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 | Value |
|---|---|
CITHE CIGNA GROUP | $1.5M |
LOWLOWES COS INC | $1.5M |
VHTVANGUARD HEALTH CARE ETF | $1.5M |
CWBSPDR BLOOMBERG CONVRTBL SECRS ETF | $1.5M |
HYBLSSGA ACTIVE TR SPDR BLACKSTONE HIGH INCOME ETF | $1.5M |
EFVISHARES MSCI EAFE VALUE ETF | $1.5M |
TOTLSPDR DOUBLELINE TTL RTRN TTCL ETF | $1.5M |
BUFGFT VST BUFF ALLOCATION GRW ETF | $1.5M |
OKEONEOK INC NEW | $1.5M |
ACPABRDN INCOME CREDIT STRA | $1.4M |
STTSTATE STR CORP | $1.4M |
VBKVANGUARD SMALL CAP GROWTH ETF | $1.4M |
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | $1.4M |
IUSBISHARES TOTAL USD BOND MARKET ETF | $1.4M |
SHVISHARES SHORT TREASURY BOND ETF | $1.4M |
AQLTISHARES CORE MSCI EAFE ETF | $1.4M |
VEUVANGUARD FTSE ALL WORLD EX US ETF | $1.4M |
BNDVANGUARD TOTAL BOND MARKET ETF | $1.4M |
SBUXSTARBUCKS CORP | $1.4M |
GILDGILEAD SCIENCES INC | $1.3M |
SGOVISHARES 0 TO 3 MNTH TREASURY BND ETF | $1.3M |
GEGE AEROSPACE | $1.3M |
MTRNMATERION CORP | $1.3M |
NOWSERVICENOW INC | $1.3M |
NOCNORTHROP GRUMMAN CORP | $1.3M |
LQDISHARES IBOXX INVT GRADE BOND ETF IV | $1.3M |
FNDXSCHWAB FUNDMNTL US LARGE COM ETF | $1.3M |
ADSKAUTODESK INC | $1.3M |
WFCWELLS FARGO & CO | $1.3M |
OREALTY INCOME CORP REIT | $1.3M |
AORISHARES CORE GROWTH ALLOCATION ETF | $1.3M |
AZOAUTOZONE INC | $1.3M |
XLISELECT SECTOR INDUSTRIAL SPDR ETF | $1.3M |
FCXFREEPORT-MCMORAN INC | $1.3M |
GATXGATX CORP | $1.3M |
DVNDEVON ENERGY CORP NEW | $1.2M |
FQIDIGITAL RLTY TR INC REIT | $1.2M |
ANETARISTA NETWORKS INC | $1.2M |
CIBRFIRST TRUST NASDAQ CYBRSCRTY ETF | $1.2M |
MCKMCKESSON CORP | $1.2M |
VONVVANGUARD RUSSELL 1000 VALUE ETF | $1.2M |
ABTABBOTT LABS | $1.2M |
NULGNUVEEN ESG LARGE CAP GROWTH ETF | $1.2M |
MOALTRIA GROUP INC | $1.2M |
FISVFISERV INC | $1.2M |
ISRGINTUITIVE SURGICAL INC | $1.2M |
SDVYFRST TRST SMID CAP RSNG DIV ACH ETF | $1.2M |
XSMOINVESCO S&P SMALLCAP MOMENTUM ETF | $1.2M |
TLHISHARES 10-20 YEAR TSURY BOND ETF | $1.2M |
INTCINTEL CORP | $1.1M |
UBERUBER TECHNOLOGIES INC | $1.1M |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $1.1M |
ETHAISHARES ETHEREUM TRUST ETF | $1.1M |
VEGNUS VEGAN CLIMATE ETF | $1.1M |
RDIVINVESCO S P ULTRA DIVIDEND REV ETF | $1.1M |
SCHHCHARLES SCHWAB US REIT ETF | $1.1M |
WMBWILLIAMS COS INC | $1.1M |
DWDMORGAN STANLEY | $1.1M |
CRWDCROWDSTRIKE HLDGS INC | $1.1M |
BNDXVANGUARD TOTAL INTERNATIONAL BND ETF | $1.1M |
FMAYFIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQUITY BUFFER ETF MAY | $1.1M |
SOXXISHARES SEMICONDUCTOR ETF | $1.1M |
BBUSJPMORGAN BETABUILDERS US EQY ETF | $1.1M |
TQQQPROSHARES ULTRAPRO QQQ ETF | $1.1M |
COKECOCA COLA CONSOLIDATED I | $1.1M |
VVVANGUARD LARGE CAP ETF | $1.1M |
TJULINNOVATOR EQUITY DEFINED PROTECTION ETF-2 YR TO JULY | $1.1M |
AMTAMERICAN TOWER CORP NEW REIT | $1.1M |
FAPRFT VEST US EQY BUFF ETF | $1.1M |
IGSBISHARES TR IS 1-5 YR IN GR CR BD ETF | $1.0M |
SPGIS&P GLOBAL INC | $1.0M |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $1.0M |
TLTISHARES 20 PLS YEAR TREASURY BND ETF | $1.0M |
KLMNINVSC S P 500 MOMENTUM ETF | $1.0M |
SPYVSPDR S&P 500 VALUE ETF | $1.0M |
FJULFIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQI BUFFER ETF JULY | $1.0M |
TAT&T INC | $1.0M |
XLVSELECT SECTOR HEALTH CARE SPDR ETF | $1.0M |
CVSCVS HEALTH CORP | $1.0M |
ITA*ISHARES US AEROSPACE DEFENSE ETF | $989K |
XMMOINVESCO S & P MIDCAP MOMENTUM ETF | $984K |
OWLBLUE OWL CAPITAL INCORPORATED COM CLASS A | $983K |
NULVNUVEEN ESG LARGE CAP VALUE ETF | $982K |
HCAHCA HEALTHCARE INC | $980K |
BDJBLACKROCK ENHANCED EQUIT | $975K |
BLKBLACKROCK INC NEW | $974K |
DSIISHARES MSCI KLD 400 SOCIAL INDX ETF | $967K |
AMLPALPS ALERIAN MLP ETF | $966K |
UNPUNION PAC CORP | $961K |
EFAISHARES MSCI EAFE ETF | $961K |
CMICUMMINS INC | $955K |
AMATAPPLIED MATLS INC | $952K |
VFHVANGUARD FINANCIALS ETF | $946K |
XJPIXNUVEEN PREFERRED SECURITIES & INCOME OPPORTUNITIES FUND | $942K |
SPHQINVESCO S&P 500 QUALITY ETF | $937K |
MUMICRON TECHNOLOGY INC | $927K |
PPAINVESCO EXCHANGE-TRADED FD TR AEROSPACE & DEFENSE ETF | $924K |
FXOFIRST TRUST FINANCIALS ALPHADEX ETF | $922K |
ADPAUTOMATIC DATA PROCESSING | $912K |
STEWSRH TOTAL RETURN FUND INC COMMON STOCK | $904K |