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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-49
- 1.05%
$58.03 - $65.37 $2.84K - $3.2K
4.6K $298M
EEMV
Ishares Msci Emerging Markets

ETFs
-51
- 1.3%
$56.77 - $63.31 $2.9K - $3.23K
3.87K $242M
JBHT
Hunt J B Transport Services Inc

Industrials
-119
- 3.53%
$155.54 - $176.97 $18.5K - $21.1K
3.25K $560M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-219
- 5.32%
$102.05 - $114.97 $22.3K - $25.2K
3.9K $446M
PLTR
Palantir Technologies Inc.

Technology
-11.7K
- 30.14%
$24.09 - $37.95 $282K - $445K
27.2K $1.01B
PAVE
Global X Fds Us Infrastructure

ETFs
-2.17K
- 7.58%
$36.39 - $41.16 $79.1K - $89.5K
26.5K $1.09B
CMS
Cms Energy Corp

Utilities
-262
- 6.24%
$58.7 - $70.62 $15.4K - $18.5K
3.94K $278M
GIS
General Mills Inc

Consumer Defensive
-357
- 6.42%
$62.5 - $75.15 $22.3K - $26.8K
5.21K $385M
TDIV
First Trust Nasdaq Technology

ETFs
-378
- 2.73%
$70.51 - $81.07 $26.7K - $30.6K
13.5K $1.08B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-10
- 0.28%
$305.34 - $350.41 $3.05K - $3.5K
3.56K $1.23B
GLNG
Golar Lng LTD

Energy
-500
- 4.76%
$31.02 - $37.5 $15.5K - $18.8K
10K $368M
A
Agilent Technologies, Inc.

Healthcare
-7
- 0.33%
$125.42 - $148.48 $878 - $1.04K
2.1K $312M
MTRN
Materion Corp

Basic Materials
-100
- 0.73%
$101.87 - $120.55 $10.2K - $12.1K
13.7K $1.53B
ITA
Ishares Tr

ETFs
-198
- 4.85%
$131.58 - $149.64 $26.1K - $29.6K
3.88K $581M
CRM
Salesforce, Inc.

Technology
-750
- 5.07%
$238.42 - $276.53 $179K - $207K
14K $3.85B
FISV
Fiserv Inc

Technology
-217
- 7.89%
N/A
2.53K $453M
DTE
Dte Energy CO

Utilities
-393
- 7.27%
$108.67 - $128.41 $42.7K - $50.5K
5.01K $644M
RF
Regions Financial Corp

Financial Services
-2.16K
- 7.27%
$19.51 - $23.42 $42K - $50.5K
27.5K $638M
EQR
Equity Residential

Real Estate
-363
- 2.57%
$67.19 - $78.09 $24.4K - $28.3K
13.8K $1.03B
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-277
- 0.48%
$22.43 - $24.11 $6.21K - $6.68K
57.4K $1.38B
FMC
Fmc Corp

Basic Materials
-100
- 1.58%
$54.54 - $66.06 $5.45K - $6.61K
6.22K $410M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.15K
- 7.4%
$33.89 - $41.64 $39K - $47.9K
14.4K $576M
FTV
Fortive Corp

Technology
-93
- 0.79%
$67.01 - $79.2 $6.23K - $7.37K
11.7K $920M
VEA
Vanguard Ftse Developed Market

ETFs
-1.28K
- 3.62%
$47.6 - $53.31 $61.1K - $68.5K
34.2K $1.81B
AMCR
Amcor PLC

Consumer Cyclical
-2.49K
- 4.75%
$9.5 - $11.44 $23.6K - $28.4K
49.8K $564M
NRG
Nrg Energy, Inc.

Utilities
-2.69K
- 11.79%
$68.89 - $91.22 $185K - $245K
20.1K $1.83B
GE
General Electric CO

Industrials
-5.57K
- 14.83%
$156.66 - $189.66 $872K - $1.06M
32K $6.03B
AWK
American Water Works Company, Inc.

Utilities
-28
- 0.76%
$127.76 - $149.9 $3.58K - $4.2K
3.66K $535M
PEAK
Healthpeak Properties, Inc.

Real Estate
-2.24K
- 5.84%
N/A
36.1K $826M
Kenvue Incorporated
-313
- 1.89%
N/A
16.3K $376M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-564
- 3.3%
$93.07 - $102.32 $52.5K - $57.7K
16.6K $1.69B
TMUS
T Mobile Us, Inc.

Communication Services
-86
- 2.48%
$175.14 - $206.36 $15.1K - $17.7K
3.38K $698M
Linde PLC Shs
-79
- 2.18%
N/A
3.54K $1.69B
DVY
Ishares Tr

ETFs
-1.49K
- 6.77%
$119.99 - $135.74 $178K - $202K
20.5K $2.76B
FR
First Industrial Realty Trust Inc

Real Estate
-750
- 4.29%
$47.13 - $56.97 $35.3K - $42.7K
16.7K $938M
MSCI
Msci Inc.

Financial Services
-165
- 8.12%
$479.31 - $584.91 $79.1K - $96.5K
1.87K $1.09B
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-529
- 6.58%
$85.44 - $110.36 $45.2K - $58.4K
7.51K $829M
TDG
Trans Digm Group Inc

Industrials
-136
- 6.43%
$1202.03 - $1427.41 $163K - $194K
1.98K $2.82B
MPWR
Monolithic Power Systems Inc

Technology
-161
- 5.81%
$757.04 - $947.16 $122K - $152K
2.61K $2.41B
POOL
Pool Corp

Industrials
-245
- 6.13%
$296.17 - $376.8 $72.6K - $92.3K
3.75K $1.41B
ESS
Essex Property Trust, Inc.

Real Estate
-329
- 2.64%
$272.82 - $272.82 $89.8K - $89.8K
12.1K $3.59B
TXN
Texas Instruments Inc

Technology
-783
- 2.41%
$194.6 - $194.6 $152K - $152K
31.8K $6.56B
CBRE
Cbre Group, Inc.

Real Estate
-225
- 2.98%
$85.97 - $124.48 $19.3K - $28K
7.33K $913M
VIG
Vanguard Dividend Appreciation

ETFs
-521
- 2.32%
$182.15 - $182.15 $94.9K - $94.9K
22K $4.35B
BX
Blackstone Inc.

Financial Services
-341
- 2.24%
$120.77 - $159.66 $41.2K - $54.4K
14.9K $2.28B
PLD
Prologis, Inc.

Real Estate
-1.6K
- 3.6%
$111.95 - $132.43 $179K - $211K
42.8K $5.4B
MAA
Mid America Apartment Communities Inc.

Real Estate
-69
- 0.25%
$138.8 - $166.65 $9.58K - $11.5K
27.6K $4.38B
TSLA
Tesla, Inc.

Consumer Cyclical
-7.51K
- 18.17%
$191.76 - $263.26 $1.44M - $1.98M
33.8K $8.85B
PH
Parker Hannifin Corp

Industrials
-98
- 1.03%
$501.01 - $635.92 $49.1K - $62.3K
9.39K $5.93B
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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email