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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$71.1 Billion 5.34% of portfolio
283,858
Q4 2024 Reduced 15.74%
$346B
$47.7 Billion 3.58% of portfolio
355,211
Q4 2024 Reduced 22.23%
$3.04T
$30.4 Billion 2.29% of portfolio
72,206
Q4 2024 Reduced 40.32%
$2.33T
$22.6 Billion 1.7% of portfolio
103,229
Q4 2024 Reduced 38.99%
$53.3B
$21.1 Billion 1.58% of portfolio
285,067
Q4 2024 Reduced 3.94%
$3.16B
$15.6 Billion 1.17% of portfolio
53,838
Q4 2024 Added 21.26%
$1.66T
$13.3 Billion 1.0% of portfolio
22,741
Q4 2024 Reduced 30.07%
$94.4B
$12.7 Billion 0.95% of portfolio
54,632
Q4 2024 Reduced 28.83%
$1.12T
$11.5 Billion 0.86% of portfolio
28,413
Q4 2024 Reduced 16.05%
$1.11T
$11.2 Billion 0.84% of portfolio
59,343
Q4 2024 Reduced 28.52%
$624B
$8.48 Billion 0.64% of portfolio
18,705
Q4 2024 Reduced 23.48%
$187B
$8.31 Billion 0.62% of portfolio
22,906
Q4 2024 Reduced 1.86%
$811B
$7.69 Billion 0.58% of portfolio
32,074
Q4 2024 Reduced 45.97%
$1.14T
$7.2 Billion 0.54% of portfolio
37,819
Q4 2024 Reduced 59.7%
$802B
$6.76 Billion 0.51% of portfolio
8,757
Q4 2024 Reduced 40.14%
$134B
$6.54 Billion 0.49% of portfolio
91,277
Q4 2024 Reduced 19.46%
$474B
$5.83 Billion 0.44% of portfolio
6,359
Q4 2024 Reduced 22.23%
$177B
$5.05 Billion 0.38% of portfolio
26,941
Q4 2024 Reduced 15.18%
$490B
$5.13 Billion 0.38% of portfolio
10,132
Q4 2024 Reduced 49.01%
$282B
$5.02 Billion 0.38% of portfolio
55,543
Q4 2024 Reduced 32.52%
$136B
$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%
$578B
$4.97 Billion 0.37% of portfolio
15,712
Q4 2024 Reduced 48.36%
$111B
$4.87 Billion 0.37% of portfolio
10,023
Q4 2024 Added 2.98%
$451B
$4.68 Billion 0.35% of portfolio
43,485
Q4 2024 Reduced 40.79%
$180B
$4.47 Billion 0.34% of portfolio
38,639
Q4 2024 Reduced 23.14%
$123B
$4.42 Billion 0.33% of portfolio
13,326
Q4 2024 Reduced 29.69%
$84.2B
$4.43 Billion 0.33% of portfolio
11,992
Q4 2024 Reduced 7.32%
$193B
$4.22 Billion 0.32% of portfolio
27,467
Q4 2024 Added 3.07%
$10.6B
$4.19 Billion 0.31% of portfolio
3,788
Q4 2024 Reduced 10.26%
$70.1B
$4.15 Billion 0.31% of portfolio
14,299
Q4 2024 Reduced 12.22%
$18.1B
$4 Billion 0.3% of portfolio
25,865
Q4 2024 Reduced 6.23%
$419B
$3.93 Billion 0.29% of portfolio
10,096
Q4 2024 Reduced 42.0%
$10.6B
$3.88 Billion 0.29% of portfolio
28,498
Q4 2024 Added 45.77%
$471B
$3.91 Billion 0.29% of portfolio
4,391
Q4 2024 Reduced 53.02%
$183B
$3.91 Billion 0.29% of portfolio
32,387
Q4 2024 Added 4.37%
$5.27B
$3.92 Billion 0.29% of portfolio
258,931
Q4 2024 Added 89.02%
$110B
$3.88 Billion 0.29% of portfolio
21,948
Q4 2024 Added 9.34%
$234B
$3.79 Billion 0.28% of portfolio
17,235
Q4 2024 Added 11.22%
$386B
$3.69 Billion 0.28% of portfolio
21,996
Q4 2024 Reduced 46.11%
$112B
$3.73 Billion 0.28% of portfolio
35,259
Q4 2024 Reduced 17.58%
$377B
$3.73 Billion 0.28% of portfolio
84,771
Q4 2024 Reduced 22.95%
$17.7B
$3.56 Billion 0.27% of portfolio
12,469
Q4 2024 Added 2.67%
$304B
$3.58 Billion 0.27% of portfolio
24,739
Q4 2024 Reduced 36.79%
$431B
$3.4 Billion 0.26% of portfolio
5
Q4 2024 New
$298B
$3.19 Billion 0.24% of portfolio
51,280
Q4 2024 Reduced 40.44%
$66.4B
$3.26 Billion 0.24% of portfolio
12,358
Q4 2024 Reduced 0.64%
$470B
$3.15 Billion 0.24% of portfolio
18,919
Q4 2024 Reduced 3.01%
$93.4B
$3.21 Billion 0.24% of portfolio
8,705
Q4 2024 Reduced 18.89%

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
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