KINGSWOOD WEALTH ADVISORS, LLC Q2 2025 Filing
Filed July 23, 2025
Portfolio Value
$1.3B
Holdings
743
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (743 positions)
| Stock | Value |
|---|---|
BXBLACKSTONE INCORPORATED | $1.4M |
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1.4M |
JPIEJPMORGAN INCOME ETF | $1.4M |
SNTHMRP SYNTHEQUITY ETF | $1.4M |
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $1.4M |
NOCNORTHROP GRUMMAN CORPORATION | $1.4M |
TDIVFIRST TRUST EXCHANGE TRADED FUND VI FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $1.4M |
PFEPFIZER INCORPORATED | $1.3M |
VOOGVANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS | $1.3M |
IEMGISHARES INCORPORATED CORE MSCI EMKT | $1.3M |
ACPABRDN INCOME CREDIT STRATEGIES | $1.3M |
ETHAISHARES ETHEREUM TRUST ETF | $1.3M |
AQLTISHARES TR CORE MSCI EAFE | $1.3M |
NOWSERVICENOW INCORPORATED | $1.3M |
DYHTARGET CORPORATION | $1.3M |
LQDISHARES TR IBOXX INV CP ETF | $1.3M |
MUBISHARES TR NATIONAL MUN ETF | $1.3M |
SCHHCHARLES SCHWAB US REIT ETF | $1.3M |
WMBWILLIAMS COMPANIES INCORPORATED | $1.3M |
TAT&T INCORPORATED | $1.3M |
EQWLINVESCO EXCHANGE TRADED FD TR INVESCO S&P 100 EQUAL WEIGHT ETF | $1.3M |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $1.2M |
IUSBISHARES TR CORE TOTAL USD | $1.2M |
EMBISHARES TR JPMORGAN USD EMG | $1.2M |
TFLOISHARES TREASURY FLOATING RATE BOND ETF | $1.2M |
VONVVANGUARD RUSSELL 1000 VALUE ETF | $1.2M |
DVNDEVON ENERGY CORPORATION NEW | $1.2M |
ADSKAUTODESK INCORPORATED | $1.2M |
VYMVANGUARD HIGH DIVIDEND YIELD ETF | $1.2M |
AMATAPPLIED MATLS INCORPORATED | $1.2M |
HEHAWAIIAN ELEC INDUSTRIES | $1.2M |
ISRGINTUITIVE SURGICAL INCORPORATED COM NEW | $1.2M |
WFCWELLS FARGO COMPANY NEW | $1.2M |
IGSBISHARES TR ISHS 1-5YR INVS | $1.1M |
HCAHCA HEALTHCARE INCORPORATED | $1.1M |
BCCCGLOBAL X FDS US INFRASTRUCTURE DEV ETF | $1.1M |
VEGNUS VEGAN CLIMATE ETF | $1.1M |
OWLBLUE OWL CAPITAL INCORPORATED COM CLASS A | $1.1M |
NULGNUVEEN ESG LARGE CAP GROWTH ETF | $1.1M |
XMMOINVESCO S & P MIDCAP MOMENTUM ETF | $1.1M |
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $1.1M |
LOWLOWES COMPANIES INCORPORATED | $1.1M |
TJXTJX COMPANIES INCORPORATED NEW | $1.1M |
FTHIFIRST TRUST EXCHANGE TRADED FUND VI FIRST TRUST BUYWRITE INCOME ETF | $1.1M |
ABTABBOTT LABS | $1.1M |
XLISPDR INDUSTRIAL SELECT SECTOR FUND | $1.1M |
SLVISHARES SILVER TR ISHARES | $1.1M |
GILDGILEAD SCIENCES INCORPORATED | $1.1M |
DYNFBLACKROCK ETF TRUST ISHARES U S EQUITY FACTOR ROTATION ACTIVE ETF | $1.1M |
RDIVINVESCO S P ULTRA DIVIDEND REV ETF | $1.1M |
GATXGATX CORPORATION | $1.1M |
CVSCVS HEALTH CORPORATION | $1.1M |
MTNVAIL RESORTS INCORPORATED | $1.1M |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $1.1M |
MCKMCKESSON CORPORATION | $1.1M |
BDJBLACKROCK ENHANCED EQUITY DIVI | $1.0M |
INTCINTEL CORPORATION | $1.0M |
DSIISHARES MSCI KLD 400 SOCIAL INDX ETF | $1.0M |
CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ET | $1.0M |
TJULINNOVATOR EQUITY DEFINED PROTECTION ETF-2 YR TO JULY | $1.0M |
RKTROCKET COMPANIES INCORPORATED COM CLASS A | $1.0M |
NULVNUVEEN ESG LARGE CAP VALUE ETF | $1.0M |
SDIVGLOBAL X SUPERDIVIDEND ETF | $1.0M |
SPHQINVESCO S&P 500 QUALITY ETF | $991K |
VRTVERTIV HOLDINGS COMPANY COM CLASS A | $989K |
ITA*ISHARES TR US AER DEF ETF | $974K |
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $970K |
ARMARM HOLDINGS PLC SPONSORED ADS | $964K |
EMGFISHARES EMG MRKTS EQTY FACTOR ETF | $960K |
DWDMORGAN STANLEY COM NEW | $960K |
XLESPDR ENERGY SELECT SECTOR FUND | $956K |
MTRNMATERION CORPORATION | $946K |
OXYOCCIDENTAL PETE CORPORATION | $945K |
COKECOCA COLA CONS INCORPORATED | $944K |
VOEVANGUARD MID-CAP VALUE ETF | $943K |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $942K |
HYGISHARES TR IBOXX HI YD ETF | $942K |
BKNGBOOKING HOLDINGS INCORPORATED | $926K |
TRVCCITIGROUP INCORPORATED COM NEW | $920K |
AMGNAMGEN INCORPORATED | $914K |
AFLAFLAC INCORPORATED | $903K |
SPOTSPOTIFY TECHNOLOGY S A SHS | $896K |
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | $896K |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $896K |
WPMWHEATON PRECIOUS METALS CORPORATION | $891K |
DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $880K |
BNDVANGUARD TOTAL BOND MARKET ETF | $873K |
WABWABTEC | $869K |
ASMLASML HOLDING N V N Y REGISTRY SHS | $863K |
ADPAUTOMATIC DATA PROCESSING INCORPORATED | $862K |
SGOVISHARES TR 0-3 MNTH TREASRY | $861K |
FLCVFEDERATED HME MDT LAR VAL ETF NAV CF | $857K |
GDXVANECK GOLD MINERS ETF | $850K |
BBAIBIGBEAR AI HLDGS INCORPORATED | $850K |
HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $849K |
FMAYFT VEST U.S. EQUITY BUFFER ETF - MAY | $843K |
CEGCONSTELLATION ENERGY CORPORATION | $842K |
IVEISHARES TR S&P 500 VAL ETF | $831K |
FQIDIGITAL RLTY TR INCORPORATED REIT | $828K |
GMAYFT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY | $822K |