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
$44.7B
$1.46 Billion 0.11% of portfolio
14,506
Q4 2024 Added 57.93%
$0
$1.4 Billion 0.11% of portfolio
5,015
Q4 2024 Reduced 17.87%
$140B
$1.49 Billion 0.11% of portfolio
6,056
Q4 2024 Reduced 45.6%
$44.7B
$1.52 Billion 0.11% of portfolio
30,737
Q4 2024 Added 0.35%
$0
$1.44 Billion 0.11% of portfolio
241,121
Q3 2024 New
$276B
$1.29 Billion 0.1% of portfolio
18,414
Q4 2024 Reduced 64.07%
$0
$1.33 Billion 0.1% of portfolio
13,300
Q4 2024 Added 44.52%
$225B
$1.33 Billion 0.1% of portfolio
7,947
Q4 2024 Reduced 75.15%
$0
$1.36 Billion 0.1% of portfolio
23,721
Q4 2024 Reduced 29.58%
$0
$1.27 Billion 0.1% of portfolio
22,095
Q4 2024 Reduced 1.09%
$135B
$1.35 Billion 0.1% of portfolio
14,591
Q4 2024 Reduced 34.65%
$1.76B
$1.32 Billion 0.1% of portfolio
13,368
Q4 2024 Reduced 2.19%
$0
$1.3 Billion 0.1% of portfolio
55,038
Q4 2024 Added 209.69%
$0
$1.39 Billion 0.1% of portfolio
30,844
Q4 2024 Reduced 6.57%
$0
$1.31 Billion 0.1% of portfolio
12,232
Q4 2024 Added 78.34%
$113B
$1.36 Billion 0.1% of portfolio
14,855
Q4 2024 Reduced 19.19%
$53.1B
$1.3 Billion 0.1% of portfolio
4,400
Q4 2024 Added 32.45%
$75.7B
$1.31 Billion 0.1% of portfolio
2,794
Q4 2024 Reduced 1.76%
$171B
$1.32 Billion 0.1% of portfolio
1,243
Q4 2024 Reduced 70.79%
$34.9B
$1.27 Billion 0.1% of portfolio
23,787
Q4 2024 Added 30.23%
$0
$1.36 Billion 0.1% of portfolio
18,913
Q4 2024 Added 149.35%
$0
$1.38 Billion 0.1% of portfolio
19,698
Q4 2024 Reduced 8.58%
$0
$1.26 Billion 0.09% of portfolio
9,556
Q4 2024 Added 109.84%
$68.2B
$1.26 Billion 0.09% of portfolio
395
Q4 2024 Added 6.47%
$79.5B
$1.17 Billion 0.09% of portfolio
5,713
Q4 2024 Added 125.45%
$43.4B
$1.23 Billion 0.09% of portfolio
6,930
Q4 2024 Reduced 21.4%
$223B
$1.2 Billion 0.09% of portfolio
10,608
Q4 2024 Reduced 51.33%
Arista Networks Inc
-
$1.22 Billion 0.09% of portfolio
-
Q4 2024 New
$95.4B
$1.2 Billion 0.09% of portfolio
2,109
Q4 2024 Added 38.3%
$0
$1.19 Billion 0.09% of portfolio
13,862
Q4 2024 Reduced 45.05%
$0
$1.16 Billion 0.09% of portfolio
11,639
Q4 2024 Added 21.25%
$5.51B
$1.25 Billion 0.09% of portfolio
8,073
Q4 2024 New
$23.6B
$1.24 Billion 0.09% of portfolio
38,024
Q4 2024 Reduced 9.69%
$0
$1.22 Billion 0.09% of portfolio
19,268
Q4 2024 Added 64.36%
$0
$1.16 Billion 0.09% of portfolio
17,533
Q4 2024 New
$104B
$1.18 Billion 0.09% of portfolio
22,537
Q4 2024 Reduced 17.01%
$57.8B
$1.26 Billion 0.09% of portfolio
32,980
Q4 2024 Added 15.24%
$174B
$1.17 Billion 0.09% of portfolio
2,244
Q4 2024 Reduced 19.57%
$0
$1.2 Billion 0.09% of portfolio
14,791
Q4 2024 Added 95.42%
$0
$1.17 Billion 0.09% of portfolio
32,504
Q4 2024 Added 58.58%
$0
$1.08 Billion 0.08% of portfolio
5,015
Q4 2024 Added 83.9%
$99B
$1.13 Billion 0.08% of portfolio
56,241
Q4 2024 Reduced 18.86%
$191B
$1.01 Billion 0.08% of portfolio
44,198
Q4 2024 Reduced 68.62%
$89.2B
$1 Billion 0.08% of portfolio
22,361
Q4 2024 Reduced 32.33%
$0
$1.07 Billion 0.08% of portfolio
3,973
Q4 2024 Reduced 67.64%
$0
$1.11 Billion 0.08% of portfolio
10,784
Q4 2024 Added 94.69%
$161B
$1.05 Billion 0.08% of portfolio
2,102
Q4 2024 Added 131.24%
$72.3B
$1.1 Billion 0.08% of portfolio
20,369
Q4 2024 Reduced 4.14%
$0
$1.05 Billion 0.08% of portfolio
20,294
Q4 2024 Added 220.96%

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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