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
$0
$795 Million 0.06% of portfolio
39,450
Q4 2024 Added 3.0%
$58.2B
$824 Million 0.06% of portfolio
7,457
Q4 2024 Reduced 33.77%
$0
$811 Million 0.06% of portfolio
29,984
Q4 2024 Added 109.75%
$50.9B
$779 Million 0.06% of portfolio
6,351
Q4 2024 Added 4.7%
$155B
$783 Million 0.06% of portfolio
3,410
Q4 2024 Reduced 69.39%
$23.8B
$757 Million 0.06% of portfolio
6,439
Q4 2024 New
$183B
$759 Million 0.06% of portfolio
8,822
Q4 2024 Reduced 75.51%
$18.3B
$740 Million 0.06% of portfolio
8,578
Q4 2024 Added 87.95%
$14.1B
$782 Million 0.06% of portfolio
18,018
Q4 2024 Reduced 0.89%
$7.29B
$843 Million 0.06% of portfolio
16,819
Q4 2024 Added 0.42%
$52.4B
$600 Million 0.05% of portfolio
2,004
Q4 2024 Added 22.94%
$2.32B
$633 Million 0.05% of portfolio
18,376
Q4 2024 New
$178B
$710 Million 0.05% of portfolio
143
Q4 2024 Reduced 27.04%
$72.8B
$650 Million 0.05% of portfolio
4,660
Q4 2024 Reduced 39.01%
$64B
$632 Million 0.05% of portfolio
2,248
Q4 2024 Reduced 40.83%
$134B
$691 Million 0.05% of portfolio
5,723
Q4 2024 Reduced 42.35%
$16.1B
$705 Million 0.05% of portfolio
7,228
Q4 2024 Reduced 24.11%
$54.2B
$633 Million 0.05% of portfolio
14,590
Q4 2024 Reduced 11.81%
$11.9B
$722 Million 0.05% of portfolio
5,730
Q4 2024 Added 69.23%
-
$625 Million 0.05% of portfolio
-
Q4 2024 Added 105.0%
$16.3B
$632 Million 0.05% of portfolio
11,455
Q4 2024 Added 69.23%
$79.7B
$673 Million 0.05% of portfolio
7,881
Q4 2024 Reduced 32.51%
$0
$698 Million 0.05% of portfolio
31,883
Q4 2024 Added 94.05%
$128B
$690 Million 0.05% of portfolio
6,960
Q4 2024 Reduced 60.86%
$204B
$650 Million 0.05% of portfolio
1,847
Q4 2024 Reduced 59.87%
$66.1B
$609 Million 0.05% of portfolio
4,911
Q4 2024 Reduced 1.35%
$0
$677 Million 0.05% of portfolio
14,549
Q4 2024 New
$56.3B
$720 Million 0.05% of portfolio
10,551
Q4 2024 Reduced 8.57%
$13.4B
$612 Million 0.05% of portfolio
4,580
Q4 2024 Reduced 12.31%
$26.2B
$651 Million 0.05% of portfolio
12,881
Q4 2024 Reduced 40.68%
$0
$554 Million 0.04% of portfolio
22,455
Q4 2024 Added 25.09%
$0
$495 Million 0.04% of portfolio
58,700
Q4 2024 Added 25.63%
$2.47B
$473 Million 0.04% of portfolio
8,214
Q4 2024 Added 64.51%
$17.1B
$484 Million 0.04% of portfolio
5,377
Q4 2024 New
$324B
$473 Million 0.04% of portfolio
2,143
Q4 2024 Reduced 36.67%
$81.4B
$513 Million 0.04% of portfolio
1,583
Q4 2024 New
$108B
$476 Million 0.04% of portfolio
2,242
Q4 2024 Reduced 74.08%
$166B
$529 Million 0.04% of portfolio
2,206
Q4 2024 Reduced 67.4%
$123B
$486 Million 0.04% of portfolio
6,090
Q4 2024 Reduced 59.51%
$10.4B
$516 Million 0.04% of portfolio
14,326
Q4 2024 Added 73.42%
$15.6B
$584 Million 0.04% of portfolio
3,868
Q4 2024 Reduced 33.74%
$40.8B
$574 Million 0.04% of portfolio
4,839
Q4 2024 Added 43.42%
-
$524 Million 0.04% of portfolio
-
Q4 2024 New
$7.48B
$527 Million 0.04% of portfolio
12,901
Q4 2024 New
$62.8B
$485 Million 0.04% of portfolio
10,145
Q4 2024 Reduced 17.58%
$101B
$481 Million 0.04% of portfolio
283
Q4 2024 New
$70B
$517 Million 0.04% of portfolio
2,682
Q4 2024 Reduced 29.85%
$53B
$517 Million 0.04% of portfolio
3,683
Q4 2024 Reduced 17.44%
$87.9B
$497 Million 0.04% of portfolio
11,709
Q4 2024 Reduced 20.34%

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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