Fund HoldingsKINGSWOOD WEALTH ADVISORS, LLC

Total Portfolio Value
$1.40B
Total Bought
$1.40B
Total Sold
$1.11B
Net Transaction
+$292.30M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INCORPORATED(AAPL)0336,881+336,881078,1575.57%+78,157
NVIDIA CORPORATION(NVDA)0456,730+456,730055,4643.96%+55,464
MICROSOFT CORPORATION(MSFT)0120,980+120,980052,0433.71%+52,043
AMAZON COM INCORPORATED(AMZN)0169,205+169,205031,5452.25%+31,545
SPDR S&P 500 ETF(SPY)037,076+37,076021,2441.52%+21,244
INVESCO QQQ TR040,575+40,575019,8011.41%+19,801
META PLATFORMS INCORPORATED CLASS A(META)032,519+32,519018,5951.33%+18,595
ALPHABET INCORPORATED CAP STK CLASS C(GOOG)093,836+93,836015,6831.12%+15,683
GRAYSCALE BITCOIN ETF(GBTC)0296,762+296,762014,9861.07%+14,986
LAMAR ADVERTISING CO NEW(LAMR)0108,071+108,071014,4381.03%+14,438
SCHWAB U.S. LARGE-CAP GROWTH ETF0136,132+136,132014,1821.01%+14,182
ALPHABET INCORPORATED CAP STK CLASS A(GOOG)083,015+83,015013,7600.98%+13,760
BROADCOM INCORPORATED(AVGO)076,758+76,758013,2410.94%+13,241
ELI LILLY & COMPANY(LLY)014,630+14,630012,9560.92%+12,956
ISHARES TR CORE S&P500 ETF022,351+22,351012,8850.92%+12,885
JPMORGAN CHASE & CO(JPM)059,360+59,360012,5160.89%+12,516
UNITEDHEALTH GROUP INCORPORATED(UNH)019,872+19,872011,6160.83%+11,616
BERKSHIRE HATHAWAY CLASS B024,446+24,446011,2460.80%+11,246
FIRST TRUST PREFERRED0619,195+619,195011,2070.80%+11,207
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW018,854+18,85409,9470.71%+9,947
NEXTERA ENERGY INCORPORATED(NEE)0113,331+113,33109,5800.68%+9,580
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
016,159+16,15909,4760.68%+9,476
CATERPILLAR INCORPORATED(CAT)023,339+23,33909,1280.65%+9,128
TESLA INCORPORATED(TSLA)033,847+33,84708,8540.63%+8,854
EXXON MOBIL CORPORATION073,439+73,43908,6000.61%+8,600
VISA INCORPORATED COM CLASS A(V)030,424+30,42408,3650.60%+8,365
SCHWAB US DIVIDEND EQUITY ETF096,754+96,75408,1780.58%+8,178
VANGUARD VALUE ETF043,601+43,60107,6110.54%+7,611
MICROSTRATEGY INC(MSTR)044,400+44,40007,4860.53%+7,486
ABBVIE INCORPORATED(ABBV)037,072+37,07207,3170.52%+7,317
COSTCO WHOLESALE CORPORATION NEW(COST)08,177+8,17707,2480.52%+7,248
PROCTER AND GAMBLE COMPANY(PG)040,813+40,81307,0690.50%+7,069
HOME DEPOT INCORPORATED(HD)017,407+17,40707,0490.50%+7,049
MERCK & COMPANY INCORPORATED(MRK)060,906+60,90606,9170.49%+6,917
WALMART INCORPORATED(WMT)082,311+82,31106,6390.47%+6,639
NETFLIX INCORPORATED(NFLX)09,347+9,34706,6290.47%+6,629
TEXAS INSTRS INCORPORATED(TXN)031,763+31,76306,5620.47%+6,562
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
0108,718+108,71806,4690.46%+6,469
FIDELITY TOTAL BOND ETF0136,288+136,28806,3700.45%+6,370
2X BITCOIN STRATEGY ETF
2X BITCOIN ETF
0221,714+221,71406,3170.45%+6,317
EATON CORPORATION PLC SHS(ETN)018,953+18,95306,2810.45%+6,281
FIRST TRUST CAPITAL STRENGTH ETF068,966+68,96606,2540.45%+6,254
COCA COLA COMPANY(KO)086,105+86,10506,1870.44%+6,187
RTX CORPORATION(RTX)050,270+50,27006,0900.43%+6,090
GE AEROSPACE COM NEW(GE)031,975+31,97506,0270.43%+6,027
PARKER-HANNIFIN CORP(PH)09,393+9,39305,9350.42%+5,935
JOHNSON & JOHNSON(JNJ)036,378+36,37805,8940.42%+5,894
FIDELITY WISE ORIGIN(FBTC)0105,968+105,96805,8840.42%+5,884
CHEVRON CORPORATION NEW(CVX)039,137+39,13705,7580.41%+5,758
FIDELITY MSCI UTILITIES INDEX ETF0111,117+111,11705,7580.41%+5,758
GOLDMAN SACHS GROUP INCORPORATED(GS)011,612+11,61205,7520.41%+5,752
LOCKHEED MARTIN CORPORATION(LMT)09,733+9,73305,6860.41%+5,686
ELEVANCE HEALTH INCORPORATED(ELV)010,733+10,73305,5830.40%+5,583
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
060,059+60,05905,5140.39%+5,514
SOUTHERN COMPANY(SO)061,076+61,07605,5080.39%+5,508
VANGUARD CONSUMER STAPLES ETF
CONSUM STP ETF
024,896+24,89605,4390.39%+5,439
PROLOGIS INCORPORATED. REIT(PLD)042,782+42,78205,4030.39%+5,403
ISHARES TR CORE US AGGBD ET053,281+53,28105,3970.38%+5,397
VANGUARD TOTAL STOCK MARKET ETF018,809+18,80905,3190.38%+5,319
ISHARES TR RUS 1000 GRW ETF013,701+13,70105,1390.37%+5,139
ADVANCED MICRO DEVICES INCORPORATED(AMD)031,031+31,03105,0930.36%+5,093
MASTERCARD INCORPORATED CLASS A(MA)010,212+10,21205,0420.36%+5,042
TRANE TECHNOLOGIES PLC SHS(TT)012,939+12,93905,0300.36%+5,030
ISHARES TR MSCI USA MIN VOL
MSCI USA MIN ETF
053,161+53,16104,8520.35%+4,852
AIR PRODUCTS & CHEMICALS INCORPORATED016,289+16,28904,8500.35%+4,850
SPDR ENERGY SELECT SECTOR FUND
ST STR ENERG ETF
054,045+54,04504,7450.34%+4,745
ISHARES GLOBAL 100 ETF047,343+47,34304,6820.33%+4,682
QUALCOMM INCORPORATED(QCOM)026,648+26,64804,5320.32%+4,532
MID-AMER APT CMNTYS INCORPORATED REIT(MAA)027,582+27,58204,3830.31%+4,383
BANK AMERICA CORPORATION0110,015+110,01504,3640.31%+4,364
SPDR S&P DIVIDEND ETF
ST STR SP DIV
030,693+30,69304,3580.31%+4,358
VANGUARD DIVIDEND APPRECIATION ETF021,955+21,95504,3460.31%+4,346
NOVO-NORDISK A S ADR(NVO)036,030+36,03004,2940.31%+4,294
KKR & COMPANY INCORPORATED(KKR)032,866+32,86604,2920.31%+4,292
SPDR FINANCIAL SELECT SECTOR FUND
ST STR FINL ETF
092,508+92,50804,1910.30%+4,191
WISDOMTREE US QLT DIV(WT)049,743+49,74304,1390.30%+4,139
FIRST TRUST HEALTH CARE ALPHADEX FUND
HLTH CARE ALPH
035,989+35,98904,0260.29%+4,026
ISHARES TR MSCI USA MMENTM
MSCI USA MMENTM
019,380+19,38003,9140.28%+3,914
SALESFORCE INCORPORATED(CRM)014,045+14,04503,8460.27%+3,846
SERVICENOW INCORPORATED(NOW)04,256+4,25603,8060.27%+3,806
HONEYWELL INTERNATIONAL INCORPORATED(HON)018,214+18,21403,7650.27%+3,765
GENERAL DYNAMICS CORPORATION(GD)012,438+12,43803,7580.27%+3,758
TEXAS PACIFIC LAND CORP(TPL)04,221+4,22103,7340.27%+3,734
SUPER MICRO COMPUTER INC(SMCI)08,929+8,92903,7180.27%+3,718
ISHARES BITCOIN ETF(IBIT)0101,188+101,18803,6560.26%+3,656
DUKE ENERGY CORPORATION NEW COM NEW(DUK)031,599+31,59903,6430.26%+3,643
VANGUARD INTERMEDIATE-TERM TREASURY ETF
INTER TERM TREAS
059,818+59,81803,6140.26%+3,614
VERIZON COMMUNICATIONS INCORPORATED(VZ)080,404+80,40403,6110.26%+3,611
ADOBE INCORPORATED(ADBE)06,953+6,95303,6000.26%+3,600
ISHARES 20 PLS YEAR036,671+36,67103,5970.26%+3,597
ESSEX PPTY TR INC(ESS)012,145+12,14503,5880.26%+3,588
ISHARES TR US INDUSTRIALS026,665+26,66503,5640.25%+3,564
VANGUARD MID-CAP ETF013,440+13,44003,5450.25%+3,545
GRAYSCALE ETHEREUM TR ET(ETHE)0160,384+160,38403,5110.25%+3,511
PEPSICO INCORPORATED(PEP)020,516+20,51603,4890.25%+3,489
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
NASDAQ EQT PREM
062,446+62,44603,4300.24%+3,430
INTERNATIONAL BUSINESS MACHINES(IBM)015,496+15,49603,4250.24%+3,425
SPDR GOLD SHARES(GLD)013,903+13,90303,3900.24%+3,390
SPDR PORTFOLIO DVLPD
ST STR PO EX ETF
088,828+88,82803,3360.24%+3,336
ORACLE CORPORATION(ORCL)019,506+19,50603,3230.24%+3,323
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