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	Shares	Value	% Portfolio
301	SCHWSCHWAB CHARLES CORPORATION	8,956	$817K	0.06%
302	IRINGERSOLL RAND INCORPORATED	9,555	$795K	0.06%
303	EQREQUITY RESIDENTIAL SH BEN INT REIT	11,760	$794K	0.06%
304	ESGDISHARES ESG AWARE MSCI EAFE ETF	8,870	$791K	0.06%
305	UNPUNION PAC CORPORATION	3,436	$791K	0.06%
306	VHTVANGUARD HEALTH CARE ETF	3,159	$785K	0.06%
307	VBRVANGUARD SMALL-CAP VALUE ETF	4,012	$782K	0.06%
308	CARRCARRIER GLOBAL CORPORATION	10,687	$782K	0.06%
309	EFAISHARES TR MSCI EAFE ETF	8,697	$777K	0.06%
310	ZMAYINNOVATOR ETFS TRUST EQUITY DEFINED P	31,421	$777K	0.06%
311	OEFISHARES TR S&P 100 ETF	2,492	$758K	0.06%
312	SHOPSHOPIFY INCORPORATED CLASS A SUB VTG SHS	6,572	$758K	0.06%
313	CTVACORTEVA INCORPORATED	10,119	$754K	0.06%
314	AXPAMERICAN EXPRESS COMPANY	2,344	$748K	0.06%
315	USALIBERTY ALL STAR EQUITY FD SH BEN INT	109,692	$747K	0.06%
316	NKENIKE INCORPORATED CLASS B	10,494	$745K	0.06%
317	EMREMERSON ELEC COMPANY	5,588	$745K	0.06%
318	BLKBLACKROCK INCORPORATED	709	$743K	0.06%
319	MBSFREGAN FLTG RATE MBS ETF VALUED ADVISERS TR	29,090	$742K	0.06%
320	XLVSPDR HEALTH CARE SELECT	5,469	$737K	0.06%
321	SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF	17,346	$736K	0.06%
322	PTLCPACER TRENDPILOT US LARGE CAP ETF	14,449	$733K	0.06%
323	AIOVIRTUS ARTIFICIAL INTELL	29,530	$733K	0.06%
324	JBBBJANUS DETROIT STR TR HENDERSON B BBB CLO ETF	15,037	$725K	0.06%
325	SPGIS&P GLOBAL INCORPORATED	1,363	$719K	0.06%
326	FRFIRST INDL RLTY TR INCORPORATED REIT	14,932	$719K	0.06%
327	VNQVANGUARD REAL ESTATE ETF	8,054	$717K	0.06%
328	VOTVANGUARD MID-CAP GROWTH ETF	2,500	$711K	0.06%
329	BINCBLACKROCK ETF TRUST II ISHARES FLEXIBLE INCOME ACTIVE ETF	13,425	$709K	0.06%
330	IDV*ISHARES TR INTL SEL DIV ETF	20,404	$704K	0.06%
331	ETHEGRAYSCALE ETHEREUM TR ET	33,727	$704K	0.06%
332	OKEONEOK INCORPORATED NEW	8,605	$702K	0.06%
333	SMCISUPER MICRO COMPUTER INCORPORATED COM NEW	14,331	$702K	0.06%
334	IUSGISHARES TR CORE S&P US GWT	4,657	$700K	0.06%
335	EMOCLEARBRIDGE ENERGY MIDSTRM OPP	14,549	$698K	0.06%
336	UDRUDR INCORPORATED REIT	17,063	$697K	0.06%
337	TFCTRUIST FINL CORPORATION	16,185	$696K	0.05%
338	JBLJABIL INCORPORATED	3,168	$691K	0.05%
339	ETENERGY TRANSFER L P COM UT LTD PTN	37,771	$685K	0.05%
340	QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF	40,889	$684K	0.05%
341	FNDCSCHWAB FUNDTL INTRNL SML EQT ETF	16,215	$682K	0.05%
342	COWZPACER US CASH COWS 100 ETF	12,318	$679K	0.05%
343	IAKISHARES US INSURANCE ETF	4,988	$671K	0.05%
344	IUSVISHARES TR CORE S&P US VLU	7,082	$670K	0.05%
345	TOLTOLL BROTHERS INCORPORATED	5,863	$669K	0.05%
346	FXUFIRST TRUST UTILITIES ALPHADEX FUND	15,739	$667K	0.05%
347	NBXGNEUBERGER BERMAN NXT GNR	45,434	$663K	0.05%
348	OREALTY INCOME CORPORATION REIT	11,485	$662K	0.05%
349	DGXQUEST DIAGNOSTICS INCORPORATED	3,679	$661K	0.05%
350	MGKVANGUARD MEGA CAP GROWTH ETF CRSP U S MEGA CAP GROWTH INDEX	1,800	$659K	0.05%
351	ANETARISTA NETWORKS INCORPORATED COM SHS	6,433	$658K	0.05%
352	MASMASCO CORPORATION	10,060	$647K	0.05%
353	AORISHARES TR CORE 60/40 BALAN	10,460	$644K	0.05%
354	FAPRFT VEST U.S. EQUITY BUFFER ETF - APRIL	15,175	$640K	0.05%
355	GRNYFUNDSTRAT GRANNY SHOTS US LARGE CAP ETF	28,130	$638K	0.05%
356	SKYYFIRST TRUST ISE CLOUD COMPUTING INDEX FUND	5,243	$638K	0.05%
357	SPSBSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF	20,981	$633K	0.05%
358	MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	6,300	$633K	0.05%
359	DHRDANAHER CORPORATION	3,205	$633K	0.05%
360	EEMISHARES TR MSCI EMG MKT ETF	12,987	$627K	0.05%
361	VWOVANGUARD FTSE EMERGING MARKETS ETF	12,349	$611K	0.05%
362	SPYINEOS S&P 500 HIGH INCOME ETF	12,107	$609K	0.05%
363	BMTABRITISH AMERN TOB PLC SPONSORED ADR	12,813	$606K	0.05%
364	IGVISHARES TR EXPANDED TECH	5,492	$601K	0.05%
365	DASHDOORDASH INCORPORATED CLASS A	2,434	$600K	0.05%
366	PDBCINVSC ACTVLY MNG OPTM YD DVRS ETF	45,901	$599K	0.05%
367	BSVVANGUARD SHORT-TERM BOND ETF	7,582	$597K	0.05%
368	COINCOINBASE GLOBAL INCORPORATED COM CLASS A	1,698	$595K	0.05%
369	CAPEDOUBLELINE ETF TRUST DOUBLELINE SHILLER CAPE U S EQUITIES ETF	18,550	$590K	0.05%
370	KBWDINVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF	42,441	$589K	0.05%
371	APPAPPLOVIN CORPORATION COM CLASS A	1,676	$587K	0.05%
372	PPAINVESCO AEROSPACE & DEFENSE ETF	4,125	$584K	0.05%
373	ITWILLINOIS TOOL WKS INCORPORATED	2,363	$584K	0.05%
374	AQLTISHARES TR US TREAS BD ETF	25,374	$583K	0.05%
375	FLCGFEDERATED HME MDT LAR GRW ETF NAV CF	19,281	$582K	0.05%
376	OSCROSCAR HEALTH INC CLASS A COMMON STOCK	26,866	$576K	0.05%
377	XLUSPDR UTILITIES SELECT SECTOR FUND	7,048	$576K	0.05%
378	VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF	9,521	$569K	0.04%
379	VFHVANGUARD FINANCIALS ETF	4,431	$564K	0.04%
380	XYLDGLOBAL X S&P 500 COVERED CALL ETF	14,484	$564K	0.04%
381	ITOTISHARES TOTAL US STOCK MARKET ETF	4,157	$561K	0.04%
382	DDOMINION ENERGY INCORPORATED	9,926	$561K	0.04%
383	EPDENTERPRISE PRODUCTS PARTNERS L P	18,083	$561K	0.04%
384	USBUS BANCORP DEL COM NEW	12,306	$557K	0.04%
385	SNOWSNOWFLAKE INCORPORATED CLASS A	2,477	$554K	0.04%
386	FCOMFIDELITY MSCI COMMUNICATION SERVICES INDEX ETF	8,510	$552K	0.04%
387	DXJWISDOMTREE JAPAN HEDGED EQUITY FUND	4,803	$549K	0.04%
388	PFFISHARES TR PFD AND INCM SEC	17,822	$547K	0.04%
389	FAIFIRST TRUST BLMRG ARTIF INTEL ETF	15,370	$541K	0.04%
390	BABAALIBABA GROUP HLDG LIMITED SPONSORED ADS	4,749	$539K	0.04%
391	BUFGFIRST TR EXCHANGE TRADED FD VIII FT VEST BUFFERED ALLOCATION GROWTH ETF	20,975	$536K	0.04%
392	STNGSCORPIO TANKERS INCORPORATED SHS	13,600	$532K	0.04%
393	SCHXSCHWAB U.S. LARGE-CAP ETF	21,726	$531K	0.04%
394	XSWSPDR S&P SOFTWARE SERVICES ETF	2,783	$528K	0.04%
395	IHIISHARES TR U.S. MED DVC ETF	8,389	$525K	0.04%
396	ADMARCHER DANIELS MIDLAND COMPANY	9,932	$524K	0.04%
397	EPIWISDOMTREE INDIA EARNINGS FUND	11,023	$523K	0.04%
398	ORLYOREILLY AUTOMOTIVE INCORPORATED	5,801	$523K	0.04%
399	ACNACCENTURE PLC IRELAND SHS CLASS A	1,743	$521K	0.04%
400	TLHISHARES TR 10-20 YR TRS ETF	5,096	$518K	0.04%

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