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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.39 Billion 0.17% of portfolio
120,577
Q3 2024 Added 3.57%
$0
$1.6 Billion 0.11% of portfolio
241,121
Q3 2024 New
$0
$1.07 Billion 0.08% of portfolio
123,458
Q3 2024 Added 7.97%
$0
$781 Million 0.06% of portfolio
38,300
Q3 2024 Added 40.29%
$0
$783 Million 0.06% of portfolio
49,575
Q2 2024 Added 0.71%
$0
$508 Million 0.04% of portfolio
50,952
Q3 2024 Added 104.61%
$0
$620 Million 0.04% of portfolio
33,319
Q3 2024 New
$0
$554 Million 0.04% of portfolio
27,020
Q2 2024 Reduced 7.84%
$0
$467 Million 0.03% of portfolio
50,825
Q3 2024 Added 18.68%
$0
$394 Million 0.03% of portfolio
17,951
Q3 2024 Added 0.59%
$0
$413 Million 0.03% of portfolio
46,725
Q1 2024 Added 33.83%
$0
$355 Million 0.03% of portfolio
14,295
Q3 2024 Reduced 20.38%
$0
$330 Million 0.02% of portfolio
32,120
Q2 2024 Added 9.23%
$0
$327 Million 0.02% of portfolio
35,130
Q2 2024 Added 9.34%
$0
$307 Million 0.02% of portfolio
27,525
Q1 2024 Added 51.24%
$0
$345 Million 0.02% of portfolio
27,835
Q1 2024 Added 61.97%
$0
$344 Million 0.02% of portfolio
16,430
Q3 2024 Reduced 45.01%
$0
$246 Million 0.02% of portfolio
21,090
Q2 2024 Reduced 43.98%
$0
$261 Million 0.02% of portfolio
25,157
Q3 2024 Reduced 35.91%
$0
$215 Million 0.02% of portfolio
19,360
Q3 2024 Reduced 6.7%
$0
$236 Million 0.02% of portfolio
19,045
Q1 2024 Added 11.08%
$0
$251 Million 0.02% of portfolio
21,500
Q2 2024 New
$0
$343 Million 0.02% of portfolio
25,615
Q3 2024 Reduced 23.8%
$0
$193 Million 0.01% of portfolio
31,000
Q3 2024 New
$27.6M
$9.46 Million 0.0% of portfolio
20,000
Q3 2024 Reduced 91.42%

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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