KINGSWOOD WEALTH ADVISORS, LLC

13F filer, CIK 1987855, SAN DIEGO, CA

KINGSWOOD WEALTH ADVISORS, LLC reported $1,402,138,201 across 663 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-21. Its ten largest share positions make up 22.96% of the portfolio.

Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001987855-24-000005

Period: 2024-09-30
Reported value: $1.4B
Holdings: 663
Top 10 weight: 22.96%
New: 123
Sold out: 113

Largest buys vs the previous quarter

Security	Shares change	Approx. value
LAMRnew	+108,071	$14.4M
AVGOadded	+68,322	$11.8M
FPEadded	+589,573	$10.7M
SCHGadded	+83,804	$8.73M
AAPLadded	+37,083	$8.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SPYreduced	-22,543	-$12.9M
DIAreduced	-14,400	-$6.09M
SSOreduced	-58,780	-$5.3M
NVDAreduced	-31,278	-$3.8M
BRK-Aexited	-5	-$3.06M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001987855-24-000005, largest first. % of portfolio is the value over $1,402,138,201, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
FNOVFIRST TR EXCHNG TRADED FD VI	8,949	$422K	0.03%	-4,251	Timeline
GNRCGENERAC HLDGS INC	2,652	$421K	0.03%	new	Timeline
IWSISHARES TR	3,177	$420K	0.03%	new	Timeline
TOWNTOWNEBANK PORTSMOUTH VA	12,687	$419K	0.03%	new	Timeline
PIIPOLARIS INC	4,993	$416K	0.03%	new	Timeline
PIONEER MUNICIPAL HIGH INCO…PIONEER MUNICIPAL HIGH INCOME	46,725	$413K	0.03%	0
TJULINNOVATOR ETFS TRUST	15,027	$412K	0.03%	new	Timeline
VCITVANGUARD SCOTTSDALE FDS	4,916	$412K	0.03%	-78	Timeline
GLOBAL X FDSGLOBAL X FDS	15,089	$412K	0.03%	new
TSNTYSON FOODS INC	6,906	$411K	0.03%	-1,421	Timeline
VFHVANGUARD WORLD FD	3,750	$411K	0.03%	-505	Timeline
FMCFMC CORP	6,222	$410K	0.03%	-100	Timeline
PRUPRUDENTIAL FINL INC	3,374	$408K	0.03%	-1,371	Timeline
XLUSELECT SECTOR SPDR TR	5,010	$405K	0.03%	new	Timeline
HYEMVANECK ETF TRUST	20,251	$403K	0.03%	new	Timeline
XELXCEL ENERGY INC	6,130	$400K	0.03%	+219	Timeline
IGMISHARES TR	4,143	$397K	0.03%	+313	Timeline
AIOVIRTUS ARTIFICIAL INTELLIGEN	17,951	$394K	0.03%	+105	Timeline
FDECFIRST TR EXCHNG TRADED FD VI	9,000	$393K	0.03%	-1,748	Timeline
MLPXGLOBAL X FDS	7,166	$390K	0.03%	new	Timeline
CAPEDOUBLELINE ETF TRUST	13,100	$387K	0.03%	-2,950	Timeline
KLACKLA CORP	498	$386K	0.03%	+35	Timeline
GISGENERAL MILLS INC	5,208	$385K	0.03%	-357	Timeline
SPYINEOS ETF TRUST	7,490	$384K	0.03%	+1,742	Timeline
FDVFEDERATED HERMES ETF TRUST	13,559	$378K	0.03%	-1,491	Timeline
KVUEKENVUE INC	16,258	$376K	0.03%	-313	Timeline
GRAYSCALE ETHEREUM MINI STA…GRAYSCALE ETHEREUM MINI STAKING E…	153,209	$374K	0.03%	new
FTSLFIRST TR EXCHANGE-TRADED FD	8,074	$371K	0.03%	+179	Timeline
GLNGGOLAR LNG LTD	10,000	$368K	0.03%	-500	Timeline
LYBLYONDELLBASELL INDUSTRIES NV	3,784	$363K	0.03%	-234	Timeline
BF-BBROWN FORMAN CORP	7,369	$362K	0.03%	+1,334	Timeline
FDLOFIDELITY COVINGTON TRUST	5,890	$361K	0.03%	+59	Timeline
OIHVANECK ETF TRUST	1,270	$360K	0.03%	-238	Timeline
FJUNFIRST TR EXCHNG TRADED FD VI	7,146	$360K	0.03%	+2,446	Timeline
BPBP PLC	11,375	$357K	0.03%	+3,374	Timeline
QQQXNUVEEN NASDAQ 100 DYNAMIC OV	14,295	$355K	0.03%	-3,660	Timeline
WUWESTERN UN CO	29,011	$353K	0.03%	-2,156	Timeline
VTRSVIATRIS INC	30,236	$351K	0.03%	+89	Timeline
FITBFIFTH THIRD BANCORP	8,161	$350K	0.02%	new	Timeline
PIONEER MUN HIGH INCOME OPPOPIONEER MUN HIGH INCOME OPPO	27,835	$345K	0.02%	0
ARCCARES CAPITAL CORP	16,430	$344K	0.02%	-13,450	Timeline
HBANHUNTINGTON BANCSHARES INC	23,376	$344K	0.02%	-1,559	Timeline
NVGNUVEEN AMT FREE MUN CR INC F	25,615	$343K	0.02%	-8,000	Timeline
APOAPOLLO GLOBAL MGMT INC	2,730	$343K	0.02%	new	Timeline
SBACSBA COMMUNICATIONS CORP	1,422	$342K	0.02%	new	Timeline
NEMNEWMONT CORP	6,385	$341K	0.02%	+2	Timeline
BAXBAXTER INTL INC	8,910	$338K	0.02%	+1,151	Timeline
SAFRYSAFRAN SA-UNSPON ADR	5,735	$338K	0.02%	new	Timeline
XLBSELECT SECTOR SPDR TR	3,488	$338K	0.02%	-373	Timeline
IFRAISHARES TR	7,140	$335K	0.02%	+60	Timeline
IGSBISHARES TR	6,323	$333K	0.02%	-2,154	Timeline
AMEAMETEK INC	1,938	$333K	0.02%	+60	Timeline
VOTVANGUARD INDEX FDS	1,363	$332K	0.02%	-894	Timeline
SPABSPDR SERIES TRUST	12,648	$331K	0.02%	+1,108	Timeline
VMOINVESCO MUN OPPORTUNIT TR	32,120	$330K	0.02%	0	Timeline
VKIINVESCO ADVANTAGE MUN INCOME	35,130	$327K	0.02%	0	Timeline
MTBASIMPLIFY EXCHANGE TRADED FUN	6,288	$324K	0.02%	-1,818	Timeline
FFIVF5 INC	1,464	$322K	0.02%	new	Timeline
OEFISHARES TR	1,159	$321K	0.02%	+349	Timeline
PRNINVESCO EXCHANGE TRADED FD T	2,090	$320K	0.02%	new	Timeline
XBISPDR SERIES TRUST	3,230	$319K	0.02%	-2,213	Timeline
XLPSELECT SECTOR SPDR TR	3,837	$318K	0.02%	new	Timeline
AAGILENT TECHNOLOGIES INC	2,102	$312K	0.02%	-7	Timeline
BKRBAKER HUGHES COMPANY	8,618	$312K	0.02%	+271	Timeline
SCHKSCHWAB STRATEGIC TR	5,600	$310K	0.02%	-8,418	Timeline
INCYINCYTE CORP	4,673	$309K	0.02%	+3	Timeline
VFLABRDN NATL MUN INCOME FD	27,525	$307K	0.02%	0	Timeline
IXUSISHARES TR	4,202	$305K	0.02%	-134	Timeline
WDCWESTERN DIGITAL CORP	4,382	$299K	0.02%	-4,990	Timeline
HSTHOST HOTELS & RESORTS INC	16,951	$298K	0.02%	-996	Timeline
VXUSVANGUARD STAR FDS	4,603	$298K	0.02%	-49	Timeline
TBILRBB FD INC	5,892	$295K	0.02%	-4,918	Timeline
DHID R HORTON INC	1,532	$292K	0.02%	-275	Timeline
ENPHENPHASE ENERGY INC	2,574	$292K	0.02%	-1,052	Timeline
PTBDPACER FDS TR	14,080	$291K	0.02%	-1,878	Timeline
RSPGINVESCO EXCHANGE TRADED FD T	3,800	$290K	0.02%	0	Timeline
ALLYALLY FINL INC	8,261	$289K	0.02%	-2,726	Timeline
FANGDIAMONDBACK ENERGY INC	1,671	$288K	0.02%	+608	Timeline
QYLDGLOBAL X FDS	15,947	$288K	0.02%	+1,287	Timeline
JPCNUVEEN PFD & INCOME OPPORTUN	35,519	$287K	0.02%	new	Timeline
FSCOFS CREDIT OPPORTUNITIES CORP	44,689	$286K	0.02%	-2,234	Timeline
VFQYVANGUARD WELLINGTON FD	2,000	$286K	0.02%	new	Timeline
ABNBAIRBNB INC	2,240	$285K	0.02%	-240	Timeline
EWAISHARES INC	10,500	$285K	0.02%	new	Timeline
FDVVFIDELITY COVINGTON TRUST	5,597	$283K	0.02%	+622	Timeline
THRDTHIRD HARMONIC BIO INC	20,900	$283K	0.02%	+2,000	Timeline
YJUNFIRST TR EXCHNG TRADED FD VI	12,328	$282K	0.02%	new	Timeline
HASHASBRO INC	3,905	$282K	0.02%	-1,557	Timeline
DXCMDEXCOM INC	4,196	$281K	0.02%	-72	Timeline
DALDELTA AIR LINES INC	5,523	$280K	0.02%	+1,184	Timeline
WPCWP CAREY INC	4,470	$280K	0.02%	-2,393	Timeline
VLTOVERALTO CORP	2,499	$279K	0.02%	-485	Timeline
SPTLSPDR SERIES TRUST	9,605	$279K	0.02%	-5,313	Timeline
XARSPDR SERIES TRUST	1,771	$279K	0.02%	-445	Timeline
PARAMOUNT GLOBALPARAMOUNT GLOBAL	26,087	$279K	0.02%	+1,420
WPMWHEATON PRECIOUS METALS CORP	4,557	$278K	0.02%	-1,929	Timeline
SPGSIMON PPTY GROUP INC NEW	1,647	$278K	0.02%	new	Timeline
CMSCMS ENERGY CORP	3,939	$278K	0.02%	-262	Timeline
PPLPPL CORP	8,399	$278K	0.02%	-2,511	Timeline
IBBISHARES TR	1,872	$272K	0.02%	+198	Timeline
INDAISHARES TR	4,630	$271K	0.02%	+700	Timeline
ANGLVANECK ETF TRUST	9,193	$270K	0.02%	new	Timeline
PGXINVESCO EXCH TRADED FD TR II	21,700	$270K	0.02%	-4,799	Timeline
DEODIAGEO PLC	1,914	$268K	0.02%	new	Timeline
IWRISHARES TR	3,045	$268K	0.02%	-588	Timeline
AOSSMITH A O CORP	2,975	$267K	0.02%	+86	Timeline
EVRGEVERGY INC	4,280	$265K	0.02%	-456	Timeline
EMBISHARES TR	2,836	$265K	0.02%	new	Timeline
HSYHERSHEY CO	1,376	$265K	0.02%	new	Timeline
SPMBSPDR SERIES TRUST	11,662	$263K	0.02%	-10,961	Timeline
FCTFIRST TR SR FLTG RATE INCOME	25,157	$261K	0.02%	-14,095	Timeline
UNILEVER PLCUNILEVER PLC	4,009	$260K	0.02%	new
IXNISHARES TR	3,142	$259K	0.02%	+467	Timeline
HEI-AHEICO CORP NEW	1,253	$255K	0.02%	new	Timeline
MRNAMODERNA INC	3,813	$255K	0.02%	-2,883	Timeline
DOGPROSHARES TR	9,515	$255K	0.02%	0	Timeline
XTISHARES TR	4,133	$252K	0.02%	-2,953	Timeline
NMZNUVEEN MUN HIGH INCOME OPPOR	21,500	$251K	0.02%	0	Timeline
LENLENNAR CORP	1,337	$251K	0.02%	-405	Timeline
VCSHVANGUARD SCOTTSDALE FDS	3,124	$248K	0.02%	new	Timeline
EMXCISHARES INC	4,053	$248K	0.02%	new	Timeline
EPIWISDOMTREE TR	4,900	$247K	0.02%	-3,430	Timeline
HNDLSTRATEGY SHS	11,100	$247K	0.02%	-4,500	Timeline
NMCONUVEEN MUN CR OPPORTUNITIES	21,090	$246K	0.02%	0	Timeline
OMFLINVESCO EXCH TRD SLF IDX FD	4,604	$244K	0.02%	-7,626	Timeline
DVADAVITA INC	1,489	$244K	0.02%	new	Timeline
SNPSSYNOPSYS INC	481	$244K	0.02%	new	Timeline
EEMVISHARES INC	3,868	$242K	0.02%	-51	Timeline
TPRTAPESTRY INC	5,134	$241K	0.02%	-156	Timeline
SCHZSCHWAB STRATEGIC TR	5,017	$238K	0.02%	new	Timeline
KRESPDR SERIES TRUST	4,203	$238K	0.02%	new	Timeline
BCHGGRAYSCALE BITCOIN CASH TRUST	35,354	$237K	0.02%	new	Timeline
SJMSMUCKER J M CO	1,952	$236K	0.02%	new	Timeline
MUABLACKROCK MUNIASSETS FD INC	19,045	$236K	0.02%	0	Timeline
DKNGDRAFTKINGS INC NEW	5,923	$236K	0.02%	+452	Timeline
XHBSPDR SERIES TRUST	1,882	$234K	0.02%	new	Timeline
TIPISHARES TR	2,113	$233K	0.02%	-93	Timeline
IRTINDEPENDENCE RLTY TR INC	11,370	$233K	0.02%	-4,126	Timeline
PCTPURECYCLE TECHNOLOGIES INC	24,000	$230K	0.02%	new	Timeline
MRSHMARSH & MCLENNAN COS INC	1,019	$227K	0.02%	new	Timeline
SYYSYSCO CORP	2,892	$226K	0.02%	new	Timeline
LULULULULEMON ATHLETICA INC	829	$225K	0.02%	-421	Timeline
BHPBHP BILLITON LIMITED	3,620	$225K	0.02%	+2	Timeline
PULSPGIM ETF TR	4,495	$224K	0.02%	-613	Timeline
ETRENTERGY CORP NEW	1,688	$222K	0.02%	new	Timeline
NXTGFIRST TR EXCHANGE-TRADED FD	2,539	$222K	0.02%	new	Timeline
SKYYFIRST TR EXCHANGE-TRADED FD	2,163	$221K	0.02%	new	Timeline
FPEIFIRST TR EXCH TRADED FD III	11,550	$220K	0.02%	0	Timeline
RYLDGLOBAL X FDS	13,455	$217K	0.02%	new	Timeline
NBHNEUBERGER MUN FD INC	19,360	$215K	0.02%	-1,391	Timeline
QQQYTIDAL TRUST II	5,866	$214K	0.02%	new	Timeline
DGDOLLAR GEN CORP	2,524	$214K	0.02%	-1,687	Timeline
MDYGSPDR SERIES TRUST	2,431	$213K	0.02%	+19	Timeline
MOSMOSAIC CO	7,851	$211K	0.02%	-5,124	Timeline
IYRISHARES TR	2,069	$211K	0.02%	new	Timeline
AZNASTRAZENECA PLC-SPONS ADR	2,670	$208K	0.01%	new	Timeline
EZMWISDOMTREE TR	3,323	$207K	0.01%	new	Timeline
HEALTHCARE TRUST INCHEALTHCARE TRUST INC	15,925	$207K	0.01%	+1
RYROYAL BK CDA	1,636	$203K	0.01%	new	Timeline
DSMBNY MELLON STRATEGIC MUN BD	31,000	$193K	0.01%	new	Timeline
PDBCINVESCO ACTVELY MNGD ETC FD	14,013	$188K	0.01%	new	Timeline
GASSSTEALTHGAS INC	20,000	$136K	0.01%	-1,000	Timeline
COMSTOCK INCCOMSTOCK INC	20,000	$9.46K	<0.01%	-213,000

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 113. All 113

Security	Shares before	Value before	Type
BRK-ABERKSHIRE HATHAWAY INC DEL	5	$3.06M	shares
LTCNGRAYSCALE LITECOIN TR LTC	89,195	$1.89M	shares
FIRST TR HIGH INCOME L/S FDFIRST TR HIGH INCOME L/S FD	131,783	$1.63M	shares
VGKVANGUARD INTL EQUITY INDEX F	23,316	$1.56M	shares
XVOLTIDAL TRUST I	74,843	$1.54M	shares
BIZDVANECK ETF TRUST	81,192	$1.39M	shares
IRMIRON MTN INC DEL	13,299	$1.19M	shares
FIXCOMFORT SYS USA INC	3,847	$1.17M	shares
GATXGATX CORP	8,273	$1.1M	shares
BKLNINVESCO EXCH TRADED FD TR II	50,195	$1.06M	shares
HYGISHARES TR	12,792	$987K	shares
DDDUPONT DE NEMOURS INC	11,573	$932K	shares
SPHQINVESCO EXCHANGE TRADED FD T	13,470	$856K	shares
IAUISHARES GOLD TR	19,037	$836K	shares
TQQQPROSHARES TR	10,589	$782K	shares
SNSHARKNINJA INC	10,060	$756K	shares
NUNU HLDGS LTD	55,850	$720K	shares
MSDLMORGAN STANLEY DIRECT LENDIN	30,713	$671K	shares
RCLROYAL CARIBBEAN GROUP	4,166	$664K	shares
MGKVANGUARD WORLD FD	1,700	$534K	shares
ENCORE WIRE CORPENCORE WIRE CORP	1,838	$533K	shares
AZEK CO INCAZEK CO INC	12,403	$523K	shares
CFGCITIZENS FINL GROUP INC	13,838	$499K	shares
WELLWELLTOWER INC	4,693	$489K	shares
RIORIO TINTO PLC	7,267	$479K	shares
PEGPUBLIC SVC ENTERPRISE GROUP	6,261	$461K	shares
FSEPFIRST TR EXCHNG TRADED FD VI	10,500	$459K	shares
CVGWCALAVO GROWERS INC	19,738	$448K	shares
BXSLBLACKSTONE SECD LENDING FD	13,415	$411K	shares
CRDOCREDO TECHNOLOGY GROUP HOLDI	12,285	$392K	shares
SPTMSPDR SERIES TRUST	5,863	$389K	shares
RPMRPM INTL INC	3,287	$354K	shares
TUGLISTED FDS TR	10,242	$351K	shares
APTIV IRISH HOLDINGS LTDAPTIV IRISH HOLDINGS LTD	4,974	$350K	shares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR	5,226	$348K	shares
BMEZBLACKROCK HEALTH SCIENCES TE	22,069	$339K	shares
GFEBFIRST TR EXCHNG TRADED FD VI	9,550	$338K	shares
CWTCALIFORNIA WTR SVC GROUP	6,925	$336K	shares
VTWOVANGUARD SCOTTSDALE FDS	4,033	$331K	shares
HALHALLIBURTON CO	9,693	$327K	shares
KKELLANOVA	5,402	$312K	shares
ULTAULTA BEAUTY INC	796	$307K	shares
EMOCLEARBRIDGE ENERGY MIDSTREAM	7,400	$305K	shares
XSDSPDR SERIES TRUST	1,230	$304K	shares
CDECOEUR MNG INC	54,000	$303K	shares
EMHYISHARES INC	7,985	$296K	shares
VRSNVERISIGN INC	1,644	$292K	shares
JBLJABIL INC	2,670	$290K	shares
TTDTHE TRADE DESK INC	2,946	$288K	shares
WIWWESTERN AST INFL LKD OPP & I	33,707	$287K	shares
KOMPSPDR SERIES TRUST	6,179	$285K	shares
SHELSHELL PLC	3,862	$279K	shares
FAUGFIRST TR EXCHNG TRADED FD VI	6,287	$277K	shares
TECLDIREXION SHARES ETF TRUST	2,783	$271K	shares
YEXTYEXT INC	50,500	$270K	shares
GCOWPACER FDS TR	7,910	$267K	shares
VOOVVANGUARD ADMIRAL FDS INC	1,514	$266K	shares
BOTZGLOBAL X FDS	8,625	$266K	shares
AIC3 AI INC	9,181	$266K	shares
SFEBFIRST TR EXCHNG TRADED FD VI	13,125	$264K	shares
GSGISHARES S&P GSCI COMMODITY-	11,900	$264K	shares
DECKDECKERS OUTDOOR CORP	269	$260K	shares
TMTOYOTA MOTOR CORP	1,270	$260K	shares
WTRGESSENTIAL UTILS INC	6,947	$259K	shares
ZBHZIMMER BIOMET HOLDINGS INC	2,372	$257K	shares
CIONCION INVT CORP	21,173	$257K	shares
HUBBHUBBELL INC	683	$250K	shares
OKTAOKTA INC	2,624	$246K	shares
FUMBFIRST TR EXCH TRADED FD III	12,163	$244K	shares
MCHPMICROCHIP TECHNOLOGY INC.	2,655	$243K	shares
DOCUDOCUSIGN INC	4,509	$241K	shares
MELIMERCADOLIBRE INC	146	$240K	shares
APOLLO GLOBAL MGMT INCORPOR…APOLLO GLOBAL MGMT INCORPORATED	2,022	$239K	shares
BCSFBAIN CAP SPECIALTY FIN INC	14,621	$238K	shares
PDOPIMCO DYNAMIC INCOME OPRNTS	17,719	$235K	shares
SHWSHERWIN WILLIAMS CO	784	$234K	shares
IEXIDEX CORP	1,158	$233K	shares
STWDSTARWOOD PPTY TR INC	12,150	$230K	shares
ELFE L F BEAUTY INC	1,088	$229K	shares
WSMWILLIAMS SONOMA INC	811	$229K	shares
COINCOINBASE GLOBAL INC	1,030	$229K	shares
IEIISHARES TR	1,977	$228K	shares
KEYSKEYSIGHT TECHNOLOGIES INC	1,659	$227K	shares
MARATHON OIL CORPMARATHON OIL CORP	7,833	$225K	shares
UALUNITED AIRLS HLDGS INC	4,594	$224K	shares
STAGSTAG INDUSTRIAL INC	6,198	$223K	shares
NIONIO INC	51,733	$215K	shares
NGGNATIONAL GRID PLC	3,752	$213K	shares
DIVOAMPLIFY ETF TR	5,500	$213K	shares
CAGCONAGRA BRANDS INC	7,382	$210K	shares
GLPIGAMING & LEISURE P	4,620	$209K	shares
PPGPPG INDS INC	1,653	$208K	shares
CVCOCAVCO INDS INC DEL	600	$208K	shares
PROSHARES TR IIPROSHARES TR II	12,844	$201K	shares
MFAMFA FINL INC	18,000	$192K	shares
NATNORDIC AMERICAN TANKERS LIMI	46,596	$185K	shares
GNTGAMCO NAT RES GOLD & INCOME	32,000	$176K	shares
RWTREDWOOD TRUST INC	25,188	$163K	shares
AQNALGONQUIN POWER & UTILITIES	26,900	$158K	shares
LEOBNY MELLON STRATEGIC MUNS IN	25,530	$156K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001987855-24-000005	base		2024-10-21	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC