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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.94B
$7.49 Billion 0.53% of portfolio
44,400
Q3 2024 Added 802.99%
$5.27B
$2.05 Billion 0.15% of portfolio
136,984
Q3 2024 Added 0.25%
$2.4B
$1.53 Billion 0.11% of portfolio
13,668
Q3 2024 Reduced 0.73%
$3.29B
$1.09 Billion 0.08% of portfolio
164,094
Q3 2024 Reduced 50.87%
$2.64B
$938 Million 0.07% of portfolio
57,821
Q3 2024 Reduced 13.13%
$7.15B
$969 Million 0.07% of portfolio
9,382
Q3 2024 Reduced 4.47%
$7.1B
$938 Million 0.07% of portfolio
16,748
Q3 2024 Reduced 4.29%
$9.91B
$726 Million 0.05% of portfolio
890
Q3 2024 Added 14.1%
$5.53B
$438 Million 0.03% of portfolio
5,200
Q3 2024 Reduced 14.75%
$2.63B
$419 Million 0.03% of portfolio
12,687
Q3 2024 New
$4.27B
$353 Million 0.03% of portfolio
29,011
Q3 2024 Reduced 6.92%
$3.98B
$368 Million 0.03% of portfolio
10,000
Q3 2024 Reduced 4.76%
$3.94B
$416 Million 0.03% of portfolio
4,993
Q3 2024 New
$7.4B
$410 Million 0.03% of portfolio
6,222
Q3 2024 Reduced 1.58%
$4.87B
$233 Million 0.02% of portfolio
11,370
Q3 2024 Reduced 26.63%
$9.32B
$267 Million 0.02% of portfolio
2,975
Q3 2024 Added 2.98%
$8.63B
$282 Million 0.02% of portfolio
3,905
Q3 2024 Reduced 28.51%
$8.99B
$211 Million 0.02% of portfolio
7,851
Q3 2024 Reduced 39.49%
$6.62B
$279 Million 0.02% of portfolio
26,087
Q3 2024 Added 5.76%

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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