KINGSWOOD WEALTH ADVISORS, LLC Q3 2024 Filing
Filed October 21, 2024
Portfolio Value
$1.4T
Holdings
663
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (663 positions)
| Stock | Value |
|---|---|
VVVANGUARD LARGE CAP ETF | $3.2M |
TMOTHERMO FISHER SCIENTIFIC INCORPORATED | $3.2M |
CSCOCISCO SYSTEMS INCORPORATED | $3.2M |
PFEPFIZER INCORPORATED | $3.2M |
TAT&T INCORPORATED | $3.1M |
DHRDANAHER CORPORATION | $3.1M |
BABOEING COMPANY | $3.1M |
VTIVANGUARD TOTAL STOCK | $3.0M |
DGROISHARES TR CORE DIV GRWTH | $3.0M |
LOWLOWES COMPANIES INCORPORATED | $3.0M |
WFCWELLS FARGO COMPANY NEW | $2.9M |
DELLDELL TECHNOLOGIES INCORPORATED CLASS C | $2.9M |
WMWASTE MGMT INCORPORATED DEL | $2.9M |
SMHVANECK SEMICONDUCTOR ETF | $2.9M |
T7DTRANSDIGM GROUP INCORPORATED | $2.8M |
GDGENERAL DYNAMICS CORP | $2.8M |
EFGISHARES TR EAFE GRWTH ETF | $2.8M |
AQLTISHARES TR SELECT DIVID ETF | $2.8M |
REGNREGENERON PHARMACEUTICALS | $2.6M |
FTLSFIRST TRUST LONG/SHORT EQUITY ETF | $2.6M |
AMGNAMGEN INCORPORATED | $2.6M |
CBCHUBB LIMITED | $2.5M |
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | $2.5M |
ABTABBOTT LABS | $2.5M |
FCOMFIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $2.5M |
DONWISDOMTREE US MIDCAP | $2.5M |
VOVANGUARD MID CAP ETF | $2.5M |
BMYBRISTOL-MYERS SQUIBB COMPANY | $2.4M |
ESGUISHARES ESG AWARE MSCI | $2.4M |
JPIEJPMORGAN INCOME ETF | $2.4M |
HUMHUMANA INCORPORATED | $2.4M |
MPWRMONOLITHIC PWR SYSTEMS INCORPORATED | $2.4M |
MTZMASTEC INCORPORATED | $2.4M |
FSKFS KKR CAPITAL CORP | $2.4M |
RWLINVESCO S&P 500 REVENUE ETF | $2.4M |
HLTHILTON WORLDWIDE HLDGS INCORPORATED | $2.4M |
MNANYLI Merger Arbitrage ETF | $2.3M |
IJHISHARES TR CORE S&P MCP ETF | $2.3M |
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | $2.3M |
AMTAMERICAN TOWER CORPORATION NEW REIT | $2.3M |
4I1PHILIP MORRIS INTERNATIONAL INCORPORATED | $2.3M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $2.3M |
BXBLACKSTONE INCORPORATED | $2.3M |
GEVGE VERNOVA INCORPORATED | $2.3M |
XLKSPDR TECHNOLOGY SELECT SECTOR FUND | $2.3M |
XLYSPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND | $2.2M |
IYWISHARES TR U.S. TECH ETF | $2.2M |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $2.2M |
DYHTARGET CORPORATION | $2.2M |
IJRISHARES TR CORE S&P SCP ETF | $2.2M |
CGUSCAPITAL GROUP CORE | $2.2M |
CITHE CIGNA GROUP | $2.1M |
PFMINVSC DIVIDEND ACHIEVERS | $2.1M |
IWMISHARES TR RUSSELL 2000 ETF | $2.1M |
NULGNUVEEN ESG LARGE CAP | $2.1M |
JPSTJPMORGAN ULTRA SHORT | $2.1M |
CVSCVS HEALTH CORPORATION | $2.1M |
OBDCBLUE OWL CAPITAL CORPORATION | $2.1M |
VUGVANGUARD GROWTH ETF | $2.1M |
CDNSCADENCE DESIGN SYSTEM INCORPORATED | $2.0M |
SCHMSCHWAB U.S. MID-CAP ETF | $2.0M |
VRTXVERTEX PHARMACEUTICALS INCORPORATED | $2.0M |
NULVNUVEEN ESG LARGE CAP | $2.0M |
DISDISNEY WALT COMPANY | $2.0M |
ADIANALOG DEVICES INCORPORATED | $2.0M |
HCAHCA HEALTHCARE INCORPORATED | $2.0M |
UNPUNION PAC CORPORATION | $2.0M |
IWPISHARES TR RUS MD CP GR ETF | $2.0M |
MARMARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A | $2.0M |
TRVCCITIGROUP INCORPORATED COM NEW | $1.9M |
FTSDFRANKLIN SHORT DURATION U.S. GOVERNMENT ETF | $1.9M |
ORLYOREILLY AUTOMOTIVE INCORPORATED | $1.9M |
CMGCHIPOTLE MEXICAN GRILL INCORPORATED | $1.9M |
VHTVANGUARD HEALTH CARE ETF | $1.9M |
CMCSACOMCAST CORPORATION NEW CLASS A | $1.9M |
COPCONOCOPHILLIPS | $1.9M |
GILDGILEAD SCIENCES INCORPORATED | $1.9M |
NRANRG ENERGY INCORPORATED COM NEW | $1.8M |
VEAVANGUARD FTSE DEVELOPED | $1.8M |
SBUXSTARBUCKS CORPORATION | $1.8M |
VAWVANGUARD MATERIALS ETF | $1.8M |
MUMICRON TECHNOLOGY INCORPORATED | $1.8M |
HDVISHARES CORE HIGH | $1.8M |
8CWCROWN CASTLE INCORPORATED REIT | $1.7M |
TSMTAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | $1.7M |
PGRPROGRESSIVE CORPORATION | $1.7M |
AONAON PLC SHS CL A | $1.7M |
AQLTISHARES TR US TREAS BD ETF | $1.7M |
MUBISHARES TR NATIONAL MUN ETF | $1.7M |
IDXXIDEXX LABS INCORPORATED | $1.7M |
EQWLINVESCO S AND P 100 EQL | $1.7M |
BTCGBPGRAYSCALE BITCOIN MINI | $1.7M |
LINLINDE PLC SHS | $1.7M |
AQLTISHARES TR CORE MSCI EAFE | $1.7M |
NKENIKE INC | $1.7M |
MOATVANECK MORNINGSTAR WIDE MOAT ETF | $1.7M |
UBERUBER TECHNOLOGIES INCORPORATED | $1.7M |
DVNDEVON ENERGY CORPORATION NEW | $1.6M |
LHXL3HARRIS TECHNOLOGIES INCORPORATED | $1.6M |
VBKVANGUARD SMALL-CAP GROWTH ETF | $1.6M |