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
$10.2B
$826 Million 0.06% of portfolio
36,128
Q3 2024 Reduced 5.84%
$0
$633 Million 0.05% of portfolio
28,872
Q3 2024 Added 98.86%
$70.4B
$651 Million 0.05% of portfolio
22,350
Q3 2024 Added 6.78%
$0
$715 Million 0.05% of portfolio
12,270
Q3 2024 New
$0
$664 Million 0.05% of portfolio
28,900
Q3 2024 Added 153.51%
$61.2B
$680 Million 0.05% of portfolio
2,736
Q3 2024 Added 24.36%
$294B
$698 Million 0.05% of portfolio
3,384
Q3 2024 Reduced 2.48%
$1.37B
$703 Million 0.05% of portfolio
25,465
Q3 2024 Added 84.26%
$62.1B
$708 Million 0.05% of portfolio
16,544
Q3 2024 Reduced 19.6%
$0
$674 Million 0.05% of portfolio
14,504
Q3 2024 New
$0
$664 Million 0.05% of portfolio
22,037
Q3 2024 New
$95.8B
$725 Million 0.05% of portfolio
5,320
Q3 2024 Reduced 7.78%
$21.7B
$726 Million 0.05% of portfolio
10,673
Q3 2024 Added 0.02%
$0
$717 Million 0.05% of portfolio
8,514
Q3 2024 Added 4.01%
$0
$718 Million 0.05% of portfolio
9,163
Q3 2024 New
$0
$734 Million 0.05% of portfolio
19,651
Q3 2024 New
$84.1B
$690 Million 0.05% of portfolio
777
Q3 2024 Reduced 14.62%
$38.5B
$656 Million 0.05% of portfolio
4,366
Q3 2024 Added 84.69%
$21B
$633 Million 0.05% of portfolio
12,948
Q3 2024 Reduced 21.95%
$0
$657 Million 0.05% of portfolio
8,555
Q3 2024 Added 0.64%
$0
$692 Million 0.05% of portfolio
57,433
Q3 2024 New
$20.1B
$660 Million 0.05% of portfolio
4,018
Q3 2024 Added 20.62%
$0
$724 Million 0.05% of portfolio
3,503
Q3 2024 New
$0
$665 Million 0.05% of portfolio
21,986
Q3 2024 Added 14.1%
$0
$643 Million 0.05% of portfolio
12,993
Q3 2024 Added 15.58%
$25B
$638 Million 0.05% of portfolio
27,469
Q3 2024 Reduced 7.27%
$24B
$644 Million 0.05% of portfolio
5,012
Q3 2024 Reduced 7.27%
$22.9B
$743 Million 0.05% of portfolio
7,079
Q3 2024 Added 8.71%
$0
$746 Million 0.05% of portfolio
20,497
Q3 2024 Added 21.41%
$0
$712 Million 0.05% of portfolio
3,978
Q3 2024 Added 13.37%
$0
$656 Million 0.05% of portfolio
5,452
Q3 2024 Added 84.88%
$21.5B
$681 Million 0.05% of portfolio
5,223
Q3 2024 Reduced 20.34%
$38.2B
$734 Million 0.05% of portfolio
5,250
Q3 2024 Added 80.04%
Desktop Metal Inc
-
$686 Million 0.05% of portfolio
-
Q2 2024 New
$23.8B
$690 Million 0.05% of portfolio
2,298
Q3 2024 Reduced 6.85%
$41.9B
$691 Million 0.05% of portfolio
12,080
Q3 2024 Added 33.61%
$0
$747 Million 0.05% of portfolio
15,846
Q3 2024 Reduced 31.81%
$43.7B
$745 Million 0.05% of portfolio
12,673
Q3 2024 Added 10.82%
$0
$714 Million 0.05% of portfolio
17,109
Q3 2024 New
Gsk PLC Sponsored Adr
-
$721 Million 0.05% of portfolio
-
Q3 2024 New
$9.97B
$726 Million 0.05% of portfolio
890
Q3 2024 Added 14.1%
$83.1B
$707 Million 0.05% of portfolio
3,823
Q3 2024 Added 14.6%
$90.3B
$751 Million 0.05% of portfolio
1,525
Q3 2024 Reduced 8.02%
$0
$629 Million 0.04% of portfolio
2,727
Q3 2024 Added 60.32%
$0
$551 Million 0.04% of portfolio
6,079
Q3 2024 Added 18.25%
$0
$552 Million 0.04% of portfolio
7,704
Q3 2024 Added 138.07%
$0
$499 Million 0.04% of portfolio
7,362
Q3 2024 Added 22.93%
$38.4B
$602 Million 0.04% of portfolio
2,675
Q3 2024 Reduced 7.92%
$613M
$616 Million 0.04% of portfolio
51,930
Q3 2024 Reduced 5.46%

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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