KINGSWOOD WEALTH ADVISORS, LLC Q2 2024 Filing

Filed July 9, 2024

Portfolio Value

$1.1B

Holdings

653

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (653 positions)

StockValue
GMGENERAL MTRS COMPANY
$1.2M
CVSCVS HEALTH CORPORATION
$1.2M
FIXCOMFORT SYSTEMS USA
$1.2M
VLOVALERO ENERGY CORPORATION
$1.2M
QRVOQORVO INCORPORATED
$1.1M
FCXFREEPORT-MCMORAN INC
$1.1M
AREALEXANDRIA REAL ESTATE EQ INCORPORATED REIT
$1.1M
MDTMEDTRONIC PLC
$1.1M
TRVTRAVELERS COMPANIES INCORPORATED
$1.1M
AMLPALPS ALERIAN MLP ETF
$1.1M
SCHMSCHWAB U.S. MID-CAP ETF
$1.1M
VRSKVERISK ANALYTICS INCORPORATED
$1.1M
IWMISHARES RUSSELL 2000
$1.1M
GATXGATX CORPORATION
$1.1M
VYMVANGUARD HIGH DIVIDEND
$1.1M
COWZPACER US CASH COWS 100 ETF
$1.1M
LOWLOWES COMPANIES INCORPORATED
$1.1M
SLVISHARES SILVER TRUST
$1.1M
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
$1.1M
ADPAUTOMATIC DATA PROCESSING INCORPORATED
$1.1M
BKLNINVESCO SENIOR LOAN ETF
$1.1M
TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX
$1.0M
SPEMSPDR INDEX SHARES EMERG
$1.0M
ONON SEMICONDUCTOR CORPORATION
$1.0M
ETENERGY TRANSFER LP
$1.0M
OKEONEOK INCORPORATED NEW
$1.0M
DWDMORGAN STANLEY COM NEW
$1.0M
CALFPACER US SMALL CAP CASH COWS 100 ETF
$1.0M
ROPROPER TECHNOLOGIES INCORPORATED
$997K
EFVISHARES MSCI EAFE VALUE
$993K
INTCINTEL CORPORATION
$990K
RDIVINVESCO S P ULTRA DIVIDEND REVENUE
$987K
HYGISHARES TR IBOXX HI YD ETF
$987K
PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A
$985K
EQREQUITY RESIDENTIAL SH BEN INT REIT
$980K
MSCIMSCI INCORPORATED
$978K
AQLTISHARES TR CORE MSCI EAFE
$970K
IVWISHARES S&P 500 GROWTH
$969K
MCKMCKESSON CORPORATION
$968K
VONVVANGUARD RUSSELL 1000 GROWTH ETF
$966K
TJXTJX COMPANIES INC
$964K
BNDVANGUARD TOTAL BOND MARKET ETF
$962K
IUSBISHARES CORE TOTAL USD
$962K
ITGARTNER INCORPORATED
$952K
BDJBLACKROCK ENHANCED EQUITY DIVIDEND
$934K
VRTVERTIV HOLDINGS CO
$934K
VHTVANGUARD HEALTH CARE ETF
$932K
DDDUPONT DE NEMOURS INCORPORATED
$932K
DOWDOW INCORPORATED
$920K
FDXFEDEX CORPORATION
$910K
HCAHCA HEALTHCARE INCORPORATED
$902K
PCARPACCAR INCORPORATED
$902K
BUFRFT VEST LADDERED BUFFER
$900K
MUBISHARES NATIONAL MUNI
$898K
DSIISHARES MSCI KLD 400
$895K
IRINGERSOLL RAND INCORPORATED
$895K
CWBSPDR BLOOMBERG CONVRTBL
$894K
GLWCORNING INCORPORATED
$880K
XLESPDR ENERGY SELECT SECTOR FUND
$875K
PANWPALO ALTO NETWORKS INCORPORATED
$874K
MBSFREGAN FLOATING RATE MBS
$874K
FTVFORTIVE CORPORATION
$870K
OREALTY INCOME CORPORATION REIT
$862K
WMBWILLIAMS COMPANIES INCORPORATED
$857K
SPHQINVESCO S&P 500 QUALITY ETF
$856K
IAU*ISHARES GOLD TRUST
$836K
MOALTRIA GROUP INCORPORATED
$833K
FRFIRST INDUSTRIAL REALTY TRUST
$831K
VOOGVANGUARD S&P 500 GROWTH
$831K
LRCXEURLAM RESEARCH CORPORATION
$831K
JNPJUNIPER NETWORKS INCORPORATED
$828K
MRVLMARVELL TECHNOLOGY INCORPORATED
$816K
WSTWEST PHARMACEUTICAL SVSC INCORPORATED
$813K
UDRUDR INCORPORATED REIT
$808K
XLVSPDR HEALTH CARE SELECT
$807K
PFFISHARES PREFERRED INCOME
$807K
VEGNUS VEGAN CLIMATE ETF
$802K
VDCVANGUARD CONSUMER STAPLES ETF
$800K
TFCTRUIST FINL CORPORATION
$799K
ITWILLINOIS TOOL WKS INCORPORATED
$799K
XLFSPDR FINANCIAL SELECT SECTOR FUND
$799K
MRNAMODERNA INCORPORATED
$795K
ORLYOREILLY AUTOMOTIVE INCORPORATED
$790K
UPSUNITED PARCEL SRVC
$790K
VONGVANGUARD RUSSELL 1000 GROWTH ETF
$786K
TQQQPROSHARES ULTRAPRO QQQ
$782K
NTAPNETAPP INCORPORATED
$781K
SPSMSPDR PORTFOLIO S&P 600
$779K
7HPHP INCORPORATED
$778K
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$757K
SNSHARKNINJA INC F
$756K
SBUXSTARBUCKS CORPORATION
$753K
DOCHEALTHPEAK PROPERTIES INCORPORATED REIT
$752K
SCHWSCHWAB CHARLES CORPORATION
$747K
JCIJOHNSON CONTROLS INTERNATIONAL PLC SHS
$746K
PSXPHILLIPS 66
$744K
PAYXPAYCHEX INCORPORATED
$742K
KMBKIMBERLY-CLARK CORPORATION
$740K
KMIKINDER MORGAN INCORPORATED DEL
$734K
SCHKSCHWAB 1000 INDEX ETF
$734K
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