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
VGKVANGUARD FTSE EUROPE ETF
$273K
FDVFEDERATED HERMS U S STRG DIV ETF
$273K
QTUMDEFIANCE QUANTUM ETF
$271K
SPABSPDR SERIES TRUST SPDR PORTFOLIO AGGREGATE BOND ETF
$271K
USFRWISDOMTREE TRUST WISDOMTREE FLOATING RATE TREASURY FUND
$270K
CLSCELESTICA INCORPORATED
$270K
XIFRXPLR INFRASTRUCTURE LP COM UNIT LTD PARTNERSHIP INT
$269K
THROISHARES US THMATIC ROTATN ACT ETF
$269K
URIUNITED RENTALS INCORPORATED
$268K
DOWDOW INCORPORATED
$268K
FOCTFT Vest US Equity Buffer ETF October
$266K
ICEINTERCONTINENTAL EXCHANGE INCORPORATED
$264K
VPUVANGUARD UTILITIES ETF
$264K
BITBBITWISE BITCOIN ETF COMMON SHARES OF BENEFICIAL INTEREST
$264K
HLTHILTON WORLDWIDE HLDGS INCORPORATED
$262K
NSCNORFOLK SOUTHN CORPORATION
$261K
CSXCSX CORPORATION
$261K
NAZNUVEEN ARIZONA QLTY MNCP
$257K
FXHFIRST TRUST HEALTH CARE ALPHADEX FUND
$253K
IWSISHARES TR RUS MDCP VAL ETF
$253K
PEGPUBLIC SVC ENTERPRISE GRP INCORPORATED
$253K
XYZBLOCK INCORPORATED CLASS A
$252K
IJTISHARES TR S&P SML 600 GWT
$252K
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$252K
TCEHYTENCENT HOLDINGS LIMITED UNSPON ADR
$251K
SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF
$250K
IJJISHARES TR S&P MC 400VL ETF
$250K
IAGGISHARES TR CORE INTL AGGR
$249K
VRTXVERTEX PHARMACEUTICALS INCORPORATED
$248K
ZTSZOETIS INCORPORATED CLASS A
$247K
QEFASPDR INDEX SHARES FUNDS SPDR MSCI EAFE STRATEGICFACTRS ETF
$247K
DGDOLLAR GENERAL CORPORATION NEW
$246K
RGTIRIGETTI COMPUTING INCORPORATED COMMON STOCK
$245K
ILCBISHARES TRUST ISHARES MORNINGSTAR U S EQUITY ETF
$245K
FUMBFIRST TRUST ULTRA SHRT DUR MUNIC ETF
$244K
IYGISHARES TR U.S. FIN SVC ETF
$244K
CORZCORE SCIENTIFIC INC COMMON STOCK
$243K
IBBISHARES TR ISHARES BIOTECH
$242K
XLFISPDR CONSUMER STAPLES SELECT SECTOR FUND
$242K
XSSPXNUVEEN S P 500 DYNAMIC O
$242K
ZMARINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH
$241K
CSGPCOSTAR GROUP INCORPORATED
$241K
HIMSHIMS & HERS HEALTH INCORPORATED COM CLASS A
$241K
RPCP10 INCORPORATED COM CLASS A
$241K
EQTEQT CORPORATION
$240K
IAIISHARES TR US BR DEL SE ETF
$238K
SKWDSKYWARD SPECIALTY INS GROUP IN
$238K
TOWNTOWNEBANK PORTSMOUTH VA
$237K
ADXADAMS DIVERSIFIED EQUITY FD
$237K
WSMWILLIAMS SONOMA INCORPORATED
$235K
SRLNSPDR BLACKSTONE SENIOR LOAN ETF
$235K
KLACKLA CORPORATION COM NEW
$235K
NGGNATIONAL GRID PLC SPONSORED ADR NE
$233K
AEMAGNICO EAGLE MINES LIMITED
$232K
COWGPACER FDS TR US LARGE CAP CASH COWS
$232K
GPNGLOBAL PMTS INCORPORATED
$231K
PRUPRUDENTIAL FINL INCORPORATED
$231K
IBKRINTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A
$231K
NDAQNASDAQ INCORPORATED
$229K
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
$229K
IYZISHARES TR US TELECOM ETF
$228K
CITCINTAS CORPORATION
$227K
GNTGAMCO NAT RES GOLD & INCOME TR SH BEN INT
$226K
XFEBFT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY
$226K
HYEMVANECK EMERGING MARKETS HIGH YIELD BOND ETF
$224K
AITAPPLIED INDL TECHNOLOGIES INCORPORATED
$224K
CSMPROSHARES LARGE CAP CORE PLUS
$223K
VDEVANGUARD ENERGY ETF
$223K
VOOVVANGUARD S&P 500 VALUE ETF
$222K
ZBHZIMMER BIOMET HOLDINGS INCORPORATED
$221K
AGIALAMOS GOLD INCORPORATED NEW COM CLASS A
$221K
ARBALTSHARES MERGER ARBITRAGE ETF
$221K
FTSLFIRST TRUST SENIOR LOAN EXCHANGE-TRADED FUND
$220K
TROWPRICE T ROWE GROUP INCORPORATED
$219K
LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF
$218K
FALNISHARES TR FALN ANGLS USD
$218K
DKNGDRAFTKINGS INCORPORATED NEW COM CLASS A
$218K
RMERESMED INCORPORATED
$216K
XLGINVESCO S&P 500 TOP 50 ETF
$215K
KDPKEURIG DR PEPPER INCORPORATED
$215K
BENFRANKLIN RESOURCES INCORPORATED
$215K
0VVBPARAMOUNT GLOBAL CLASS B COM
$213K
FNXFIRST TRUST MID CAP CORE ALPHADEX FUND
$213K
CFCF INDUSTRIES HLDGS INCORPORATED
$213K
UTHUNITED THERAPEUTICS CORPORATION DEL
$212K
WDAYWORKDAY INCORPORATED CLASS A
$212K
ROOTROOT INCORPORATED CLASS A NEW
$211K
CMGCHIPOTLE MEXICAN GRILL INCORPORATED
$210K
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND
$210K
PSXPHILLIPS 66
$210K
RYROYAL BK CDA
$209K
CVCOCAVCO INDUSTRIES INCORPORATED DEL
$209K
EWLISHARES MSCI SWITZERLAND ETF
$209K
OTISOTIS WORLDWIDE CORPORATION
$208K
DAVEDAVE INC CLASS A
$208K
RIORIO TINTO PLC SPONSORED ADR
$208K
MLPXGLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
$207K
OKTAOKTA INCORPORATED CLASS A
$207K
HEFAISHARES TRUST ISHARES CURRENCY HEDGED MSCI EAFE ETF
$207K
RDDTREDDIT INC CLASS A
$206K
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