KINGSWOOD WEALTH ADVISORS, LLC Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$2.6B
Holdings
766
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (766 positions)
| Stock | Value |
|---|---|
BRK-BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS A | $4.0M |
GILDGILEAD SCIENCES INCORPORATED | $4.0M |
MRKMERCK & COMPANY INCORPORATED | $3.9M |
SLVISHARES SILVER TR ISHARES | $3.9M |
PULSPGIM ULTRA SHORT BOND ETF | $3.8M |
TTTRANE TECHNOLOGIES PLC SHS | $3.8M |
MAMASTERCARD INCORPORATED CLASS A | $3.8M |
SBUXSTARBUCKS CORPORATION | $3.7M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $3.7M |
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $3.7M |
ABTABBOTT LABS | $3.7M |
TLTISHARES TR 20 YR TR BD ETF | $3.6M |
CIBRFIRST TRUST NASDAQ CEA CYBERSECURITY ETF | $3.5M |
ETNEATON CORPORATION PLC SHS | $3.5M |
EFGISHARES TR EAFE GRWTH ETF | $3.5M |
GEGE AEROSPACE COM NEW | $3.5M |
IYWISHARES TR U.S. TECH ETF | $3.5M |
PLDPROLOGIS INCORPORATED. REIT | $3.4M |
ELVELEVANCE HEALTH INCORPORATED | $3.4M |
IMCGISHARES TR MRGSTR MD CP GRW | $3.4M |
ESSESSEX PROPERTY TR INCORPORATED REIT | $3.4M |
HONHONEYWELL INTERNATIONAL INCORPORATED | $3.3M |
MTZMASTEC INCORPORATED | $3.3M |
XLKSPDR TECHNOLOGY SELECT SECTOR EXCHANGE TRADED FUND | $3.3M |
ESGUISHARES TR ESG AWR MSCI USA | $3.3M |
SCHVSCHWAB US LARGE CAP VALUE ETF | $3.3M |
CVSCVS HEALTH CORPORATION | $3.2M |
UBERUBER TECHNOLOGIES INCORPORATED | $3.2M |
VYMVANGUARD HIGH DIVIDEND YIELD ETF | $3.2M |
GDGENERAL DYNAMICS CORPORATION | $3.1M |
INTCINTEL CORPORATION | $3.1M |
LNGCHENIERE ENERGY INCORPORATED COM NEW | $3.1M |
MUMICRON TECHNOLOGY INCORPORATED | $3.0M |
VHTVANGUARD HEALTH CARE ETF | $3.0M |
FTHIFIRST TRUST EXCHANGE TRADED EXCHANGE TRADED FUND VI FIRST TRUST BUYWRITE INCOME ETF | $3.0M |
EPDENTERPRISE PRODUCTS PARTNERS L P | $3.0M |
NKENIKE INCORPORATED CLASS B | $3.0M |
SGOVISHARES TR 0-3 MNTH TREASRY | $3.0M |
LQDISHARES TR IBOXX INV CP ETF | $2.9M |
BXBLACKSTONE INCORPORATED | $2.9M |
BIZDVANECK BDC INCOME ETF | $2.9M |
XMHQINVESCO S&P MIDCAP QUALITY ETF | $2.9M |
DUKDUKE ENERGY CORPORATION NEW COM NEW | $2.7M |
VOVANGUARD MID-CAP ETF | $2.7M |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $2.7M |
RKTROCKET COMPANIES INCORPORATED COM CLASS A | $2.7M |
SOSOUTHERN COMPANY | $2.7M |
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF | $2.6M |
MDYGSPDR S&P 400 MID CAP GROWTH ETF | $2.6M |
MDYVSPDR S&P 400 MID CAP VALUE ETF | $2.5M |
DFAXDIMENSIONAL ETF TRUST WORLD EX U S CORE EQUITY 2 ETF | $2.5M |
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX EXCHANGE TRADED FUND | $2.5M |
IVWISHARES TR S&P 500 GRWT ETF | $2.5M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $2.5M |
VDCVANGUARD CONSUMER STAPLES ETF | $2.4M |
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | $2.4M |
TAT&T INCORPORATED | $2.4M |
TSMTAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | $2.4M |
BNDVANGUARD TOTAL BOND MARKET ETF | $2.3M |
BPBP PLC SPONSORED ADR | $2.3M |
FISVFISERV INCORPORATED | $2.3M |
IWMISHARES TR RUSSELL 2000 ETF | $2.3M |
UPSUNITED PARCEL SERVICE INCORPORATED CLASS B | $2.3M |
CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ET | $2.3M |
DVNDEVON ENERGY CORPORATION NEW | $2.3M |
NRANRG ENERGY INCORPORATED COM NEW | $2.3M |
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $2.3M |
FJULFT VEST U.S. EQUITY BUFFER ETF - JULY | $2.3M |
HUMHUMANA INCORPORATED | $2.2M |
BTCGRAYSCALE BITCOIN MINI TR ETF SHS NEW | $2.2M |
WMWASTE MGMT INCORPORATED DEL | $2.2M |
OREALTY INCOME CORPORATION REIT | $2.2M |
IWPISHARES TR RUS MD CP GR ETF | $2.2M |
DELLDELL TECHNOLOGIES INCORPORATED CLASS C | $2.1M |
LBLANDBRIDGE CO LLC CL A CLASS A | $2.1M |
CGUSCAPITAL GROUP CORE EQUITY ETF | $2.1M |
SCHMSCHWAB U.S. MID-CAP ETF | $2.1M |
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | $2.1M |
LOWLOWES COMPANIES INCORPORATED | $2.1M |
FUTYFIDELITY MSCI UTILITIES INDEX ETF | $2.1M |
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK | $2.1M |
IGIBISHARES TR ISHS 5-10YR INVT | $2.1M |
XVOLACRUENCE ACTIVE HEDGE U.S. EQUITY ETF | $2.1M |
DFSVDIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE | $2.0M |
ARKKARK ETF TRUST INNOVATION ETF | $2.0M |
DGROISHARES TR CORE DIV GRWTH | $2.0M |
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF | $2.0M |
SLYVSPDR S&P 600 SMALL CAP VALUE ETF | $2.0M |
CAPEDOUBLELINE SHILLER CAPE US EQUTS ETF | $2.0M |
EFVISHARES TR EAFE VALUE ETF | $2.0M |
GEVGE VERNOVA INCORPORATED | $2.0M |
CMICUMMINS INCORPORATED | $2.0M |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $1.9M |
AMLPALERIAN MLP ETF | $1.9M |
AZOAUTOZONE INCORPORATED | $1.8M |
HEHAWAIIAN ELEC INDUSTRIES | $1.8M |
XLVSPDR HEALTH CARE SELECT | $1.8M |
UTESVIRTUS REAVES UTILITIES ETF | $1.8M |
IGSBISHARES TR ISHS 1-5YR INVS | $1.8M |
XSMOINVESCO S&P SMALLCAP MOMENTUM ETF | $1.8M |