KINGSWOOD WEALTH ADVISORS, LLC Q1 2025 Filing

Filed April 21, 2025

Portfolio Value

$2.6T

Holdings

766

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (766 positions)

#	Stock	Shares	Value	% Portfolio
1	AAPLAPPLE INCORPORATED	2,513,944	$560.9B	21.44%
2	SPYSPDR S&P 500 ETF	290,169	$162.7B	6.22%
3	NVDANVIDIA CORPORATION	1,220,279	$133.9B	5.12%
4	MSFTMICROSOFT CORPORATION	325,271	$123.9B	4.74%
5	AMZNAMAZON COM INCORPORATED	396,506	$76.0B	2.91%
6	METAMETA PLATFORMS INCORPORATED CLASS A	108,432	$63.4B	2.42%
7	GOOGLALPHABET INCORPORATED CAP STK CLASS A	229,674	$36.0B	1.37%
8	IVVISHARES TR CORE S&P500 ETF	59,039	$33.2B	1.27%
9	NDQINVESCO QQQ TR	65,023	$30.6B	1.17%
10	FTCSFIRST TRUST CAPITAL STRENGTH ETF	283,288	$25.4B	0.97%
11	TSLATESLA INCORPORATED	93,147	$24.8B	0.95%
12	VOOVANGUARD INDEX EXCHANGE TRADED FUNDS S&P 500 ETF SHS NEW	45,919	$23.6B	0.90%
13	MTUMISHARES TR MSCI USA MMENTM	110,157	$22.4B	0.86%
14	VTIVANGUARD TOTAL STOCK MARKET ETF	71,135	$19.6B	0.75%
15	GQ9SPDR GOLD SHARES	67,572	$19.4B	0.74%
16	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	753,364	$18.9B	0.72%
17	GBTCGRAYSCALE BITCOIN TRUST ETF	287,024	$18.7B	0.71%
18	GOOGALPHABET INCORPORATED CAP STK CLASS C	117,954	$18.7B	0.71%
19	IOOISHARES GLOBAL 100 ETF	181,219	$17.5B	0.67%
20	WMTWALMART INCORPORATED	193,244	$17.1B	0.65%
21	FSKFS KKR CAP CORPORATION	788,025	$16.8B	0.64%
22	AQLTISHARES TR SELECT DIVID ETF	124,980	$16.8B	0.64%
23	XOMEXXON MOBIL CORPORATION	128,722	$15.3B	0.59%
24	JPMJPMORGAN CHASE & COMPANY.	59,147	$14.5B	0.55%
25	PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A	152,141	$12.9B	0.49%
26	USMVISHARES TR MSCI USA MIN VOL	135,502	$12.7B	0.48%
27	BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	23,763	$12.7B	0.48%
28	CATCATERPILLAR INCORPORATED	36,004	$11.9B	0.45%
29	OBDCBLUE OWL CAPITAL CORPORATION	786,623	$11.6B	0.44%
30	MIGAMICROSTRATEGY INCORPORATED CLASS A NEW	38,815	$11.3B	0.43%
31	LMTLOCKHEED MARTIN CORPORATION	22,366	$10.0B	0.38%
32	BABOEING COMPANY	58,206	$9.8B	0.38%
33	AVGOBROADCOM INCORPORATED	56,960	$9.5B	0.36%
34	MCDMCDONALDS CORPORATION	29,557	$9.3B	0.35%
35	BITX2X BITCOIN STRATEGY ETF	254,744	$9.0B	0.35%
36	QCOMQUALCOMM INCORPORATED	58,086	$8.9B	0.34%
37	VIGVANGUARD DIVIDEND APPRECIATION ETF	45,678	$8.9B	0.34%
38	IBMINTERNATIONAL BUSINESS MACHINES	34,794	$8.7B	0.33%
39	COSTCOSTCO WHOLESALE CORPORATION NEW	9,142	$8.7B	0.33%
40	AGGISHARES TR CORE US AGGBD ET	82,504	$8.2B	0.31%
41	VVISA INCORPORATED COM CLASS A	23,139	$8.1B	0.31%
42	HDHOME DEPOT INCORPORATED	21,831	$8.0B	0.31%
43	AMDADVANCED MICRO DEVICES INCORPORATED	76,343	$7.8B	0.30%
44	ETENERGY TRANSFER L P COM UT LTD PTN	411,666	$7.7B	0.29%
45	VTVVANGUARD VALUE ETF	44,262	$7.6B	0.29%
46	XFEBFIRST TRUST PREFERRED SECURITIES AND INCOME ETF	433,207	$7.6B	0.29%
47	LLYELI LILLY & COMPANY	9,254	$7.6B	0.29%
48	PGPROCTER AND GAMBLE COMPANY	44,226	$7.5B	0.29%
49	JEPIJPMORGAN EQUITY PREMIUM INCOME ETF	129,539	$7.4B	0.28%
50	BACVERIZON COMMUNICATIONS INCORPORATED	156,543	$7.1B	0.27%
51	UNHUNITEDHEALTH GROUP INCORPORATED	13,526	$7.1B	0.27%
52	SDYSPDR S&P DIVIDEND ETF	51,102	$6.9B	0.26%
53	DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	16,446	$6.9B	0.26%
54	CSCOCISCO SYSTEMS INCORPORATED	102,266	$6.3B	0.24%
55	MOALTRIA GROUP INCORPORATED	106,015	$6.2B	0.24%
56	BUFRFT VEST LADDERED BUFFER ETF	204,569	$6.1B	0.23%
57	FBTCFIDELITY WISE ORIGIN BITCOIN EXCHANGE TRADED FUND	84,215	$6.1B	0.23%
58	NEENEXTERA ENERGY INCORPORATED	85,270	$6.0B	0.23%
59	XLFSPDR FINANCIAL SELECT SECTOR EXCHANGE TRADED FUND	118,947	$5.9B	0.23%
60	IBITISHARES BITCOIN TRUST ETF SHS BEN INT	124,766	$5.9B	0.22%
61	PFEPFIZER INCORPORATED	236,683	$5.8B	0.22%
62	IJRISHARES TR CORE S&P SCP ETF	55,453	$5.8B	0.22%
63	VTVANGUARD TOTAL WORLD STOCK ETF	48,889	$5.7B	0.22%
64	VBVANGUARD SMALL-CAP ETF	25,565	$5.7B	0.22%
65	MOATVANECK MORNINGSTAR WIDE MOAT ETF	64,660	$5.7B	0.22%
66	RTXRTX CORPORATION	42,278	$5.6B	0.21%
67	ORCLORACLE CORPORATION	39,548	$5.6B	0.21%
68	BACBANK AMERICA CORPORATION	132,472	$5.5B	0.21%
69	ABBVABBVIE INCORPORATED	26,507	$5.5B	0.21%
70	PHPARKER-HANNIFIN CORPORATION	8,992	$5.5B	0.21%
71	CVXCHEVRON CORPORATION NEW	31,918	$5.4B	0.20%
72	IAU*ISHARES GOLD TR ISHARES NEW	90,783	$5.3B	0.20%
73	TPLTEXAS PACIFIC LAND CORPORATION	4,009	$5.3B	0.20%
74	TDIVFIRST TR NASDAQ TECH DIV IDX ETF	71,666	$5.3B	0.20%
75	PEPPEPSICO INCORPORATED	34,539	$5.2B	0.20%
76	GSGOLDMAN SACHS GROUP INCORPORATED	9,270	$5.1B	0.19%
77	DISDISNEY WALT COMPANY	50,785	$5.0B	0.19%
78	OKEONEOK INCORPORATED NEW	49,921	$5.0B	0.19%
79	VGTVANGUARD INFORMATION TECHNOLOGY ETF	9,006	$4.9B	0.19%
80	KOCOCA COLA COMPANY	67,806	$4.9B	0.19%
81	JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF	92,457	$4.8B	0.18%
82	JNJJOHNSON & JOHNSON	30,037	$4.7B	0.18%
83	NFLXNETFLIX INCORPORATED	5,006	$4.7B	0.18%
84	BMYBRISTOL-MYERS SQUIBB COMPANY	77,071	$4.6B	0.18%
85	IWFISHARES TR RUS 1000 GRW ETF	12,623	$4.6B	0.18%
86	RWLINVESCO S&P 500 REVENUE ETF	46,120	$4.6B	0.18%
87	BCCCGLOBAL X US INFRA DVLPMNT ETF	119,538	$4.5B	0.17%
88	TXNTEXAS INSTRS INCORPORATED	25,103	$4.5B	0.17%
89	CRMSALESFORCE INCORPORATED	16,003	$4.3B	0.16%
90	IJHISHARES TR CORE S&P MCP ETF	73,300	$4.3B	0.16%
91	DLNWISDOMTREE U.S. LARGECAP DIVIDEND EXCHANGE TRADED FUND	53,614	$4.3B	0.16%
92	DEDEERE & COMPANY	8,909	$4.2B	0.16%
93	VUGVANGUARD GROWTH ETF	11,357	$4.2B	0.16%
94	RDVYFIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS	71,815	$4.2B	0.16%
95	MAAMID-AMER APT CMNTYS INCORPORATED REIT	24,242	$4.1B	0.16%
96	SPOTSPOTIFY TECHNOLOGY S A SHS	7,377	$4.1B	0.16%
97	SMHVANECK SEMICONDUCTOR ETF	19,050	$4.0B	0.15%
98	FTLSFIRST TRUST LONG/SHORT EQUITY ETF	62,829	$4.0B	0.15%
99	APDAIR PRODUCTS & CHEMICALS INCORPORATED	13,581	$4.0B	0.15%
100	4I1PHILIP MORRIS INTERNATIONAL INCORPORATED	25,257	$4.0B	0.15%

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