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
$506B
$3.07 Billion 0.23% of portfolio
5,823
Q4 2024 Reduced 42.98%
$240B
$3.02 Billion 0.23% of portfolio
30,388
Q4 2024 Reduced 50.11%
$165B
$2.96 Billion 0.22% of portfolio
39,131
Q4 2024 Added 43.96%
$56B
$2.95 Billion 0.22% of portfolio
13,745
Q4 2024 Added 137.6%
$127B
$2.77 Billion 0.21% of portfolio
48,942
Q4 2024 Added 3.45%
$279B
$2.61 Billion 0.2% of portfolio
7,815
Q4 2024 Reduced 44.36%
$188B
$2.55 Billion 0.19% of portfolio
4,452
Q4 2024 Reduced 61.66%
$186B
$2.58 Billion 0.19% of portfolio
64,634
Q4 2024 Reduced 19.61%
$248B
$2.53 Billion 0.19% of portfolio
42,735
Q4 2024 Reduced 28.71%
$223B
$2.52 Billion 0.19% of portfolio
8,685
Q4 2024 Reduced 20.07%
$25B
$2.53 Billion 0.19% of portfolio
21,937
Q4 2024 Reduced 9.6%
$34.1B
$2.38 Billion 0.18% of portfolio
9,379
Q4 2024 Added 22.95%
$86.7B
$2.2 Billion 0.17% of portfolio
17,444
Q4 2024 Added 227.89%
$104B
$2.07 Billion 0.16% of portfolio
12,019
Q4 2024 Reduced 19.1%
$378B
$2.19 Billion 0.16% of portfolio
12,333
Q4 2024 Reduced 66.73%
$898B
$2.08 Billion 0.16% of portfolio
10,545
Q4 2024 Added 6.44%
$22.3B
$2.04 Billion 0.15% of portfolio
22,646
Q4 2024 Added 12.58%
$429B
$2.05 Billion 0.15% of portfolio
14,150
Q4 2024 Reduced 61.1%
$205B
$2.04 Billion 0.15% of portfolio
13,410
Q4 2024 Reduced 34.64%
$57.7B
$1.94 Billion 0.15% of portfolio
98,977
Q4 2024 Added 5.57%
$110B
$1.99 Billion 0.15% of portfolio
4,442
Q4 2024 Added 7.97%
$98.2B
$1.85 Billion 0.14% of portfolio
22,480
Q4 2024 Reduced 63.19%
$182B
$1.93 Billion 0.14% of portfolio
4,331
Q4 2024 Reduced 37.71%
$148B
$1.69 Billion 0.13% of portfolio
63,770
Q4 2024 Reduced 42.01%
$48.1B
$1.69 Billion 0.13% of portfolio
12,524
Q4 2024 Reduced 10.18%
$181B
$1.68 Billion 0.13% of portfolio
15,057
Q4 2024 Reduced 27.38%
$17.5B
$1.54 Billion 0.12% of portfolio
13,151
Q4 2024 New
$40.6B
$1.59 Billion 0.12% of portfolio
7,578
Q4 2024 Added 10.15%
-
$1.64 Billion 0.12% of portfolio
-
Q4 2024 New
$3.5B
$1.54 Billion 0.12% of portfolio
313,094
Q4 2024 Added 90.8%
$23.9B
$1.54 Billion 0.12% of portfolio
-
Q4 2024 Added 50.7%
$145B
$1.56 Billion 0.12% of portfolio
3,684
Q4 2024 Added 23.75%
$92.7B
$1.59 Billion 0.12% of portfolio
7,881
Q4 2024 Reduced 43.15%
$92.3B
$1.51 Billion 0.11% of portfolio
19,942
Q4 2024 Added 5.46%
$32.3B
$1.43 Billion 0.11% of portfolio
14,525
Q4 2024 Added 0.35%
$98.4B
$1.5 Billion 0.11% of portfolio
5,443
Q4 2024 Reduced 10.79%
$43.8B
$1.46 Billion 0.11% of portfolio
14,506
Q4 2024 Added 57.93%
$138B
$1.49 Billion 0.11% of portfolio
6,056
Q4 2024 Reduced 45.6%
$44.4B
$1.52 Billion 0.11% of portfolio
30,737
Q4 2024 Added 0.35%
$0
$1.44 Billion 0.11% of portfolio
241,121
Q3 2024 New
$270B
$1.29 Billion 0.1% of portfolio
18,414
Q4 2024 Reduced 64.07%
$219B
$1.33 Billion 0.1% of portfolio
7,947
Q4 2024 Reduced 75.15%
$138B
$1.35 Billion 0.1% of portfolio
14,591
Q4 2024 Reduced 34.65%
$1.8B
$1.32 Billion 0.1% of portfolio
13,368
Q4 2024 Reduced 2.19%
$113B
$1.36 Billion 0.1% of portfolio
14,855
Q4 2024 Reduced 19.19%
$53.1B
$1.3 Billion 0.1% of portfolio
4,400
Q4 2024 Added 32.45%
$75.4B
$1.31 Billion 0.1% of portfolio
2,794
Q4 2024 Reduced 1.76%
$168B
$1.32 Billion 0.1% of portfolio
1,243
Q4 2024 Reduced 70.79%
$35.2B
$1.27 Billion 0.1% of portfolio
23,787
Q4 2024 Added 30.23%

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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