- 3.03%
$66.87 - $79.47 $65.9K - $78.4K
31.5K $2.5B
RMD
Resmed Inc

Healthcare
-132
- 13.62%
$204.54 - $258.0 $27K - $34.1K
837 $216M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-96
- 4.92%
$94.92 - $114.85 $9.11K - $11K
1.86K $213M
TRV
Travelers Companies, Inc.

Financial Services
-15
- 1.0%
$233.83 - $276.34 $3.51K - $4.15K
1.49K $398M
WHR
Whirlpool Corp

Consumer Cyclical
-358
- 10.6%
$75.71 - $101.42 $27.1K - $36.3K
3.02K $306M
OMFL
Invesco Exchange Traded Self I

ETFs
-376
- 6.9%
$48.43 - $57.78 $18.2K - $21.7K
5.07K $293M
LNG
Cheniere Energy, Inc.

Energy
-644
- 4.89%
$197.25 - $244.33 $127K - $157K
12.5K $3.05B
WMB
Williams Companies, Inc.

Energy
-946
- 4.51%
$54.33 - $62.87 $51.4K - $59.5K
20.1K $1.26B
IR
Ingersoll Rand Inc.

Industrials
-317
- 3.21%
$66.75 - $84.94 $21.2K - $26.9K
9.56K $795M
Celestica Incorporated
-1.62K
- 48.4%
N/A
1.73K $270M
INTU
Intuit Inc

Technology
-146
- 20.83%
$544.07 - $787.63 $79.4K - $115K
555 $437M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-8
- 0.33%
$105.8 - $131.55 $846 - $1.05K
2.39K $307M
NDAQ
Nasdaq, Inc.

Financial Services
-339
- 11.67%
$66.4 - $89.42 $22.5K - $30.3K
2.57K $229M
FDLO
Fidelity Covington Tr Low Vola

ETFs
-18
- 0.36%
$54.44 - $62.8 $980 - $1.13K
4.93K $309M
Innovator Equity Defined Protection Etf 2 Yr To July
-453
- 1.26%
N/A
35.5K $1.02B
FDVV
Fidelity High Dividend ETF

ETFs
-46
- 0.83%
$43.6 - $52.02 $2.01K - $2.39K
5.48K $285M
CME
Cme Group Inc.

Financial Services
-5
- 0.4%
$252.37 - $290.71 $1.26K - $1.45K
1.24K $341M
Ft Vest U.S. Equity Moderate Buffer ETF February
-28
- 0.48%
N/A
5.79K $226M
IVE
Ishares S&P 500 Value ETF

ETFs
-43
- 1.0%
$168.34 - $195.42 $7.24K - $8.4K
4.25K $831M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-25
- 1.3%
$108.87 - $133.04 $2.72K - $3.33K
1.9K $252M
SKYY
First Trust Cloud Computing Et

ETFs
-854
- 14.01%
$89.46 - $121.64 $76.4K - $104K
5.24K $638M
EA
Electronic Arts Inc.

Communication Services
-127
- 5.42%
$132.53 - $159.7 $16.8K - $20.3K
2.22K $354M
Ge Vernova Incorporated
-2.58K
- 40.84%
N/A
3.73K $1.98B
CTAS
Cintas Corp

Industrials
-7
- 0.68%
$190.11 - $227.66 $1.33K - $1.59K
1.02K $227M
Ft Vest U.S. Equity Max Buffer Etf March
-663
- 1.3%
N/A
50.2K $1.61B
FCNCA
First Citizens Bancshares Inc

Financial Services
-2
- 0.84%
$1561.69 - $1966.55 $3.12K - $3.93K
235 $460M
KLAC
Kla Corp

Technology
-53
- 16.83%
$576.53 - $902.94 $30.6K - $47.9K
262 $235M
DGX
Quest Diagnostics Inc

Healthcare
-105
- 2.77%
N/A
3.68K $661M
ABNB
Airbnb, Inc.

Consumer Cyclical
-56
- 2.41%
$105.69 - $140.64 $5.92K - $7.88K
2.27K $300M
EPI
Wisdomtree Tr India Earnings F

ETFs
-395
- 3.46%
$41.3 - $47.52 $16.3K - $18.8K
11K $523M
GLW
Corning Inc

Technology
-719
- 7.91%
$39.07 - $52.59 $28.1K - $37.8K
8.37K $440M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-308
- 1.47%
$37.18 - $42.55 $11.5K - $13.1K
20.7K $880M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-4.01K
- 4.34%
$45.88 - $54.4 $184K - $218K
88.4K $4.81B
GPC
Genuine Parts CO

Consumer Cyclical
-16
- 0.12%
$105.54 - $129.09 $1.69K - $2.07K
13.1K $1.59B
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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