Kingswood Wealth Advisors, LLC Portfolio Holdings by Sector
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY SCHG QQQ VOO GBTC IVV FPE VTV 299 stocks |
$795 Million
51.23% of portfolio
|
222
|
68
|
22
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD TXN QCOM MU TSM INTC 11 stocks |
$92.2 Million
5.94% of portfolio
|
7
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$64.6 Million
4.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL CRWD PANW ADBE NET SNPS 13 stocks |
$59.7 Million
3.85% of portfolio
|
12
|
1
|
4
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG DASH GENI SPOT TCEHY SNAP 8 stocks |
$43.6 Million
2.81% of portfolio
|
6
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA MELI CHWY EBAY 5 stocks |
$29.4 Million
1.9% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
MSTR UBER CRM NOW ADSK APP SHOP COIN 15 stocks |
$26.2 Million
1.69% of portfolio
|
11
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY JNJ MRK BMY PFE AMGN GILD 10 stocks |
$23.1 Million
1.49% of portfolio
|
8
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX BA LMT GD LHX NOC AXON TDG 11 stocks |
$22.9 Million
1.48% of portfolio
|
6
|
5
|
3
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C CM RY 6 stocks |
$22.1 Million
1.42% of portfolio
|
6
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN PH GE SMR GNRC IR EMR CMI 11 stocks |
$21.8 Million
1.41% of portfolio
|
9
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE SO DUK AEP D NGG EXC POR 11 stocks |
$18.6 Million
1.2% of portfolio
|
10
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
FSK STT BX STEW OWL ACP BDJ USA 28 stocks |
$17 Million
1.1% of portfolio
|
14
|
6
|
4
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA RACE F RIVN 4 stocks |
$13.9 Million
0.9% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT DG 4 stocks |
$13.8 Million
0.89% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$13.5 Million
0.87% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
LAMR DLR AMT CCI 4 stocks |
$13.3 Million
0.86% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA ORCC AXP PYPL COF SOFI FINV 8 stocks |
$12.2 Million
0.79% of portfolio
|
7
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$11.8 Million
0.76% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
TPL SJT DVN OXY COP EQT PR 7 stocks |
$11.3 Million
0.73% of portfolio
|
6
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX BP TTE 4 stocks |
$10.9 Million
0.7% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH ELV HUM CI CVS 5 stocks |
$9.73 Million
0.63% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
LNG ET OKE ENB EPD WMB TRP STNG 10 stocks |
$8.36 Million
0.54% of portfolio
|
8
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS SCHW IBKR APLD 5 stocks |
$8.07 Million
0.52% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS IMAX 3 stocks |
$7.56 Million
0.49% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
MTZ FIX BLD PWR STRL 5 stocks |
$7.55 Million
0.49% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$7.38 Million
0.48% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
MAA ESS EQR UDR 4 stocks |
$7.19 Million
0.46% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$7.13 Million
0.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM BBAI ACN AI INOD 5 stocks |
$6.97 Million
0.45% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC ORLY AZO TSCO ULTA WSM 6 stocks |
$6.57 Million
0.42% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP COKE 3 stocks |
$6.42 Million
0.41% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT MAS CARR JCI LPX 5 stocks |
$6.42 Million
0.41% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T IHS CMCSA TIGO BCE TMUS 7 stocks |
$6.27 Million
0.4% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL STX IONQ RGTI QBTS HPQ 6 stocks |
$6.18 Million
0.4% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CLX KMB UL HIMS 5 stocks |
$6.04 Million
0.39% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX YUM LKNCY DRI SG 6 stocks |
$5.68 Million
0.37% of portfolio
|
5
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC USB PNC KEY FCNCA HBAN BAP MTB 14 stocks |
$5.4 Million
0.35% of portfolio
|
8
|
4
|
4
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM BTI 3 stocks |
$4.72 Million
0.3% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI HPE 3 stocks |
$4.55 Million
0.29% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD FR PSA 3 stocks |
$4.21 Million
0.27% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD ECL SHW 3 stocks |
$4.02 Million
0.26% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$3.72 Million
0.24% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ASML KLAC 3 stocks |
$3.22 Million
0.21% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK MDT ZBH 4 stocks |
$2.83 Million
0.18% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS FDX EXPD 3 stocks |
$2.67 Million
0.17% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX LULU 2 stocks |
$2.59 Million
0.17% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT AMPX 2 stocks |
$2.57 Million
0.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB TRV ALL KNSL PGR 5 stocks |
$2.57 Million
0.17% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CME SPGI ICE NDAQ 4 stocks |
$2.39 Million
0.15% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA TOI 2 stocks |
$2.35 Million
0.15% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP WAB NSC CSX 4 stocks |
$2.34 Million
0.15% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CRH.L 1 stocks |
$2.11 Million
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$2.07 Million
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO REGN UTHR TGTX ATAI TRVI NUVB ALT 8 stocks |
$2.07 Million
0.13% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
WPM AEM HL 3 stocks |
$1.95 Million
0.13% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
MTRN TECK MP 3 stocks |
$1.94 Million
0.13% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX SCCO 2 stocks |
$1.94 Million
0.12% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DGX TMO DHR ILMN 4 stocks |
$1.87 Million
0.12% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
TOL PHM CVCO 3 stocks |
$1.73 Million
0.11% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC VLO PSX 3 stocks |
$1.66 Million
0.11% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG NEP AQN 3 stocks |
$1.59 Million
0.1% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
GATX URI 2 stocks |
$1.56 Million
0.1% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK CAH 2 stocks |
$1.46 Million
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG RMD BDX 3 stocks |
$1.42 Million
0.09% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
HE SRE 2 stocks |
$1.41 Million
0.09% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL GL 2 stocks |
$1.38 Million
0.09% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW JBL 2 stocks |
$1.31 Million
0.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
RKT FNMA 2 stocks |
$1.17 Million
0.08% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$1.17 Million
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG ABNB 2 stocks |
$988,312
0.06% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO EA 2 stocks |
$967,934
0.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$923,487
0.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MTN 1 stocks |
$879,444
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
ALCC 1 stocks |
$817,132
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
N/A | N/A
AIO 1 stocks |
$785,439
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
SON AMCR 2 stocks |
$778,617
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
XNET 1 stocks |
$744,144
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$731,495
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB HAL 2 stocks |
$717,903
0.05% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST NRG 2 stocks |
$711,081
0.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$696,200
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW AIT 2 stocks |
$677,395
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
HRL NSRGY 2 stocks |
$669,460
0.04% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$658,943
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SWK 1 stocks |
$650,610
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$650,164
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$594,062
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$590,403
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR HLT 2 stocks |
$576,253
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
BRO MMC 2 stocks |
$569,132
0.04% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
WPC BRSP 2 stocks |
$511,319
0.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
RL 1 stocks |
$465,115
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$459,129
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP OPEN 2 stocks |
$430,259
0.03% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$424,167
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
MFA AGNC RC 3 stocks |
$384,220
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$355,253
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate—Development | Real Estate
OZ 1 stocks |
$341,568
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
JOBY 1 stocks |
$317,748
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
TEVA 1 stocks |
$306,476
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$286,065
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
ARE 1 stocks |
$279,439
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
UAL 1 stocks |
$277,824
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$239,956
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN 1 stocks |
$236,250
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$230,898
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Independent Oil & Gas | Basic Materials
PDO 1 stocks |
$150,096
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|