KINGSWOOD WEALTH ADVISORS, LLC Portfolio Holdings
Q3 2025•774 long positions•$1.6B portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding842 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $64.6M 3.93% | +$9.1M Bought | 0.002% 253.8K shares | 218.0K → 253.8K +$9.1M | +16.4% | $3.78T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $52.2M 3.18% | +$3.5M Bought | — 78.4K shares | 73.1K → 78.4K +$3.5M | +7.15% | — — | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $49.4M 3.01% | -$1.1M Sold | 0.001% 264.7K shares | 270.6K → 264.7K −$1.1M | -2.17% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $36.8M 2.24% | +$6.1M Bought | 0.001% 71.0K shares | 59.2K → 71.0K +$6.1M | +19.93% | $3.85T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $33.8M 2.06% | +$7.8M Bought | — 1.1M shares | 816.6K → 1.1M +$7.8M | +29.89% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $33.1M 2.01% | +$5.3M Bought | — 55.1K shares | 46.3K → 55.1K +$5.3M | +19.06% | — — | Q2 2023 Held for 2y 5m | |
Specialty Retail Consumer Cyclical | $27.7M 1.69% | +$5.0M Bought | 0.001% 126.2K shares | 103.4K → 126.2K +$5.0M | +21.97% | $2.34T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $27.2M 1.65% | +$4.1M Bought | — 44.4K shares | 37.7K → 44.4K +$4.1M | +17.75% | — — | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $25.6M 1.56% | +$241.8K Bought | — 284.9K shares | 282.3K → 284.9K +$241.8K | +0.95% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $21.4M 1.3% | +$2.1M Bought | — 32.0K shares | 28.9K → 32.0K +$2.1M | +10.87% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $21.4M 1.3% | +$6.5M Bought | — 1.2M shares | 812.8K → 1.2M +$6.5M | +44.15% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $18.9M 1.15% | +$274.2K Bought | 0.001% 57.2K shares | 56.4K → 57.2K +$274.2K | +1.47% | $1.56T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $16.0M 0.974% | +$6.7M Bought | — 85.9K shares | 50.0K → 85.9K +$6.7M | +71.54% | — — | Q2 2023 Held for 2y 5m | |
Internet Content & Information Communication Services | $15.4M 0.937% | +$1.6M Bought | 0.001% 21.0K shares | 18.8K → 21.0K +$1.6M | +11.85% | $1.84T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $14.9M 0.907% | +$1.3M Bought | — 132.9K shares | 120.9K → 132.9K +$1.3M | +9.88% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $14.9M 0.904% | +$860.8K Bought | 0.001% 61.1K shares | 57.6K → 61.1K +$860.8K | +6.15% | $2.95T Mega Cap | Q2 2023 Held for 2y 5m | |
Banks - Diversified Financial Services | $13.9M 0.844% | +$4.4M Bought | 0.002% 44.0K shares | 30.0K → 44.0K +$4.4M | +46.51% | $867.35B Mega Cap | Q2 2023 Held for 2y 5m | |
Software - Application Technology | $13.2M 0.804% | +$1.1M Bought | 0.014% 41.0K shares | 37.6K → 41.0K +$1.1M | +9.05% | $91.4B Large Cap | Q2 2023 Held for 2y 5m | |
Auto - Manufacturers Consumer Cyclical | $12.9M 0.786% | +$618.2K Bought | 0.001% 29.1K shares | 27.7K → 29.1K +$618.2K | +5.02% | $1.48T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $12.7M 0.775% | -$3.6M Sold | — 231.4K shares | 296.5K → 231.4K −$3.6M | -21.96% | — — | Q4 2023 Held for 1y 11m | |
REIT - Specialty Real Estate | $12.0M 0.73% | +$12.0M Bought | 0.097% 98.1K shares | — | — | $12.4B Large Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $11.2M 0.681% | +$3.0M Bought | 0.0% 46.0K shares | 33.5K → 46.0K +$3.0M | +37.31% | $2.95T Mega Cap | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $10.8M 0.657% | +$1.2M Bought | 0.002% 59.2K shares | 52.7K → 59.2K +$1.2M | +12.41% | $432.76B Mega Cap | Q3 2023 Held for 2y 2m | |
Agricultural - Machinery Industrials | $10.6M 0.645% | +$1.2M Bought | 0.005% 22.2K shares | 19.7K → 22.2K +$1.2M | +12.61% | $223.53B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $10.5M 0.639% | +$3.9M Bought | — 14.1K shares | 8.9K → 14.1K +$3.9M | +58.84% | — — | Q3 2023 Held for 2y 2m | |
Insurance - Diversified Financial Services | $9.8M 0.594% | +$1.6M Bought | 0.001% 19.4K shares | 16.1K → 19.4K +$1.6M | +20.35% | $1.08T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $9.8M 0.594% | +$5.4M Bought | — 181.1K shares | 80.3K → 181.1K +$5.4M | +125.38% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $9.1M 0.555% | +$1.4M Bought | — 46.5K shares | 39.2K → 46.5K +$1.4M | +18.63% | — — | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $9.1M 0.553% | +$3.7M Bought | — 42.1K shares | 25.2K → 42.1K +$3.7M | +67.2% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $9.0M 0.547% | +$1.8M Bought | — 157.5K shares | 125.2K → 157.5K +$1.8M | +25.83% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $9.0M 0.546% | -$105.6K Sold | — 89.9K shares | 90.9K → 89.9K −$105.6K | -1.16% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $8.3M 0.508% | +$269.1K Bought | — 58.7K shares | 56.8K → 58.7K +$269.1K | +3.33% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $8.3M 0.506% | +$6.0M Bought | — 147.3K shares | 41.3K → 147.3K +$6.0M | +256.63% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $8.2M 0.497% | +$2.9M Bought | — 87.3K shares | 55.8K → 87.3K +$2.9M | +56.43% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $7.9M 0.482% | +$3.2M Bought | — 113.2K shares | 67.9K → 113.2K +$3.2M | +66.59% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $7.9M 0.48% | -$22.7K Sold | — 17.0K shares | 17.0K → 17.0K −$22.7K | -0.29% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $7.7M 0.469% | +$6.2M Bought | — 282.1K shares | 56.3K → 282.1K +$6.2M | +401.37% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $7.7M 0.467% | +$163.4K Bought | — 80.7K shares | 79.0K → 80.7K +$163.4K | +2.18% | — — | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $7.4M 0.453% | +$2.1M Bought | — 21.0K shares | 15.2K → 21.0K +$2.1M | +37.99% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $7.3M 0.446% | +$1.4M Bought | — 28.8K shares | 23.4K → 28.8K +$1.4M | +22.82% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $7.2M 0.435% | +$5.1M Bought | — 52.7K shares | 15.1K → 52.7K +$5.1M | +249.36% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $7.1M 0.434% | -$173.6K Sold | — 21.7K shares | 22.2K → 21.7K −$173.6K | -2.38% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $7.0M 0.426% | +$2.1M Bought | — 63.3K shares | 44.2K → 63.3K +$2.1M | +43.04% | — — | Q2 2024 Held for 1y 5m | |
Regulated Electric Utilities | $6.9M 0.42% | +$581.2K Bought | 0.004% 91.3K shares | 83.6K → 91.3K +$581.2K | +9.2% | $155.46B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $6.8M 0.414% | +$119.7K Bought | — 104.6K shares | 102.7K → 104.6K +$119.7K | +1.79% | — — | Q1 2024 Held for 1y 8m | |
Discount Stores Consumer Defensive | $6.8M 0.412% | +$1.7M Bought | 0.001% 65.7K shares | 48.8K → 65.7K +$1.7M | +34.67% | $821.68B Mega Cap | Q2 2023 Held for 2y 5m | |
Industrial - Machinery Industrials | $6.7M 0.405% | +$2.1M Bought | 0.005% 17.8K shares | 12.2K → 17.8K +$2.1M | +45.32% | $145.70B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $6.3M 0.384% | +$5.7M Bought | — 88.9K shares | 8.5K → 88.9K +$5.7M | +944.27% | — — | Q3 2024 Held for 1y 2m | |
Industrial - Machinery Industrials | $6.3M 0.382% | -$893.1K Sold | 0.007% 8.3K shares | 9.4K → 8.3K −$893.1K | -12.47% | $95.9B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $6.0M 0.366% | +$4.3M Bought | — 169.7K shares | 49.5K → 169.7K +$4.3M | +242.74% | — — | Q2 2023 Held for 2y 5m |
