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 |
|---|---|
SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF | $423K |
WTRGESSENTIAL UTILS INC | $422K |
IGMISHARES EXPANDED TECH SECTOR ETF | $422K |
PEGPUBLIC SVC ENTERPRISE GR | $421K |
BMEZBLACKROCK HEALTH SCIENCE | $420K |
IAIISHARES TR US BR DEL SE ETF | $419K |
MSIMOTOROLA SOLUTIONS INC | $419K |
SPYINEOS S&P 500 HIGH INCOME ETF | $414K |
VDEVANGUARD ENERGY ETF | $414K |
SPTMSPDR PORTFOLIO S P 1500 CMPST ST ETF | $413K |
NVGNUVEEN AMT FREE MNCPL CR | $412K |
SCHWCHARLES SCHWAB CORP | $412K |
FIXDFIRST TRUST TCW OPPORTUNISTIC FI ETF | $410K |
IHIISHARES US MEDICAL DEVICES ETF | $409K |
MAGSLISTED FNDS RONDHL MGNFCNT ETF | $408K |
XLCCOMMUNICAT SVS SLCT SEC SPDR ETF IV | $406K |
LTCNGRAYSCALE LITECOIN TR LT | $404K |
MDLZMONDELEZ INTL INC | $404K |
INTUINTUIT | $402K |
PTBDPACER FUNDS TRUST PACER TRENDPILOT US BOND ETF | $401K |
USALIBERTY ALL STAR EQUITY FUND SH BEN INT | $400K |
FMARFT VEST US EQY BUFF ETF | $399K |
SUSLISHARES ESG MSCI USA LEADERS ETF IV | $398K |
IYFISHARES TR U.S. FINLS ETF | $395K |
ORLYO REILLY AUTOMOTIVE INC | $394K |
WHRWHIRLPOOL CORP | $393K |
TRPTC ENERGY CORP F | $389K |
FTSLFIRST TRUST SENIOR LOAN ETF | $389K |
BINCISHARES FLEXIBLE INCME ACTIVE ETF | $389K |
NUENUCOR CORP | $388K |
FOCTFT VEST US EQUITY BUFFER ETF | $388K |
FCOMFIDELITY MSCI COMM SRV INDEX ETF | $387K |
PBTPERMIAN BASIN RTY TR ROYALTY TRUST | $384K |
FALNISHARES FALLEN ANGELS USD BOND ETF | $379K |
IWRISHARES RUSSELL MID CAP ETF | $378K |
KEYKEYCORP NEW | $376K |
GBDCGOLUB CAP BDC INC | $375K |
MTBM & T BK CORP | $374K |
LRCXLAM RESH CORP CLASS EQUITY | $373K |
CSXCSX CORP | $373K |
FPEIFIRST TRUST EXCHANGE TRADED FUND III FIRST TRST INSTITUTNL PREFERRED SECS AND INCOME ETF | $372K |
IXNISHARES GLOBAL TECH ETF | $372K |
TTWOTAKE-TWO INTERACTIVE SOF | $371K |
WPMWHEATON PRECIOUS METAL | $370K |
URIUNITED RENTALS INC | $368K |
SCHZSCHWAB US AGGREGATE BOND ETF | $368K |
TOWNTOWNE BANK PORTSMOUTH VA | $366K |
TRVTRAVELERS COS INC | $364K |
FFORD MTR CO DEL | $363K |
MFLXFIRST TRUST FLEXIBL MNCPL HG INC ETF | $363K |
QQQYTIDAL TR II DEFIANCE NASDAQ 100 ENHANCED OPTIONS & 0DTE INCOME ETF | $362K |
VXUSVANGUARD TOTAL INTERNATIONAL STK ETF | $362K |
DOCHEALTHPEAK PPTYS INC REIT | $360K |
FIXCOMFORT SYS USA INC | $360K |
XLGINVSC S P 500 TOP 50 ETF | $359K |
RIORIO TINTO PLC | $358K |
KRKROGER CO | $357K |
FCALFRST TR CLFRNA MNCPL HGH INCM ETF | $357K |
IGVISHARES EXPANDED TCH STW SCTR ETF IV | $354K |
RYROYAL BANK OF CANADA | $352K |
IXUSISHARES CORE MSCI TOTL INTL STCK ETF | $350K |
MFCMANULIFE FINL CORP | $350K |
TSCOTRACTOR SUPPLY CO | $349K |
0VVBPARAMOUNT GLOBAL | $348K |
—PETROSUN INC | $347K |
IFRAISHARES US INFRASTRUCTURE ETF | $347K |
NTAPNETAPP INC | $344K |
DM*DESKTOP METAL INC | $344K |
AIRRFT RBA AMERICAN IND RENAISE ETF IV | $342K |
SJNKSPDR BLMRG SHR TR HG YLD BD ETF | $342K |
OIHVANECK OIL SERVICES ETF | $340K |
DFACDIMENSIONAL U S CORE EQUITY 2 ETF | $340K |
USAIPACER FUNDS TRUST PACER AMERICAN ENERGY INDEPENDENCE ETF | $339K |
FRTFEDERAL REALTY INVESTMENT TRUST COMMON SHARES OF BENEFICIAL INTEREST | $338K |
EAELECTRONIC ARTS INC | $337K |
BLDTOPBUILD CORP | $336K |
FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND | $336K |
ABNBAIRBNB INC | $335K |
SPABSPDR AGGREGATE BOND ETF | $334K |
CIONCION INVESTMENT CORPORATION COMMON STOCK | $333K |
CMECME GROUP INC | $331K |
FCTFIRST TRUST SNR FLTG RAT | $331K |
IBBISHARES BIOTECHNOLOGY ETF | $331K |
XARSPDR S&P AEROSPACE DEFENSE ETF | $330K |
FSSLFS SPECIALTY LENDING FUND COMMON SHARES OF BENEFICIAL INTEREST | $330K |
NAZNUVEEN ARIZONA QLTY MNCP | $329K |
GABGABELLI EQUITY CF | $327K |
VOOVVANGUARD S&P 500 VALUE ETF | $327K |
PGXINVESCO PREFERRED ETF | $326K |
ULUNILEVER PLC | $324K |
CFRCULLEN / FROST BANKERS I | $322K |
EXPDEXPEDITORS INTL WASH INC | $321K |
FNDESCHWAB FUNDTL EMRG MKT EQT ETF | $320K |
THRDTHIRD HARMONIC BIO INC | $320K |
FDVVFIDELITY HIGH DIVIDEND ETF | $320K |
DKNGDRAFTKINGS INC NEW | $318K |
SOUNSOUNDHOUND AI INC | $317K |
CAHCARDINAL HEALTH INC | $315K |
PEYINVSC HIGH YIELD DIVIDEND ETF | $315K |
CWTCALIFORNIA WTR SVC GROUP | $314K |