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
$404 Million 0.02% of portfolio
4,460
Q1 2025 Added 7.96%
$0
$582 Million 0.02% of portfolio
5,622
Q1 2025 Reduced 2.26%
$0
$624 Million 0.02% of portfolio
6,097
Q1 2025 Added 42.95%
$0
$598 Million 0.02% of portfolio
19,509
Q1 2025 Reduced 7.87%
$0
$495 Million 0.02% of portfolio
10,745
Q1 2025 Reduced 77.1%
$0
$605 Million 0.02% of portfolio
4,757
Q1 2025 Reduced 7.51%
$0
$412 Million 0.02% of portfolio
6,626
Q1 2025 Added 7.93%
$0
$428 Million 0.02% of portfolio
10,114
Q1 2025 Added 9.77%
$0
$499 Million 0.02% of portfolio
11,418
Q1 2025 Reduced 2.97%
$0
$524 Million 0.02% of portfolio
11,479
Q1 2025 Reduced 90.08%
$0
$446 Million 0.02% of portfolio
29,546
Q1 2025 Added 101.06%
$0
$578 Million 0.02% of portfolio
14,642
Q1 2025 Reduced 1.51%
$0
$433 Million 0.02% of portfolio
6,793
Q1 2025 Added 65.72%
$0
$419 Million 0.02% of portfolio
6,965
Q1 2025 Reduced 0.59%
$0
$605 Million 0.02% of portfolio
3,952
Q1 2025 Reduced 41.93%
$0
$469 Million 0.02% of portfolio
5,082
Q1 2025 Reduced 43.78%
$0
$420 Million 0.02% of portfolio
1,977
Q1 2025 Added 0.92%
$0
$454 Million 0.02% of portfolio
8,067
Q1 2025 Added 22.39%
$0
$510 Million 0.02% of portfolio
10,486
Q1 2025 Added 70.56%
$0
$627 Million 0.02% of portfolio
3,404
Q1 2025 Added 91.99%
$0
$553 Million 0.02% of portfolio
5,897
Q1 2025 Added 4.71%
$0
$613 Million 0.02% of portfolio
2,504
Q1 2025 Reduced 6.04%
$0
$531 Million 0.02% of portfolio
10,396
Q1 2025 Added 143.35%
$0
$591 Million 0.02% of portfolio
7,745
Q1 2025 Added 76.42%
$0
$570 Million 0.02% of portfolio
4,532
Q1 2025 Added 81.21%
$0
$544 Million 0.02% of portfolio
4,497
Q1 2025 Reduced 16.75%
$0
$529 Million 0.02% of portfolio
1,700
Q1 2025 Reduced 68.52%
$0
$422 Million 0.02% of portfolio
5,159
Q1 2025 Reduced 2.14%
$0
$244 Million 0.01% of portfolio
12,163
Q4 2024 New
$0
$298 Million 0.01% of portfolio
8,311
Q1 2025 Reduced 47.76%
$0
$309 Million 0.01% of portfolio
2,808
Q1 2025 New
$0
$321 Million 0.01% of portfolio
14,947
Q1 2025 Added 0.97%
$0
$321 Million 0.01% of portfolio
7,915
Q1 2025 Added 5.79%
$0
$228 Million 0.01% of portfolio
2,350
Q1 2025 Reduced 14.55%
$0
$314 Million 0.01% of portfolio
3,800
Q1 2025 Reduced 50.0%
$0
$376 Million 0.01% of portfolio
9,045
Q1 2025 Reduced 0.56%
$0
$297 Million 0.01% of portfolio
1,849
Q1 2025 Reduced 7.18%
$0
$280 Million 0.01% of portfolio
12,328
Q3 2024 New
$0
$264 Million 0.01% of portfolio
4,507
Q1 2025 Reduced 70.55%
$0
$222 Million 0.01% of portfolio
4,468
Q1 2025 New
$0
$351 Million 0.01% of portfolio
7,222
Q4 2024 New
$0
$278 Million 0.01% of portfolio
3,632
Q1 2025 Reduced 56.07%
$0
$257 Million 0.01% of portfolio
4,322
Q1 2025 Reduced 92.65%
$0
$250 Million 0.01% of portfolio
2,268
Q1 2025 Reduced 13.1%
$0
$226 Million 0.01% of portfolio
4,887
Q1 2025 Reduced 16.23%
$0
$254 Million 0.01% of portfolio
1,489
Q1 2025 Reduced 6.0%
$0
$341 Million 0.01% of portfolio
11,061
Q1 2025 Added 0.26%
$0
$268 Million 0.01% of portfolio
2,000
Q1 2025 Reduced 50.0%
$0
$315 Million 0.01% of portfolio
9,548
Q1 2025 Reduced 2.77%

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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