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
$5.91B
$637 Million 0.02% of portfolio
445
Q1 2025 Added 34.04%
$45.6B
$416 Million 0.02% of portfolio
9,086
Q1 2025 Reduced 3.32%
$68B
$443 Million 0.02% of portfolio
10,495
Q1 2025 Added 3.45%
$116B
$607 Million 0.02% of portfolio
5,775
Q1 2025 Reduced 17.03%
-
$409 Million 0.02% of portfolio
-
Q1 2025 New
$25.5B
$435 Million 0.02% of portfolio
1,179
Q1 2025 Added 14.8%
$0
$594 Million 0.02% of portfolio
52,000
Q1 2025 Added 100.0%
$53.1B
$398 Million 0.02% of portfolio
6,056
Q1 2025 Added 25.51%
$124B
$426 Million 0.02% of portfolio
2,110
Q1 2025 Reduced 5.89%
$70.2B
$409 Million 0.02% of portfolio
935
Q1 2025 Added 3.2%
$95.1B
$527 Million 0.02% of portfolio
7,768
Q1 2025 Added 15.0%
-
$410 Million 0.02% of portfolio
-
Q1 2025 New
-
$521 Million 0.02% of portfolio
-
Q1 2025 Added 33.48%
$0
$465 Million 0.02% of portfolio
37,946
Q1 2025 Added 4.42%
$72.2B
$609 Million 0.02% of portfolio
20,647
Q1 2025 Added 78.82%
$107B
$445 Million 0.02% of portfolio
1,663
Q1 2025 Added 5.05%
$31.9B
$517 Million 0.02% of portfolio
10,435
Q1 2025 New
$1.52B
$514 Million 0.02% of portfolio
36,286
Q1 2025 Added 145.52%
$36.5B
$501 Million 0.02% of portfolio
4,179
Q1 2025 Added 25.61%
$46.1B
$402 Million 0.02% of portfolio
3,856
Q1 2025 Reduced 19.75%
$30.9B
$573 Million 0.02% of portfolio
6,747
Q1 2025 Reduced 21.35%
$215B
$430 Million 0.02% of portfolio
701
Q1 2025 Added 9.7%
$41.6B
$429 Million 0.02% of portfolio
3,119
Q1 2025 Added 17.17%
$0
$428 Million 0.02% of portfolio
29,746
Q1 2025 Reduced 24.15%
$30.3B
$471 Million 0.02% of portfolio
8,602
Q1 2025 Added 26.91%
$21.9B
$425 Million 0.02% of portfolio
18,516
Q1 2025 Reduced 3.68%
$116B
$479 Million 0.02% of portfolio
11,591
Q1 2025 Reduced 3.08%
$61.7B
$397 Million 0.02% of portfolio
1,502
Q1 2025 Reduced 0.53%
$143B
$587 Million 0.02% of portfolio
2,076
Q1 2025 Reduced 5.89%
$572M
$459 Million 0.02% of portfolio
43,797
Q1 2025 Added 50.0%
$79.2B
$493 Million 0.02% of portfolio
2,802
Q1 2025 Added 4.47%
$60.6B
$565 Million 0.02% of portfolio
4,556
Q1 2025 Added 94.12%
$13.2B
$628 Million 0.02% of portfolio
5,948
Q1 2025 Added 3.8%
$42.1B
$408 Million 0.02% of portfolio
4,954
Q1 2025 Reduced 0.56%
$15.6B
$640 Million 0.02% of portfolio
3,784
Q1 2025 Reduced 2.17%
$147B
$555 Million 0.02% of portfolio
1,489
Q1 2025 Added 21.65%
$47.6B
$633 Million 0.02% of portfolio
15,144
Q1 2025 Reduced 3.03%
$38.6B
$431 Million 0.02% of portfolio
2,079
Q1 2025 Added 3.18%
$48B
$486 Million 0.02% of portfolio
10,252
Q1 2025 Added 22.68%
$24.3B
$440 Million 0.02% of portfolio
20,367
Q1 2025 Added 62.35%
$1.45B
$466 Million 0.02% of portfolio
9,098
Q1 2025 Added 104.5%
$59.3B
$651 Million 0.02% of portfolio
15,828
Q1 2025 Added 8.49%
$90.3B
$531 Million 0.02% of portfolio
11,975
Q1 2025 Added 2.27%
$41.3B
$598 Million 0.02% of portfolio
7,716
Q1 2025 Added 17.34%
$12.8B
$475 Million 0.02% of portfolio
5,135
Q1 2025 Reduced 28.96%
$124B
$453 Million 0.02% of portfolio
3,917
Q1 2025 Reduced 35.6%
$52.1B
$466 Million 0.02% of portfolio
2,252
Q1 2025 Reduced 2.97%
$175B
$424 Million 0.02% of portfolio
5,417
Q1 2025 Reduced 2.71%
$74.3B
$473 Million 0.02% of portfolio
3,086
Q1 2025 Reduced 23.99%

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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