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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$471 Million 0.03% of portfolio
10,138
Q3 2024 New
$0
$268 Million 0.02% of portfolio
3,045
Q3 2024 Reduced 16.18%
$0
$335 Million 0.02% of portfolio
7,140
Q3 2024 Added 0.85%
$0
$333 Million 0.02% of portfolio
6,323
Q3 2024 Reduced 25.41%
$0
$271 Million 0.02% of portfolio
4,630
Q3 2024 Added 17.81%
$0
$282 Million 0.02% of portfolio
12,328
Q3 2024 New
$0
$286 Million 0.02% of portfolio
2,000
Q3 2024 New
$0
$252 Million 0.02% of portfolio
4,133
Q3 2024 Reduced 41.67%
$0
$213 Million 0.02% of portfolio
2,431
Q3 2024 Added 0.79%
$0
$318 Million 0.02% of portfolio
3,837
Q3 2024 New
$0
$332 Million 0.02% of portfolio
1,363
Q3 2024 Reduced 39.61%
$0
$272 Million 0.02% of portfolio
1,872
Q3 2024 Added 11.83%
$0
$319 Million 0.02% of portfolio
3,230
Q3 2024 Reduced 40.66%
$0
$279 Million 0.02% of portfolio
1,771
Q3 2024 Reduced 20.08%
$0
$247 Million 0.02% of portfolio
11,100
Q3 2024 Reduced 28.85%
$0
$238 Million 0.02% of portfolio
4,203
Q3 2024 New
$0
$259 Million 0.02% of portfolio
3,142
Q3 2024 Added 17.46%
$0
$305 Million 0.02% of portfolio
4,202
Q3 2024 Reduced 3.09%
$0
$211 Million 0.02% of portfolio
2,069
Q3 2024 New
$0
$338 Million 0.02% of portfolio
3,488
Q3 2024 Reduced 9.66%
$0
$234 Million 0.02% of portfolio
1,882
Q3 2024 New
$0
$298 Million 0.02% of portfolio
4,603
Q3 2024 Reduced 1.05%
$0
$248 Million 0.02% of portfolio
3,124
Q3 2024 New
$0
$224 Million 0.02% of portfolio
4,495
Q3 2024 Reduced 12.0%
$0
$291 Million 0.02% of portfolio
14,080
Q3 2024 Reduced 11.77%
$0
$263 Million 0.02% of portfolio
11,662
Q3 2024 Reduced 48.45%
$0
$320 Million 0.02% of portfolio
2,090
Q3 2024 New
$0
$279 Million 0.02% of portfolio
9,605
Q3 2024 Reduced 35.61%
$0
$265 Million 0.02% of portfolio
2,836
Q3 2024 New
$0
$248 Million 0.02% of portfolio
4,053
Q3 2024 New
$0
$270 Million 0.02% of portfolio
21,700
Q3 2024 Reduced 18.11%
$0
$331 Million 0.02% of portfolio
12,648
Q3 2024 Added 9.6%
$0
$242 Million 0.02% of portfolio
3,868
Q3 2024 Reduced 1.3%
$0
$255 Million 0.02% of portfolio
9,515
Q2 2024 Added 4.1%
$0
$217 Million 0.02% of portfolio
13,455
Q3 2024 New
$0
$310 Million 0.02% of portfolio
5,600
Q3 2024 Reduced 60.05%
$0
$290 Million 0.02% of portfolio
3,800
Q2 2024 New
$0
$238 Million 0.02% of portfolio
5,017
Q3 2024 New
$0
$221 Million 0.02% of portfolio
2,163
Q3 2024 New
$0
$288 Million 0.02% of portfolio
15,947
Q3 2024 Added 8.78%
$0
$247 Million 0.02% of portfolio
4,900
Q3 2024 Reduced 41.18%
$0
$220 Million 0.02% of portfolio
11,550
Q2 2024 Reduced 33.81%
$0
$283 Million 0.02% of portfolio
5,597
Q3 2024 Added 12.5%
$0
$233 Million 0.02% of portfolio
2,113
Q3 2024 Reduced 4.22%
$0
$244 Million 0.02% of portfolio
4,604
Q3 2024 Reduced 62.35%
$0
$321 Million 0.02% of portfolio
1,159
Q3 2024 Added 43.09%
$0
$222 Million 0.02% of portfolio
2,539
Q3 2024 New
$0
$285 Million 0.02% of portfolio
10,500
Q3 2024 New
$0
$207 Million 0.01% of portfolio
3,323
Q3 2024 New

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
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