Kingswood Wealth Advisors, LLC ETFs

Kingswood Wealth Advisors, LLC

$1.27 Trillion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IDV Ishares Tr	$0	$704 Million 0.06% of portfolio	20,404	Q1 2025 Added 4.62%
IUSG Ishares Core S&P U.S Growth Et	$0	$700 Million 0.06% of portfolio	4,657	Q1 2025 Added 2.15%
QYLD Global X Fdsnasdaq 100 Covered	$0	$684 Million 0.05% of portfolio	40,889	Q1 2025 Reduced 9.47%
FNDC Schwab Fundamental Intl Small	$0	$682 Million 0.05% of portfolio	16,215	Q1 2025 Reduced 6.44%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$679 Million 0.05% of portfolio	12,318	Q1 2025 Added 153.28%
IAK Ishares Tr	$0	$671 Million 0.05% of portfolio	4,988	Q1 2025 Reduced 3.01%
IUSV Ishares Core S&P U.S. Value Et	$0	$670 Million 0.05% of portfolio	7,082	Q1 2025 Reduced 28.24%
FXU First Tr Exchange Traded Fd Ut	$0	$667 Million 0.05% of portfolio	15,739	Q1 2025 Reduced 25.96%
MGK Vanguard Mega Cap Growth ETF	$0	$659 Million 0.05% of portfolio	1,800	Q1 2025 Reduced 5.56%
AOR Ishares Tr Core Growth Allocat	$0	$644 Million 0.05% of portfolio	10,460	Q1 2025 Reduced 5.66%
FAPR First Ex Tr Fd Viii Ft Cboe Ve	$0	$640 Million 0.05% of portfolio	15,175	Q1 2025 Reduced 17.82%
SKYY First Trust Cloud Computing Et	$0	$638 Million 0.05% of portfolio	5,243	Q1 2025 Added 9.73%
SPSB Spdr Portfolio Short Term Corp	$0	$633 Million 0.05% of portfolio	20,981	Q1 2025 Added 2.86%
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$633 Million 0.05% of portfolio	6,300	Q1 2025 Reduced 29.05%
VWO Vanguard Ftse Emerging Mkts Et	$0	$611 Million 0.05% of portfolio	12,349	Q1 2025 Added 10.89%
IGV Ishares Expanded Tech Software	$0	$601 Million 0.05% of portfolio	5,492	Q1 2025 Reduced 44.85%
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$599 Million 0.05% of portfolio	45,901	Q1 2025 Added 13.32%
BSV Vanguard Bd Index Fd Inc Short	$0	$597 Million 0.05% of portfolio	7,582	Q1 2025 Added 10.33%
CAPE Barclays Bank PLC	$0	$590 Million 0.05% of portfolio	18,550	Q1 2025 Added 0.81%
KBWD Invesco ETF Tr Ii Kbw High Div	$0	$589 Million 0.05% of portfolio	42,441	Q1 2025 Reduced 32.27%
PPA Invesco Exchange Traded Fd Tr	$0	$584 Million 0.05% of portfolio	4,125	Q1 2025 Added 0.75%
GOVT Ishares U.S. Treasury Bond ETF	$0	$583 Million 0.05% of portfolio	25,374	Q1 2025 Reduced 2.34%
XLU Utilities Sector Spdr	$0	$576 Million 0.05% of portfolio	7,048	Q1 2025 Reduced 5.33%
VGIT Vanguard Intermediate Term Tre	$0	$569 Million 0.04% of portfolio	9,521	Q1 2025 Reduced 54.61%
VFH Vanguard Financial ETF	$0	$564 Million 0.04% of portfolio	4,431	Q1 2025 Added 0.54%
XYLD Global X Fds S&P 500 Covered C	$0	$564 Million 0.04% of portfolio	14,484	Q1 2025 Reduced 26.53%
ITOT Ishares Core S&P Total U.S. St	$0	$561 Million 0.04% of portfolio	4,157	Q1 2025 Reduced 0.17%
FCOM Fidelity Covington Tr Msci Com	$0	$552 Million 0.04% of portfolio	8,510	Q1 2025 Reduced 5.21%
DXJ Wisdomtree Trust Japan Hedged	$0	$549 Million 0.04% of portfolio	4,803	Q1 2025 Reduced 41.54%
PFF Ishares Trust Ishares Pfd And	$0	$547 Million 0.04% of portfolio	17,822	Q1 2025 Reduced 4.95%
BUFG Ft Exch Trd Fd Viii Cboe Vest	$0	$536 Million 0.04% of portfolio	20,975	Q1 2025 Added 175.48%
SCHX Schwab Strategic Tr Us Large C	$0	$531 Million 0.04% of portfolio	21,726	Q1 2025 Reduced 2.77%
XSW Spdr S&P Software & Services E	$0	$528 Million 0.04% of portfolio	2,783	Q1 2025 Added 0.43%
IHI Ishares Tr Dow Jones Us Medica	$0	$525 Million 0.04% of portfolio	8,389	Q1 2025 Reduced 30.21%
EPI Wisdomtree Tr India Earnings F	$0	$523 Million 0.04% of portfolio	11,023	Q1 2025 Added 3.58%
TLH Ishares Barclays 10 20 Yr Trea	$0	$518 Million 0.04% of portfolio	5,096	Q1 2025 Reduced 2.06%
HDV Ishares Core High Dividend ETF	$0	$512 Million 0.04% of portfolio	4,368	Q1 2025 Added 2.95%
SCHZ Schwab Us Aggregate Bond ETF	$0	$509 Million 0.04% of portfolio	21,886	Q1 2025 Reduced 25.44%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$499 Million 0.04% of portfolio	880	Q1 2025 Added 4.89%
FDEC First Tr Ex Tr Fd Viii Ft Cboe	$0	$492 Million 0.04% of portfolio	10,548	Q1 2025 Added 12.32%
IGM Ishares Expanded Tech Sector E	$0	$492 Million 0.04% of portfolio	4,381	Q1 2025 Added 1.8%
JAAA Janus Detroit Str Tr Janus Hen	$0	$490 Million 0.04% of portfolio	9,649	Q1 2025 Added 92.15%
SPXL Direxion Daily S&P 500 Bull 3 X	$0	$479 Million 0.04% of portfolio	2,760	Q2 2025 New
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$476 Million 0.04% of portfolio	9,326	Q1 2025 Added 11.47%
VXUS Vanguard Star Fd Vanguard Tota	$0	$465 Million 0.04% of portfolio	6,735	Q1 2025 Reduced 4.01%
VCR Vanguard Consumer Discretionar	$0	$459 Million 0.04% of portfolio	1,267	Q1 2025 Reduced 0.08%
HYBL Ssga Active Tr Spdr Blackstone	$0	$457 Million 0.04% of portfolio	16,000	Q1 2025 Added 62.5%
TOTL Ssga Active ETF Tr Spdr Doblel	$0	$455 Million 0.04% of portfolio	11,354	Q1 2025 Added 66.88%
TNA Direxion Daily Small Cap Bull	$0	$454 Million 0.04% of portfolio	13,534	Q2 2025 New
BUFQ First Tr Ex Tr Fd Viii Ft Cboe	$0	$446 Million 0.04% of portfolio	13,439	Q1 2025 Added 40.09%

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