KINGSWOOD WEALTH ADVISORS, LLC Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$2.6B
Holdings
766
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (766 positions)
| Stock | Value |
|---|---|
XJPIXNUVEEN PREFERRED SECURITIES & INCOME OPPORTUNITIES EXCHANGE TRADED FUND | $1.8M |
OXYOCCIDENTAL PETE CORPORATION | $1.8M |
HLHECLA MINING COMPANY | $1.7M |
BABAALIBABA GROUP HLDG LIMITED SPONSORED ADS | $1.7M |
ADBEADOBE INCORPORATED | $1.7M |
PAYXPAYCHEX INCORPORATED | $1.7M |
CITHE CIGNA GROUP | $1.7M |
COWZPACER US CASH COWS 100 ETF | $1.7M |
AORISHARES TR CORE 60/40 BALAN | $1.7M |
QUALISHARES TR MSCI USA QLT FCT | $1.7M |
EIPIFT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | $1.7M |
QQQMINVESCO NASDAQ 100 ETF | $1.7M |
IUSBISHARES TR CORE TOTAL USD | $1.7M |
FAPRFT VEST US EQY BUFF ETF | $1.6M |
AMATAPPLIED MATLS INCORPORATED | $1.6M |
SCHBSCHWAB US BROAD MARKET ETF | $1.6M |
FJANFT VEST U.S. EQUITY BUFFER - JANUARY | $1.6M |
EFAISHARES TR MSCI EAFE ETF | $1.6M |
TRVCCITIGROUP INCORPORATED COM NEW | $1.6M |
SPYMSPDR PORTFOLIO S&P 500 ETF | $1.6M |
MARMFT VEST U.S. EQUITY MAX BUFFER ETF-MARCH | $1.6M |
CNXCNX RES CORP | $1.6M |
VNQVANGUARD REAL ESTATE ETF | $1.6M |
GPCGENUINE PARTS COMPANY | $1.6M |
MNANYLI Merger Arbitrage ETF | $1.6M |
SJTSAN JUAN BASIN RTY T ROYALTY TRUST | $1.5M |
SYLDCAMBRIA SHAREHOLDER YIELD ETF | $1.5M |
VLOVALERO ENERGY CORPORATION | $1.5M |
LHXL3HARRIS TECHNOLOGIES INCORPORATED | $1.5M |
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF | $1.5M |
RHCRH PUBLIC LIMITED CO F | $1.5M |
PDCCPEARL DIVER CREDIT CO IN | $1.5M |
NOCNORTHROP GRUMMAN CORPORATION | $1.5M |
AQLTISHARES TR CORE MSCI EAFE | $1.5M |
MCKMCKESSON CORPORATION | $1.4M |
ACPABRDN INCOME CREDIT STRATEGIES | $1.4M |
FNDXSCHWAB EXCHANGE TRADED FUNDMNTL US LARGE COM ETF | $1.4M |
FDECFT VEST US EQUITY BUFFER ETF | $1.4M |
XLISPDR INDUSTRIAL SELECT SECTOR EXCHANGE TRADED FUND | $1.4M |
VEUVANGUARD FTSE ALL-WORLD EX-US ETF | $1.4M |
FFORD MTR COMPANY | $1.4M |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $1.4M |
VVVANGUARD LARGE-CAP ETF | $1.4M |
ARCCARES CAPITAL CORPORATION | $1.4M |
BUFGFT VST BUFF ALLOCATION GRW ETF | $1.4M |
VBKVANGUARD SMALL-CAP GROWTH ETF | $1.4M |
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | $1.4M |
STEWSRH TOTAL RETURN EXCHANGE TRADED FUND INCORPORATED | $1.4M |
WPCWP CAREY INCORPORATED REIT | $1.4M |
EQWLINVESCO S AND P 100 EQL WGHT ETF | $1.3M |
KLMNINVSC S P 500 MOMENTUM ETF | $1.3M |
FMAYFT VEST U.S. EQUITY BUFFER ETF - MAY | $1.3M |
STTSTATE STR CORPORATION | $1.3M |
UNPUNION PAC CORPORATION | $1.3M |
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $1.3M |
XLYSPDR CONSUMER DISCRETIONARY SELECT SECTOR EXCHANGE TRADED FUND | $1.3M |
FCXFREEPORT-MCMORAN INCORPORATED CLASS B | $1.3M |
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF | $1.3M |
WMBWILLIAMS COMPANIES INCORPORATED | $1.3M |
BBUSJPMORGAN BETABUILDERS US EQY ETF | $1.2M |
VONVVANGUARD RUSSELL 1000 VALUE ETF | $1.2M |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $1.2M |
AIC3 AI INCORPORATED CLASS A | $1.2M |
FNOVFIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQUITY BUFFER ETF NOVEMBER | $1.2M |
XMMOINVESCO S & P MIDCAP MOMENTUM ETF | $1.2M |
WFCWELLS FARGO COMPANY NEW | $1.2M |
SCHHCHARLES SCHWAB US REIT ETF | $1.2M |
COKECOCA COLA CONS INCORPORATED | $1.2M |
MRVLMARVELL TECHNOLOGY INCORPORATED | $1.1M |
CARRCARRIER GLOBAL CORPORATION | $1.1M |
VOOGVANGUARD S&P 500 GROWTH ETF | $1.1M |
XLESPDR ENERGY SELECT SECTOR EXCHANGE TRADED FUND | $1.1M |
HCAHCA HEALTHCARE INCORPORATED | $1.1M |
RDIVINVESCO S P ULTRA DIVIDEND REV ETF | $1.1M |
GDXVANECK GOLD MINERS ETF | $1.1M |
ISRGINTUITIVE SURGICAL INCORPORATED COM NEW | $1.1M |
GATXGATX CORPORATION | $1.1M |
EMBISHARES TR JPMORGAN USD EMG | $1.1M |
STZCONSTELLATION BRANDS INCORPORATED CLASS A | $1.1M |
FDXFEDEX CORPORATION | $1.1M |
AMGNAMGEN INCORPORATED | $1.1M |
CRWDCROWDSTRIKE HLDGS INCORPORATED CLASS A | $1.1M |
ADSKAUTODESK INCORPORATED | $1.1M |
NLRVANECK URANIUM AND NUCLEAR ETF | $1.1M |
ASMLASML HOLDING N V N Y REGISTRY SHS | $1.1M |
DYHTARGET CORPORATION | $1.0M |
MTRNMATERION CORPORATION | $1.0M |
GEHCGE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK | $1.0M |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $1.0M |
MTNVAIL RESORTS INCORPORATED | $1.0M |
BDJBLACKROCK ENHANCED EQUITY DIVI | $1.0M |
TJULINNOVATOR EQUITY DEFINED PROTECTION ETF-2 YR TO JULY | $1.0M |
W3UWESTERN UN COMPANY | $1.0M |
NOWSERVICENOW INCORPORATED | $1.0M |
VFHVANGUARD FINANCIALS ETF | $1.0M |
MMM3M COMPANY | $999K |
ADPAUTOMATIC DATA PROCESSING INCORPORATED | $997K |
FJUNFT VEST U.S. EQUITY BUFFER ETF - JUNE | $996K |
CFGCITIZENS FINL GROUP INCORPORATED | $984K |
NLYANNALY CAPITAL MANAGEMENT INCORPORATED COM NEW REIT | $976K |