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
$667 Million 0.03% of portfolio
4,838
Q1 2025 Added 2.91%
$0
$750 Million 0.03% of portfolio
14,576
Q1 2025 Added 3.85%
$0
$854 Million 0.03% of portfolio
21,094
Q1 2025 Reduced 15.41%
$0
$662 Million 0.03% of portfolio
21,347
Q1 2025 Reduced 5.14%
$0
$818 Million 0.03% of portfolio
4,294
Q1 2025 Added 59.99%
$0
$830 Million 0.03% of portfolio
14,492
Q1 2025 Added 6.9%
$0
$662 Million 0.03% of portfolio
31,425
Q1 2025 Added 38.99%
$0
$846 Million 0.03% of portfolio
17,024
Q1 2025 Reduced 17.17%
$0
$681 Million 0.03% of portfolio
15,044
Q1 2025 Added 41.42%
$0
$878 Million 0.03% of portfolio
5,468
Q1 2025 Added 37.84%
$0
$805 Million 0.03% of portfolio
8,675
Q1 2025 Reduced 19.56%
$0
$668 Million 0.03% of portfolio
8,528
Q1 2025 Reduced 11.62%
$0
$856 Million 0.03% of portfolio
20,985
Q1 2025 Added 27.16%
$0
$763 Million 0.03% of portfolio
21,112
Q1 2025 Added 11.71%
$0
$761 Million 0.03% of portfolio
18,948
Q1 2025 Reduced 49.02%
$0
$667 Million 0.03% of portfolio
7,731
Q1 2025 Added 25.12%
$0
$753 Million 0.03% of portfolio
25,034
Q1 2025 Reduced 0.08%
$0
$727 Million 0.03% of portfolio
26,000
Q1 2025 Reduced 50.0%
$0
$900 Million 0.03% of portfolio
8,792
Q1 2025 Added 0.21%
$0
$780 Million 0.03% of portfolio
5,662
Q1 2025 Reduced 3.08%
$0
$720 Million 0.03% of portfolio
8,808
Q1 2025 Reduced 1.2%
$0
$847 Million 0.03% of portfolio
15,987
Q1 2025 Reduced 6.18%
$0
$700 Million 0.03% of portfolio
15,358
Q1 2025 Reduced 20.66%
$0
$709 Million 0.03% of portfolio
52,015
Q1 2025 Added 56.33%
$0
$745 Million 0.03% of portfolio
39,800
Q1 2025 Added 100.0%
$0
$511 Million 0.02% of portfolio
7,464
Q1 2025 Added 67.96%
$0
$415 Million 0.02% of portfolio
28,746
Q1 2025 New
$0
$492 Million 0.02% of portfolio
6,306
Q1 2025 Reduced 45.8%
$0
$448 Million 0.02% of portfolio
4,208
Q1 2025 Added 46.52%
$0
$438 Million 0.02% of portfolio
3,363
Q1 2025 Reduced 1.38%
$0
$521 Million 0.02% of portfolio
4,269
Q1 2025 Reduced 18.75%
$0
$562 Million 0.02% of portfolio
18,827
Q1 2025 Reduced 4.17%
$0
$569 Million 0.02% of portfolio
12,165
Q1 2025 Reduced 1.83%
$0
$412 Million 0.02% of portfolio
1,266
Q1 2025 Reduced 2.91%
$0
$532 Million 0.02% of portfolio
5,127
Q1 2025 Reduced 55.95%
$0
$536 Million 0.02% of portfolio
47,635
Q1 2025 Added 68.71%
$0
$632 Million 0.02% of portfolio
6,159
Q1 2025 Added 91.45%
$0
$482 Million 0.02% of portfolio
19,200
Q1 2025 Added 100.0%
$0
$509 Million 0.02% of portfolio
17,956
Q1 2025 Reduced 6.46%
$0
$466 Million 0.02% of portfolio
21,124
Q1 2025 Reduced 22.24%
$0
$481 Million 0.02% of portfolio
11,728
Q1 2025 Reduced 31.0%
$0
$554 Million 0.02% of portfolio
7,030
Q1 2025 Reduced 7.98%
$0
$447 Million 0.02% of portfolio
2,795
Q1 2025 Added 17.09%
$0
$393 Million 0.02% of portfolio
5,784
Q4 2024 New
$0
$429 Million 0.02% of portfolio
5,309
Q1 2025 Added 10.9%
$0
$591 Million 0.02% of portfolio
1,105
Q4 2024 New
$0
$407 Million 0.02% of portfolio
2,023
Q1 2025 Added 16.06%
$0
$549 Million 0.02% of portfolio
15,170
Q1 2025 Added 1.68%
$0
$450 Million 0.02% of portfolio
4,470
Q1 2025 Reduced 77.57%

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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