KINGSWOOD WEALTH ADVISORS, LLC Q4 2024 Filing
Filed January 22, 2025
Portfolio Value
$1331.6T
Holdings
795
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (795 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MRKMERCK & CO. INC. | 30,388 | $3.0T | 0.23% | |
| 102 | PLTRPALANTIR TECHNOLOGIES | 39,131 | $3.0T | 0.22% | |
| 103 | LNGCHENIERE ENERGY INC | 13,745 | $3.0T | 0.22% | |
| 104 | IWMISHARES RUSSELL 2000 ETF | 13,053 | $2.9T | 0.22% | |
| 105 | NOBLPROSHARES S&P 500 DIV ARISTOCRAT ETF | 28,792 | $2.9T | 0.22% | |
| 106 | VTVANGUARD TOTAL WORLD STOCK ETF | 24,287 | $2.9T | 0.21% | |
| 107 | EFGISHARES MSCI EAFE GROWTH ETF | 28,894 | $2.8T | 0.21% | |
| 108 | BMYBRISTOL MYERS SQUIBB CO | 48,942 | $2.8T | 0.21% | |
| 109 | MDYGSPDR S&P 400 MID CAP GROWTH ETF | 31,601 | $2.7T | 0.21% | |
| 110 | SMCISUPER MICRO COMPUTER INC | 89,769 | $2.7T | 0.21% | |
| 111 | XMHQINVESCO S&P MIDCAP QUALITY ETF | 27,293 | $2.7T | 0.20% | |
| 112 | SLYGSPDR S&P 600 SMALL CAP GROWTH ETF | 29,441 | $2.7T | 0.20% | |
| 113 | BUFRFT VEST LADDERED BUFFER ETF | 86,934 | $2.6T | 0.20% | |
| 114 | CRMSALESFORCE INC | 7,815 | $2.6T | 0.20% | |
| 115 | BACVERIZON COMMUNICATIONS I | 64,634 | $2.6T | 0.19% | |
| 116 | GSGOLDMAN SACHS GROUP INC | 4,452 | $2.5T | 0.19% | |
| 117 | BTCGRAYSCALE BITCOIN MINI TRUST ETF | 60,747 | $2.5T | 0.19% | |
| 118 | BIZDVANECK ETF TRUST VANECK BDC INCOME ETF | 152,206 | $2.5T | 0.19% | |
| 119 | CSCOCISCO SYS INC | 42,735 | $2.5T | 0.19% | |
| 120 | DELLDELL TECHNOLOGIES INC | 21,937 | $2.5T | 0.19% | |
| 121 | MCDMCDONALDS CORP | 8,685 | $2.5T | 0.19% | |
| 122 | IYWISHARES US TECHNOLOGY ETF | 15,368 | $2.5T | 0.18% | |
| 123 | SPYGSPDR S&P 500 GROWTH ETF | 27,351 | $2.4T | 0.18% | |
| 124 | HUMHUMANA INC | 9,379 | $2.4T | 0.18% | |
| 125 | BILSPDR BLOOMBERG 1 3 MNTH T BLL ETF | 25,718 | $2.4T | 0.18% | |
| 126 | DFAXDIMENSIONAL ETF TRUST WORLD EX U S CORE EQUITY 2 ETF | 94,463 | $2.3T | 0.18% | |
| 127 | ARKKARK INNOVATION ETF | 41,257 | $2.3T | 0.18% | |
| 128 | MDYVSPDR S&P 400 MID CAP VALUE ETF | 29,083 | $2.3T | 0.18% | |
| 129 | QQQMINVESCO NASDAQ 100 ETF | 10,915 | $2.3T | 0.17% | |
| 130 | SCHBSCHWAB US BROAD MARKET ETF | 101,035 | $2.3T | 0.17% | |
| 131 | SPEMSPDR INDEX SHARES EMERG MARKT ETF | 59,701 | $2.3T | 0.17% | |
| 132 | ETHEGRAYSCALE ETHEREUM TR ET | 80,448 | $2.3T | 0.17% | |
| 133 | SLYVSPDR S&P 600 SMALL CAP VALUE ETF | 25,648 | $2.2T | 0.17% | |
| 134 | CGUSCAPITAL GROUP CORE EQUITY ETF | 63,466 | $2.2T | 0.17% | |
| 135 | UPSUNITED PARCEL SVC INC | 17,444 | $2.2T | 0.17% | |
| 136 | COWZPACER US CASH COWS 100 ETF | 38,944 | $2.2T | 0.17% | |
| 137 | ABBVABBVIE INC | 12,333 | $2.2T | 0.16% | |
| 138 | DUKDUKE ENERGY CORP NEW | 20,338 | $2.2T | 0.16% | |
| 139 | TDIVFIRST TR NASDAQ TECH DIV IDX ETF | 27,771 | $2.2T | 0.16% | |
| 140 | SCHMCHARLES SCHWAB US MC ETF | 78,140 | $2.2T | 0.16% | |
| 141 | DFSVDIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE | 70,138 | $2.2T | 0.16% | |
| 142 | JPIEJPMORGAN INCOME ETF | 46,921 | $2.1T | 0.16% | |
| 143 | XLYSPDR FUND CONSUMER DISCRE SELECT ETF | 9,518 | $2.1T | 0.16% | |
| 144 | TSMTAIWAN SEMICONDUCTOR | 10,545 | $2.1T | 0.16% | |
| 145 | XVOLACRUENCE ACTIVE HEDGE U.S. EQUITY ETF | 97,195 | $2.1T | 0.16% | |
| 146 | BXBLACKSTONE INC | 12,019 | $2.1T | 0.16% | |
| 147 | JNJJOHNSON & JOHNSON | 14,150 | $2.0T | 0.15% | |
| 148 | NRANRG ENERGY INC | 22,646 | $2.0T | 0.15% | |
| 149 | PEPPEPSICO INC | 13,410 | $2.0T | 0.15% | |
| 150 | DGROISHARES CORE DIVIDEND GROWTH ETF | 33,068 | $2.0T | 0.15% | |
| 151 | BCCCGLOBAL X US INFRA DVLPMNT ETF | 49,604 | $2.0T | 0.15% | |
| 152 | MINTPIMCO ENHANCED SHRT MATURTY ACTV ETF | 19,925 | $2.0T | 0.15% | |
| 153 | SPOTSPOTIFY TECHNOLOGY S A F | 4,442 | $2.0T | 0.15% | |
| 154 | FTHIFIRST TRUST EXCHANGE TRADED FUND VI FIRST TRUST BUYWRITE INCOME ETF | 85,400 | $2.0T | 0.15% | |
| 155 | ETENERGY TRANSFER LP | 98,977 | $1.9T | 0.15% | |
| 156 | ADBEADOBE INC | 4,331 | $1.9T | 0.14% | |
| 157 | IWPISHARES RUSSELL MID CAP GROWTH ETF | 15,165 | $1.9T | 0.14% | |
| 158 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 68,558 | $1.9T | 0.14% | |
| 159 | VYMVANGUARD HIGH DIVIDEND YIELD ETF | 14,633 | $1.9T | 0.14% | |
| 160 | MGKVANGUARD MEGA CAP GROWTH ETF CRSP U S MEGA CAP GROWTH INDEX | 5,400 | $1.9T | 0.14% | |
| 161 | SOSOUTHERN CO | 22,480 | $1.9T | 0.14% | |
| 162 | SPYDSPDR S&P 500 HIGH DIVIDEND ETF | 42,171 | $1.8T | 0.14% | |
| 163 | FVDFIRST TRUST VALUE DIVIDEND INDEX ETF | 41,723 | $1.8T | 0.14% | |
| 164 | AQLTISHARES US TREASURY BOND ETF | 78,797 | $1.8T | 0.14% | |
| 165 | VCLTVANGUARD LONG TERM COR BD ETF | 24,140 | $1.8T | 0.14% | |
| 166 | IVWISHARES S&P 500 GROWTH ETF | 17,612 | $1.8T | 0.13% | |
| 167 | MARMFIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQUITY MAX BUFFER ETF MARCH | 56,498 | $1.7T | 0.13% | |
| 168 | MNANYLI MERGER ARBITRAGE ETF | 52,923 | $1.7T | 0.13% | |
| 169 | DYHTARGET CORP CLASS EQUITY | 12,524 | $1.7T | 0.13% | |
| 170 | PFEPFIZER INC | 63,770 | $1.7T | 0.13% | |
| 171 | MUBISHARES NATIONAL MUNI BOND ETF | 15,763 | $1.7T | 0.13% | |
| 172 | DISDISNEY WALT CO | 15,057 | $1.7T | 0.13% | |
| 173 | EIPIFT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | 84,900 | $1.7T | 0.12% | |
| 174 | SPYMSPDR PORTFOLIO S&P 500 ETF | 23,898 | $1.6T | 0.12% | |
| 175 | UTESVIRTUS REAVES UTILITIES ETF | 25,686 | $1.6T | 0.12% | |
| 176 | VOOGVANGUARD S&P 500 GROWTH ETF | 4,465 | $1.6T | 0.12% | |
| 177 | QUALISHARES MSCI USA QLTY FACT ETF | 9,142 | $1.6T | 0.12% | |
| 178 | PDCCPEARL DIVER CREDIT CO | 78,685 | $1.6T | 0.12% | |
| 179 | LHXL3HARRIS TECHNOLOGIES IN | 7,578 | $1.6T | 0.12% | |
| 180 | WMWASTE MGMT INC DEL | 7,881 | $1.6T | 0.12% | |
| 181 | SYLDCAMBRIA SHAREHOLDER YIELD ETF | 23,152 | $1.6T | 0.12% | |
| 182 | VDCVANGUARD CONSUMER STAPLES ETF | 7,421 | $1.6T | 0.12% | |
| 183 | DEDEERE & CO | 3,684 | $1.6T | 0.12% | |
| 184 | RHCRH PUBLIC LIMITED | 16,690 | $1.5T | 0.12% | |
| 185 | IGIBISHARES TRT IS 5-10 INV GR CR BD ETF | 29,889 | $1.5T | 0.12% | |
| 186 | IAU*ISHARES GOLD ETF | 31,077 | $1.5T | 0.12% | |
| 187 | HLHECLA MINING COMPANY | 313,094 | $1.5T | 0.12% | |
| 188 | GPCGENUINE PARTS CO | 13,151 | $1.5T | 0.12% | |
| 189 | EQWLINVESCO S AND P 100 EQL WGHT ETF | 14,981 | $1.5T | 0.12% | |
| 190 | VNQVANGUARD REAL ESTATE ETF | 17,132 | $1.5T | 0.11% | |
| 191 | OXYOCCIDENTAL PETE CORP | 30,737 | $1.5T | 0.11% | |
| 192 | NKENIKE INC CLASS B | 19,942 | $1.5T | 0.11% | |
| 193 | CITHE CIGNA GROUP | 5,443 | $1.5T | 0.11% | |
| 194 | LOWLOWES COS INC | 6,056 | $1.5T | 0.11% | |
| 195 | VHTVANGUARD HEALTH CARE ETF | 5,849 | $1.5T | 0.11% | |
| 196 | CWBSPDR BLOOMBERG CONVRTBL SECRS ETF | 18,964 | $1.5T | 0.11% | |
| 197 | HYBLSSGA ACTIVE TR SPDR BLACKSTONE HIGH INCOME ETF | 52,000 | $1.5T | 0.11% | |
| 198 | EFVISHARES MSCI EAFE VALUE ETF | 27,906 | $1.5T | 0.11% | |
| 199 | TOTLSPDR DOUBLELINE TTL RTRN TTCL ETF | 37,167 | $1.5T | 0.11% | |
| 200 | BUFGFT VST BUFF ALLOCATION GRW ETF | 59,488 | $1.5T | 0.11% |