Kingswood Wealth Advisors, LLC Sells in Q3 2024

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TKR
Timken CO

Industrials
-900
- 14.75%
$78.36 - $87.89 $70.5K - $79.1K
5.2K $438M
IT
Gartner Inc

Technology
-338
- 15.94%
$441.32 - $516.47 $149K - $175K
1.78K $903M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-59
- 1.34%
$460.0 - $505.78 $27.1K - $29.8K
4.35K $2.02B
HAS
Hasbro, Inc.

Consumer Cyclical
-1.56K
- 28.51%
$56.54 - $72.32 $88K - $113K
3.91K $282M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-4.8K
- 18.11%
$11.52 - $12.52 $55.3K - $60.1K
21.7K $270M
XLI
Industrial Sector Spdr

ETFs
-781
- 14.64%
$120.56 - $135.44 $94.2K - $106K
4.55K $615M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-1.47K
- 30.21%
$109.16 - $155.35 $160K - $228K
3.39K $524M
IDXX
Idexx Laboratories Inc

Healthcare
-195
- 5.49%
$455.08 - $517.19 $88.7K - $101K
3.36K $1.7B
SPGI
S&P Global Inc.

Financial Services
-219
- 19.41%
$446.32 - $527.38 $97.7K - $115K
909 $470M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-445
- 20.08%
$139.03 - $157.34 $61.9K - $70K
1.77K $279M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-1.88K
- 11.77%
$20.0 - $20.91 $37.6K - $39.3K
14.1K $291M
LODE
Comstock Inc.

Real Estate
-213K
- 91.42%
$0.14 - $0.56 $29.8K - $119K
20K $9.46M
WU
Western Union CO

Financial Services
-2.16K
- 6.92%
$11.35 - $12.97 $24.5K - $28K
29K $353M
IWR
Ishares Russell Mid Cap ETF

ETFs
-588
- 16.18%
$79.92 - $88.19 $47K - $51.9K
3.05K $268M
HST
Host Hotels & Resorts, Inc.

Real Estate
-996
- 5.55%
$15.92 - $18.86 $15.9K - $18.8K
17K $298M
PPL
Ppl Corp

Utilities
-2.51K
- 23.02%
$27.36 - $33.08 $68.7K - $83.1K
8.4K $278M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-234
- 5.82%
$92.56 - $99.46 $21.7K - $23.3K
3.78K $363M
MAR
Marriott International Inc

Consumer Cyclical
-310
- 3.8%
$211.35 - $255.11 $65.5K - $79.1K
7.84K $1.95B
GASS
Stealth Gas Inc.

Industrials
-1K
- 4.76%
$7.67 - $7.67 $7.67K - $7.67K
20K $136M
PSA
Public Storage

Real Estate
-471
- 22.42%
$283.13 - $365.01 $133K - $172K
1.63K $586M
VFH
Vanguard Financial ETF

ETFs
-505
- 11.87%
$99.27 - $111.21 $50.1K - $56.2K
3.75K $411M
ALB
Albemarle Corp

Basic Materials
-90
- 1.61%
$72.85 - $100.09 $6.56K - $9.01K
5.51K $521M
FSCO
Fs Cr Opportunities Corp Com
-2.23K
- 4.76%
N/A
44.7K $286M
LEN
Lennar Corp

Consumer Cyclical
-405
- 23.25%
$142.5 - $192.45 $57.7K - $77.9K
1.34K $251M
CHD
Church & Dwight CO Inc

Consumer Defensive
-148
- 2.98%
$98.01 - $106.59 $14.5K - $15.8K
4.82K $505M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-191
- 4.96%
$116.79 - $133.54 $22.3K - $25.5K
3.66K $483M
MRVL
Marvell Technology, Inc.

Technology
-413
- 3.54%
$56.15 - $76.24 $23.2K - $31.5K
11.3K $809M
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
-1.39K
- 6.7%
$10.66 - $11.31 $14.8K - $15.7K
19.4K $215M
CSGP
Costar Group, Inc.

Real Estate
-218
- 2.74%
$71.59 - $79.61 $15.6K - $17.4K
7.73K $583M
Veralto Corporation Com Shs
-485
- 16.25%
N/A
2.5K $279M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-499
- 1.94%
$73.86 - $84.2 $36.9K - $42K
25.2K $2.08B
XLB
Select Sector Spdr Fd Material

ETFs
-373
- 9.66%
$86.95 - $97.09 $32.4K - $36.2K
3.49K $338M
ILMN
Illumina, Inc.

Healthcare
-1.33K
- 20.34%
$105.28 - $135.9 $140K - $181K
5.22K $681M
AER
Aer Cap Holdings N.V.

Industrials
-130
- 1.97%
$86.24 - $98.28 $11.2K - $12.8K
6.46K $612M
TIP
Ishares Tr Tips Bd ETF

ETFs
-93
- 4.22%
$105.92 - $110.83 $9.85K - $10.3K
2.11K $233M
PBT
Permian Basin Royalty Trust

Energy
-3K
- 5.46%
$10.5 - $12.01 $31.5K - $36K
51.9K $616M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-136
- 1.41%
$111.59 - $129.08 $15.2K - $17.6K
9.52K $1.13B
EQIX
Equinix Inc

Real Estate
-133
- 14.62%
$749.0 - $890.01 $99.6K - $118K
777 $690M
FNDX
Schwab Fundamental U S Large C

ETFs
-1.21K
- 6.38%
$65.36 - $71.76 $79.2K - $87K
17.8K $1.28B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-400
- 1.98%
$28.09 - $30.4 $11.2K - $12.2K
19.9K $602M
FDV
Federated Hermes ETF Tr U S St
-1.49K
- 9.91%
N/A
13.6K $378M
ANET
Arista Networks, Inc.

Technology
-336
- 8.24%
$311.42 - $388.21 $105K - $130K
3.74K $1.44B
Regan Floating Rate Mbs
-20
- 0.06%
N/A
34.5K $883M
IXUS
Ishares Tr

ETFs
-134
- 3.09%
$64.9 - $73.35 $8.7K - $9.83K
4.2K $305M
VCIT
Vanguard Intermediate Term Cor

ETFs
-78
- 1.56%
$79.29 - $84.02 $6.18K - $6.55K
4.92K $412M
EVRG
Evergy, Inc.

Utilities
-456
- 9.63%
$52.46 - $62.01 $23.9K - $28.3K
4.28K $265M
TPR
Tapestry, Inc.

Consumer Cyclical
-156
- 2.95%
$36.29 - $47.94 $5.66K - $7.48K
5.13K $241M
HBAN
Huntington Bancshares Inc

Financial Services
-1.56K
- 6.25%
$12.84 - $15.15 $20K - $23.6K
23.4K $344M
UDR
Udr, Inc.

Real Estate
-1.47K
- 7.46%
$39.96 - $47.13 $58.5K - $69K
18.2K $824M
Activity Summary
Buys All Purchases 443 New Holdings 123 Increased Positions 320 Sells All Sells 201 Reductions 201 Sold out 0 Options Calls 0 Puts 0
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