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
$0
$248 Million 0.02% of portfolio
4,053
Q3 2024 New
$0
$270 Million 0.02% of portfolio
21,700
Q3 2024 Reduced 18.11%
$9.01B
$292 Million 0.02% of portfolio
2,574
Q3 2024 Reduced 29.01%
$20.2B
$278 Million 0.02% of portfolio
3,939
Q3 2024 Reduced 6.24%
$0
$331 Million 0.02% of portfolio
12,648
Q3 2024 Added 9.6%
$0
$242 Million 0.02% of portfolio
3,868
Q3 2024 Reduced 1.3%
$68.4B
$268 Million 0.02% of portfolio
1,914
Q3 2024 New
$97.9B
$338 Million 0.02% of portfolio
5,735
Q3 2024 New
$0
$255 Million 0.02% of portfolio
9,515
Q2 2024 Added 4.1%
$0
$217 Million 0.02% of portfolio
13,455
Q3 2024 New
$0
$310 Million 0.02% of portfolio
5,600
Q3 2024 Reduced 60.05%
$19.3B
$236 Million 0.02% of portfolio
5,923
Q3 2024 Added 8.26%
$0
$290 Million 0.02% of portfolio
3,800
Q2 2024 New
$0
$238 Million 0.02% of portfolio
5,017
Q3 2024 New
$56.8B
$292 Million 0.02% of portfolio
1,532
Q3 2024 Reduced 15.22%
$28.1B
$281 Million 0.02% of portfolio
4,196
Q3 2024 Reduced 1.69%
$0
$221 Million 0.02% of portfolio
2,163
Q3 2024 New
$0
$288 Million 0.02% of portfolio
15,947
Q3 2024 Added 8.78%
$16.9B
$214 Million 0.02% of portfolio
2,524
Q3 2024 Reduced 40.06%
Tidal Tr Ii
-
$214 Million 0.02% of portfolio
-
Q3 2024 New
$86.4B
$244 Million 0.02% of portfolio
481
Q3 2024 New
$0
$247 Million 0.02% of portfolio
4,900
Q3 2024 Reduced 41.18%
$1.95B
$230 Million 0.02% of portfolio
24,000
Q3 2024 New
$0
$220 Million 0.02% of portfolio
11,550
Q2 2024 Reduced 33.81%
$14.3B
$241 Million 0.02% of portfolio
5,134
Q3 2024 Reduced 2.95%
$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%
$34.4B
$341 Million 0.02% of portfolio
6,385
Q3 2024 Added 0.03%
$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%
$149B
$260 Million 0.02% of portfolio
4,009
Q3 2024 New
$0
$283 Million 0.02% of portfolio
5,597
Q3 2024 Added 12.5%
$14.8B
$322 Million 0.02% of portfolio
1,464
Q3 2024 New
Simplify Mbs ETF
-
$324 Million 0.02% of portfolio
-
Q3 2024 Reduced 22.43%
$44.3B
$312 Million 0.02% of portfolio
8,618
Q3 2024 Added 3.25%
$32.9B
$350 Million 0.02% of portfolio
8,161
Q3 2024 New
$8.63B
$282 Million 0.02% of portfolio
3,905
Q3 2024 Reduced 28.51%
$16.1B
$255 Million 0.02% of portfolio
3,813
Q3 2024 Reduced 43.06%
$133B
$225 Million 0.02% of portfolio
3,620
Q3 2024 Added 0.06%
$8.99B
$211 Million 0.02% of portfolio
7,851
Q3 2024 Reduced 39.49%
$0
$251 Million 0.02% of portfolio
21,500
Q2 2024 New
$0
$233 Million 0.02% of portfolio
2,113
Q3 2024 Reduced 4.22%
$0
$244 Million 0.02% of portfolio
4,604
Q3 2024 Reduced 62.35%
$503M
$283 Million 0.02% of portfolio
20,900
Q3 2024 Added 10.58%
$0
$321 Million 0.02% of portfolio
1,159
Q3 2024 Added 43.09%
$14.7B
$265 Million 0.02% of portfolio
4,280
Q3 2024 Reduced 9.63%
$0
$222 Million 0.02% of portfolio
2,539
Q3 2024 New
-
$295 Million 0.02% of portfolio
-
Q3 2024 Reduced 45.49%
$0
$285 Million 0.02% of portfolio
10,500
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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