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 |
|---|---|
TRYBARINGS BDC INC COMMON STOCK | $314K |
MTBASIMPLIFY MBS ETF | $312K |
HLTCNATIONAL HEALTHCARE PROPERTIES INC COMMON STOCK | $312K |
XLFISPDR FUND CONSUMER STAPLES ETF | $311K |
FRELFIDELITY MSCI REAL ESTATE INDEX ETF | $309K |
BROBROWN & BROWN INC | $306K |
ESGEISHARES ESG AWARE MSCI EM ETF IV | $304K |
ELFE L F BEAUTY INC | $304K |
VLUEISHARES MSCI USA VALUE FACTOR ETF | $303K |
FDLOFIDELITY LOW VOLATILITY FACTR ETF | $303K |
VAWVANGUARD MATERIALS ETF | $303K |
ULSTSPDR SSGA ULTRA SHORT TERM BOND ETF | $302K |
JBBBJANUS HENDERSON B BBB CLO ETF | $302K |
GSLCGOLDMAN SACHS ACTVBETA US LRG ETF | $301K |
VFLABRDN NATIONAL MUNICIPAL INCOME FUND | $299K |
ECLECOLAB INC | $299K |
CDNSCADENCE DESIGN SYS INC | $298K |
LULULULULEMON ATHLETICA INC | $298K |
JAAAJANUS HENDERSON AAA CLO ETF | $297K |
RPCP10 INCORPORATED COM | $297K |
FDVFEDERATED HERMS U S STRG DIV ETF | $297K |
DECKDECKERS OUTDOOR CORP | $297K |
NANNUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND | $296K |
RFREGIONS FINL CORP NEW | $295K |
ZTSZOETIS INC | $294K |
HBANHUNTINGTON BANCSHARES IN | $294K |
GNRCGENERAC HLDGS INC | $291K |
IWDISHARES RUSSELL 1000 VALUE ETF IV | $291K |
WIWWESTERN ASSET INFLATION LINKED OPPORTUNITIES & INCOME FUND | $291K |
COINCOINBASE GLOBAL INC | $290K |
SNOWSNOWFLAKE INC | $290K |
XHBSPDR S&P HOMEBUILDERS ETF IV | $287K |
EMXCISHARES MSCI EMERGING MARKETS ETF | $287K |
NGGNTNL GRID PLC | $287K |
KMIKINDER MORGAN INC DEL | $284K |
NJANINNOVATOR GROW 100 POWER BUFFER ETF | $284K |
TBILUS TREASURY 3 MONTH BILL ETF | $282K |
IJSISHARES S&P SMALL CAP 600 ETF | $282K |
ILCBISHARES MORNINGSTAR US EQUITY ETF | $281K |
PEOEXELON CORP | $280K |
TIPISHARES TIPS BOND ETF | $280K |
OLLIOLLIES BARGAIN OUTLET HL | $278K |
ANGLVANECK FALLEN ANGEL HIGH YLD BND ETF | $278K |
MARMARRIOTT INTL INC NEW | $277K |
HPEHEWLETT PACKARD ENTERPRI | $277K |
USRTISHARES CORE US REIT ETF | $275K |
SHWSHERWIN-WILLIAMS CO | $274K |
ROSTROSS STORES INC | $272K |
EWAISHARES INCORPORATED MSCI AUST ETF | $271K |
UDNINVESCO DB US DOLLAR INDEX BEARISH FUND | $271K |
T7DTRANSDIGM GROUP INC | $270K |
AWCAMERICAN WTR WKS CO INC | $269K |
ICVTISHARES CONVERTIBLE BOND ETF | $268K |
CMGCHIPOTLE MEXICAN GRILL I | $268K |
PTRBPGIM ETF TRUST PGIM TOTAL RETURN BOND ETF | $268K |
AEPAMERICAN ELEC PWR CO INC | $268K |
PSXPHILLIPS 66 | $268K |
STWDSTARWOOD PROPERTY TRUST INC | $267K |
YJUNFT VEST INTRNL EQT MDRT BFR ETF | $266K |
BXSLBLACKSTONE SECD LENDING | $265K |
SMRNUSCALE PWR CORP | $265K |
VMBSVANGUARD MORTGAGE BACKED SEC ETF IV | $265K |
BDXBECTON DICKINSON & CO | $261K |
CAVACAVA GROUP INC | $260K |
METMETLIFE INC | $259K |
EIXEDISON INTL | $259K |
VPUVANGUARD UTILITIES ETF | $259K |
VCSHVANGUARD SHORT TERM COR BD ETF | $258K |
WDAYWORKDAY INC | $257K |
BCCCGLOBAL X FDS FINANCIALS COVERED CALL | $257K |
MSCIMSCI INC | $256K |
VNOMUSDVIPER ENERGY INC | $255K |
CVCOCAVCO INDS INC DEL | $254K |
MOSTHE MOSAIC CO | $253K |
KNSLKINSALE CAP GROUP INC | $253K |
TROWPRICE T ROWE GROUP INC | $250K |
PKGPACKAGING CORP AMER | $250K |
MLPXGLOBAL X MLP & ENERGY INFRASTRUCTURE | $248K |
AUPHAURINIA PHARMACEUTICALS INC COM | $248K |
TMTOYOTA MTR CORP | $248K |
CVGWCALAVO GROWERS INC | $247K |
GWWGRAINGER W W INC | $247K |
SCHFSCHWAB INTERNATIONAL EQUITY ETF | $246K |
KLACKLA CORP | $246K |
ETHGRAYSCALE ETHEREUM MINI | $246K |
NMCONUVEEN MUNICIPAL CREDIT OPPORTUNITIES FUND COMMON SHARES $0.01 PAR VALUE | $245K |
MARAMARA HLDGS INC | $245K |
FUMBFIRST TRUST ULTRA SHRT DUR MUNIC ETF | $244K |
BHBBAR HARBOR BANKSHARES | $242K |
VRIGINVESCO ACTIVELY MANAGED EXCHANGE TRADED FD TR VAR RATE INVT GRADE ETF | $241K |
RYLDGLOBAL X FUNDS RUSSELL 2000 COVERED CALL ETF | $240K |
QJUNFT VEST NASDAQ-100 BUFFER ETF - JUNE | $240K |
HLTHILTON WORLDWIDE HLDGS I | $239K |
NLYANNALY CAP MGMT INC REIT | $239K |
ICEINTERCONTINENTAL EXCHANG | $239K |
AAALCOA CORP | $238K |
EEMVISHS MSCI EMERG MRKT MIN VOL FCT ETF | $236K |
RMERESMED INC | $236K |
EDCONSOLIDATED EDISON INC | $235K |
BABAALIBABA GROUP HLDG LTD | $235K |