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
MMC Marsh & Mclennan Companies, Inc. Financial Services	$111B	$227 Million 0.02% of portfolio	1,019	Q3 2024 New
Grayscale Bitcoin Cash T	-	$237 Million 0.02% of portfolio	-	Q3 2024 New
YJUN First Tr Exchange Traded Fd Vi	$0	$282 Million 0.02% of portfolio	12,328	Q3 2024 New
VFL Delaware Investments National Municipal Income Fund Financial Services	$0	$307 Million 0.02% of portfolio	27,525	Q1 2024 Added 51.24%
VFQY Vanguard Wellington Fd U S Qua ETFs	$0	$286 Million 0.02% of portfolio	2,000	Q3 2024 New
MIO Pioneer Municipal High Income Opportunities Fund, Inc.	$0	$345 Million 0.02% of portfolio	27,835	Q1 2024 Added 61.97%
XT Ishares Tr Exponential Technol ETFs	$0	$252 Million 0.02% of portfolio	4,133	Q3 2024 Reduced 41.67%
MDYG Spdr S&P 400 Mid Cap Growth Et ETFs	$0	$213 Million 0.02% of portfolio	2,431	Q3 2024 Added 0.79%
BAX Baxter International Inc Healthcare	$16.6B	$338 Million 0.02% of portfolio	8,910	Q3 2024 Added 14.83%
XLP Consumer Staples Sector Spdr ETFs	$0	$318 Million 0.02% of portfolio	3,837	Q3 2024 New
VOT Vanguard Mid Cap Growth Index ETFs	$0	$332 Million 0.02% of portfolio	1,363	Q3 2024 Reduced 39.61%
IBB Ishares Biotechnology ETF ETFs	$0	$272 Million 0.02% of portfolio	1,872	Q3 2024 Added 11.83%
HEIA Heico Crp Cl A	-	$255 Million 0.02% of portfolio	-	Q3 2024 New
WDC Western Digital Corp Technology	$20.9B	$299 Million 0.02% of portfolio	4,382	Q3 2024 Reduced 53.24%
AME Ametek Inc Industrials	$44.9B	$333 Million 0.02% of portfolio	1,938	Q3 2024 Added 3.19%
XBI Spdr Ser Tr Spdr S&P Biotech E ETFs	$0	$319 Million 0.02% of portfolio	3,230	Q3 2024 Reduced 40.66%
XAR Spdr S&P Aerospace & Defense E ETFs	$0	$279 Million 0.02% of portfolio	1,771	Q3 2024 Reduced 20.08%
HNDL Strategy Shs ETFs	$0	$247 Million 0.02% of portfolio	11,100	Q3 2024 Reduced 28.85%
ALLY Ally Financial Inc. Financial Services	$11.2B	$289 Million 0.02% of portfolio	8,261	Q3 2024 Reduced 24.81%
WPC W. P. Carey Inc. Real Estate	$11.8B	$280 Million 0.02% of portfolio	4,470	Q3 2024 Reduced 34.87%
WPM Wheaton Precious Metals Corp. Basic Materials	$28.7B	$278 Million 0.02% of portfolio	4,557	Q3 2024 Reduced 29.74%
HST Host Hotels & Resorts, Inc. Real Estate	$12.8B	$298 Million 0.02% of portfolio	16,951	Q3 2024 Reduced 5.55%
HBAN Huntington Bancshares Inc Financial Services	$25.4B	$344 Million 0.02% of portfolio	23,376	Q3 2024 Reduced 6.25%
KRE Spdr S&P Regional Banking ETF ETFs	$0	$238 Million 0.02% of portfolio	4,203	Q3 2024 New
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	$0	$270 Million 0.02% of portfolio	9,193	Q3 2024 New
JPC Nuveen Preferred & Income Opportunities Fund Financial Services	$0	$287 Million 0.02% of portfolio	35,519	Q3 2024 New
IXN Ishares Global Information Tec ETFs	$0	$259 Million 0.02% of portfolio	3,142	Q3 2024 Added 17.46%
IXUS Ishares Tr ETFs	$0	$305 Million 0.02% of portfolio	4,202	Q3 2024 Reduced 3.09%
LEN Lennar Corp Consumer Cyclical	$42.8B	$251 Million 0.02% of portfolio	1,337	Q3 2024 Reduced 23.25%
IYR Ishares Tr ETFs	$0	$211 Million 0.02% of portfolio	2,069	Q3 2024 New
ARCC Ares Capital Corp Financial Services	$0	$344 Million 0.02% of portfolio	16,430	Q3 2024 Reduced 45.01%
IRT Independence Realty Trust, Inc. Real Estate	$4.81B	$233 Million 0.02% of portfolio	11,370	Q3 2024 Reduced 26.63%
AOS Smith A O Corp Industrials	$9.26B	$267 Million 0.02% of portfolio	2,975	Q3 2024 Added 2.98%
XLB Select Sector Spdr Fd Material ETFs	$0	$338 Million 0.02% of portfolio	3,488	Q3 2024 Reduced 9.66%
XHB Spdr Series Tr Spdr S&P Homebu ETFs	$0	$234 Million 0.02% of portfolio	1,882	Q3 2024 New
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$298 Million 0.02% of portfolio	4,603	Q3 2024 Reduced 1.05%
HSY Hershey CO Consumer Defensive	$25.7B	$265 Million 0.02% of portfolio	1,376	Q3 2024 New
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$248 Million 0.02% of portfolio	3,124	Q3 2024 New
SBAC Sba Communications Corp Real Estate	$23.7B	$342 Million 0.02% of portfolio	1,422	Q3 2024 New
PULS Pgim ETF Tr ETFs	$0	$224 Million 0.02% of portfolio	4,495	Q3 2024 Reduced 12.0%
DAL Delta Air Lines, Inc. Industrials	$40.6B	$280 Million 0.02% of portfolio	5,523	Q3 2024 Added 27.29%
SPG Simon Property Group Inc Real Estate	$59.5B	$278 Million 0.02% of portfolio	1,647	Q3 2024 New
PTBD Pacer Fds Tr Trendpilot U S Bo ETFs	$0	$291 Million 0.02% of portfolio	14,080	Q3 2024 Reduced 11.77%
SPMB Spdr Ser Tr Spdr Portfolio Mor ETFs	$0	$263 Million 0.02% of portfolio	11,662	Q3 2024 Reduced 48.45%
DVA Davita Inc. Healthcare	$15B	$244 Million 0.02% of portfolio	1,489	Q3 2024 New
PRN Invesco Dwa Industrials Moment ETFs	$0	$320 Million 0.02% of portfolio	2,090	Q3 2024 New
PPL Ppl Corp Utilities	$25.7B	$278 Million 0.02% of portfolio	8,399	Q3 2024 Reduced 23.02%
A Agilent Technologies, Inc. Healthcare	$39.1B	$312 Million 0.02% of portfolio	2,102	Q3 2024 Reduced 0.33%
SPTL Spdr Portfolio Long Term Treas ETFs	$0	$279 Million 0.02% of portfolio	9,605	Q3 2024 Reduced 35.61%
EMB Ishares Tr ETFs	$0	$265 Million 0.02% of portfolio	2,836	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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Kingswood Wealth Advisors, LLC Portfolio Holdings