KINGSWOOD WEALTH ADVISORS, LLC Q4 2024 Filing

Filed January 22, 2025

Portfolio Value

$1.3B

Holdings

795

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (795 positions)

#	Stock	Shares	Value	% Portfolio
101	MRKMERCK & CO. INC.	30,388	$3.0M	0.23%
102	PLTRPALANTIR TECHNOLOGIES	39,131	$3.0M	0.22%
103	LNGCHENIERE ENERGY INC	13,745	$3.0M	0.22%
104	IWMISHARES RUSSELL 2000 ETF	13,053	$2.9M	0.22%
105	NOBLPROSHARES S&P 500 DIV ARISTOCRAT ETF	28,792	$2.9M	0.22%
106	VTVANGUARD TOTAL WORLD STOCK ETF	24,287	$2.9M	0.21%
107	EFGISHARES MSCI EAFE GROWTH ETF	28,894	$2.8M	0.21%
108	BMYBRISTOL MYERS SQUIBB CO	48,942	$2.8M	0.21%
109	MDYGSPDR S&P 400 MID CAP GROWTH ETF	31,601	$2.7M	0.21%
110	SMCISUPER MICRO COMPUTER INC	89,769	$2.7M	0.21%
111	XMHQINVESCO S&P MIDCAP QUALITY ETF	27,293	$2.7M	0.20%
112	SLYGSPDR S&P 600 SMALL CAP GROWTH ETF	29,441	$2.7M	0.20%
113	BUFRFT VEST LADDERED BUFFER ETF	86,934	$2.6M	0.20%
114	CRMSALESFORCE INC	7,815	$2.6M	0.20%
115	BACVERIZON COMMUNICATIONS I	64,634	$2.6M	0.19%
116	GSGOLDMAN SACHS GROUP INC	4,452	$2.5M	0.19%
117	BTCGRAYSCALE BITCOIN MINI TRUST ETF	60,747	$2.5M	0.19%
118	BIZDVANECK ETF TRUST VANECK BDC INCOME ETF	152,206	$2.5M	0.19%
119	CSCOCISCO SYS INC	42,735	$2.5M	0.19%
120	DELLDELL TECHNOLOGIES INC	21,937	$2.5M	0.19%
121	MCDMCDONALDS CORP	8,685	$2.5M	0.19%
122	IYWISHARES US TECHNOLOGY ETF	15,368	$2.5M	0.18%
123	SPYGSPDR S&P 500 GROWTH ETF	27,351	$2.4M	0.18%
124	HUMHUMANA INC	9,379	$2.4M	0.18%
125	BILSPDR BLOOMBERG 1 3 MNTH T BLL ETF	25,718	$2.4M	0.18%
126	DFAXDIMENSIONAL ETF TRUST WORLD EX U S CORE EQUITY 2 ETF	94,463	$2.3M	0.18%
127	ARKKARK INNOVATION ETF	41,257	$2.3M	0.18%
128	MDYVSPDR S&P 400 MID CAP VALUE ETF	29,083	$2.3M	0.18%
129	QQQMINVESCO NASDAQ 100 ETF	10,915	$2.3M	0.17%
130	SCHBSCHWAB US BROAD MARKET ETF	101,035	$2.3M	0.17%
131	SPEMSPDR INDEX SHARES EMERG MARKT ETF	59,701	$2.3M	0.17%
132	ETHEGRAYSCALE ETHEREUM TR ET	80,448	$2.3M	0.17%
133	SLYVSPDR S&P 600 SMALL CAP VALUE ETF	25,648	$2.2M	0.17%
134	CGUSCAPITAL GROUP CORE EQUITY ETF	63,466	$2.2M	0.17%
135	UPSUNITED PARCEL SVC INC	17,444	$2.2M	0.17%
136	COWZPACER US CASH COWS 100 ETF	38,944	$2.2M	0.17%
137	ABBVABBVIE INC	12,333	$2.2M	0.16%
138	DUKDUKE ENERGY CORP NEW	20,338	$2.2M	0.16%
139	TDIVFIRST TR NASDAQ TECH DIV IDX ETF	27,771	$2.2M	0.16%
140	SCHMCHARLES SCHWAB US MC ETF	78,140	$2.2M	0.16%
141	DFSVDIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE	70,138	$2.2M	0.16%
142	JPIEJPMORGAN INCOME ETF	46,921	$2.1M	0.16%
143	XLYSPDR FUND CONSUMER DISCRE SELECT ETF	9,518	$2.1M	0.16%
144	TSMTAIWAN SEMICONDUCTOR	10,545	$2.1M	0.16%
145	XVOLACRUENCE ACTIVE HEDGE U.S. EQUITY ETF	97,195	$2.1M	0.16%
146	BXBLACKSTONE INC	12,019	$2.1M	0.16%
147	JNJJOHNSON & JOHNSON	14,150	$2.0M	0.15%
148	NRANRG ENERGY INC	22,646	$2.0M	0.15%
149	PEPPEPSICO INC	13,410	$2.0M	0.15%
150	DGROISHARES CORE DIVIDEND GROWTH ETF	33,068	$2.0M	0.15%
151	BCCCGLOBAL X US INFRA DVLPMNT ETF	49,604	$2.0M	0.15%
152	MINTPIMCO ENHANCED SHRT MATURTY ACTV ETF	19,925	$2.0M	0.15%
153	SPOTSPOTIFY TECHNOLOGY S A F	4,442	$2.0M	0.15%
154	FTHIFIRST TRUST EXCHANGE TRADED FUND VI FIRST TRUST BUYWRITE INCOME ETF	85,400	$2.0M	0.15%
155	ETENERGY TRANSFER LP	98,977	$1.9M	0.15%
156	ADBEADOBE INC	4,331	$1.9M	0.14%
157	IWPISHARES RUSSELL MID CAP GROWTH ETF	15,165	$1.9M	0.14%
158	SCHDSCHWAB US DIVIDEND EQUITY ETF	68,558	$1.9M	0.14%
159	VYMVANGUARD HIGH DIVIDEND YIELD ETF	14,633	$1.9M	0.14%
160	MGKVANGUARD MEGA CAP GROWTH ETF CRSP U S MEGA CAP GROWTH INDEX	5,400	$1.9M	0.14%
161	SOSOUTHERN CO	22,480	$1.9M	0.14%
162	SPYDSPDR S&P 500 HIGH DIVIDEND ETF	42,171	$1.8M	0.14%
163	FVDFIRST TRUST VALUE DIVIDEND INDEX ETF	41,723	$1.8M	0.14%
164	AQLTISHARES US TREASURY BOND ETF	78,797	$1.8M	0.14%
165	VCLTVANGUARD LONG TERM COR BD ETF	24,140	$1.8M	0.14%
166	IVWISHARES S&P 500 GROWTH ETF	17,612	$1.8M	0.13%
167	MARMFIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQUITY MAX BUFFER ETF MARCH	56,498	$1.7M	0.13%
168	MNANYLI MERGER ARBITRAGE ETF	52,923	$1.7M	0.13%
169	DYHTARGET CORP CLASS EQUITY	12,524	$1.7M	0.13%
170	PFEPFIZER INC	63,770	$1.7M	0.13%
171	MUBISHARES NATIONAL MUNI BOND ETF	15,763	$1.7M	0.13%
172	DISDISNEY WALT CO	15,057	$1.7M	0.13%
173	EIPIFT ENERGY INCOME PARTNERS ENHANCED INCOME ETF	84,900	$1.7M	0.12%
174	SPYMSPDR PORTFOLIO S&P 500 ETF	23,898	$1.6M	0.12%
175	UTESVIRTUS REAVES UTILITIES ETF	25,686	$1.6M	0.12%
176	VOOGVANGUARD S&P 500 GROWTH ETF	4,465	$1.6M	0.12%
177	QUALISHARES MSCI USA QLTY FACT ETF	9,142	$1.6M	0.12%
178	PDCCPEARL DIVER CREDIT CO	78,685	$1.6M	0.12%
179	LHXL3HARRIS TECHNOLOGIES IN	7,578	$1.6M	0.12%
180	WMWASTE MGMT INC DEL	7,881	$1.6M	0.12%
181	SYLDCAMBRIA SHAREHOLDER YIELD ETF	23,152	$1.6M	0.12%
182	VDCVANGUARD CONSUMER STAPLES ETF	7,421	$1.6M	0.12%
183	DEDEERE & CO	3,684	$1.6M	0.12%
184	RHCRH PUBLIC LIMITED	16,690	$1.5M	0.12%
185	IGIBISHARES TRT IS 5-10 INV GR CR BD ETF	29,889	$1.5M	0.12%
186	IAU*ISHARES GOLD ETF	31,077	$1.5M	0.12%
187	HLHECLA MINING COMPANY	313,094	$1.5M	0.12%
188	GPCGENUINE PARTS CO	13,151	$1.5M	0.12%
189	EQWLINVESCO S AND P 100 EQL WGHT ETF	14,981	$1.5M	0.12%
190	VNQVANGUARD REAL ESTATE ETF	17,132	$1.5M	0.11%
191	OXYOCCIDENTAL PETE CORP	30,737	$1.5M	0.11%
192	NKENIKE INC CLASS B	19,942	$1.5M	0.11%
193	CITHE CIGNA GROUP	5,443	$1.5M	0.11%
194	LOWLOWES COS INC	6,056	$1.5M	0.11%
195	VHTVANGUARD HEALTH CARE ETF	5,849	$1.5M	0.11%
196	CWBSPDR BLOOMBERG CONVRTBL SECRS ETF	18,964	$1.5M	0.11%
197	HYBLSSGA ACTIVE TR SPDR BLACKSTONE HIGH INCOME ETF	52,000	$1.5M	0.11%
198	EFVISHARES MSCI EAFE VALUE ETF	27,906	$1.5M	0.11%
199	TOTLSPDR DOUBLELINE TTL RTRN TTCL ETF	37,167	$1.5M	0.11%
200	BUFGFT VST BUFF ALLOCATION GRW ETF	59,488	$1.5M	0.11%

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