KINGSWOOD WEALTH ADVISORS, LLC Q2 2025 Filing

Filed July 23, 2025

Portfolio Value

$1.3T

Holdings

743

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (743 positions)

#	Stock	Shares	Value	% Portfolio
1	SPYSPDR S&P 500 ETF	73,142	$45.2B	3.57%
2	AAPLAPPLE INCORPORATED	218,012	$44.7B	3.53%
3	NVDANVIDIA CORPORATION	270,605	$42.8B	3.38%
4	MSFTMICROSOFT CORPORATION	59,195	$29.4B	2.33%
5	NDQINVESCO QQQ TR	46,302	$25.5B	2.02%
6	GBTCGRAYSCALE BITCOIN TRUST ETF	282,255	$23.9B	1.89%
7	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	816,618	$23.9B	1.88%
8	AMZNAMAZON COM INCORPORATED	103,437	$22.7B	1.79%
9	VOOVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW	37,709	$21.4B	1.69%
10	IVVISHARES TR CORE S&P500 ETF	28,868	$17.9B	1.42%
11	BITX2X BITCOIN STRATEGY ETF	296,454	$16.0B	1.26%
12	AVGOBROADCOM INCORPORATED	56,405	$15.5B	1.23%
13	MIGAMICROSTRATEGY INCORPORATED CLASS A NEW	37,614	$15.2B	1.20%
14	XFEBFIRST TRUST PREFERRED SECURITIES AND INCOME ETF	812,847	$14.5B	1.14%
15	METAMETA PLATFORMS INCORPORATED CLASS A	18,750	$13.8B	1.09%
16	SSOPROSHARES ULTRA S&P500	120,914	$11.8B	0.93%
17	GOOGLALPHABET INCORPORATED CAP STK CLASS A	57,582	$10.1B	0.80%
18	VTVVANGUARD VALUE ETF	50,049	$8.8B	0.70%
19	TSLATESLA INCORPORATED	27,662	$8.8B	0.69%
20	JPMJPMORGAN CHASE & COMPANY.	29,999	$8.7B	0.69%
21	FBTCFIDELITY WISE ORIGIN BITCOIN FUND	90,931	$8.5B	0.67%
22	BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	16,126	$7.8B	0.62%
23	CATCATERPILLAR INCORPORATED	19,715	$7.7B	0.60%
24	AQLTISHARES TR SELECT DIVID ETF	56,816	$7.5B	0.60%
25	DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	17,046	$7.5B	0.59%
26	USMVISHARES TR MSCI USA MIN VOL	78,967	$7.4B	0.59%
27	PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A	52,676	$7.2B	0.57%
28	JEPIJPMORGAN EQUITY PREMIUM INCOME ETF	125,158	$7.1B	0.56%
29	IYWISHARES TR U.S. TECH ETF	39,233	$6.8B	0.54%
30	VTIVANGUARD TOTAL STOCK MARKET ETF	22,245	$6.8B	0.53%
31	PHPARKER-HANNIFIN CORPORATION	9,447	$6.6B	0.52%
32	IBITISHARES BITCOIN TRUST ETF SHS BEN INT	102,738	$6.3B	0.50%
33	NFLXNETFLIX INCORPORATED	4,437	$5.9B	0.47%
34	GOOGALPHABET INCORPORATED CAP STK CLASS C	33,477	$5.9B	0.47%
35	VGTVANGUARD INFORMATION TECHNOLOGY ETF	8,860	$5.9B	0.46%
36	TPLTEXAS PACIFIC LAND CORPORATION	5,536	$5.8B	0.46%
37	NEENEXTERA ENERGY INCORPORATED	83,648	$5.8B	0.46%
38	COSTCOSTCO WHOLESALE CORPORATION NEW	5,691	$5.6B	0.44%
39	VBVANGUARD SMALL-CAP ETF	23,447	$5.6B	0.44%
40	AGGISHARES TR CORE US AGGBD ET	53,658	$5.3B	0.42%
41	VVISA INCORPORATED COM CLASS A	14,744	$5.2B	0.41%
42	VIGVANGUARD DIVIDEND APPRECIATION ETF	25,171	$5.2B	0.41%
43	TXNTEXAS INSTRS INCORPORATED	24,770	$5.1B	0.41%
44	IBMINTERNATIONAL BUSINESS MACHINES	17,388	$5.1B	0.40%
45	FTCSFIRST TRUST CAPITAL STRENGTH ETF	55,795	$5.1B	0.40%
46	LLYELI LILLY & COMPANY	6,483	$5.1B	0.40%
47	IOOISHARES GLOBAL 100 ETF	44,950	$4.8B	0.38%
48	JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF	88,447	$4.8B	0.38%
49	WMTWALMART INCORPORATED	48,774	$4.8B	0.38%
50	RTXRTX CORPORATION	32,504	$4.7B	0.37%
51	AMDADVANCED MICRO DEVICES INCORPORATED	33,302	$4.7B	0.37%
52	TTTRANE TECHNOLOGIES PLC SHS	10,666	$4.7B	0.37%
53	XOMEXXON MOBIL CORPORATION	43,149	$4.7B	0.37%
54	GQ9SPDR GOLD SHARES	15,187	$4.6B	0.37%
55	RWLINVESCO S&P 500 REVENUE ETF	44,221	$4.6B	0.36%
56	GSGOLDMAN SACHS GROUP INCORPORATED	6,489	$4.6B	0.36%
57	MTUMISHARES TR MSCI USA MMENTM	19,047	$4.6B	0.36%
58	FTLSFIRST TRUST LONG/SHORT EQUITY ETF	67,929	$4.5B	0.36%
59	MTZMASTEC INCORPORATED	26,093	$4.4B	0.35%
60	SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	109,067	$4.4B	0.35%
61	DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND	53,763	$4.4B	0.35%
62	ETNEATON CORPORATION PLC SHS	12,232	$4.4B	0.34%
63	BABOEING COMPANY	20,383	$4.3B	0.34%
64	XLFSPDR FINANCIAL SELECT SECTOR FUND	80,338	$4.2B	0.33%
65	VEAVANGUARD FTSE DEVELOPED MARKETS ETF	73,551	$4.2B	0.33%
66	SDYSPDR S&P DIVIDEND ETF	29,469	$4.0B	0.32%
67	PGPROCTER AND GAMBLE COMPANY	24,454	$3.9B	0.31%
68	IMCGISHARES TR MRGSTR MD CP GRW	48,213	$3.9B	0.31%
69	LMTLOCKHEED MARTIN CORPORATION	8,275	$3.8B	0.30%
70	QCOMQUALCOMM INCORPORATED	23,736	$3.8B	0.30%
71	APDAIR PRODUCTS & CHEMICALS INCORPORATED	13,342	$3.8B	0.30%
72	BACBANK AMERICA CORPORATION	78,819	$3.7B	0.29%
73	ORCLORACLE CORPORATION	17,043	$3.7B	0.29%
74	NRANRG ENERGY INCORPORATED COM NEW	23,179	$3.7B	0.29%
75	VUGVANGUARD GROWTH ETF	8,489	$3.7B	0.29%
76	TSMTAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS	16,150	$3.7B	0.29%
77	BRK-BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS A	5	$3.6B	0.29%
78	RDVYFIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS	57,506	$3.6B	0.28%
79	IJHISHARES TR CORE S&P MCP ETF	58,154	$3.6B	0.28%
80	XLKSPDR TECHNOLOGY SELECT SECTOR FUND	14,079	$3.6B	0.28%
81	SCHVSCHWAB US LARGE CAP VALUE ETF	128,255	$3.5B	0.28%
82	MAAMID-AMER APT CMNTYS INCORPORATED REIT	23,778	$3.5B	0.28%
83	KOCOCA COLA COMPANY	48,046	$3.4B	0.27%
84	HONHONEYWELL INTERNATIONAL INCORPORATED	14,593	$3.4B	0.27%
85	PULSPGIM ULTRA SHORT BOND ETF	67,999	$3.4B	0.27%
86	EFGISHARES TR EAFE GRWTH ETF	30,204	$3.4B	0.27%
87	HDHOME DEPOT INCORPORATED	9,152	$3.4B	0.26%
88	SMHVANECK SEMICONDUCTOR ETF	11,832	$3.3B	0.26%
89	VOVANGUARD MID-CAP ETF	11,573	$3.2B	0.26%
90	GDGENERAL DYNAMICS CORPORATION	11,098	$3.2B	0.26%
91	PLDPROLOGIS INCORPORATED. REIT	30,491	$3.2B	0.25%
92	CVXCHEVRON CORPORATION NEW	22,063	$3.2B	0.25%
93	IWPISHARES TR RUS MD CP GR ETF	22,500	$3.1B	0.25%
94	MAMASTERCARD INCORPORATED CLASS A	5,552	$3.1B	0.25%
95	KLMNINVESCO S&P 500 MOMENTUM ETF	27,545	$3.1B	0.24%
96	LNGCHENIERE ENERGY INCORPORATED COM NEW	12,537	$3.1B	0.24%
97	LBLANDBRIDGE COMPANY LLC CLASS A SHARES REPRESENTING LIMITED LIABILITY CMPNY INTRST	44,891	$3.0B	0.24%
98	ESSESSEX PROPERTY TR INCORPORATED REIT	10,652	$3.0B	0.24%
99	BTCGRAYSCALE BITCOIN MINI TR ETF SHS NEW	62,843	$3.0B	0.24%
100	MDYGSPDR S&P 400 MID CAP GROWTH ETF	33,915	$2.9B	0.23%

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