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)

StockValue
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
$373K
T7DTRANSDIGM GROUP INCORPORATED
$373K
QQQXNUVEEN NASDAQ 100 DYNAMIC OVERWRITE FUND SHARES OF BENEFICIAL INTEREST
$368K
FNOVFIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQUITY BUFFER ETF NOVEMBER
$364K
BCEBCE INCORPORATED COM NEW
$364K
GRIDFIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRAST INDEX FUND
$364K
KRKROGER COMPANY
$364K
ILMNILLUMINA INCORPORATED
$364K
TEAMATLASSIAN CORPORATION CLASS A
$363K
HASHASBRO INCORPORATED
$362K
GWWGRAINGER W W INCORPORATED
$362K
IEURISHARES CORE MSCI EUROPE ETF
$361K
MARMARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A
$360K
BLDTOPBUILD CORPORATION
$360K
AMPXAMPRIUS TECHNOLOGIES INC
$360K
CDNSCADENCE DESIGN SYSTEM INCORPORATED
$358K
EAELECTRONIC ARTS INCORPORATED
$354K
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK
$351K
QBTSD-WAVE QUANTUM INCORPORATED
$349K
TRPTC ENERGY CORPORATION
$348K
KVUEKENVUE INCORPORATED
$348K
FCALFRST TR CLFRNA MNCPL HGH INCM ETF
$346K
BMEZBLACKROCK HEALTH SCIENCE
$346K
IWDISHARES TR RUS 1000 VAL ETF
$346K
BUYWMAIN BUYWRITE ETF
$344K
GNRCGENERAC HLDGS INCORPORATED
$344K
DFACDIMENSIONAL ETF TRUST U S CORE EQUITY 2 ETF
$342K
BROBROWN & BROWN INCORPORATED
$342K
ZIMZIM INTEGRATED SHIPPING SERV SHS
$342K
OZBELPOINTE PREP LLC CLASS A
$342K
CMECME GROUP INCORPORATED
$341K
COPCONOCOPHILLIPS
$339K
ULTAULTA BEAUTY INCORPORATED
$338K
NUENUCOR CORPORATION
$338K
CAVACAVA GROUP INCORPORATED
$334K
NTBBANK OF NT BUTTERFIELD&SON LIMITED SHS NEW
$334K
IWRISHARES TR RUS MID CAP ETF
$334K
JOYTJPMORGAN EQUITY FOCUS ETF
$333K
USHYISHARES TR BROAD USD HIGH
$333K
ITUBITAU UNIBANCO SA SPONSORED ADR REPSTG
$332K
PSAPUBLIC STORAGE OPER COMPANY REIT
$331K
MTBM & T BK CORPORATION
$330K
TECLDIREXION DAILY TECHNO BULL 3X ETF
$329K
WCNWASTE CONNECTIONS INCORPORATED
$329K
XLCSPDR COMMUNICATION SERVICES SELECT SECTOR FUND
$329K
FFEBFIRST TR EXCHANGE TRADED FD VIII FT VEST US EQUITY BUFFER ETF FEB
$327K
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$327K
SNOVFT Vest U.S. Small Cap Moderate Buffer ETF - November
$326K
PEOEXELON CORPORATION
$319K
AMCRAMCOR PLC ORD
$316K
DDTOINNOVATOR US EQUITY POWER BUFFER ETF
$316K
AREALEXANDRIA REAL ESTATE EQ INCORPORATED REIT
$316K
ECLECOLAB INCORPORATED
$315K
MTBASIMPLIFY MBS ETF
$315K
SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF
$314K
SONSONOCO PRODUCTS COMPANY
$312K
YPFYPF SOCIEDAD ANONIMA SPONSORED ADR REPSTG CL D SHS
$311K
CCOCAMECO CORPORATION
$310K
FDLOFIDELITY LOW VOLATILITY FACTR ETF
$309K
PYPLPAYPAL HLDGS INCORPORATED
$307K
VGSHVANGUARD SHORT-TERM TREASURY ETF
$307K
CFRCULLEN FROST BANKERS INCORPORATED
$307K
WHRWHIRLPOOL CORPORATION
$306K
FJUNFT VEST U.S. EQUITY BUFFER ETF - JUNE
$305K
PAYXPAYCHEX INCORPORATED
$304K
COFCAPITAL ONE FINL CORPORATION
$304K
FAUGFIRST TR EXCHANGE TRADED FD VIII FT VEST US EQUITY BUFFER ETF AUGUST
$303K
KMBKIMBERLY-CLARK CORPORATION
$301K
TMUST-MOBILE US INCORPORATED
$301K
ABNBAIRBNB INCORPORATED COM CLASS A
$300K
EWAISHARES INCORPORATED MSCI AUST ETF
$299K
EXPDEXPEDITORS INTERNATIONAL WASH INCORPORATED
$299K
TGTXTG THERAPEUTICS INCORPORATED
$298K
IBNICICI BANK LIMITED ADR
$298K
OUNZVANECK MERK GOLD ETF
$297K
PEYINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF
$297K
XSDSPDR S&P SEMICONDUCTOR ETF
$295K
ULUNILEVER PLC SPON ADR NEW
$294K
OMFLINVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
$293K
IJKISHARES S&P MID CAP 400 GRWTH ETF
$293K
8CWCROWN CASTLE INCORPORATED REIT
$292K
LINLINDE PLC SHS
$292K
NVONOVO-NORDISK A S ADR
$290K
IJSISHARES TR SP SMCP600VL ETF
$290K
CWTCALIFORNIA WTR SVC GROUP
$288K
VFQYVANGUARD WELLINGTON FD U S QUALITY FACTOR ETF
$287K
IWBISHARES TR RUS 1000 ETF
$287K
CFGCITIZENS FINL GROUP INCORPORATED
$286K
PFFRINFRACAP REIT PREFERRED ETF
$285K
FDVVFIDELITY HIGH DIVIDEND ETF
$285K
RSPGINVESCO EXCHANGE TRADED FD TR S&P 500 EQUAL WEIGHT ENERGY ETF
$283K
YINNDIREXION DLY FTSE CHNA BUL 3X ETF
$283K
MMM3M COMPANY
$279K
SHWSHERWIN WILLIAMS COMPANY
$278K
IFRAISHARES TR U S INFRASTRUCTURE ETF
$277K
GSLCGOLDMAN SACHS ACTVBETA US LRG ETF
$275K
BPBP PLC SPONSORED ADR
$275K
UALUNITED AIRLINES HLDGS
$273K
AWCAMERICAN WTR WKS COMPANY INCORPORATED NEW
$273K
VGKVANGUARD FTSE EUROPE ETF
$273K
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