Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

Kingswood Wealth Advisors, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.4 Trillion distributed in 671 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $78.2B, Nvidia Corp with a value of $55.5B, Microsoft Corp with a value of $52B, Amazon Com Inc with a value of $31.5B, and Spdr S&P 500 ETF Trust with a value of $21.2B.

Examining the 13F form we can see an increase of $292B in the current position value, from $1.11T to 1.4T.

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 $1.4 Trillion
ETFs: $443 Billion
Technology: $294 Billion
Financial Services: $103 Billion
Healthcare: $101 Billion
Industrials: $94.8 Billion
Consumer Cyclical: $76.9 Billion
Communication Services: $68.3 Billion
Consumer Defensive: $49.1 Billion
Other: $127 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54.4B
$821 Million 0.06% of portfolio
6,066
Q3 2024 Reduced 18.51%
$48.7B
$832 Million 0.06% of portfolio
9,185
Q3 2024 Reduced 26.98%
$43.1B
$850 Million 0.06% of portfolio
12,879
Q3 2024 Reduced 4.25%
$139B
$861 Million 0.06% of portfolio
13,293
Q3 2024 Added 31.21%
$39.2B
$810 Million 0.06% of portfolio
19,969
Q3 2024 Added 82.43%
$17.6B
$845 Million 0.06% of portfolio
10,061
Q3 2024 New
$12.5B
$888 Million 0.06% of portfolio
22,777
Q3 2024 Added 0.3%
$0
$783 Million 0.06% of portfolio
49,575
Q2 2024 Added 0.71%
$77.6B
$799 Million 0.06% of portfolio
1,776
Q3 2024 Added 45.34%
$26.5B
$893 Million 0.06% of portfolio
7,231
Q3 2024 Added 19.23%
$15.6B
$906 Million 0.06% of portfolio
5,838
Q3 2024 Added 88.32%
$13.4B
$824 Million 0.06% of portfolio
18,179
Q3 2024 Reduced 7.46%
$10.2B
$826 Million 0.06% of portfolio
36,128
Q3 2024 Reduced 5.84%
$73B
$651 Million 0.05% of portfolio
22,350
Q3 2024 Added 6.78%
$56.8B
$680 Million 0.05% of portfolio
2,736
Q3 2024 Added 24.36%
$272B
$698 Million 0.05% of portfolio
3,384
Q3 2024 Reduced 2.48%
$63.2B
$708 Million 0.05% of portfolio
16,544
Q3 2024 Reduced 19.6%
$94.6B
$725 Million 0.05% of portfolio
5,320
Q3 2024 Reduced 7.78%
$20B
$726 Million 0.05% of portfolio
10,673
Q3 2024 Added 0.02%
$83.4B
$690 Million 0.05% of portfolio
777
Q3 2024 Reduced 14.62%
$32B
$656 Million 0.05% of portfolio
4,366
Q3 2024 Added 84.69%
$20.2B
$633 Million 0.05% of portfolio
12,948
Q3 2024 Reduced 21.95%
$22.2B
$660 Million 0.05% of portfolio
4,018
Q3 2024 Added 20.62%
$22.6B
$638 Million 0.05% of portfolio
27,469
Q3 2024 Reduced 7.27%
$24B
$644 Million 0.05% of portfolio
5,012
Q3 2024 Reduced 7.27%
$21.6B
$743 Million 0.05% of portfolio
7,079
Q3 2024 Added 8.71%
$21.5B
$681 Million 0.05% of portfolio
5,223
Q3 2024 Reduced 20.34%
$35.7B
$734 Million 0.05% of portfolio
5,250
Q3 2024 Added 80.04%
$24.9B
$690 Million 0.05% of portfolio
2,298
Q3 2024 Reduced 6.85%
$41.8B
$691 Million 0.05% of portfolio
12,080
Q3 2024 Added 33.61%
$44.8B
$745 Million 0.05% of portfolio
12,673
Q3 2024 Added 10.82%
$11B
$726 Million 0.05% of portfolio
890
Q3 2024 Added 14.1%
$80.2B
$707 Million 0.05% of portfolio
3,823
Q3 2024 Added 14.6%
$85.2B
$751 Million 0.05% of portfolio
1,525
Q3 2024 Reduced 8.02%
$38.4B
$602 Million 0.04% of portfolio
2,675
Q3 2024 Reduced 7.92%
$548M
$616 Million 0.04% of portfolio
51,930
Q3 2024 Reduced 5.46%
$80B
$584 Million 0.04% of portfolio
4,754
Q3 2024 Added 19.87%
$52B
$586 Million 0.04% of portfolio
1,630
Q3 2024 Reduced 22.42%
$90.1B
$597 Million 0.04% of portfolio
14,698
Q3 2024 Added 55.06%
$27.4B
$504 Million 0.04% of portfolio
2,629
Q3 2024 Added 12.98%
$75.9B
$628 Million 0.04% of portfolio
5,431
Q3 2024 New
$52.7B
$597 Million 0.04% of portfolio
4,461
Q3 2024 Reduced 28.75%
$73.6B
$544 Million 0.04% of portfolio
4,978
Q3 2024 Added 6.62%
$54.7B
$630 Million 0.04% of portfolio
5,493
Q3 2024 Added 262.57%
$20.2B
$500 Million 0.04% of portfolio
4,564
Q3 2024 Added 32.21%
$25.9B
$505 Million 0.04% of portfolio
4,818
Q3 2024 Reduced 2.98%
$68.8B
$626 Million 0.04% of portfolio
18,117
Q3 2024 Added 7.87%
$67.7B
$620 Million 0.04% of portfolio
2,430
Q3 2024 Added 29.26%
$30B
$583 Million 0.04% of portfolio
7,730
Q3 2024 Reduced 2.74%

Summary

  • Portfolio
  • No. of Stocks 671
  • Current Value $1.4 Trillion
  • Prior Value $1.11 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 123 stocks
  • Additional Purchases 320 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 201 stocks
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email