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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.02 Billion 0.12% of portfolio
11,541
Q1 2025 Added 97.32%
$0
$3.01 Billion 0.12% of portfolio
137,250
Q1 2025 Added 60.71%
$0
$3.25 Billion 0.12% of portfolio
122,357
Q1 2025 Reduced 0.23%
$0
$2.95 Billion 0.11% of portfolio
27,122
Q1 2025 Added 121.73%
$0
$2.89 Billion 0.11% of portfolio
31,516
Q1 2025 Added 15.47%
$0
$2.91 Billion 0.11% of portfolio
175,838
Q1 2025 Added 15.53%
$0
$2.96 Billion 0.11% of portfolio
29,454
Q1 2025 Added 121.46%
$0
$2.5 Billion 0.1% of portfolio
95,500
Q1 2025 Added 1.1%
$0
$2.72 Billion 0.1% of portfolio
10,519
Q1 2025 Reduced 14.88%
$0
$2.56 Billion 0.1% of portfolio
32,214
Q1 2025 Added 1.94%
$0
$2.7 Billion 0.1% of portfolio
29,458
Q1 2025 Added 14.54%
$0
$2.51 Billion 0.1% of portfolio
32,519
Q1 2025 Added 11.81%
$0
$2.57 Billion 0.1% of portfolio
30,935
Q1 2025 Added 5.07%
$0
$2.38 Billion 0.09% of portfolio
60,416
Q1 2025 Added 1.2%
$0
$2.28 Billion 0.09% of portfolio
29,754
Q1 2025 Added 56.9%
$0
$2.48 Billion 0.09% of portfolio
26,631
Q1 2025 Added 51.21%
$0
$2.34 Billion 0.09% of portfolio
31,921
Q1 2025 Added 68.78%
$0
$2.48 Billion 0.09% of portfolio
88,664
Q1 2025 Added 29.33%
$0
$2.48 Billion 0.09% of portfolio
55,622
Q1 2025 Added 33.31%
$0
$2.26 Billion 0.09% of portfolio
22,126
Q1 2025 Reduced 23.15%
$0
$2.45 Billion 0.09% of portfolio
11,192
Q1 2025 Added 50.82%
$0
$2.26 Billion 0.09% of portfolio
47,313
Q1 2025 Added 129.22%
$0
$2 Billion 0.08% of portfolio
25,560
Q1 2025 Reduced 0.34%
$0
$2.03 Billion 0.08% of portfolio
26,689
Q1 2025 Added 10.56%
$0
$2.06 Billion 0.08% of portfolio
39,204
Q1 2025 Added 31.17%
$0
$2.06 Billion 0.08% of portfolio
102,695
Q1 2025 Added 5.66%
$0
$1.98 Billion 0.08% of portfolio
33,594
Q1 2025 Added 20.38%
$0
$2.06 Billion 0.08% of portfolio
40,463
Q1 2025 Reduced 37.92%
$0
$2.03 Billion 0.08% of portfolio
32,826
Q1 2025 Reduced 0.73%
$0
$2.03 Billion 0.08% of portfolio
42,669
Q1 2025 Added 3.42%
$0
$2.19 Billion 0.08% of portfolio
18,644
Q1 2025 Added 22.94%
$0
$2 Billion 0.08% of portfolio
65,800
Q1 2025 Added 125.34%
$0
$2.04 Billion 0.08% of portfolio
72,346
Q1 2025 Added 3.15%
$0
$2.13 Billion 0.08% of portfolio
63,915
Q1 2025 Added 0.71%
$0
$2.08 Billion 0.08% of portfolio
79,477
Q1 2025 Added 1.71%
$0
$2.07 Billion 0.08% of portfolio
25,593
Q1 2025 Reduced 6.43%
$0
$1.8 Billion 0.07% of portfolio
34,480
Q1 2025 Added 69.9%
$0
$1.86 Billion 0.07% of portfolio
35,847
Q1 2025 Added 78.73%
$0
$1.79 Billion 0.07% of portfolio
28,458
Q1 2025 Added 62.31%
$0
$1.84 Billion 0.07% of portfolio
12,739
Q1 2025 Added 74.39%
$0
$1.7 Billion 0.07% of portfolio
29,518
Q1 2025 Added 33.6%
$0
$1.95 Billion 0.07% of portfolio
38,489
Q1 2025 Reduced 56.54%
$0
$1.71 Billion 0.07% of portfolio
31,199
Q1 2025 Reduced 19.89%
$0
$1.65 Billion 0.06% of portfolio
40,161
Q1 2025 Added 56.87%
$0
$1.51 Billion 0.06% of portfolio
52,859
Q1 2025 Added 210.02%
$0
$1.56 Billion 0.06% of portfolio
45,565
Q1 2025 Reduced 13.9%
$0
$1.6 Billion 0.06% of portfolio
24,356
Q1 2025 Added 1.92%
$0
$1.58 Billion 0.06% of portfolio
17,431
Q1 2025 Added 1.75%
$0
$1.7 Billion 0.06% of portfolio
9,930
Q1 2025 Added 8.62%

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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