Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

Kingswood Wealth Advisors, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.33 Trillion distributed in 795 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $71.1B, Nvidia Corp with a value of $47.7B, Spdr S&P 500 ETF Trust with a value of $47.3B, Microsoft Corp with a value of $30.4B, and Invesco Qqq Trust, Series 1 with a value of $29.3B.

Examining the 13F form we can see an decrease of $70.5B in the current position value, from $1.4T to 1.33T.

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 $1.33 Trillion
ETFs: $598 Billion
Technology: $234 Billion
Financial Services: $82.7 Billion
Industrials: $74.4 Billion
Consumer Cyclical: $59.3 Billion
Healthcare: $47.8 Billion
Communication Services: $45.6 Billion
Energy: $29.8 Billion
Other: $86.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.06 Billion 0.23% of portfolio
26,578
Q4 2024 Added 43.06%
$0
$2.87 Billion 0.22% of portfolio
28,792
Q4 2024 Added 105.12%
$0
$2.88 Billion 0.22% of portfolio
13,053
Q4 2024 Added 38.08%
$169B
$2.96 Billion 0.22% of portfolio
39,131
Q4 2024 Added 43.96%
$56.8B
$2.95 Billion 0.22% of portfolio
13,745
Q4 2024 Added 137.6%
$0
$2.75 Billion 0.21% of portfolio
31,601
Q4 2024 Added 1,199.92%
$0
$2.85 Billion 0.21% of portfolio
24,287
Q4 2024 Added 100.12%
$128B
$2.77 Billion 0.21% of portfolio
48,942
Q4 2024 Added 3.45%
Super Micro Computer Inc
-
$2.74 Billion 0.21% of portfolio
-
Q4 2024 New
$0
$2.8 Billion 0.21% of portfolio
28,894
Q4 2024 Added 12.58%
$0
$2.69 Billion 0.2% of portfolio
27,293
Q4 2024 Added 201.61%
$0
$2.65 Billion 0.2% of portfolio
86,934
Q4 2024 Added 180.7%
$0
$2.66 Billion 0.2% of portfolio
29,441
Q4 2024 New
$279B
$2.61 Billion 0.2% of portfolio
7,815
Q4 2024 Reduced 44.36%
$190B
$2.55 Billion 0.19% of portfolio
4,452
Q4 2024 Reduced 61.66%
$185B
$2.58 Billion 0.19% of portfolio
64,634
Q4 2024 Reduced 19.61%
$226B
$2.52 Billion 0.19% of portfolio
8,685
Q4 2024 Reduced 20.07%
Grayscale Bitcoin Mini Trust ETF
-
$2.54 Billion 0.19% of portfolio
-
Q4 2024 New
$25.6B
$2.53 Billion 0.19% of portfolio
21,937
Q4 2024 Reduced 9.6%
$0
$2.53 Billion 0.19% of portfolio
152,206
Q4 2024 New
$0
$2.4 Billion 0.18% of portfolio
27,351
Q4 2024 Added 129.78%
$0
$2.33 Billion 0.18% of portfolio
29,083
Q4 2024 New
$0
$2.35 Billion 0.18% of portfolio
25,718
Q4 2024 Reduced 57.18%
$33.8B
$2.38 Billion 0.18% of portfolio
9,379
Q4 2024 Added 22.95%
$0
$2.35 Billion 0.18% of portfolio
94,463
Q4 2024 Added 80.48%
$0
$2.34 Billion 0.18% of portfolio
41,257
Q4 2024 Added 33.4%
$0
$2.45 Billion 0.18% of portfolio
15,368
Q4 2024 Added 6.38%
$0
$2.2 Billion 0.17% of portfolio
38,944
Q4 2024 Added 43.08%
Grayscale Ethereum Tr Et
-
$2.25 Billion 0.17% of portfolio
-
Q4 2024 Reduced 49.84%
$0
$2.29 Billion 0.17% of portfolio
101,035
Q4 2024 Added 313.86%
$0
$2.24 Billion 0.17% of portfolio
25,648
Q4 2024 New
$0
$2.3 Billion 0.17% of portfolio
10,915
Q4 2024 Added 60.85%
$85.7B
$2.2 Billion 0.17% of portfolio
17,444
Q4 2024 Added 227.89%
$0
$2.29 Billion 0.17% of portfolio
59,701
Q4 2024 Reduced 1.27%
$0
$2.22 Billion 0.17% of portfolio
63,466
Q4 2024 Added 0.6%
$0
$2.07 Billion 0.16% of portfolio
97,195
Q4 2024 New
$0
$2.18 Billion 0.16% of portfolio
27,771
Q4 2024 Added 106.25%
$106B
$2.07 Billion 0.16% of portfolio
12,019
Q4 2024 Reduced 19.1%
$0
$2.16 Billion 0.16% of portfolio
70,138
Q4 2024 Added 250.6%
$375B
$2.19 Billion 0.16% of portfolio
12,333
Q4 2024 Reduced 66.73%
$901B
$2.08 Billion 0.16% of portfolio
10,545
Q4 2024 Added 6.44%
$0
$2.14 Billion 0.16% of portfolio
9,518
Q4 2024 Reduced 14.96%
$0
$2.17 Billion 0.16% of portfolio
78,140
Q4 2024 Added 219.49%
$91.9B
$2.19 Billion 0.16% of portfolio
20,338
Q4 2024 Reduced 35.64%
$0
$2.14 Billion 0.16% of portfolio
46,921
Q4 2024 Reduced 10.06%
$0
$2 Billion 0.15% of portfolio
49,604
Q4 2024 Added 87.05%
$23.1B
$2.04 Billion 0.15% of portfolio
22,646
Q4 2024 Added 12.58%
$0
$2.03 Billion 0.15% of portfolio
33,068
Q4 2024 Reduced 31.52%
$426B
$2.05 Billion 0.15% of portfolio
14,150
Q4 2024 Reduced 61.1%

Summary

  • Portfolio
  • No. of Stocks 795
  • Current Value $1.33 Trillion
  • Prior Value $1.4 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 257 stocks
  • Additional Purchases 263 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 270 stocks
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