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
SOXX Ishares Semiconductor ETF	$0	$433 Million 0.03% of portfolio	1,815	Q1 2025 Added 181.98%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$430 Million 0.03% of portfolio	5,748	Q1 2025 Added 0.63%
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$423 Million 0.03% of portfolio	5,103	Q1 2025 Reduced 4.19%
MBB Ishares Tr	$0	$423 Million 0.03% of portfolio	4,502	Q1 2025 Added 4.33%
CGGO Capital Group Global Growth Eq	$0	$420 Million 0.03% of portfolio	13,130	Q1 2025 Added 36.76%
IYJ Ishares Tr	$0	$417 Million 0.03% of portfolio	2,930	Q1 2025 Reduced 1.81%
WTMF Wisdomtree Tr Managed Futures	$0	$415 Million 0.03% of portfolio	11,756	Q2 2025 New
XAR Spdr S&P Aerospace & Defense E	$0	$412 Million 0.03% of portfolio	1,954	Q1 2025 Reduced 5.78%
FDN First Tr Fd Dow Jones	$0	$410 Million 0.03% of portfolio	1,523	Q2 2025 New
AIRR First Tr Vi Rba Amern Indl Ren	$0	$410 Million 0.03% of portfolio	5,034	Q1 2025 Reduced 2.5%
RYLD Global X Fds Russell 2000 Cove	$0	$409 Million 0.03% of portfolio	27,424	Q1 2025 Reduced 18.07%
XLB Select Sector Spdr Fd Material	$0	$407 Million 0.03% of portfolio	4,639	Q1 2025 Added 0.39%
BCAT Black Rock Capital Allocation Trust	$0	$400 Million 0.03% of portfolio	26,401	Q1 2025 Added 12.67%
FNDE Schwab Fundamental Emerging Mk	$0	$396 Million 0.03% of portfolio	12,010	Q1 2025 Reduced 7.9%
EFAV Ishares Msci Eafe Min Vol Fact	$0	$388 Million 0.03% of portfolio	4,616	Q1 2025 Added 15.51%
ULST Ssga Active ETF Tr Ssga Ultra	$0	$374 Million 0.03% of portfolio	9,189	Q1 2025 Reduced 13.86%
VCIT Vanguard Intermediate Term Cor	$0	$373 Million 0.03% of portfolio	4,500	Q1 2025 Reduced 1.18%
FNOV First Tr ETF Viii Ft Cboe Vest	$0	$364 Million 0.03% of portfolio	7,266	Q1 2025 Added 18.35%
GRID First Tr Nasdaq Clean Edge Sma	$0	$364 Million 0.03% of portfolio	2,616	Q2 2025 New
IEUR Ishares Tr Ishares Core Msci E	$0	$361 Million 0.03% of portfolio	5,449	Q2 2025 New
FCAL First Tr Iii Calif Mun High In	$0	$346 Million 0.03% of portfolio	7,222	Q4 2024 New
BMEZ Black Rock Health Sciences Trust Ii	$0	$346 Million 0.03% of portfolio	24,293	Q1 2025 Added 4.64%
IWD Ishares Russell 1000 Val ETF	$0	$346 Million 0.03% of portfolio	1,779	Q1 2025 Reduced 1.24%
DFAC Dimensional ETF Tr U S Core Eq	$0	$342 Million 0.03% of portfolio	9,555	Q1 2025 Reduced 0.07%
IWR Ishares Russell Mid Cap ETF	$0	$334 Million 0.03% of portfolio	3,629	Q1 2025 Reduced 2.31%
USHY Ishares Tr Broad Usd High Yiel	$0	$333 Million 0.03% of portfolio	8,866	Q1 2025 Added 5.48%
TECL Direxion Daily Technology Bull	$0	$329 Million 0.03% of portfolio	3,520	Q2 2025 New
XLC Select Sector Spdr Tr Communic	$0	$329 Million 0.03% of portfolio	3,028	Q1 2025 Reduced 3.9%
SCHF Schwab Strategic Tr Intl Eqty	$0	$327 Million 0.03% of portfolio	14,794	Q1 2025 Reduced 15.22%
PFEB Innovator U.S. Equity Power Bu	$0	$316 Million 0.02% of portfolio	8,311	Q1 2025 Reduced 47.76%
SPMD Spdr Portfolio	$0	$314 Million 0.02% of portfolio	5,771	Q1 2025 Added 26.11%
FDLO Fidelity Covington Tr Low Vola	$0	$309 Million 0.02% of portfolio	4,928	Q1 2025 Added 0.37%
VGSH Vanguard	$0	$307 Million 0.02% of portfolio	5,224	Q1 2025 Reduced 13.73%
FAUG First Tr ETF Viii Cboe Vest Us	$0	$303 Million 0.02% of portfolio	6,179	Q1 2025 Added 24.28%
EWA Ishares Msci Australia ETF	$0	$299 Million 0.02% of portfolio	11,375	Q4 2024 Added 8.33%
OUNZ Van Eck Merk Gold Trust	$1.28B	$297 Million 0.02% of portfolio	9,323	Q2 2025 New
PEY Invesco Exchange Traded Fd Tr	$0	$297 Million 0.02% of portfolio	14,540	Q1 2025 Added 2.8%
XSD Spdr Tr Ser Spdr S&P Semicondu	$0	$295 Million 0.02% of portfolio	1,150	Q1 2025 Added 32.43%
OMFL Invesco Exchange Traded Self I	$0	$293 Million 0.02% of portfolio	5,070	Q1 2025 Added 7.42%
IJK Ishares S&P Midcap 400 Growth	$0	$293 Million 0.02% of portfolio	3,220	Q1 2025 New
IJS Ishares S&P Smallcap 600 Value	$0	$290 Million 0.02% of portfolio	2,910	Q1 2025 Added 2.75%
VFQY Vanguard Wellington Fd U S Qua	$0	$287 Million 0.02% of portfolio	2,000	Q1 2025 Reduced 50.0%
IWB Ishares Tr Russell 1000 ETF	$0	$287 Million 0.02% of portfolio	845	Q1 2025 Added 0.12%
PFFR Etfis Ser Tr I Infracap Reit P	$0	$285 Million 0.02% of portfolio	15,929	Q2 2025 New
FDVV Fidelity High Dividend ETF	$0	$285 Million 0.02% of portfolio	5,479	Q1 2025 Added 0.84%
RYE Invesco Exchange Traded Fd Tr	$0	$283 Million 0.02% of portfolio	3,800	Q1 2025 Reduced 50.0%
YINN Direxion Shs ETF Tr	$0	$283 Million 0.02% of portfolio	6,906	Q2 2025 New
IFRA Ishares Tr	$0	$277 Million 0.02% of portfolio	5,630	Q1 2025 Added 7.62%
GSLC Goldman Sachs ETF Tr Activebet	$0	$275 Million 0.02% of portfolio	2,268	Q1 2025 Reduced 13.1%
VGK Vanguard Ftse Europe ETF Ftse	$0	$273 Million 0.02% of portfolio	3,520	Q2 2025 New

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