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 |
|---|---|
MLPXGLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $433K |
TTWOTAKE-TWO INTERACTIVE SOFTWARE | $431K |
INTUINTUIT | $430K |
CAHCARDINAL HEALTH INCORPORATED | $429K |
XBISPDR S&P BIOTECH ETF | $429K |
BCATBLACKROCK CAPITAL ALCTN | $428K |
FMARFT VEST US EQY BUFF ETF | $428K |
ADIANALOG DEVICES INCORPORATED | $426K |
BCEBCE INCORPORATED COM NEW | $425K |
LPXLOUISIANA PACIFIC CORP | $425K |
SCHWSCHWAB CHARLES CORPORATION | $424K |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $422K |
JOYTJPMORGAN EQUITY FOCUS ETF | $421K |
IWYISHARES TR RUS TP200 GR ETF | $420K |
IHIISHARES TR U.S. MED DVC ETF | $419K |
ARMARM HOLDINGS PLC SPONSORED ADS | $418K |
GLWCORNING INCORPORATED | $416K |
KBWDINVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF | $415K |
KVUEKENVUE INCORPORATED | $413K |
VCRVANGUARD CONSUMER DISCRETIONARY ETF | $412K |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $412K |
QTUMDEFIANCE QUANTUM ETF | $410K |
MSIMOTOROLA SOLUTIONS INCORPORATED COM NEW | $409K |
GOAUUS GLOBAL GO GOLD AND PRECIOUS METAL MINERS ETF | $409K |
PEGPUBLIC SVC ENTERPRISE GRP INCORPORATED | $408K |
XSDSPDR S&P SEMICONDUCTOR ETF | $407K |
IGMISHARES EXPANDED TECH SECTOR ETF | $404K |
8CWCROWN CASTLE INCORPORATED REIT | $402K |
GLNGGOLAR LNG LIMITED SHS | $399K |
NGGNATIONAL GRID PLC SPONSORED ADR NE | $398K |
TRVTRAVELERS COMPANIES INCORPORATED | $397K |
SPTMSPDR PORTFOLIO S P 1500 CMPST ST ETF | $393K |
DKNGDRAFTKINGS INCORPORATED NEW COM CLASS A | $387K |
IYGISHARES TR U.S. FIN SVC ETF | $386K |
CBCHUBB LIMITED | $384K |
FAIFIRST TRUST BLMRG ARTIF INTEL ETF | $382K |
BROBROWN & BROWN INCORPORATED | $379K |
BMEZBLACKROCK HEALTH SCIENCE | $379K |
SCHZSCHWAB US AGGREGATE BOND ETF | $378K |
FOCTFT Vest US Equity Buffer ETF October | $376K |
FTSLFIRST TRUST SENIOR LOAN EXCHANGE-TRADED EXCHANGE TRADED FUND | $376K |
IYJISHARES TR US INDUSTRIALS | $375K |
TIPISHARES TR TIPS BD ETF | $374K |
—P10 INCORPORATED COM CLASS B | $373K |
XLGINVESCO S&P 500 TOP 50 ETF | $373K |
SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF | $372K |
MTBM & T BK CORPORATION | $370K |
KHCKRAFT HEINZ COMPANY | $369K |
USALIBERTY ALL STAR EQUITY FD SH BEN INT | $367K |
TSCOTRACTOR SUPPLY COMPANY | $366K |
BALLBALL CORPORATION | $365K |
WTRGESSENTIAL UTILS INCORPORATED | $365K |
AEPAMERICAN ELEC PWR COMPANY INCORPORATED | $364K |
ESGEISHARES ESG AWARE MSCI EM ETF IV | $358K |
QQEWFIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX EXCHANGE TRADED FUND | $355K |
SHWSHERWIN WILLIAMS COMPANY | $352K |
FCALFRST TR CLFRNA MNCPL HGH INCM ETF | $351K |
SYYSYSCO CORPORATION | $350K |
SNOVFT Vest U.S. Small Cap Moderate Buffer ETF - November | $349K |
NAZNUVEEN ARIZONA QLTY MNCP | $349K |
XLFISPDR CONSUMER STAPLES SELECT SECTOR EXCHANGE TRADED FUND | $347K |
IWRISHARES TR RUS MID CAP ETF | $343K |
USHYISHARES TR BROAD USD HIGH | $343K |
VSTVISTRA CORPORATION | $341K |
GABGABELLI EQUITY TR INCORPORATED | $341K |
FNDESCHWAB EXCHANGE TRADED FUNDTL EMRG MKT EQT ETF | $341K |
EAELECTRONIC ARTS INCORPORATED | $338K |
TTDTHE TRADE DESK INCORPORATED COM CLASS A | $338K |
NTAPNETAPP INCORPORATED | $337K |
KEYKEYCORP | $337K |
CWTCALIFORNIA WTR SVC GROUP | $336K |
IXUSISHARES TR CORE MSCI TOTAL | $335K |
URIUNITED RENTALS INCORPORATED | $335K |
ULUNILEVER PLC SPON ADR NEW | $333K |
AHRAMERICAN HEALTHCARE REIT INCORPORATED COM SHS REIT | $332K |
ILMNILLUMINA INCORPORATED | $331K |
IWDISHARES TR RUS 1000 VAL ETF | $331K |
CMECME GROUP INCORPORATED | $329K |
BLDTOPBUILD CORPORATION | $328K |
EMXCISHARES INCORPORATED MSCI EMRG CHN | $323K |
SSOPROSHARES ULTRA S&P500 | $323K |
MFCMANULIFE FINL CORPORATION | $322K |
RIORIO TINTO PLC SPONSORED ADR | $322K |
PIIPOLARIS INCORPORATED | $322K |
PEYINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | $321K |
ULSTSPDR SSGA ULTRA SHORT TERM BOND ETF | $321K |
ECLECOLAB INCORPORATED | $320K |
CDECOEUR MINING INCORPORATED COM NEW | $320K |
EXPDEXPEDITORS INTERNATIONAL WASH INCORPORATED | $319K |
AWCAMERICAN WTR WKS COMPANY INCORPORATED NEW | $319K |
XIFRNEXTERA ENERGY PARTN LP | $318K |
IYZISHARES TR US TELECOM ETF | $318K |
ILCBISHARES MORNINGSTAR US EQUITY ETF | $316K |
MTBASIMPLIFY MBS ETF | $315K |
SNOWSNOWFLAKE INCORPORATED CLASS A | $315K |
DFACDIMENSIONAL ETF TRUST U S CORE EQUITY 2 ETF | $315K |
IYFISHARES TR U.S. FINLS ETF | $314K |
RSPGINVESCO EXCHANGE TRADED FD TR S&P 500 EQUAL WEIGHT ENERGY ETF | $314K |
HBANHUNTINGTON BANCSHARES INCORPORATED | $310K |
DXJWISDOMTREE JAPAN HEDGED EQUITY EXCHANGE TRADED FUND | $309K |