KINGSWOOD WEALTH ADVISORS, LLC Q1 2024 Filing
Filed April 15, 2024
Portfolio Value
$867.1M
Holdings
618
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (618 positions)
| Stock | Value |
|---|---|
JBHTJ B HUNT TRANSPORT | $1.0M |
CVSCVS HEALTH CORPORATION | $1.0M |
VLOVALERO ENERGY CORPORATION | $1.0M |
ORCLORACLE CORPORATION | $1.0M |
BUFGFT VST BUFF ALLOCATION | $1.0M |
OBDCBLUE OWL CAPITAL CORPORATION | $1.0M |
MARAMARATHON DIGITAL HOLDINGS INCORPORATED | $1.0M |
LINLINDE PLC SHS | $1.0M |
PCARPACCAR INCORPORATED | $1.0M |
ISRGINTUITIVE SURGICAL | $1.0M |
OREALTY INCOME CORP | $1.0M |
XLKTECHNOLOGY SELECT SECTOR | $1.0M |
TRVTRAVELERS COMPANIES INCORPORATED | $1.0M |
AWMSKYWORKS SOLUTIONS INC | $1.0M |
VOOGVANGUARD S&P 500 GROWTH | $1.0M |
BILSPDR BLOOMBERG 1 3 MNTH | $1.0M |
BUFFINNOVATOR LADDERED ALLOCATION POWER BUFFER | $1.0M |
AONAON PLC SHS CL A | $1.0M |
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT | $1.0M |
XLYSPDR FUND CONSUMER | $1.0M |
STZCONSTELLATION BRAND | $1.0M |
TA T & T INC | $1.0M |
BXBLACKSTONE INC | $1.0M |
ROPROPER TECHNOLOGIES INCORPORATED | $1.0M |
NVONOVO-NORDISK ADR | $1.0M |
GMGENERAL MTRS COMPANY | $1.0M |
AMATAPPLIED MATERIALS INC | $1.0M |
8CWCROWN CASTLE INCORPORATED REIT | $1.0M |
VOVANGUARD MID CAP EXCHANGE TRADED FUND | $1.0M |
CMCSACOMCAST CORP | $1.0M |
SCHBSCHWAB US BROAD MARKET | $1.0M |
TRVCCITIGROUP INC | $1.0M |
VGTVANGUARD INFORMATION TECHNOLOGY | $1.0M |
PEPPEPSICO INC | $1.0M |
SCHDSCHWAB US DIVIDEND COMMON STOCK | $1.0M |
NKENIKE INC | $1.0M |
SOSOUTHERN COMPANY | $1.0M |
AQLTISHARES SELECT DIVIDEND | $1.0M |
—DESKTOP METAL INC | $1.0M |
VUGVANGUARD GROWTH EXCHANGE TRADED FUND | $1.0M |
MPWRMONOLITHIC PWR SYSTEMS INCORPORATED | $1.0M |
ADIANALOG DEVICES INC | $1.0M |
MDTMEDTRONIC PLC SHS | $1.0M |
IBMIBM CORP | $1.0M |
IJHISHARES CORE S&P MID-CAP | $1.0M |
AMTAMERICAN TOWER CORPORATION NEW REIT | $1.0M |
FDDFIRST TRUST HIGH INCOME | $1.0M |
VEAVANGUARD FTSE DEVELOPED MARKETS | $1.0M |
DGROISHARES TR CORE DIV GRWTH | $1.0M |
AQLTISHARES US TREASURY BOND | $1.0M |
GDGENERAL DYNAMICS CORPORATION | $1.0M |
MCDMCDONALDS CORPORATION | $1.0M |
ACNACCENTURE PLC IRELAND SHS CLASS A | $1.0M |
MOATVANECK MORNINGSTAR WIDE | $1.0M |
MUMICRON TECHNOLOGY INC | $1.0M |
AMGNAMGEN INC | $1.0M |
ADMARCHER DANIELS MIDLAND COMPANY | $1.0M |
OXYOCCIDENTAL PETROLEUM CORP | $1.0M |
NRANRG ENERGY INC | $1.0M |
UBERUBER TECHNOLOGIES INC | $1.0M |
HLHECLA MINING COMPANY | $1.0M |
FTSDFRANKLIN SHORT DURATION U.S. GOVERNMENT | $1.0M |
MDLZMONDELEZ INTERNATIONAL INC | $1.0M |
ADPAUTOMATIC DATA PROCESSING INC | $1.0M |
SPYMSPDR PORTFOLIO S&P 500 | $1.0M |
CBCHUBB LIMITED | $1.0M |
EQWLINVESCO S&P 100 EQUAL | $1.0M |
CLCOLGATE PALMOLIVE COMPANY | $1.0M |
ONON SEMICONDUCTOR CORPORATION | $1.0M |
PFEPFIZER INCORPORATED | $1.0M |
EWEDWARDS LIFESCIENCES CORPORATION | $1.0M |
FCXFREEPORT-MCMORAN INC | $1.0M |
QRVOQORVO INCORPORATED | $1.0M |
TQQQPSHR ULTRAPRO EXCHANGE TRADED FUND DV | $1.0M |
APDAIR PROD & CHEMICALS | $1.0M |
LOWLOWES COMPANIES INC | $1.0M |
PGRPROGRESSIVE CORPORATION | $1.0M |
DKNGDRAFTKINGS INC NEW | $1.0M |
AQLTISHARES CORE MSCI EAFE | $1.0M |
SYKSTRYKER CORPORATION | $1.0M |
DYHTARGET CORPORATION | $1.0M |
POOLPOOL CORPORATION | $1.0M |
MPCMARATHON PETE CORPORATION | $1.0M |
UNPUNION PACIFIC CORP | $1.0M |
VTVANGUARD TOTAL WORLD | $1.0M |
TTTRANE TECHNOLOGIES PLC SHS | $1.0M |
NVDANVIDIA CORPORATION | $29K |
SPYSPDR S&P 500 EXCHANGE TRADED FUND | $19K |
IVVISHARES CORE S&P 500 | $9K |
LLYELI LILLY & COMPANY | $7K |
MIGAMICROSTRATEGY INC | $7K |
AVGOBROADCOM INC | $5K |
COSTCOSTCO WHOLESALE CO | $4K |
INTUINTUIT INC | $3K |
PHPARKER-HANNIFIN CORP | $3K |
NOWSERVICE NOW INC | $2K |
TPLTEXAS PACIFIC LAND CORP | $2K |
T7DTRANSDIGM GROUP INC | $2K |
MSCIMSCI INCORPORATED | $1K |
REGNREGENERON PHARMACEUTICALS INC | $1K |