KINGSWOOD WEALTH ADVISORS, LLC Q4 2024 Filing
Filed January 22, 2025
Portfolio Value
$1.3B
Holdings
795
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (795 positions)
| Stock | Value |
|---|---|
VGSHVANGUARD SHORT TERM TREASURY ETF | $890K |
MBSFREGAN FLOATING RATE MBS ETF | $885K |
TMOTHERMO FISHER SCIENTIFIC | $882K |
OZBELPOINTE PREP LLC CLASS A | $881K |
FDECFT VEST US EQUITY BUFFER ETF | $876K |
HQHABRDN HEALTHCARE INVESTORS SHARES OF BENEFICIAL INTEREST | $875K |
CAPEDOUBLELINE SHILLER CAPE US EQUTS ETF | $875K |
AXPAMERICAN EXPRESS CO | $862K |
IEMGISHARES CORE MSCI EMERGING ETF | $857K |
SLVISHARES SILVER TRUST ETF IV | $857K |
FRFIRST INDL RLTY TR INC REIT | $843K |
IUSVISHARES CORE S&P US VALUE ETF | $837K |
MRVLMARVELL TECHNOLOGY INC | $824K |
EFAVISHARES MSCI EAF MIN VOL FCT ETF | $823K |
FNOVFIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQUITY BUFFER ETF NOVEMBER | $822K |
GEVGE VERNOVA INC | $817K |
QQQXNUVEEN NASDAQ 100 DYNAMI | $811K |
4I1PHILIP MORRIS INTL INC | $803K |
AFLAFLAC INC | $798K |
SHOPSHOPIFY INC | $796K |
PANWPALO ALTO NETWORKS INC | $795K |
PHYS/USPROTT PHYSICAL GOLD ETV | $795K |
EPDENTERPRISE PRODS PART LP | $792K |
TRVCCITIGROUP INC | $791K |
DHRDANAHER CORP | $783K |
UDRUDR INC REIT | $782K |
FLCVFEDERATED HME MDT LAR VAL ETF NAV CF | $781K |
ITWILLINOIS TOOL WKS INC | $780K |
VLOVALERO ENERGY CORP NEW | $779K |
XLEENERGY SELECT SECTOR SPDR ETF | $760K |
NVONOVO-NORDISK | $759K |
REGNREGENERON PHARMACEUTICAL | $759K |
TTDTHE TRADE DESK INC | $757K |
PTLCPACER TRENDPILOT US LARGE CAP ETF | $750K |
SPSBSPDR SHORT TERM CORPORATE BND ETF | $748K |
ASMLASML HLDG NV | $746K |
BSVVANGUARD SHORT-TERM BOND ETF | $746K |
WABWABTEC | $745K |
STXSEAGATE TECHNOLOGY HLD F | $740K |
DYNFISHS US EQTY FACTR ROTATN ACT ETF | $737K |
MASMASCO CORPORATION | $729K |
BIDDBLACKROCK INTERNATNL DIVIDEND ETF | $722K |
TOLTOLL BROS INC | $722K |
CARRCARRIER GLOBAL CORP | $720K |
FJUNFIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQUITY BUFFER ETF JUNE | $719K |
VBRVANGUARD SMALL CAP VALUE ETF | $717K |
IUSGISHARES CORE S&P US GROWTH ETF | $717K |
BKNGBOOKING HLDGS INC | $710K |
GDXVANECK GOLD MINERS ETF | $709K |
AREALEXANDRIA REAL ESTATE E REIT | $705K |
ARCCARES CAP CORP | $698K |
DJPBRCLYS BK IPATH BLOOM COMMODITY | $697K |
FSEPFIRST TR EXCHANGE TRADED FD VIII FT VEST US EQUITY BUFFER ETF SEPTEMBER | $695K |
TJXTJX COS INC NEW | $691K |
COPCONOCOPHILLIPS | $690K |
XVVISHARES ESG SCREENED S AND P 500 ETF | $683K |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $679K |
EMOCLEARBRIDGE ENERGY MIDSTRM OPP | $677K |
VOTVANGUARD MID CAP GROWTH ETF | $676K |
ITOTISHARES TOTAL US STOCK MARKET ETF | $676K |
PYPLPAYPAL HLDGS INC | $673K |
USHYISHARES BROAD USD HG YLD CRP BND ETF | $670K |
DIVOAMPLIFY CWP ENHANCED DIV INM ETF | $668K |
PFFISHARES PREFERRED INCOME SEC ETF | $666K |
LMBSFRST TRT LOW DTN OPNTS ETF IV | $658K |
ADMARCHER-DANIELS MIDLAND | $651K |
MPCMARATHON PETE CORP | $650K |
ACNACCENTURE PLC | $650K |
FXUFIRST TRUST UTILITIES ALPHADEX ETF | $643K |
VOEVANGUARD MID CAP VALUE ETF | $642K |
EEMISHARES MSCI EMERGING MARKETS ETF | $639K |
RSPINVSC S P 500 EQUAL WEIGHT ETF IV | $635K |
TFCTRUIST FINL CORP | $633K |
AIC3 AI INC | $633K |
FDXFEDEX CORP | $632K |
BALLBALL CORP | $632K |
SCHXSCHWAB US LARGE CAP ETF | $630K |
MDYSPDR S&P MIDCAP 400 ETF IV | $629K |
FNDFSCHWAB FUNDAMNTL INTRNL EQT ETF | $628K |
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK | $625K |
XYLDGLOBAL X S&P 500 COVERED CALL ETF | $623K |
BIVVANGUARD INTERMEDIATE TERM BOND ETF | $618K |
BUFQFT VEST LADDERD NASDAQ BUFFER ETF | $617K |
IDV*ISHARES INTERNATIONAL SEL DIV ETF | $616K |
SRLNSPDR BLACKSTONE SENIOR LOAN ETF | $612K |
ILMNILLUMINA INC | $612K |
EMBISHARES JPMORGAN USD MTS BOND ETF | $611K |
EMREMERSON ELEC CO | $609K |
HDVISHARES CORE HIGH DIVIDEND ETF IV | $606K |
PSAPUBLIC STORAGE REIT | $600K |
FXHFIRST TRUST HEALTH CARE ALPHADEX ETF | $599K |
SLBSCHLUMBERGER LTD | $599K |
IAKISHARES US INSURANCE ETF | $595K |
BCATBLACKROCK CAPITAL ALCTN | $594K |
CALFPACER US SMALL CAP CASH COWS 100 ETF | $589K |
CEGCONSTELLATION ENERGY COR | $588K |
W3UWESTERN UN CO | $588K |
DDTOINNOVATOR US EQUITY POWER BUFFER ETF | $585K |
DGXQUEST DIAGNOSTICS INC | $584K |
RSPGINVESCO EXCHANGE TRADED FD TR S&P 500 EQUAL WEIGHT ENERGY ETF | $580K |