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 |
|---|---|
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 |
XLUSELECT SECTOR UTI SELECT SPDR ETF | $578K |
XYZBLOCK INC | $576K |
QYLDGLOBAL X FUND GLB X NSDQ 100 CVD ETF | $576K |
PRUPRUDENTIAL FINL INC | $574K |
CFGCITIZENS FINL GROUP INC | $570K |
VFQYVANGUARD WELLINGTON FD U S QUALITY FACTOR ETF | $564K |
CTVACORTEVA INC | $563K |
CGGOCAPITAL GROUP GLOBAL GRWT EQY ETF | $561K |
FLCGFEDERATED HME MDT LAR GRW ETF NAV CF | $561K |
EMGFISHARES EMG MRKTS EQTY FACTOR ETF | $560K |
AIOVIRTUS ARTIFICIAL INTELL | $554K |
IYGISHARES U S FINANCIAL SERVICES ETF | $550K |
STZCONSTELLATION BRANDS INC | $547K |
BOTZGLOBAL X ROBOTICS ARTFCL INTLGNC ETF | $545K |
IRTINDEPENDENCE REALTY TRUST INC | $545K |
IYJISHARES US INDUSTRIALS ETF | $544K |
KMBKIMBERLY CLARK CORP | $540K |
GEHCGE HEALTHCARE TECHNOLOGI | $533K |
EPIWISDOMTREE INDIA EARNINGS ETF | $533K |
PGRPROGRESSIVE CORP OH | $529K |
NNNNNN REIT INC REIT | $527K |
WPCW P CAREY INC REIT | $526K |
HYGISHARES IBOXX HIGH YIELD BOND ETF | $525K |
AXONAXON ENTERPRISE INC | $525K |
FFEBFT VEST US EQUITY BUFFER ETF | $524K |
XLBSPDR FUND MATERIALS SELECT SECTR ETF | $520K |
BKLNINVESCO SENIOR LOAN ETF | $519K |
PNCPNC FINL SERVICES | $517K |
PAYXPAYCHEX INC | $517K |
MBBISHARES MBS ETF | $516K |
ALLYALLY FINL INC | $516K |
APPAPPLOVIN CORP | $513K |
IVEISHARES S&P 500 VALUE ETF IV | $512K |
AITAPPLIED INDL TECHNOLOGIE | $512K |
WELLWELLTOWER INC REIT | $512K |
DDOMINION ENERGY INC | $511K |
FNDCSCHWAB FUNDTL INTRNL SML EQT ETF | $509K |
SKYYFIRST TRUST CLOUD COMPUTING ETF | $508K |
CMCSACOMCAST CORP | $505K |
BONDPIMCO ACTIVE BOND ETF | $498K |
LINLINDE PLC | $497K |
ENBENBRIDGE INC | $497K |
XPMAXPIONEER MUNICIPAL HIGH INCOME ADVANTAGE FUND INC COMMN SHRS | $495K |
GRABGRAB HLDGS LTD | $494K |
VCRVANGUARD CONSUMER DISCRETIONARY ETF | $490K |
MDTMEDTRONIC PLC | $486K |
USBUS BANCORP DEL | $485K |
ARMARM HLDGS PLC | $485K |
DOCUDOCUSIGN INC | $484K |
WSMWILLIAMS SONOMA INC | $483K |
HNDLSTRATEGY SHARES NASDAQ 7 HANDL INDEX ETF | $482K |
SYYSYSCO CORP | $482K |
MLB1MERCADOLIBRE INC | $481K |
HASHASBRO INC | $477K |
ADIANALOG DEVICES INC | $476K |
JPCNUVEEN PREFERRED & INCOME OPPORTUNITIES FUND | $475K |
PIIPOLARIS INC | $473K |
TMUST-MOBILE US INC | $473K |
BPBP PLC | $471K |
HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $471K |
VWOVANGUARD FTSE EMERGING MARK ETF IV | $469K |
LPXLOUISIANA PACIFIC CORP | $468K |
RACEFERRARI | $464K |
NBXGNEUBERGER BERMAN NXT GNR | $463K |
IWYISHARES RUSSELL TOP 200 GROWTH ETF | $461K |
FDLFIRST TRUST MORNINGSTAR DIV LDRS ETF | $458K |
OEFISHARES S&P 100 ETF | $456K |
XIFRNEXTERA ENERGY PARTN LP | $455K |
XSWSPDR S&P SOFTWARE SERVICES ETF | $451K |
YUMYUM BRANDS INC | $451K |
CBCHUBB LTD | $450K |
ALSALLSTATE CORP | $448K |
JBLJABIL INC | $447K |
EQIXEQUINIX INC REIT | $447K |
ULTAULTA BEAUTY INC | $447K |
GLWCORNING INC | $447K |
BCEBCE INC | $446K |
GLNGGOLAR LNG LIMITED SHS | $444K |
ZECPZACKS EARNINGS CONSISTENT PORT ETF | $444K |
SYKSTRYKER CORP | $441K |
8CWCROWN CASTLE INC REIT | $436K |
MMM3M CO | $435K |
BMTABRITISH AMERN TOB PLC | $434K |
XSDSPDR S&P SEMICONDUCTOR ETF | $433K |
CDECOEUR MINING INC | $432K |
PDBCINVSC ACTVLY MNG OPTM YD DVRS ETF | $432K |
XBISPDR S&P BIOTECH ETF IV | $431K |
DOWDOW INC | $431K |
GMAYFIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQUITY MODERATE BUFFER ETF MAY | $429K |
MFAMFA FINANCIAL INC COMMON STOCK | $428K |
UALUNITED AIRLINES HLDGS | $425K |
VCITVANGUARD INTERMEDIATE TERM COR ETF | $423K |