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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37.5B
$607 Million 0.04% of portfolio
3,416
Q3 2024 Added 9.84%
$17.3B
$524 Million 0.04% of portfolio
3,386
Q3 2024 Reduced 30.21%
$0
$568 Million 0.04% of portfolio
7,220
Q3 2024 Added 5.42%
$64.3B
$558 Million 0.04% of portfolio
2,315
Q3 2024 Added 35.06%
$0
$554 Million 0.04% of portfolio
27,020
Q2 2024 Reduced 7.84%
$5.47B
$438 Million 0.03% of portfolio
5,200
Q3 2024 Reduced 14.75%
$39B
$400 Million 0.03% of portfolio
6,130
Q3 2024 Added 3.7%
$0
$441 Million 0.03% of portfolio
4,895
Q3 2024 Added 45.64%
$82.9B
$437 Million 0.03% of portfolio
11,953
Q3 2024 Added 18.5%
$55B
$426 Million 0.03% of portfolio
2,249
Q3 2024 Added 35.65%
Innovator Equity Defined Protection Etf 2 Yr To July
-
$412 Million 0.03% of portfolio
-
Q3 2024 New
$0
$467 Million 0.03% of portfolio
50,825
Q3 2024 Added 18.68%
$16.1B
$351 Million 0.03% of portfolio
30,236
Q3 2024 Added 0.3%
$127B
$467 Million 0.03% of portfolio
5,830
Q3 2024 Added 35.14%
$0
$431 Million 0.03% of portfolio
2,684
Q2 2024 New
$2.57B
$419 Million 0.03% of portfolio
12,687
Q3 2024 New
$0
$475 Million 0.03% of portfolio
15,389
Q3 2024 New
$11.7B
$436 Million 0.03% of portfolio
1,071
Q3 2024 New
$0
$405 Million 0.03% of portfolio
5,010
Q3 2024 New
$0
$394 Million 0.03% of portfolio
17,951
Q3 2024 Added 0.59%
$0
$387 Million 0.03% of portfolio
13,100
Q3 2024 Reduced 18.38%
$18.5B
$411 Million 0.03% of portfolio
6,906
Q3 2024 Reduced 17.06%
$4.19B
$353 Million 0.03% of portfolio
29,011
Q3 2024 Reduced 6.92%
-
$384 Million 0.03% of portfolio
-
Q3 2024 Added 30.31%
$0
$412 Million 0.03% of portfolio
4,916
Q3 2024 Reduced 1.56%
$457M
$453 Million 0.03% of portfolio
50,974
Q3 2024 New
$0
$446 Million 0.03% of portfolio
1,312
Q3 2024 New
-
$362 Million 0.03% of portfolio
-
Q3 2024 Added 22.1%
$0
$432 Million 0.03% of portfolio
2,577
Q3 2024 New
$19.1B
$459 Million 0.03% of portfolio
6,769
Q3 2024 New
$0
$455 Million 0.03% of portfolio
23,873
Q3 2024 New
$22.8B
$467 Million 0.03% of portfolio
2,410
Q3 2024 Added 73.38%
$0
$411 Million 0.03% of portfolio
3,750
Q3 2024 Reduced 11.87%
$30.1B
$454 Million 0.03% of portfolio
2,914
Q3 2024 Added 3.41%
$0
$423 Million 0.03% of portfolio
11,918
Q3 2024 New
$90.5B
$357 Million 0.03% of portfolio
11,375
Q3 2024 Added 42.17%
$167B
$470 Million 0.03% of portfolio
909
Q3 2024 Reduced 19.41%
$19.1B
$472 Million 0.03% of portfolio
10,950
Q3 2024 Added 0.53%
$0
$480 Million 0.03% of portfolio
5,063
Q3 2024 Added 33.06%
$36B
$477 Million 0.03% of portfolio
2,625
Q3 2024 New
$0
$436 Million 0.03% of portfolio
9,111
Q3 2024 Added 1.65%
$0
$360 Million 0.03% of portfolio
7,146
Q3 2024 Added 52.04%
$59B
$460 Million 0.03% of portfolio
7,507
Q3 2024 New
$28.4B
$483 Million 0.03% of portfolio
9,264
Q3 2024 Reduced 22.81%
$38.1B
$385 Million 0.03% of portfolio
5,208
Q3 2024 Reduced 6.42%
$3.97B
$368 Million 0.03% of portfolio
10,000
Q3 2024 Reduced 4.76%
$11.7B
$421 Million 0.03% of portfolio
2,652
Q3 2024 New
Apollo Diversified Re Fd
-
$442 Million 0.03% of portfolio
-
Q3 2024 New
$0
$360 Million 0.03% of portfolio
1,270
Q3 2024 Reduced 15.78%

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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