KINGSWOOD WEALTH ADVISORS, LLC Q3 2023 Filing
Filed October 24, 2023
Portfolio Value
$585.1M
Holdings
417
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (417 positions)
| Stock | Value |
|---|---|
OBDCBLUE OWL CAPITAL CORPORATION | $522K |
IOOISHARES GLOBAL 100 ETF | $517K |
DGDOLLAR GENERAL CORPORATION NEW | $513K |
MNSTMONSTER BEVERAGE CORPORATION NEW | $512K |
8CWCROWN CASTLE INC | $507K |
GLWCORNING INCORPORATED | $496K |
PULSPGIM ULTRA SHORT BOND ETF | $494K |
CFCF INDUSTRIES HLDGS INCORPORATED | $494K |
AERAERCAP HOLDINGS NV SHS | $494K |
GSLCGOLDMAN SACHS ACTVBETA US LRG ETF | $491K |
PNCPNC FINL SVCS GROUP INCORPORATED | $484K |
CLXCLOROX COMPANY | $484K |
SPXLDIREXION DAILY S&P 500 BULL 3X ETF | $484K |
FDXFEDEX CORPORATION | $483K |
IEMGISHARES CORE MSCI EMERGING ETF | $481K |
PYPLPAYPAL HOLDINGS INCORPOR | $477K |
MRNAMODERNA INCORPORATED | $477K |
WMBWILLIAMS COMPANIES INCORPORATED | $475K |
KDPKEURIG DR PEPPER INCORPORATED | $473K |
VHTVANGUARD HEALTH CARE ETF | $473K |
VGITVANGUARD INTRMDIATE TRM TRSRY ETF | $470K |
HLHECLA MINING COMPANY | $469K |
KMIKINDER MORGAN INCORPORATED DEL | $465K |
NTAPNETAPP INCORPORATED | $464K |
TJXTJX COMPANIES INC | $462K |
FVDFIRST TRUST VALUE DIVIDEND INDEX ETF | $456K |
SJMSMUCKER J M COMPANY COM NEW | $452K |
USOUNITED STATES OIL ETF | $452K |
CGCARLYLE GROUP INCORPORATED | $449K |
DGXQUEST DIAGNOSTICS INCORPORATED | $447K |
JNPJUNIPER NETWORKS INCORPORATED | $446K |
HDVISHARES CORE HIGH DIVIDEND | $443K |
DC4DEXCOM INC | $441K |
WWDWOODWARD INCORPORATED | $438K |
VYMVANGUARD HIGH DIVIDEND YIELD ETF | $438K |
XIFRNEXTERA ENERGY PARTN LP | $435K |
IAU*ISHARES GOLD ETF | $434K |
SHYISHARES 1-3 YEAR TREASRY BOND ETF | $429K |
IUSBISHARES TOTAL USD BOND MARKET ETF | $428K |
SPYGSPDR SERIES TRUST | $425K |
ANETEURARISTA NETWORKS INC | $425K |
SCHXSCHWAB US LARGE CAP ETF | $423K |
OIHVANECK OIL SERVICES ETF | $414K |
WPMWHEATON PRECIOUS METAL | $406K |
IJRISHARES CORE S&P SMALL-CAP ETF | $405K |
AMTAMERN TOWER CORP REIT | $400K |
OREALTY INCOME CORP REIT | $394K |
STZCONSTELLATION BRANDS INCORPORATED | $393K |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $393K |
VONVVANGUARD RUSSELL 1000 VALUE ETF | $392K |
PHYS/USPROTT PHYSICAL GOLD TR UNIT | $390K |
MUMICRON TECHNOLOGY INCORPORATED | $388K |
XLFSELECT STR FINANCIAL SELECT SPDR ETF | $383K |
KELKELLOGG COMPANY | $375K |
MOATVANECK MORNINGSTAR WIDE MOAT ETF | $373K |
CZRCAESARS ENTERTAINMENT INCORPORATED | $373K |
TFLOISHARES TREASURY FLOATING RATE B ETF | $373K |
IJHISHARES CORE S&P MID-CAP ETF | $372K |
NEMNEWMONT CORPORATION | $372K |
VCITVGRD ITC ETF DV | $371K |
MGKVANGUARD MEGA CAP GROWTH ETF | $371K |
DDOMINION ENERGY INCORPORATED | $370K |
TIPISHARES TIPS BOND ETF | $370K |
WIREEURENCORE WIRE CORP | $368K |
MCHPMICROCHIP TECHNOLOGY | $354K |
FMCFMC CORPORATION | $347K |
LULULULULEMON ATHLETICA | $344K |
MGMMGM RESORTS INTL | $341K |
VBVANGUARD SMALL-CAP ETF | $340K |
VNQVANGUARD REAL ESTATE ETF | $336K |
RSGREPUBLIC SVCS INCORPORATED | $333K |
SPTMSPDR PORTFOLIO S P 1500 CMPST ST ETF | $327K |
IGSBISHARES TR IS 1-5 YR IN GR CR BD ETF | $327K |
IRBTQIROBOT CORPORATION | $323K |
XLISELECT SECTOR SPDR TRUST | $322K |
EUFNISHARES TR MSCI EURO FL ETF | $320K |
OKEONEOK INC | $320K |
CFGCITIZENS FINL GROUP INCORPORATED | $318K |
MDYGSPDR S&P 400 MID CAP GROWTH ETF | $316K |
IRMIRON MTN INC NEW REIT | $315K |
ACLSAXCELIS TECHNOLOGIES | $314K |
IWOISHARES RUSSELL 2000 GROWTH | $308K |
AITAPPLIED INDL TECH | $306K |
WECWEC ENERGY GROUP INCORPORATED | $301K |
SCHWCHARLES SCHWAB CORP | $299K |
VFHVANGUARD SECTOR INDEX FDS | $299K |
ABNBAIRBNB INC | $296K |
AREALEXANDRIA REAL EST REIT | $296K |
XETYXEATON VANCE TAX MANAGED | $290K |
MDTMEDTRONIC PLC | $288K |
ITWILLINOIS TOOL WORKS | $285K |
IWRISHARES RUSSELL MID CAP ETF | $281K |
ECLECOLAB INCORPORATED | $281K |
RIORIO TINTO PLC SPONSORED ADR | $278K |
TOLTOLL BROTHERS INCORPORATED | $277K |
JLLJONES LANG LASALLE INCORPORATED | $274K |
GXOGXO LOGISTICS INC | $273K |
PEYINVSC HIGH YIELD DIVIDEND ETF | $271K |
BCEBCE INCORPORATED | $271K |
MBBISHARES MBS ETF | $270K |