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
$1.47 Billion 0.06% of portfolio
19,362
Q1 2025 Reduced 1.71%
$0
$1.67 Billion 0.06% of portfolio
36,336
Q1 2025 Added 17.81%
$0
$1.62 Billion 0.06% of portfolio
19,753
Q1 2025 Added 55.45%
$0
$1.62 Billion 0.06% of portfolio
75,253
Q1 2025 Reduced 25.52%
$0
$1.53 Billion 0.06% of portfolio
24,028
Q1 2025 Added 3.78%
$0
$1.69 Billion 0.06% of portfolio
8,734
Q1 2025 Reduced 19.98%
$0
$1.36 Billion 0.05% of portfolio
33,272
Q1 2025 Added 6.57%
$0
$1.24 Billion 0.05% of portfolio
12,279
Q1 2025 Added 20.49%
$0
$1.26 Billion 0.05% of portfolio
75,399
Q1 2025 Added 138.64%
$0
$1.37 Billion 0.05% of portfolio
5,427
Q1 2025 Added 8.22%
$0
$1.38 Billion 0.05% of portfolio
18,517
Q1 2025 Added 24.46%
$0
$1.4 Billion 0.05% of portfolio
10,621
Q1 2025 Added 11.14%
$0
$1.35 Billion 0.05% of portfolio
13,086
Q1 2025 Reduced 12.65%
$0
$1.27 Billion 0.05% of portfolio
6,391
Q1 2025 Reduced 32.85%
$0
$1.39 Billion 0.05% of portfolio
22,847
Q1 2025 Reduced 3.68%
$0
$1.33 Billion 0.05% of portfolio
14,394
Q1 2025 Added 31.55%
$0
$1.41 Billion 0.05% of portfolio
59,883
Q1 2025 Added 8.8%
$0
$1.23 Billion 0.05% of portfolio
14,956
Q1 2025 Added 1.12%
$0
$1.19 Billion 0.05% of portfolio
10,477
Q1 2025 Added 31.47%
$0
$1.23 Billion 0.05% of portfolio
7,084
Q1 2025 Added 95.47%
$0
$1.3 Billion 0.05% of portfolio
38,695
Q1 2025 Added 19.05%
$0
$1.41 Billion 0.05% of portfolio
32,448
Q1 2025 Added 65.15%
$0
$1.21 Billion 0.05% of portfolio
25,797
Q1 2025 Added 50.0%
$0
$1.32 Billion 0.05% of portfolio
28,494
Q1 2025 Added 24.84%
$0
$1.37 Billion 0.05% of portfolio
57,782
Q1 2025 Reduced 2.87%
$0
$934 Million 0.04% of portfolio
18,297
Q1 2025 Reduced 9.5%
$0
$945 Million 0.04% of portfolio
8,056
Q1 2025 Added 0.01%
$0
$942 Million 0.04% of portfolio
21,346
Q1 2025 Reduced 49.38%
$0
$958 Million 0.04% of portfolio
17,757
Q1 2025 Added 8.19%
$0
$961 Million 0.04% of portfolio
12,178
Q1 2025 Added 82.41%
$0
$947 Million 0.04% of portfolio
12,103
Q1 2025 Reduced 12.69%
$0
$923 Million 0.04% of portfolio
13,906
Q1 2025 Reduced 0.57%
$0
$933 Million 0.04% of portfolio
21,477
Q1 2025 Added 88.88%
$0
$1.13 Billion 0.04% of portfolio
12,057
Q1 2025 Added 35.87%
$0
$1.12 Billion 0.04% of portfolio
22,866
Q1 2025 Reduced 0.12%
$0
$933 Million 0.04% of portfolio
19,142
Q1 2025 Added 33.18%
$0
$947 Million 0.04% of portfolio
8,985
Q1 2025 Reduced 43.0%
$0
$1.03 Billion 0.04% of portfolio
21,048
Q1 2025 Reduced 4.63%
$0
$1.13 Billion 0.04% of portfolio
3,364
Q1 2025 Reduced 24.66%
$0
$942 Million 0.04% of portfolio
21,517
Q1 2025 Added 40.77%
$0
$1.16 Billion 0.04% of portfolio
54,107
Q1 2025 Added 3.26%
$0
$1.1 Billion 0.04% of portfolio
12,177
Q1 2025 Added 77.35%
$0
$963 Million 0.04% of portfolio
5,118
Q1 2025 Added 2.05%
$0
$996 Million 0.04% of portfolio
19,881
Q1 2025 Added 42.05%
$0
$1.12 Billion 0.04% of portfolio
24,316
Q1 2025 Added 16.26%
$0
$1 Billion 0.04% of portfolio
8,405
Q1 2025 Added 4.89%
$0
$1.07 Billion 0.04% of portfolio
14,549
Q1 2025 New
$0
$940 Million 0.04% of portfolio
18,541
Q1 2025 Added 216.08%
$0
$834 Million 0.03% of portfolio
36,285
Q1 2025 Reduced 53.95%

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
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