Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

Kingswood Wealth Advisors, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.62 Trillion distributed in 766 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $561B, Spdr S&P 500 ETF Trust with a value of $163B, Nvidia Corp with a value of $134B, Microsoft Corp with a value of $124B, and Amazon Com Inc with a value of $76B.

Examining the 13F form we can see an increase of $1.29T in the current position value, from $1.33T to 2.62T.

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 $2.62 Trillion
Technology: $935 Billion
ETFs: $838 Billion
Consumer Cyclical: $146 Billion
Communication Services: $145 Billion
Financial Services: $126 Billion
Industrials: $96 Billion
Healthcare: $71 Billion
Energy: $62.7 Billion
Other: $123 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.41T
$561 Billion 21.44% of portfolio
2,513,944
Q1 2025 Added 785.63%
$427B
$134 Billion 5.12% of portfolio
1,220,279
Q1 2025 Added 243.54%
$3.8T
$124 Billion 4.74% of portfolio
325,271
Q1 2025 Added 350.48%
$2.34T
$76 Billion 2.91% of portfolio
396,506
Q1 2025 Added 284.1%
$1.62T
$63.4 Billion 2.42% of portfolio
108,432
Q1 2025 Added 376.81%
$1.07T
$36 Billion 1.37% of portfolio
229,674
Q1 2025 Added 287.03%
$1.04T
$24.8 Billion 0.95% of portfolio
93,147
Q1 2025 Added 227.83%
$59.6B
$18.7 Billion 0.71% of portfolio
287,024
Q1 2025 Added 0.69%
$1.16T
$18.7 Billion 0.71% of portfolio
117,954
Q1 2025 Added 211.89%
$260B
$17.1 Billion 0.65% of portfolio
193,244
Q1 2025 Added 247.92%
$0
$16.8 Billion 0.64% of portfolio
788,025
Q1 2025 Added 250.87%
$450B
$15.3 Billion 0.59% of portfolio
128,722
Q1 2025 Added 196.01%
$853B
$14.5 Billion 0.55% of portfolio
59,147
Q1 2025 Added 84.41%
$298B
$12.9 Billion 0.49% of portfolio
152,141
Q1 2025 Added 288.8%
$631B
$12.7 Billion 0.48% of portfolio
23,763
Q1 2025 Added 27.04%
$216B
$11.9 Billion 0.45% of portfolio
36,004
Q1 2025 Added 57.18%
$3.98B
$11.3 Billion 0.43% of portfolio
38,815
Q1 2025 Reduced 27.9%
$137B
$9.83 Billion 0.38% of portfolio
58,206
Q1 2025 Added 165.2%
$121B
$10 Billion 0.38% of portfolio
22,366
Q1 2025 Added 123.15%
$117B
$9.54 Billion 0.36% of portfolio
56,960
Q1 2025 Added 4.26%
$218B
$9.26 Billion 0.35% of portfolio
29,557
Q1 2025 Added 240.32%
$179B
$8.9 Billion 0.34% of portfolio
58,086
Q1 2025 Added 111.48%
$255B
$8.68 Billion 0.33% of portfolio
34,794
Q1 2025 Added 101.88%
$419B
$8.68 Billion 0.33% of portfolio
9,142
Q1 2025 Added 43.76%
$574B
$8.07 Billion 0.31% of portfolio
23,139
Q1 2025 Added 47.27%
$373B
$7.99 Billion 0.31% of portfolio
21,831
Q1 2025 Added 116.23%
$253B
$7.85 Billion 0.3% of portfolio
76,343
Q1 2025 Added 135.72%
$367B
$7.54 Billion 0.29% of portfolio
44,226
Q1 2025 Added 101.06%
$724B
$7.59 Billion 0.29% of portfolio
9,254
Q1 2025 Added 5.68%
$53.2B
$7.71 Billion 0.29% of portfolio
411,666
Q1 2025 Added 315.92%
$264B
$7.08 Billion 0.27% of portfolio
13,526
Q1 2025 Added 33.5%
$178B
$7.1 Billion 0.27% of portfolio
156,543
Q1 2025 Added 142.2%
$106B
$6.25 Billion 0.24% of portfolio
106,015
Q1 2025 Added 370.4%
$281B
$6.32 Billion 0.24% of portfolio
102,266
Q1 2025 Added 139.3%
$150B
$6.04 Billion 0.23% of portfolio
85,270
Q1 2025 Reduced 6.58%
$136B
$5.84 Billion 0.22% of portfolio
236,683
Q1 2025 Added 271.15%
$381B
$5.51 Billion 0.21% of portfolio
132,472
Q1 2025 Added 56.27%
$91.4B
$5.47 Billion 0.21% of portfolio
8,992
Q1 2025 Reduced 3.07%
$223B
$5.6 Billion 0.21% of portfolio
42,278
Q1 2025 Added 9.42%
$327B
$5.51 Billion 0.21% of portfolio
26,507
Q1 2025 Added 114.93%
$657B
$5.58 Billion 0.21% of portfolio
39,548
Q1 2025 Added 109.04%
$7.48B
$5.31 Billion 0.2% of portfolio
4,009
Q1 2025 Added 5.83%
$293B
$5.35 Billion 0.2% of portfolio
31,918
Q1 2025 Added 29.02%
$195B
$5.17 Billion 0.2% of portfolio
34,539
Q1 2025 Added 157.56%
$220B
$4.97 Billion 0.19% of portfolio
50,785
Q1 2025 Added 237.28%
$35.9B
$4.97 Billion 0.19% of portfolio
49,921
Q1 2025 Added 244.14%
$303B
$4.86 Billion 0.19% of portfolio
67,806
Q1 2025 Added 32.23%
$241B
$5.08 Billion 0.19% of portfolio
9,270
Q1 2025 Added 108.22%
$549B
$4.67 Billion 0.18% of portfolio
5,006
Q1 2025 Added 14.01%

Summary

  • Portfolio
  • No. of Stocks 766
  • Current Value $2.62 Trillion
  • Prior Value $1.33 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 75 stocks
  • Additional Purchases 417 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 238 stocks
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