Kingswood Wealth Advisors, LLC ETFs

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FDLO Fidelity Covington Tr Low Vola	$0	$300 Million 0.01% of portfolio	4,946	Q1 2025 Reduced 1.06%
PFEB Innovator U.S. Equity Power Bu	$0	$298 Million 0.01% of portfolio	8,311	Q1 2025 Reduced 47.76%
XAR Spdr S&P Aerospace & Defense E	$0	$297 Million 0.01% of portfolio	1,849	Q1 2025 Reduced 7.18%
SPAB Spdr Portfolio Aggregate Bond	$0	$293 Million 0.01% of portfolio	11,463	Q1 2025 Reduced 14.33%
IJS Ishares S&P Smallcap 600 Value	$0	$291 Million 0.01% of portfolio	2,990	Q1 2025 Added 15.35%
OMFL Invesco Exchange Traded Self I	$0	$290 Million 0.01% of portfolio	5,446	Q1 2025 Added 35.41%
IJJ Ishares S&P Midcap 400 Value E	$0	$288 Million 0.01% of portfolio	2,404	Q1 2025 Added 40.67%
SPUU Direxion Daily S&P 500 Bull 2 X	$0	$288 Million 0.01% of portfolio	2,175	Q1 2025 New
PABU Ishares Tr Ishares Paris Align	$0	$285 Million 0.01% of portfolio	4,756	Q1 2025 New
XLC Select Sector Spdr Tr Communic	$0	$281 Million 0.01% of portfolio	2,910	Q1 2025 Reduced 30.53%
IFRA Ishares Tr	$0	$279 Million 0.01% of portfolio	6,189	Q1 2025 Reduced 17.41%
BIV Vanguard Bd Index Fd Inc Inter	$0	$278 Million 0.01% of portfolio	3,632	Q1 2025 Reduced 56.07%
FDVV Fidelity High Dividend ETF	$0	$274 Million 0.01% of portfolio	5,525	Q1 2025 Reduced 13.67%
IGV Ishares Expanded Tech Software	$0	$271 Million 0.01% of portfolio	3,029	Q1 2025 Reduced 14.22%
VFQY Vanguard Wellington Fd U S Qua	$0	$268 Million 0.01% of portfolio	2,000	Q1 2025 Reduced 50.0%
IJK Ishares S&P Midcap 400 Growth	$0	$268 Million 0.01% of portfolio	3,220	Q1 2025 New
EWA Ishares Msci Australia ETF	$0	$267 Million 0.01% of portfolio	11,375	Q4 2024 Added 8.33%
VGSH Vanguard	$0	$264 Million 0.01% of portfolio	4,507	Q1 2025 Reduced 70.55%
IWB Ishares Tr Russell 1000 ETF	$0	$260 Million 0.01% of portfolio	846	Q1 2025 New
VGIT Vanguard Intermediate Term Tre	$0	$257 Million 0.01% of portfolio	4,322	Q1 2025 Reduced 92.65%
VPU Vanguard Utilities ETF	$0	$254 Million 0.01% of portfolio	1,489	Q1 2025 Reduced 6.0%
GSLC Goldman Sachs ETF Tr Activebet	$0	$250 Million 0.01% of portfolio	2,268	Q1 2025 Reduced 13.1%
SCHF Schwab Strategic Tr Intl Eqty	$0	$248 Million 0.01% of portfolio	12,542	Q1 2025 Reduced 5.62%
ICVT Ishares Tr Convertible Bond Et	$0	$247 Million 0.01% of portfolio	2,957	Q1 2025 Reduced 6.36%
IMCB Ishares Morningstar Mid Cap Et	$0	$247 Million 0.01% of portfolio	3,324	Q1 2025 New
SRLN Ssga Active Trust	$0	$245 Million 0.01% of portfolio	5,954	Q1 2025 Reduced 59.43%
FUMB First Tr ETF Iii Enhanced Shor	$0	$244 Million 0.01% of portfolio	12,163	Q4 2024 New
HEFA Ishares Currency Hedged Msci E	$0	$240 Million 0.01% of portfolio	6,605	Q1 2025 Added 4.51%
IJT Ishares S&P Small Cap 600 Grow	$0	$239 Million 0.01% of portfolio	1,920	Q1 2025 Added 29.64%
NXTG First Tr Exchange Traded Fd Ii	$0	$237 Million 0.01% of portfolio	2,791	Q1 2025 Added 6.69%
FIXD First Tr ETF Viii Tcw Opportun	$0	$237 Million 0.01% of portfolio	5,398	Q1 2025 Reduced 43.41%
FTC First Tr Lge Cap Growth	$0	$236 Million 0.01% of portfolio	1,782	Q1 2025 New
XHB Spdr Series Tr Spdr S&P Homebu	$0	$228 Million 0.01% of portfolio	2,350	Q1 2025 Reduced 14.55%
VMBS Vanguard Mortg Backed Sec ETF	$0	$226 Million 0.01% of portfolio	4,887	Q1 2025 Reduced 16.23%
FALN Ishares Tr Fallen Angels Usd B	$0	$224 Million 0.01% of portfolio	8,357	Q1 2025 Reduced 41.06%
BOND Pimco Active Bond Exchange Tra	$0	$223 Million 0.01% of portfolio	2,417	Q1 2025 Reduced 56.16%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$222 Million 0.01% of portfolio	4,468	Q1 2025 New
FNX First Tr Mid Cap Core Alphadex	$0	$213 Million 0.01% of portfolio	1,952	Q1 2025 Added 2.04%
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$203 Million 0.01% of portfolio	5,411	Q1 2025 Reduced 59.56%
IWN Ishares Russell2000 Val ETF	$0	$201 Million 0.01% of portfolio	1,331	Q1 2025 Added 3.1%

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