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
$1.04 Billion 0.08% of portfolio
10,942
Q4 2024 Added 80.0%
$0
$1.04 Billion 0.08% of portfolio
14,878
Q4 2024 Added 93.12%
$0
$1.03 Billion 0.08% of portfolio
20,217
Q4 2024 Reduced 3.38%
$0
$1.08 Billion 0.08% of portfolio
22,070
Q4 2024 Added 41.8%
$0
$1.1 Billion 0.08% of portfolio
52,400
Q4 2024 Added 25.21%
$11.8B
$1.07 Billion 0.08% of portfolio
851
Q4 2024 Reduced 0.93%
$97B
$1.1 Billion 0.08% of portfolio
3,213
Q4 2024 Reduced 8.62%
$0
$1.1 Billion 0.08% of portfolio
22,894
Q4 2024 Reduced 3.82%
$0
$1.04 Billion 0.08% of portfolio
11,922
Q4 2024 Reduced 67.49%
$0
$1.01 Billion 0.08% of portfolio
20,641
Q4 2024 Added 98.66%
$88.2B
$1.06 Billion 0.08% of portfolio
5,798
Q4 2024 Reduced 41.51%
Ishares Ethereum Trust ETF
-
$1.11 Billion 0.08% of portfolio
-
Q4 2024 Added 91.46%
$0
$1.1 Billion 0.08% of portfolio
20,554
Q4 2024 Added 1.11%
$0
$1.07 Billion 0.08% of portfolio
13,556
Q4 2024 New
$0
$1.01 Billion 0.08% of portfolio
7,305
Q4 2024 Added 5.98%
$235B
$1.1 Billion 0.08% of portfolio
8,750
Q4 2024 Reduced 38.63%
$157B
$1.12 Billion 0.08% of portfolio
18,525
Q4 2024 Reduced 16.0%
$0
$1.08 Billion 0.08% of portfolio
10,191
Q4 2024 Added 17.67%
Innovator Equity Defined Protection Etf 2 Yr To July
-
$1.07 Billion 0.08% of portfolio
-
Q4 2024 Added 155.24%
$0
$1.08 Billion 0.08% of portfolio
22,824
Q4 2024 Added 57.36%
$0
$961 Million 0.07% of portfolio
12,707
Q4 2024 Added 26.59%
$26.9B
$898 Million 0.07% of portfolio
12,508
Q4 2024 Reduced 9.2%
$0
$875 Million 0.07% of portfolio
29,200
Q4 2024 Added 122.9%
$34.6B
$896 Million 0.07% of portfolio
9,906
Q4 2024 Reduced 3.29%
$0
$901 Million 0.07% of portfolio
19,358
Q4 2024 New
$0
$984 Million 0.07% of portfolio
7,969
Q4 2024 Added 46.17%
$0
$924 Million 0.07% of portfolio
8,055
Q4 2024 Added 106.54%
$0
$982 Million 0.07% of portfolio
24,937
Q4 2024 Reduced 48.42%
$10.6B
$983 Million 0.07% of portfolio
42,260
Q4 2024 New
$0
$937 Million 0.07% of portfolio
13,986
Q4 2024 New
$153B
$961 Million 0.07% of portfolio
4,215
Q4 2024 Reduced 47.47%
$108B
$927 Million 0.07% of portfolio
11,013
Q4 2024 Reduced 34.51%
$0
$875 Million 0.07% of portfolio
54,531
Q4 2024 Added 63.66%
$0
$967 Million 0.07% of portfolio
8,774
Q4 2024 Reduced 9.33%
$32.7B
$898 Million 0.07% of portfolio
7,900
Q4 2024 Added 55.91%
$220M
$881 Million 0.07% of portfolio
11,382
Q4 2024 New
$128B
$912 Million 0.07% of portfolio
3,115
Q4 2024 Reduced 35.24%
$52.7B
$955 Million 0.07% of portfolio
2,740
Q4 2024 Reduced 41.65%
$0
$898 Million 0.07% of portfolio
5,842
Q4 2024 Added 179.52%
$0
$876 Million 0.07% of portfolio
19,648
Q4 2024 Added 118.31%
$0
$946 Million 0.07% of portfolio
8,013
Q4 2024 Added 113.68%
$0
$922 Million 0.07% of portfolio
17,040
Q4 2024 New
$0
$890 Million 0.07% of portfolio
15,305
Q4 2024 Added 55.24%
Regan Floating Rate Mbs ETF
-
$885 Million 0.07% of portfolio
-
Q4 2024 Added 1.13%
$97.7B
$895 Million 0.07% of portfolio
5,421
Q4 2024 Added 98.57%
$0
$975 Million 0.07% of portfolio
117,791
Q4 2024 Reduced 4.59%
$208B
$882 Million 0.07% of portfolio
1,696
Q4 2024 Reduced 67.18%
$90.8B
$980 Million 0.07% of portfolio
3,265
Q4 2024 Reduced 32.97%
$0
$942 Million 0.07% of portfolio
48,040
Q4 2024 Added 77.79%

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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