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 |
|---|---|
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 |