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
$18.3B
$447 Million 0.03% of portfolio
3,109
Q4 2024 New
$88.6B
$404 Million 0.03% of portfolio
6,755
Q4 2024 Reduced 66.74%
$123B
$450 Million 0.03% of portfolio
1,628
Q4 2024 Reduced 81.35%
$45.4B
$436 Million 0.03% of portfolio
4,805
Q4 2024 Reduced 67.29%
$1.84B
$432 Million 0.03% of portfolio
75,600
Q4 2024 New
$47.2B
$357 Million 0.03% of portfolio
5,842
Q4 2024 Reduced 51.64%
$14.8B
$376 Million 0.03% of portfolio
21,964
Q4 2024 Reduced 38.65%
$7.87B
$338 Million 0.03% of portfolio
3,022
Q4 2024 New
$12.1B
$360 Million 0.03% of portfolio
848
Q4 2024 New
$39.3B
$363 Million 0.03% of portfolio
36,643
Q4 2024 Reduced 15.78%
$2.57B
$375 Million 0.03% of portfolio
24,733
Q4 2024 New
$26.5B
$431 Million 0.03% of portfolio
10,730
Q4 2024 Reduced 28.87%
$39.4B
$337 Million 0.03% of portfolio
2,304
Q4 2024 New
$76.6B
$447 Million 0.03% of portfolio
474
Q4 2024 Reduced 39.0%
$40B
$447 Million 0.03% of portfolio
9,398
Q4 2024 Reduced 58.54%
$3.78B
$444 Million 0.03% of portfolio
10,500
Q4 2024 Added 5.0%
$0
$463 Million 0.03% of portfolio
36,340
Q4 2024 New
$33.4B
$388 Million 0.03% of portfolio
3,327
Q4 2024 Reduced 23.8%
$20.1B
$344 Million 0.03% of portfolio
2,965
Q4 2024 Reduced 59.0%
$49.7B
$335 Million 0.03% of portfolio
2,549
Q4 2024 Added 13.79%
$21.7B
$446 Million 0.03% of portfolio
19,223
Q4 2024 Added 23.72%
$55.5B
$448 Million 0.03% of portfolio
2,321
Q4 2024 Added 3.2%
$70.4B
$419 Million 0.03% of portfolio
906
Q4 2024 Reduced 48.99%
$30.2B
$374 Million 0.03% of portfolio
1,988
Q4 2024 Reduced 41.8%
$0
$412 Million 0.03% of portfolio
33,615
Q4 2024 Added 31.23%
$56.7B
$350 Million 0.03% of portfolio
11,385
Q4 2024 New
-
$363 Million 0.03% of portfolio
-
Q4 2024 New
$9.72B
$336 Million 0.03% of portfolio
1,079
Q4 2024 Added 0.75%
$83.4B
$435 Million 0.03% of portfolio
3,370
Q4 2024 Reduced 57.84%
$1.12B
$428 Million 0.03% of portfolio
42,000
Q4 2024 New
$759M
$455 Million 0.03% of portfolio
25,575
Q4 2024 Added 0.43%
$22.4B
$259 Million 0.02% of portfolio
3,245
Q4 2024 New
$17B
$203 Million 0.02% of portfolio
2,676
Q4 2024 Added 58.53%
$14.3B
$225 Million 0.02% of portfolio
639
Q4 2024 New
$71.8B
$207 Million 0.02% of portfolio
1,687
Q4 2024 Reduced 64.51%
$12.7B
$203 Million 0.02% of portfolio
3,051
Q4 2024 New
$77B
$294 Million 0.02% of portfolio
1,807
Q4 2024 Reduced 28.72%
$3.34B
$304 Million 0.02% of portfolio
2,420
Q4 2024 New
$149B
$324 Million 0.02% of portfolio
5,712
Q4 2024 Added 42.48%
-
$297 Million 0.02% of portfolio
-
Q4 2024 Reduced 17.65%
$21.1B
$250 Million 0.02% of portfolio
2,214
Q4 2024 New
$23.7B
$229 Million 0.02% of portfolio
2,170
Q4 2024 New
$6.11B
$238 Million 0.02% of portfolio
6,287
Q4 2024 New
$0
$331 Million 0.02% of portfolio
31,958
Q4 2024 Added 27.03%
$36.4B
$233 Million 0.02% of portfolio
1,735
Q4 2024 Reduced 17.46%
$44.1B
$280 Million 0.02% of portfolio
7,440
Q4 2024 Reduced 62.74%
$1.79B
$209 Million 0.02% of portfolio
1,063
Q4 2024 New
$19.2B
$321 Million 0.02% of portfolio
2,901
Q4 2024 Reduced 11.58%
$54.5B
$268 Million 0.02% of portfolio
2,901
Q4 2024 Reduced 75.98%

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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