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 |
|---|---|
DGXQUEST DIAGNOSTICS INCORPORATED | $640K |
ORLYOREILLY AUTOMOTIVE INCORPORATED | $637K |
SLBSCHLUMBERGER LIMITED COM STK | $633K |
FEXFIRST TRUST LARGE CAP CORE ALPHADEX EXCHANGE TRADED FUND | $632K |
CMCSACOMCAST CORPORATION NEW CLASS A | $628K |
TOLTOLL BROTHERS INCORPORATED | $628K |
VOOVVANGUARD S&P 500 VALUE ETF | $627K |
SKYYFIRST TRUST ISE CLOUD COMPUTING INDEX EXCHANGE TRADED FUND | $624K |
OEFISHARES TR S&P 100 ETF | $617K |
VOTVANGUARD MID-CAP GROWTH ETF | $613K |
CSXCSX CORPORATION | $609K |
AMTAMERICAN TOWER CORPORATION NEW REIT | $607K |
COPCONOCOPHILLIPS | $607K |
ITA*ISHARES TR US AER DEF ETF | $605K |
IUSGISHARES TR CORE S&P US GWT | $605K |
PFFISHARES TR PFD AND INCM SEC | $598K |
WPMWHEATON PRECIOUS METALS CORPORATION | $598K |
NANNUVEEN NEW YORK QUALITY MUNICIPAL INCOME EXCHANGE TRADED FUND | $594K |
IXNISHARES TR GLOBAL TECH ETF | $591K |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $591K |
PGRPROGRESSIVE CORPORATION | $587K |
VRTVERTIV HOLDINGS COMPANY COM CLASS A | $586K |
FXHFIRST TRUST HEALTH CARE ALPHADEX EXCHANGE TRADED FUND | $582K |
MLB1MERCADOLIBRE INCORPORATED | $582K |
DDOMINION ENERGY INCORPORATED | $581K |
XYLDGLOBAL X S&P 500 COVERED CALL ETF | $578K |
CMRFCIM REAL ESTATE FIN TR INCORPORATED REIT | $574K |
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $573K |
IBBISHARES TR ISHARES BIOTECH | $570K |
EMGFISHARES EMG MRKTS EQTY FACTOR ETF | $569K |
PSXPHILLIPS 66 | $565K |
BUFQFT VEST LADDERD NASDAQ BUFFER ETF | $562K |
SYKSTRYKER CORPORATION | $555K |
XLUSPDR UTILITIES SELECT SECTOR EXCHANGE TRADED FUND | $554K |
MBBISHARES TR MBS ETF | $553K |
FNDCSCHWAB EXCHANGE TRADED FUNDTL INTRNL SML EQT ETF | $549K |
HDVISHARES TR CORE HIGH DV ETF | $544K |
KRKROGER COMPANY | $542K |
DGDOLLAR GENERAL CORPORATION NEW | $542K |
FFEBFT VEST US EQUITY BUFFER ETF | $541K |
PGXINVESCO PREFERRED ETF | $536K |
MDTMEDTRONIC PLC SHS | $536K |
HASHASBRO INCORPORATED | $535K |
TLHISHARES TR 10-20 YR TRS ETF | $532K |
ENBENBRIDGE INCORPORATED | $531K |
FLOTISHARES TR FLTG RATE NT ETF | $531K |
MGKVANGUARD MEGA CAP GROWTH ETF CRSP U S MEGA CAP GROWTH INDEX | $529K |
MDLZMONDELEZ INTERNATIONAL INCORPORATED CLASS A | $527K |
GBDCGOLUB CAP BDC INC | $526K |
FBNDFIDELITY TOTAL BOND ETF | $524K |
SIRISIRIUSXM HOLDINGS INCORPORATED COMMON STOCK | $524K |
ITOTISHARES TOTAL US STOCK MARKET ETF | $521K |
SPYINEOS S&P 500 HIGH INCOME ETF | $521K |
NTRNUTRIEN LIMITED | $517K |
LINLINDE PLC SHS | $516K |
SMRNUSCALE PWR CORPORATION CLASS A COM | $514K |
AIRRFT RBA AMERICAN IND RENAISE ETF IV | $511K |
JBBBJANUS DETROIT STR TR HENDERSON B BBB CLO ETF | $510K |
CGGOCAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | $509K |
FLCGFEDERATED HME MDT LAR GRW ETF NAV CF | $508K |
NUENUCOR CORPORATION | $501K |
EPIWISDOMTREE INDIA EARNINGS EXCHANGE TRADED FUND | $499K |
YUMYUM BRANDS INCORPORATED | $498K |
JPIEJPMORGAN INCOME ETF | $495K |
BIDDISHARES INTERNATIONAL DIVIDEND ACTIVE ETF | $495K |
LRCXLAM RESEARCH CORPORATION COM NEW | $493K |
PNCPNC FINL SVCS GROUP INCORPORATED | $493K |
EFAVISHARES MSCI EAF MIN VOL FCT ETF | $492K |
AIOVIRTUS ARTIFICIAL INTELL | $490K |
TRPTC ENERGY CORPORATION | $486K |
VRIGINVESCO ACTIVELY MANAGED EXCHANGE TRADED FD TR VAR RATE INVT GRADE ETF | $482K |
FXUFIRST TRUST UTILITIES ALPHADEX EXCHANGE TRADED FUND | $481K |
BMTABRITISH AMERN TOB PLC SPONSORED ADR | $479K |
MAGSLISTED FNDS RONDHL MGNFCNT ETF | $476K |
AREALEXANDRIA REAL ESTATE EQ INCORPORATED REIT | $475K |
WELLWELLTOWER INCORPORATED REIT | $473K |
XYZBLOCK INCORPORATED CLASS A | $471K |
IUSVISHARES TR CORE S&P US VLU | $469K |
SCHXSCHWAB U.S. LARGE-CAP ETF | $466K |
ALSALLSTATE CORPORATION | $466K |
CMGCHIPOTLE MEXICAN GRILL INCORPORATED | $466K |
NBXGNEUBERGER BERMAN NXT GNR | $465K |
CIONCION INVESTMENT CORPORATION COMMON STOCK | $459K |
FCOMFIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $454K |
COINCOINBASE GLOBAL INCORPORATED COM CLASS A | $453K |
KKRKKR & COMPANY INCORPORATED | $453K |
JBLJABIL INCORPORATED | $453K |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED EXCHANGE TRADED FUND | $450K |
VLUEISHARES MSCI USA VALUE FACTOR ETF | $448K |
XSWSPDR S&P SOFTWARE SERVICES ETF | $447K |
NVONOVO-NORDISK A S ADR | $446K |
RYLDGLOBAL X RUSSELL 2000 COVERED CALL ETF | $446K |
APPAPPLOVIN CORPORATION COM CLASS A | $445K |
USBUS BANCORP DEL COM NEW | $443K |
RFREGIONS FINANCIAL CORPORATION NEW | $440K |
FCNCAFIRST CTZNS BANCSHARES INCORPORATED N C CLASS A | $439K |
VDEVANGUARD ENERGY ETF | $438K |
LKNCYLUCKIN COFFEE INC F UNSPONSORED ADR 1 ADR REPS 8 ORD SHS | $436K |
ULTAULTA BEAUTY INCORPORATED | $435K |
DOCUDOCUSIGN INCORPORATED | $435K |