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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 $1.65 billion in total holdings as of September 30, 2025.
  • Kingswood Wealth Advisors, LLC owns shares of 790 different stocks, but just 219 companies or ETFs make up 80% of its holdings.
  • Approximately 20.73% of the portfolio was purchased this quarter.
  • About 3.14% of the portfolio was sold this quarter.
  • This quarter, Kingswood Wealth Advisors, LLC has purchased 743 new stocks and bought additional shares in 429 stocks.
  • Kingswood Wealth Advisors, LLC sold shares of 213 stocks and completely divested from 68 stocks this quarter.

Largest Holdings

Apple
$64,619,048
NVIDIA
$49,396,351
Microsoft
$36,770,221

Largest New Holdings this Quarter

512816109 - Lamar Advertising
$12,003,725 Holding
97717X669 - WisdomTree U.S. Quality Dividend Growth Fund
$5,899,259 Holding
97717W505 - WisdomTree U.S. MidCap Dividend Fund
$2,450,003 Holding
46137V506 - Invesco Dividend Achievers ETF
$2,301,974 Holding

Largest Purchases this Quarter

Lamar Advertising
98,054 shares (about $12.00M)
Apple
35,764 shares (about $9.11M)
Schwab U.S. Large-Cap Growth ETF
244,102 shares (about $7.79M)
Vanguard Value ETF
35,803 shares (about $6.68M)

Largest Sales this Quarter

Hecla Mining
312,374 shares (about $3.78M)
2x Bitcoin Strategy ETF
65,104 shares (about $3.59M)
NRG Energy
21,642 shares (about $3.50M)
NVIDIA
5,859 shares (about $1.09M)
Taiwan Semiconductor Manufacturing
3,689 shares (about $1.03M)

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
Apple Inc. stock logo
AAPL
Apple
$64,619,048$9,106,596 16.4%253,7763.9%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$52,209,513$3,484,098 7.2%78,3723.2%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$49,396,351$1,093,173 -2.2%264,7463.0%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$36,770,221$6,110,242 19.9%70,9922.2%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$33,847,569$7,789,293 29.9%1,060,7202.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$33,095,638$5,297,103 19.1%55,1252.0%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$27,701,265$4,989,526 22.0%126,1611.7%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$27,191,191$4,098,704 17.7%44,4021.6%ETF
GRAYSCALE BITCOIN TRUST ETF
$25,579,782$241,751 1.0%284,9481.5%Exchange Traded Fund
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$21,421,308$2,100,233 10.9%32,0061.3%ETF
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$21,372,228$6,545,898 44.2%1,171,7231.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$18,882,781$274,156 1.5%57,2361.1%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$16,010,567$6,676,913 71.5%85,8521.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$15,400,855$1,631,076 11.8%20,9710.9%Computer and Technology
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$14,897,368$1,339,281 9.9%132,8580.9%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$14,858,949$860,814 6.1%61,1230.9%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$13,863,422$4,400,866 46.5%43,9510.8%Finance
Strategy Inc stock logo
MSTR
Strategy
$13,216,088$1,096,481 9.0%41,0170.8%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$12,920,056$618,163 5.0%29,0520.8%Auto/Tires/Trucks
2x Bitcoin Strategy ETF stock logo
BITX
2x Bitcoin Strategy ETF
$12,742,758$3,585,928 -22.0%231,3500.8%ETF
Lamar Advertising Company stock logo
LAMR
Lamar Advertising
$12,003,725$12,003,725 New Holding98,0540.7%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$11,194,915$3,041,668 37.3%45,9660.7%Computer and Technology
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
$10,801,271$1,192,115 12.4%59,2110.7%Common Stock
Caterpillar Inc. stock logo
CAT
Caterpillar
$10,593,508$1,186,652 12.6%22,2020.6%Industrials
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$10,507,300$3,892,173 58.8%14,0730.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$9,756,675$1,649,490 20.3%19,4070.6%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$9,754,044$5,426,228 125.4%181,0660.6%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$9,116,158$1,431,940 18.6%46,5440.6%Manufacturing
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$9,081,727$3,650,083 67.2%42,0860.5%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$8,992,743$1,846,216 25.8%157,4910.5%ETF
FIDELITY WISE ORIGIN BITCOIN FUND
$8,970,224$105,599 -1.2%89,8730.5%Exchange Traded Fund
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$8,342,759$269,140 3.3%58,7100.5%ETF
Fidelity MSCI Utilities Index ETF stock logo
FUTY
Fidelity MSCI Utilities Index ETF
$8,318,198$5,985,762 256.6%147,3030.5%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$8,172,712$2,948,068 56.4%87,2780.5%ETF
First Trust Long/Short Equity ETF stock logo
FTLS
First Trust Long/Short Equity ETF
$7,915,752$3,164,118 66.6%113,1630.5%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$7,882,117$22,723 -0.3%16,9970.5%Finance
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$7,701,915$6,165,742 401.4%282,1210.5%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$7,676,334$163,450 2.2%80,6850.5%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$7,449,585$2,051,062 38.0%20,9570.5%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$7,322,737$1,360,649 22.8%28,7980.4%ETF
VanEck Uranium and Nuclear ETF stock logo
NLR
VanEck Uranium and Nuclear ETF
$7,150,790$5,103,967 249.4%52,7150.4%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$7,126,481$173,600 -2.4%21,7160.4%ETF
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$6,999,466$2,105,970 43.0%63,2520.4%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$6,895,760$581,195 9.2%91,3470.4%Utilities
ISHARES BITCOIN TRUST ETF SHS BEN INT
$6,797,700$119,730 1.8%104,5800.4%Exchange Traded Fund
Walmart Inc. stock logo
WMT
Walmart
$6,769,300$1,742,644 34.7%65,6830.4%Retail/Wholesale
Eaton Corporation, PLC stock logo
ETN
Eaton
$6,652,609$2,074,824 45.3%17,7760.4%Industrials
Fidelity MSCI Communication Services Index ETF stock logo
FCOM
Fidelity MSCI Communication Services Index ETF
$6,306,878$5,702,925 944.3%88,8670.4%ETF
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$6,269,142$893,101 -12.5%8,2690.4%Industrials
Global X Robotics & Artificial Intelligence ETF stock logo
BOTZ
Global X Robotics & Artificial Intelligence ETF
$6,011,578$4,257,618 242.7%169,6750.4%Manufacturing
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$5,902,075$4,128,984 232.9%24,6290.4%Finance
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$5,899,259$5,899,259 New Holding66,3140.4%Manufacturing
MasTec, Inc. stock logo
MTZ
MasTec
$5,848,870$296,019 5.3%27,4840.4%Construction
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$5,842,974$977,888 20.1%51,8220.4%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$5,828,377$3,245,525 125.7%25,1720.4%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$5,710,845$543,132 10.5%7,1710.3%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$5,701,686$322,502 6.0%56,8750.3%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$5,621,736$302,128 5.7%4,6890.3%Consumer Discretionary
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$5,598,508$330,467 6.3%6,0480.3%Retail/Wholesale
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$5,583,282$3,822,036 217.0%18,1360.3%ETF
RTX Corporation stock logo
RTX
RTX
$5,567,448$128,510 2.4%33,2720.3%Aerospace
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$5,540,006$2,140,510 63.0%18,8600.3%ETF
iShares Global 100 ETF stock logo
IOO
iShares Global 100 ETF
$5,496,098$101,648 1.9%45,7970.3%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$5,477,590$4,078,183 291.4%118,4600.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$5,433,349$1,362,054 33.5%11,3290.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,383,689$437,196 8.8%7,0560.3%Medical
International Business Machines Corporation stock logo
IBM
International Business Machines
$5,357,719$451,461 9.2%18,9880.3%Computer and Technology
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$5,340,310$252,857 5.0%92,8430.3%ETF
Oracle Corporation stock logo
ORCL
Oracle
$5,300,968$507,907 10.6%18,8490.3%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$5,184,899$777,705 17.6%86,5300.3%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$5,177,144$2,612,705 101.9%68,1110.3%Manufacturing
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$5,146,452$2,380,734 86.1%56,0920.3%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$5,079,721$308,210 -5.7%31,3970.3%Computer and Technology
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$5,010,930$1,806,737 56.4%35,1870.3%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$5,004,717$1,670,136 50.1%41,3410.3%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$4,981,940$97,449 2.0%19,4270.3%ETF
Southern Company (The) stock logo
SO
Southern
$4,980,725$2,744,535 122.7%52,5560.3%Utilities
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$4,969,859$198,869 -3.8%5,3230.3%Energy
Visa Inc. stock logo
V
Visa
$4,966,486$66,912 -1.3%14,5480.3%Business Services
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$4,948,378$2,245,601 83.1%10,5640.3%ETF
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$4,935,500$3,567,431 260.8%106,3460.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$4,914,221$1,205,864 32.5%12,1280.3%Retail/Wholesale
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$4,872,856$1,763,351 56.7%71,5750.3%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$4,789,184$662,021 16.0%34,1960.3%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$4,759,400$3,752,362 372.6%53,2730.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$4,737,240$942,097 24.8%72,5900.3%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$4,724,899$658,646 16.2%91,5860.3%Finance
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$4,691,224$24,262 0.5%109,6340.3%ETF
The Boeing Company stock logo
BA
Boeing
$4,550,776$151,513 3.4%21,0850.3%Aerospace
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$4,533,114$1,093,477 31.8%39,8060.3%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$4,498,185$2,416,444 116.1%21,0460.3%ETF
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$4,481,851$197,122 -4.2%51,4980.3%Finance
Chevron Corporation stock logo
CVX
Chevron
$4,452,257$1,026,142 30.0%28,6710.3%Energy
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$4,416,830$659,467 17.6%28,7460.3%Consumer Staples
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$4,364,477$496,645 12.8%64,8900.3%Manufacturing
Trane Technologies plc stock logo
TT
Trane Technologies
$4,269,409$231,235 -5.1%10,1180.3%Construction
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$4,210,466$221,799 5.6%50,8940.3%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$4,209,438$341,554 -7.5%22,9110.3%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$4,053,451$104,805 2.7%24,3660.2%Computer and Technology
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$4,043,363$902,780 28.7%86,3780.2%ETF

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