KINGSWOOD WEALTH ADVISORS, LLC Q4 2023 Filing
Filed January 16, 2024
Portfolio Value
$882.3B
Holdings
639
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (639 positions)
| Stock | Value |
|---|---|
ABTABBOTT LABS | $2 |
WMTWALMART INCORPORATED | $2 |
—DESKTOP METAL INC | $2 |
IWFISHARES TR RUS 1000 GRW ETF | $2 |
KOCOCA COLA COMPANY | $2 |
XLYSPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND | $2 |
ORCLORACLE CORPORATION | $1 |
MARAMARATHON DIGITAL HOLDINGS INC | $1 |
WMBWILLIAMS COMPANIES INCORPORATED | $1 |
VOVANGUARD MID-CAP ETF | $1 |
CLCOLGATE PALMOLIVE COMPANY | $1 |
PEPPEPSICO INCORPORATED | $1 |
ETNEATON CORPORATION PLC SHS | $1 |
SOSOUTHERN COMPANY | $1 |
TRVCCITIGROUP INCORPORATED COM NEW | $1 |
DYHTARGET CORPORATION | $1 |
QRVOQORVO INCORPORATED | $1 |
MPCMARATHON PETE CORPORATION | $1 |
MCDMCDONALDS CORPORATION | $1 |
MSCIMSCI INCORPORATED | $1 |
MPWRMONOLITHIC PWR SYSTEMS INCORPORATED | $1 |
SMHVANECK SEMICONDUCTOR ETF | $1 |
OREALTY INCOME CORPORATION REIT | $1 |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $1 |
GATXGATX CORPORATION | $1 |
VTVANGUARD TOTAL WORLD STOCK INDEX FUND | $1 |
FTSDFRANKLIN SHORT DURATION U.S. GOVERNMENT ETF | $1 |
ADIANALOG DEVICES INCORPORATED | $1 |
FQIDIGITAL RLTY TR INCORPORATED REIT | $1 |
ACNACCENTURE PLC IRELAND SHS CLASS A | $1 |
PBTPERMIAN BASIN ROYALTY TRUST | $1 |
BNDVANGUARD TOTAL BOND MARKET ETF | $1 |
PFEPFIZER INCORPORATED | $1 |
4I1PHILIP MORRIS INTERNATIONAL INCORPORATED | $1 |
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $1 |
FRFIRST INDUSTRIAL REALTY TRUST INC | $1 |
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $1 |
DISDISNEY WALT COMPANY | $1 |
FNDXSCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF | $1 |
SYKSTRYKER CORPORATION | $1 |
VYMVANGUARD HIGH DIVIDEND YIELD ETF | $1 |
VOOGVANGUARD S&P 500 GROWTH INDEX FUND | $1 |
COFCAPITAL ONE FINL CORPORATION | $1 |
POOLPOOL CORPORATION | $1 |
ISRGINTUITIVE SURGICAL INCORPORATED COM NEW | $1 |
AMTAMERICAN TOWER CORPORATION NEW REIT | $1 |
CBCHUBB LIMITED | $1 |
AREALEXANDRIA REAL ESTATE EQ INCORPORATED REIT | $1 |
NKENIKE INCORPORATED CLASS B | $1 |
FCXFREEPORT-MCMORAN INCORPORATED CLASS B | $1 |
AMGNAMGEN INCORPORATED | $1 |
HLHECLA MINING COMPANY | $1 |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $1 |
AMATAPPLIED MATLS INCORPORATED | $1 |
BXBLACKSTONE INCORPORATED | $1 |
MUMICRON TECHNOLOGY INCORPORATED | $1 |
DWDMORGAN STANLEY COM NEW | $1 |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $1 |
SBUXSTARBUCKS CORPORATION | $1 |
ONON SEMICONDUCTOR CORPORATION | $1 |
NULGNUVEEN ESG LARGE-CAP GROWTH ETF | $1 |
STZCONSTELLATION BRANDS INCORPORATED CLASS A | $1 |
MARMARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A | $1 |
BIZDVANECK BDC INCOME ETF | $1 |
VDCVANGUARD CONSUMER STAPLES ETF | $1 |
LHXL3HARRIS TECHNOLOGIES INCORPORATED | $1 |
AQLTISHARES TR SELECT DIVID ETF | $1 |
UBERUBER TECHNOLOGIES INCORPORATED | $1 |
OBDCBLUE OWL CAPITAL CORP | $1 |
TQQQPROSHARES ULTRAPRO QQQ | $1 |
BUFGFT VEST BUFFERED ALLOCATION GROWTH ETF | $1 |
FAUGFT VEST US EQUITY BUFFER ETF - AUGUST | $1 |
UPSUNITED PARCEL SERVICE INCORPORATED CLASS B | $1 |
VEAVANGUARD TAX MANAGED FUND FTSE DEVELOPED MARKETS ETF | $1 |
GILDGILEAD SCIENCES INCORPORATED | $1 |
NRANRG ENERGY INCORPORATED COM NEW | $1 |
CITHE CIGNA GROUP | $1 |
COPCONOCOPHILLIPS | $1 |
8CWCROWN CASTLE INCORPORATED REIT | $1 |
JBHTHUNT J B TRANS SVCS INCORPORATED | $1 |
FDDFIRST TRUST HIGH INCOME LONG/SHORT FUND | $1 |
ROPROPER TECHNOLOGIES INCORPORATED | $1 |
VRSKVERISK ANALYTICS INCORPORATED | $1 |
MIGAMICROSTRATEGY INCORPORATED CLASS A NEW | $1 |
XLKSPDR TECHNOLOGY SELECT SECTOR FUND | $1 |
AGGISHARES TR CORE US AGGBD ET | $1 |
MDLZMONDELEZ INTERNATIONAL INCORPORATED CLASS A | $1 |
AONAON PLC SHS CL A | $1 |
AWMSKYWORKS SOLUTIONS INCORPORATED | $1 |
DVNDEVON ENERGY CORPORATION NEW | $1 |
TRVTRAVELERS COMPANIES INCORPORATED | $1 |
REGNREGENERON PHARMACEUTICALS | $1 |
NULVNUVEEN ESG LARGE-CAP VALUE ETF | $1 |
DEDEERE & COMPANY | $1 |
HLTHILTON WORLDWIDE HLDGS INCORPORATED | $1 |
MDTMEDTRONIC PLC SHS | $1 |
UNPUNION PAC CORPORATION | $1 |
LINLINDE PLC SHS | $1 |
CMGCHIPOTLE MEXICAN GRILL INCORPORATED | $1 |
ESEVERSOURCE ENERGY | $0 |