Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

Kingswood Wealth Advisors, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.62 Trillion distributed in 766 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $561B, Spdr S&P 500 ETF Trust with a value of $163B, Nvidia Corp with a value of $134B, Microsoft Corp with a value of $124B, and Amazon Com Inc with a value of $76B.

Examining the 13F form we can see an increase of $1.29T in the current position value, from $1.33T to 2.62T.

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 $2.62 Trillion
Technology: $935 Billion
ETFs: $838 Billion
Consumer Cyclical: $146 Billion
Communication Services: $145 Billion
Financial Services: $126 Billion
Industrials: $96 Billion
Healthcare: $71 Billion
Energy: $62.7 Billion
Other: $123 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$172B
$7.1 Billion 0.27% of portfolio
156,543
Q1 2025 Added 142.2%
$0
$6.93 Billion 0.26% of portfolio
51,102
Q1 2025 Added 28.76%
$0
$6.91 Billion 0.26% of portfolio
16,446
Q1 2025 Reduced 12.63%
$104B
$6.25 Billion 0.24% of portfolio
106,015
Q1 2025 Added 370.4%
$280B
$6.32 Billion 0.24% of portfolio
102,266
Q1 2025 Added 139.3%
$0
$5.92 Billion 0.23% of portfolio
118,947
Q1 2025 Added 42.49%
Fidelity Wise Origin Bitcoin Exchange Traded Fund
-
$6.06 Billion 0.23% of portfolio
-
Q1 2025 Added 3.19%
$148B
$6.04 Billion 0.23% of portfolio
85,270
Q1 2025 Reduced 6.58%
$0
$6.09 Billion 0.23% of portfolio
204,569
Q1 2025 Added 135.32%
$138B
$5.84 Billion 0.22% of portfolio
236,683
Q1 2025 Added 271.15%
Ishares Bitcoin Trust ETF Shs Ben Int
-
$5.88 Billion 0.22% of portfolio
-
Q1 2025 Added 25.46%
$0
$5.67 Billion 0.22% of portfolio
25,565
Q1 2025 Reduced 12.46%
$0
$5.67 Billion 0.22% of portfolio
64,660
Q1 2025 Added 98.14%
$0
$5.81 Billion 0.22% of portfolio
55,453
Q1 2025 Added 108.64%
$0
$5.69 Billion 0.22% of portfolio
48,889
Q1 2025 Added 101.3%
$377B
$5.51 Billion 0.21% of portfolio
132,472
Q1 2025 Added 56.27%
$223B
$5.6 Billion 0.21% of portfolio
42,278
Q1 2025 Added 9.42%
$338B
$5.51 Billion 0.21% of portfolio
26,507
Q1 2025 Added 114.93%
$671B
$5.58 Billion 0.21% of portfolio
39,548
Q1 2025 Added 109.04%
$7.65B
$5.31 Billion 0.2% of portfolio
4,009
Q1 2025 Added 5.83%
$296B
$5.35 Billion 0.2% of portfolio
31,918
Q1 2025 Added 29.02%
$53.4B
$5.34 Billion 0.2% of portfolio
90,783
Q1 2025 Added 192.12%
$200B
$5.17 Billion 0.2% of portfolio
34,539
Q1 2025 Added 157.56%
$0
$5.29 Billion 0.2% of portfolio
71,666
Q1 2025 Added 158.06%
$223B
$4.97 Billion 0.19% of portfolio
50,785
Q1 2025 Added 237.28%
$36.3B
$4.97 Billion 0.19% of portfolio
49,921
Q1 2025 Added 244.14%
$305B
$4.86 Billion 0.19% of portfolio
67,806
Q1 2025 Added 32.23%
$0
$4.89 Billion 0.19% of portfolio
9,006
Q1 2025 Reduced 24.39%
$241B
$5.08 Billion 0.19% of portfolio
9,270
Q1 2025 Added 108.22%
$567B
$4.67 Billion 0.18% of portfolio
5,006
Q1 2025 Added 14.01%
$102B
$4.64 Billion 0.18% of portfolio
77,071
Q1 2025 Added 57.47%
$0
$4.58 Billion 0.18% of portfolio
12,623
Q1 2025 Added 61.36%
$0
$4.58 Billion 0.18% of portfolio
46,120
Q1 2025 Added 1.1%
$426B
$4.74 Billion 0.18% of portfolio
30,037
Q1 2025 Added 112.28%
$0
$4.79 Billion 0.18% of portfolio
92,457
Q1 2025 Added 23.3%
$177B
$4.51 Billion 0.17% of portfolio
25,103
Q1 2025 Reduced 6.82%
$0
$4.54 Billion 0.17% of portfolio
119,538
Q1 2025 Added 140.98%
$0
$4.21 Billion 0.16% of portfolio
71,815
Q1 2025 Added 38.58%
$260B
$4.31 Billion 0.16% of portfolio
16,003
Q1 2025 Added 104.77%
$0
$4.29 Billion 0.16% of portfolio
73,300
Q1 2025 Added 14.5%
$0
$4.22 Billion 0.16% of portfolio
11,357
Q1 2025 Added 39.57%
$0
$4.25 Billion 0.16% of portfolio
53,614
Q1 2025 Reduced 10.99%
$17.4B
$4.06 Billion 0.16% of portfolio
24,242
Q1 2025 Reduced 6.27%
$139B
$4.06 Billion 0.16% of portfolio
7,377
Q1 2025 Added 66.07%
$151B
$4.25 Billion 0.16% of portfolio
8,909
Q1 2025 Added 141.83%
$136B
$3.98 Billion 0.15% of portfolio
35,735
Q1 2025 Added 144.91%
$104B
$3.82 Billion 0.15% of portfolio
11,339
Q1 2025 Reduced 5.45%
$426B
$3.99 Billion 0.15% of portfolio
5
Q4 2024 New
$18.2B
$3.91 Billion 0.15% of portfolio
127,109
Q1 2025 Added 290.52%

Summary

  • Portfolio
  • No. of Stocks 766
  • Current Value $2.62 Trillion
  • Prior Value $1.33 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 75 stocks
  • Additional Purchases 417 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 238 stocks
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