KINGSWOOD WEALTH ADVISORS, LLC Q2 2025 Filing
Filed July 23, 2025
Portfolio Value
$1.3T
Holdings
743
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (743 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF | $45.2M |
AAPLAPPLE INCORPORATED | $44.7M |
NVDANVIDIA CORPORATION | $42.8M |
MSFTMICROSOFT CORPORATION | $29.4M |
NDQINVESCO QQQ TR | $25.5M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $23.9M |
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | $23.9M |
AMZNAMAZON COM INCORPORATED | $22.7M |
VOOVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $21.4M |
IVVISHARES TR CORE S&P500 ETF | $17.9M |
BITX2X BITCOIN STRATEGY ETF | $16.0M |
AVGOBROADCOM INCORPORATED | $15.5M |
MIGAMICROSTRATEGY INCORPORATED CLASS A NEW | $15.2M |
XFEBFIRST TRUST PREFERRED SECURITIES AND INCOME ETF | $14.5M |
METAMETA PLATFORMS INCORPORATED CLASS A | $13.8M |
SSOPROSHARES ULTRA S&P500 | $11.8M |
GOOGLALPHABET INCORPORATED CAP STK CLASS A | $10.1M |
VTVVANGUARD VALUE ETF | $8.8M |
TSLATESLA INCORPORATED | $8.8M |
JPMJPMORGAN CHASE & COMPANY. | $8.7M |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $8.5M |
BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $7.8M |
CATCATERPILLAR INCORPORATED | $7.7M |
AQLTISHARES TR SELECT DIVID ETF | $7.5M |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $7.5M |
USMVISHARES TR MSCI USA MIN VOL | $7.4M |
PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A | $7.2M |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $7.1M |
IYWISHARES TR U.S. TECH ETF | $6.8M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $6.8M |
PHPARKER-HANNIFIN CORPORATION | $6.6M |
IBITISHARES BITCOIN TRUST ETF SHS BEN INT | $6.3M |
NFLXNETFLIX INCORPORATED | $5.9M |
GOOGALPHABET INCORPORATED CAP STK CLASS C | $5.9M |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $5.9M |
TPLTEXAS PACIFIC LAND CORPORATION | $5.8M |
NEENEXTERA ENERGY INCORPORATED | $5.8M |
COSTCOSTCO WHOLESALE CORPORATION NEW | $5.6M |
VBVANGUARD SMALL-CAP ETF | $5.6M |
AGGISHARES TR CORE US AGGBD ET | $5.3M |
VVISA INCORPORATED COM CLASS A | $5.2M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $5.2M |
TXNTEXAS INSTRS INCORPORATED | $5.1M |
IBMINTERNATIONAL BUSINESS MACHINES | $5.1M |
FTCSFIRST TRUST CAPITAL STRENGTH ETF | $5.1M |
LLYELI LILLY & COMPANY | $5.1M |
IOOISHARES GLOBAL 100 ETF | $4.8M |
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $4.8M |
WMTWALMART INCORPORATED | $4.8M |
RTXRTX CORPORATION | $4.7M |
AMDADVANCED MICRO DEVICES INCORPORATED | $4.7M |
TTTRANE TECHNOLOGIES PLC SHS | $4.7M |
XOMEXXON MOBIL CORPORATION | $4.7M |
GQ9SPDR GOLD SHARES | $4.6M |
RWLINVESCO S&P 500 REVENUE ETF | $4.6M |
GSGOLDMAN SACHS GROUP INCORPORATED | $4.6M |
MTUMISHARES TR MSCI USA MMENTM | $4.6M |
FTLSFIRST TRUST LONG/SHORT EQUITY ETF | $4.5M |
MTZMASTEC INCORPORATED | $4.4M |
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $4.4M |
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | $4.4M |
ETNEATON CORPORATION PLC SHS | $4.4M |
BABOEING COMPANY | $4.3M |
XLFSPDR FINANCIAL SELECT SECTOR FUND | $4.2M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $4.2M |
SDYSPDR S&P DIVIDEND ETF | $4.0M |
PGPROCTER AND GAMBLE COMPANY | $3.9M |
IMCGISHARES TR MRGSTR MD CP GRW | $3.9M |
LMTLOCKHEED MARTIN CORPORATION | $3.8M |
QCOMQUALCOMM INCORPORATED | $3.8M |
APDAIR PRODUCTS & CHEMICALS INCORPORATED | $3.8M |
BACBANK AMERICA CORPORATION | $3.7M |
ORCLORACLE CORPORATION | $3.7M |
NRANRG ENERGY INCORPORATED COM NEW | $3.7M |
VUGVANGUARD GROWTH ETF | $3.7M |
TSMTAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | $3.7M |
BRK-BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS A | $3.6M |
RDVYFIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | $3.6M |
IJHISHARES TR CORE S&P MCP ETF | $3.6M |
XLKSPDR TECHNOLOGY SELECT SECTOR FUND | $3.6M |
SCHVSCHWAB US LARGE CAP VALUE ETF | $3.5M |
MAAMID-AMER APT CMNTYS INCORPORATED REIT | $3.5M |
KOCOCA COLA COMPANY | $3.4M |
HONHONEYWELL INTERNATIONAL INCORPORATED | $3.4M |
PULSPGIM ULTRA SHORT BOND ETF | $3.4M |
EFGISHARES TR EAFE GRWTH ETF | $3.4M |
HDHOME DEPOT INCORPORATED | $3.4M |
SMHVANECK SEMICONDUCTOR ETF | $3.3M |
VOVANGUARD MID-CAP ETF | $3.2M |
GDGENERAL DYNAMICS CORPORATION | $3.2M |
PLDPROLOGIS INCORPORATED. REIT | $3.2M |
CVXCHEVRON CORPORATION NEW | $3.2M |
IWPISHARES TR RUS MD CP GR ETF | $3.1M |
MAMASTERCARD INCORPORATED CLASS A | $3.1M |
KLMNINVESCO S&P 500 MOMENTUM ETF | $3.1M |
LNGCHENIERE ENERGY INCORPORATED COM NEW | $3.1M |
LBLANDBRIDGE COMPANY LLC CLASS A SHARES REPRESENTING LIMITED LIABILITY CMPNY INTRST | $3.0M |
ESSESSEX PROPERTY TR INCORPORATED REIT | $3.0M |
BTCGRAYSCALE BITCOIN MINI TR ETF SHS NEW | $3.0M |
MDYGSPDR S&P 400 MID CAP GROWTH ETF | $2.9M |
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