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Kingswood Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Kingswood Wealth Advisors, LLC

Investment Activity

  • Kingswood Wealth Advisors, LLC has $1.27 billion in total holdings as of March 31, 2025.
  • Kingswood Wealth Advisors, LLC owns shares of 743 different stocks, but just 220 companies or ETFs make up 80% of its holdings.
  • Approximately 9.84% of the portfolio was purchased this quarter.
  • About 5.74% of the portfolio was sold this quarter.
  • This quarter, Kingswood Wealth Advisors, LLC has purchased 723 new stocks and bought additional shares in 288 stocks.
  • Kingswood Wealth Advisors, LLC sold shares of 324 stocks and completely divested from 64 stocks this quarter.

Largest Holdings

Apple
$44,729,535
NVIDIA
$42,752,915
Microsoft
$29,444,157
Invesco QQQ
$25,541,963

Largest New Holdings this Quarter

45259A548 - MRP SYNTHEQUITY ETF
$1,364,113 Holding
46434V860 - iShares Treasury Floating Rate Bond ETF
$1,237,126 Holding
45784N650 - INNOVATOR ETFS TRUST EQUITY DEFINED P
$776,884 Holding
886364231 - FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
$637,988 Holding
25809K105 - DOORDASH INCORPORATED CLASS A
$600,005 Holding

Largest Purchases this Quarter

ProShares Ultra S&P500
113,120 shares (about $11.05M)
SPDR S&P 500 ETF Trust
17,284 shares (about $10.68M)
iShares U.S. Technology ETF
25,875 shares (about $4.48M)
iShares Core S&P 500 ETF
6,747 shares (about $4.19M)

Largest Sales this Quarter

Spotify Technology
6,209 shares (about $4.76M)
NVIDIA
21,478 shares (about $3.39M)
Microsoft
5,628 shares (about $2.80M)
iShares 0-3 Month Treasury Bond ETF
18,199 shares (about $1.83M)
SPDR Gold Shares
3,929 shares (about $1.20M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKingswood Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$45,190,765$10,678,915 30.9%73,1423.6%Finance
Apple Inc. stock logo
AAPL
Apple
$44,729,535$8,617 0.0%218,0123.5%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$42,752,915$3,393,312 -7.4%270,6053.4%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$29,444,157$2,799,421 -8.7%59,1952.3%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$25,541,963$410,971 -1.6%46,3022.0%Finance
GRAYSCALE BITCOIN TRUST ETF
$23,943,692$349,415 -1.4%282,2551.9%Exchange Traded Fund
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$23,853,419$1,910,744 8.7%816,6181.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$22,693,138$1,615,375 7.7%103,4371.8%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$21,419,956$1,095,736 -4.9%37,7091.7%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$17,923,935$4,189,164 30.5%28,8681.4%ETF
2x Bitcoin Strategy ETF stock logo
BITX
2x Bitcoin Strategy ETF
$16,014,445$2,253,174 16.4%296,4541.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$15,548,059$737,365 5.0%56,4051.2%Computer and Technology
MicroStrategy Incorporated stock logo
MSTR
MicroStrategy
$15,204,707$882,434 6.2%37,6141.2%Computer and Technology
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$14,468,677$7,085,112 96.0%812,8471.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$13,839,262$694,546 -4.8%18,7501.1%Computer and Technology
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$11,815,716$11,054,086 1,451.4%120,9140.9%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$10,147,731$396,520 -3.8%57,5820.8%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$8,845,588$1,346,571 18.0%50,0490.7%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$8,787,147$175,667 -2.0%27,6620.7%Auto/Tires/Trucks
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,697,133$93,932 1.1%29,9990.7%Finance
FIDELITY WISE ORIGIN BITCOIN FUND
$8,546,605$631,237 8.0%90,9310.7%Exchange Traded Fund
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$7,833,527$1,227,541 18.6%16,1260.6%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$7,653,739$219,344 -2.8%19,7150.6%Industrials
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$7,545,788$3,614,849 92.0%56,8160.6%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$7,511,305$296,998 4.1%17,0460.6%Finance
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$7,412,632$192,809 -2.5%78,9670.6%ETF
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
$7,180,792$686,371 10.6%52,6760.6%Common Stock
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$7,115,211$324,726 4.8%125,1580.6%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$6,797,938$4,483,385 193.7%39,2330.5%Manufacturing
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$6,760,965$537,656 8.6%22,2450.5%ETF
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$6,598,446$317,804 5.1%9,4470.5%Industrials
ISHARES BITCOIN TRUST ETF SHS BEN INT
$6,288,593$130,745 2.1%102,7380.5%Exchange Traded Fund
Netflix, Inc. stock logo
NFLX
Netflix
$5,941,720$87,043 -1.4%4,4370.5%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$5,938,405$202,044 -3.3%33,4770.5%Computer and Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$5,876,525$890,101 17.9%8,8600.5%ETF
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$5,848,175$1,613,108 38.1%5,5360.5%Energy
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$5,806,854$95,939 -1.6%83,6480.5%Utilities
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$5,633,934$160,376 -2.8%5,6910.4%Retail/Wholesale
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$5,556,371$63,036 -1.1%23,4470.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$5,322,925$157,730 -2.9%53,6580.4%Finance
Visa Inc. stock logo
V
Visa
$5,234,928$1,775 0.0%14,7440.4%Business Services
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$5,151,796$201,192 -3.8%25,1710.4%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$5,142,747$69,137 -1.3%24,7700.4%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$5,125,519$26,530 -0.5%17,3880.4%Computer and Technology
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$5,071,246$211,594 4.4%55,7950.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,053,475$491,862 -8.9%6,4830.4%Medical
iShares Global 100 ETF stock logo
IOO
iShares Global 100 ETF
$4,846,060$240,309 -4.7%44,9500.4%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$4,811,512$51,680 -1.1%88,4470.4%ETF
Walmart Inc. stock logo
WMT
Walmart
$4,769,122$71,184 -1.5%48,7740.4%Retail/Wholesale
RTX Corporation stock logo
RTX
RTX
$4,746,297$294,088 -5.8%32,5040.4%Aerospace
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$4,725,554$157,935 3.5%33,3020.4%Computer and Technology
Trane Technologies plc stock logo
TT
Trane Technologies
$4,665,426$294,378 -5.9%10,6660.4%Construction
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$4,651,489$708,142 18.0%43,1490.4%Energy
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$4,629,453$1,197,677 -20.6%15,1870.4%Finance
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$4,611,808$198,047 -4.1%44,2210.4%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$4,592,239$1,479,792 47.5%6,4890.4%Finance
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$4,577,274$118,956 -2.5%19,0470.4%ETF
First Trust Long/Short Equity ETF stock logo
FTLS
First Trust Long/Short Equity ETF
$4,502,334$338,028 8.1%67,9290.4%ETF
MasTec, Inc. stock logo
MTZ
MasTec
$4,447,030$409,884 -8.4%26,0930.4%Construction
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$4,416,109$306,630 7.5%109,0670.3%ETF
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$4,416,092$12,239 0.3%53,7630.3%Finance
Eaton Corporation, PLC stock logo
ETN
Eaton
$4,366,580$163,497 -3.6%12,2320.3%Industrials
The Boeing Company stock logo
BA
Boeing
$4,270,850$174,119 4.3%20,3830.3%Aerospace
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$4,207,284$94,946 2.3%80,3380.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$4,193,158$239,842 6.1%73,5510.3%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$3,999,813$157,311 4.1%29,4690.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$3,896,020$514,764 15.2%24,4540.3%Consumer Staples
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$3,868,140$32,734 0.9%48,2130.3%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$3,832,390$67,617 1.8%8,2750.3%Aerospace
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$3,780,197$149,067 4.1%23,7360.3%Computer and Technology
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$3,763,188$57,539 -1.5%13,3420.3%Basic Materials
Bank of America Corporation stock logo
BAC
Bank of America
$3,729,737$46,847 -1.2%78,8190.3%Finance
Oracle Corporation stock logo
ORCL
Oracle
$3,726,180$431,802 -10.4%17,0430.3%Computer and Technology
NRG Energy, Inc. stock logo
NRG
NRG Energy
$3,722,084$81,896 -2.2%23,1790.3%Utilities
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$3,721,552$182,812 5.2%8,4890.3%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,657,895$613,122 20.1%16,1500.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$3,644,0000.0%50.3%Finance
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$3,607,953$331,897 10.1%57,5060.3%Manufacturing
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$3,606,739$501,125 16.1%58,1540.3%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$3,565,199$170,929 5.0%14,0790.3%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$3,548,829$163,198 4.8%128,2550.3%ETF
Mid-America Apartment Communities, Inc. stock logo
MAA
Mid-America Apartment Communities
$3,519,382$68,677 -1.9%23,7780.3%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$3,399,271$80,302 2.4%48,0460.3%Consumer Staples
Honeywell International Inc. stock logo
HON
Honeywell International
$3,398,423$31,672 -0.9%14,5930.3%Multi-Sector Conglomerates
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$3,383,653$467,150 -12.1%67,9990.3%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$3,382,824$209,439 6.6%30,2040.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$3,355,394$30,797 -0.9%9,1520.3%Retail/Wholesale
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$3,299,663$179,039 5.7%11,8320.3%Manufacturing
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$3,238,486$294,942 10.0%11,5730.3%ETF
General Dynamics Corporation stock logo
GD
General Dynamics
$3,236,945$74,376 -2.2%11,0980.3%Aerospace
Prologis, Inc. stock logo
PLD
Prologis
$3,205,214$25,229 -0.8%30,4910.3%Finance
Chevron Corporation stock logo
CVX
Chevron
$3,159,186$236,978 8.1%22,0630.2%Energy
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$3,120,304$534,751 20.7%22,5000.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$3,119,858$40,459 -1.3%5,5520.2%Business Services
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$3,097,986$1,479,093 91.4%27,5450.2%ETF
CHENIERE ENERGY INCORPORATED COM NEW
$3,053,058$156,829 -4.9%12,5370.2%Common Stock
LANDBRIDGE COMPANY LLC CLASS A SHARES REPRESENTING LIMITED LIABILITY CMPNY INTRST
$3,033,734$1,022,891 50.9%44,8910.2%Common Stock
Essex Property Trust, Inc. stock logo
ESS
Essex Property Trust
$3,018,713$89,269 -2.9%10,6520.2%Finance
GRAYSCALE BITCOIN MINI TR ETF SHS NEW
$3,000,753$72,341 2.5%62,8430.2%Exchange Traded Fund
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$2,946,182$147,765 5.3%33,9150.2%ETF

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