Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

Kingswood Wealth Advisors, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.33 Trillion distributed in 795 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $71.1B, Nvidia Corp with a value of $47.7B, Spdr S&P 500 ETF Trust with a value of $47.3B, Microsoft Corp with a value of $30.4B, and Invesco Qqq Trust, Series 1 with a value of $29.3B.

Examining the 13F form we can see an decrease of $70.5B in the current position value, from $1.4T to 1.33T.

Kingswood Wealth Advisors, LLC is based out at San Diego, CA

Below you can find more details about Kingswood Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.33 Trillion
ETFs: $598 Billion
Technology: $234 Billion
Financial Services: $82.7 Billion
Industrials: $74.4 Billion
Consumer Cyclical: $59.3 Billion
Healthcare: $47.8 Billion
Communication Services: $45.6 Billion
Energy: $29.8 Billion
Other: $86.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$71.1 Billion 5.34% of portfolio
283,858
Q4 2024 Reduced 15.74%
$299B
$47.7 Billion 3.58% of portfolio
355,211
Q4 2024 Reduced 22.23%
$0
$47.3 Billion 3.55% of portfolio
80,663
Q4 2024 Added 117.56%
$3.09T
$30.4 Billion 2.29% of portfolio
72,206
Q4 2024 Reduced 40.32%
$0
$29.3 Billion 2.2% of portfolio
57,310
Q4 2024 Added 41.24%
$2.42T
$22.6 Billion 1.7% of portfolio
103,229
Q4 2024 Reduced 38.99%
$0
$22.1 Billion 1.66% of portfolio
41,008
Q4 2024 Added 117.5%
$57.6B
$21.1 Billion 1.58% of portfolio
285,067
Q4 2024 Reduced 3.94%
$0
$20.6 Billion 1.54% of portfolio
737,721
Q4 2024 Added 441.92%
$3.13B
$15.6 Billion 1.17% of portfolio
53,838
Q4 2024 Added 21.26%
2 X Bitcoin Strategy ETF
-
$14.9 Billion 1.12% of portfolio
-
Q4 2024 Added 29.95%
$0
$14.5 Billion 1.09% of portfolio
24,559
Q4 2024 Added 9.88%
$1.54T
$13.3 Billion 1.0% of portfolio
22,741
Q4 2024 Reduced 30.07%
$0
$13 Billion 0.98% of portfolio
735,195
Q4 2024 Added 18.73%
$89.6B
$12.7 Billion 0.95% of portfolio
54,632
Q4 2024 Reduced 28.83%
$1.28T
$11.5 Billion 0.86% of portfolio
28,413
Q4 2024 Reduced 16.05%
$0
$9.66 Billion 0.73% of portfolio
33,328
Q4 2024 Added 77.19%
$0
$8.97 Billion 0.67% of portfolio
89,040
Q4 2024 Added 88.07%
$615B
$8.48 Billion 0.64% of portfolio
18,705
Q4 2024 Reduced 23.48%
$0
$8.29 Billion 0.62% of portfolio
94,420
Q4 2024 Added 36.91%
$196B
$8.31 Billion 0.62% of portfolio
22,906
Q4 2024 Reduced 1.86%
$0
$7.93 Billion 0.6% of portfolio
38,302
Q4 2024 Added 97.64%
$0
$8.01 Billion 0.6% of portfolio
18,824
Q4 2024 Added 700.34%
$0
$7.74 Billion 0.58% of portfolio
87,227
Q4 2024 Added 64.08%
$784B
$7.69 Billion 0.58% of portfolio
32,074
Q4 2024 Reduced 45.97%
$0
$7.41 Billion 0.56% of portfolio
11,911
Q4 2024 Reduced 26.29%
$1.25T
$7.2 Billion 0.54% of portfolio
37,819
Q4 2024 Reduced 59.7%
$0
$7.02 Billion 0.53% of portfolio
29,204
Q4 2024 Added 181.43%
$771B
$6.76 Billion 0.51% of portfolio
8,757
Q4 2024 Reduced 40.14%
Fidelity Wise Origin Bitcoin Fund
-
$6.66 Billion 0.5% of portfolio
-
Q4 2024 Reduced 22.99%
$0
$6.68 Billion 0.5% of portfolio
72,247
Q4 2024 Added 563.36%
$0
$6.48 Billion 0.49% of portfolio
38,288
Q4 2024 Reduced 12.19%
$141B
$6.54 Billion 0.49% of portfolio
91,277
Q4 2024 Reduced 19.46%
$0
$6.14 Billion 0.46% of portfolio
106,788
Q4 2024 Reduced 1.78%
$90.8B
$5.9 Billion 0.44% of portfolio
9,277
Q4 2024 Reduced 1.23%
$434B
$5.83 Billion 0.44% of portfolio
6,359
Q4 2024 Reduced 22.23%
$0
$5.81 Billion 0.44% of portfolio
59,934
Q4 2024 Added 12.49%
$0
$5.68 Billion 0.43% of portfolio
43,297
Q4 2024 Added 111.5%
$0
$5.75 Billion 0.43% of portfolio
29,348
Q4 2024 Added 33.67%
Ishares Bitcoin ETF
-
$5.28 Billion 0.4% of portfolio
-
Q4 2024 Reduced 1.72%
$0
$5.24 Billion 0.39% of portfolio
39,689
Q4 2024 Added 29.31%
$0
$5.19 Billion 0.39% of portfolio
115,745
Q4 2024 Reduced 15.07%
$177B
$5.05 Billion 0.38% of portfolio
26,941
Q4 2024 Reduced 15.18%
$507B
$5.13 Billion 0.38% of portfolio
10,132
Q4 2024 Reduced 49.01%
$266B
$5.02 Billion 0.38% of portfolio
55,543
Q4 2024 Reduced 32.52%
$150B
$5.01 Billion 0.38% of portfolio
22,181
Q4 2024 Added 21.78%
$0
$4.88 Billion 0.37% of portfolio
224,593
Q4 2024 Added 86.27%
$559B
$4.97 Billion 0.37% of portfolio
15,712
Q4 2024 Reduced 48.36%
$121B
$4.87 Billion 0.37% of portfolio
10,023
Q4 2024 Added 2.98%

Summary

  • Portfolio
  • No. of Stocks 795
  • Current Value $1.33 Trillion
  • Prior Value $1.4 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 257 stocks
  • Additional Purchases 263 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 270 stocks
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email