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)

StockValue
OWLBLUE OWL CAPITAL INCORPORATED COM CLASS A
$970K
SOXXISHARES TR ISHARES SEMICDTR
$963K
HYGISHARES TR IBOXX HI YD ETF
$961K
IEMGISHARES INCORPORATED CORE MSCI EMKT
$958K
AXPAMERICAN EXPRESS COMPANY
$957K
NULGNUVEEN ESG LARGE CAP GROWTH ETF
$947K
MUBISHARES TR NATIONAL MUN ETF
$947K
PPAINVESCO AEROSPACE & DEFENSE ETF
$945K
SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
$942K
EEMISHARES TR MSCI EMG MKT ETF
$942K
QQQXNUVEEN NASDAQ 100 DYNAMI
$941K
JAAAJANUS HENDERSON AAA CLO ETF
$940K
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF
$934K
SMCISUPER MICRO COMPUTER INCORPORATED COM NEW
$934K
DYNFBLACKROCK US EQY FCTR ROTN ETF
$933K
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX EXCHANGE TRADED FUND
$933K
TJXTJX COMPANIES INCORPORATED NEW
$927K
SPHQINVESCO S&P 500 QUALITY ETF
$923K
WBAWALGREENS BOOTS ALLIANCE INCORPORATED
$912K
PRUPRUDENTIAL FINL INCORPORATED
$911K
DWDMORGAN STANLEY COM NEW
$907K
ITWILLINOIS TOOL WKS INCORPORATED
$905K
DSIISHARES MSCI KLD 400 SOCIAL INDX ETF
$900K
PSAPUBLIC STORAGE OPER COMPANY REIT
$892K
HQHABRDN HEALTHCARE INVESTORS SH BEN INT
$892K
WSMWILLIAMS SONOMA INCORPORATED
$889K
PANWPALO ALTO NETWORKS INCORPORATED
$880K
VOEVANGUARD MID-CAP VALUE ETF
$878K
DOWDOW INCORPORATED
$878K
USX1UNITED STATES STEEL CORPORATION NEW
$868K
ANETARISTA NETWORKS INCORPORATED COM SHS
$868K
AXONAXON ENTERPRISE INCORPORATED
$867K
ADMARCHER DANIELS MIDLAND COMPANY
$858K
DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
$856K
AFLAFLAC INCORPORATED
$855K
ETHAISHARES ETHEREUM TRUST ETF
$855K
NULVNUVEEN ESG LARGE CAP VALUE ETF
$854K
FXOFIRST TRUST FINANCIALS ALPHADEX EXCHANGE TRADED FUND
$847K
VEGNUS VEGAN CLIMATE ETF
$846K
BKNGBOOKING HOLDINGS INCORPORATED
$844K
EQREQUITY RESIDENTIAL SH BEN INT REIT
$842K
SPGIS&P GLOBAL INCORPORATED
$836K
MBSFREGAN FLTG RATE MBS ETF VALUED ADVISERS TR
$836K
AQLTISHARES TR US TREAS BD ETF
$834K
TQQQPROSHARES ULTRAPRO QQQ ETF
$830K
TMOTHERMO FISHER SCIENTIFIC INCORPORATED
$830K
BINCBLACKROCK FLEXIBLE INCOME ETF
$819K
IVEISHARES TR S&P 500 VAL ETF
$818K
HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
$815K
OZBELPOINTE PREP LLC CLASS A
$808K
0VVBPARAMOUNT GLOBAL CLASS B COM
$808K
SHOPSHOPIFY INCORPORATED CLASS A SUB VTG SHS
$808K
FRFIRST INDL RLTY TR INCORPORATED REIT
$806K
VONGVANGUARD RUSSELL 1000 GROWTH ETF
$805K
FLCVFEDERATED HME MDT LAR VAL ETF NAV CF
$805K
EMREMERSON ELEC COMPANY
$793K
IRTINDEPENDENCE RLTY TR INCORPORATED REIT
$791K
IRINGERSOLL RAND INCORPORATED
$790K
PYPLPAYPAL HLDGS INCORPORATED
$781K
BLKBLACKROCK INCORPORATED
$780K
PRNINVESCO DWA INDUSTRIALS MOMENTUM ETF
$780K
TRYBARINGS BDC INCORPORATED
$774K
UDRUDR INCORPORATED REIT
$771K
ETHEGRAYSCALE ETHEREUM TR ET
$767K
FNDFSCHWAB EXCHANGE TRADED FUNDAMENTAL INTERNATIONAL EQUITY ETF
$763K
TOTLSPDR DOUBLELINE TTL RTRN TTCL ETF
$761K
TMUST-MOBILE US INCORPORATED
$753K
SPSBSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
$753K
PTLCPACER TRENDPILOT US LARGE CAP ETF
$750K
APOAPOLLO GLOBAL MGMT INCORPORATED
$747K
FPEIFIRST TRUST EXCHANGE TRADED EXCHANGE TRADED FUND III FIRST TRST INSTITUTNL PREFERRED SECS AND INCOME ETF
$745K
VBRVANGUARD SMALL-CAP VALUE ETF
$745K
MPCMARATHON PETE CORPORATION
$734K
WABWABTEC
$732K
HYBLSSGA ACTIVE TR SPDR BLACKSTONE HIGH INCOME ETF
$727K
EMOCLEARBRIDGE ENERGY MIDSTRM OPP
$722K
ESGDISHARES ESG AWARE MSCI EAFE ETF
$720K
DHRDANAHER CORPORATION
$710K
PDBCINVSC ACTVLY MNG OPTM YD DVRS ETF
$709K
PEOEXELON CORPORATION
$705K
FAUGFIRST TR EXCHANGE TRADED FD VIII FT VEST US EQUITY BUFFER ETF AUGUST
$700K
MASMASCO CORPORATION
$699K
VWOVANGUARD FTSE EMERGING MARKETS ETF
$681K
REGNREGENERON PHARMACEUTICALS
$681K
FQIDIGITAL RLTY TR INCORPORATED REIT
$673K
BSVVANGUARD SHORT-TERM BOND ETF
$668K
XLBSPDR EXCHANGE TRADED FUND MATERIALS SELECT SECTR ETF
$667K
IAKISHARES US INSURANCE ETF
$667K
KMBKIMBERLY-CLARK CORPORATION
$664K
SDIVGLOBAL X SUPERDIVIDEND ETF
$663K
HNDLSTRATEGY SHARES NASDAQ 7HANDL INDEX ETF
$662K
IDV*ISHARES TR INTL SEL DIV ETF
$662K
RACEFERRARI N V
$656K
CEGCONSTELLATION ENERGY CORPORATION
$655K
ACNACCENTURE PLC IRELAND SHS CLASS A
$654K
CTVACORTEVA INCORPORATED
$653K
TFCTRUIST FINL CORPORATION
$651K
DGXQUEST DIAGNOSTICS INCORPORATED
$640K
ORLYOREILLY AUTOMOTIVE INCORPORATED
$637K
SLBSCHLUMBERGER LIMITED COM STK
$633K
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