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
$79.9B
$584 Million 0.04% of portfolio
4,754
Q3 2024 Added 19.87%
$59.3B
$586 Million 0.04% of portfolio
1,630
Q3 2024 Reduced 22.42%
$87.6B
$597 Million 0.04% of portfolio
14,698
Q3 2024 Added 55.06%
$28.7B
$504 Million 0.04% of portfolio
2,629
Q3 2024 Added 12.98%
$77.1B
$628 Million 0.04% of portfolio
5,431
Q3 2024 New
$52.1B
$597 Million 0.04% of portfolio
4,461
Q3 2024 Reduced 28.75%
$76.9B
$544 Million 0.04% of portfolio
4,978
Q3 2024 Added 6.62%
$0
$544 Million 0.04% of portfolio
11,812
Q3 2024 Added 0.85%
$53.6B
$630 Million 0.04% of portfolio
5,493
Q3 2024 Added 262.57%
$0
$616 Million 0.04% of portfolio
20,005
Q3 2024 New
$20.6B
$500 Million 0.04% of portfolio
4,564
Q3 2024 Added 32.21%
$27.2B
$505 Million 0.04% of portfolio
4,818
Q3 2024 Reduced 2.98%
$75.2B
$626 Million 0.04% of portfolio
18,117
Q3 2024 Added 7.87%
$69.9B
$620 Million 0.04% of portfolio
2,430
Q3 2024 Added 29.26%
$0
$547 Million 0.04% of portfolio
18,069
Q3 2024 Added 0.03%
$0
$573 Million 0.04% of portfolio
15,908
Q1 2024 New
$62.7B
$595 Million 0.04% of portfolio
14,176
Q3 2024 Added 9.31%
$0
$581 Million 0.04% of portfolio
3,883
Q3 2024 Reduced 4.85%
$82.8B
$495 Million 0.04% of portfolio
2,535
Q3 2024 Added 19.29%
Arm Hldgs PLC F
-
$498 Million 0.04% of portfolio
-
Q3 2024 New
$267B
$564 Million 0.04% of portfolio
675
Q3 2024 Added 52.37%
$32.7B
$504 Million 0.04% of portfolio
5,067
Q3 2024 Reduced 53.04%
$25B
$535 Million 0.04% of portfolio
3,660
Q3 2024 Reduced 0.76%
$0
$631 Million 0.04% of portfolio
7,569
Q3 2024 Reduced 39.98%
$0
$535 Million 0.04% of portfolio
5,539
Q3 2024 Reduced 33.93%
$0
$576 Million 0.04% of portfolio
14,383
Q3 2024 Reduced 7.4%
$30.7B
$497 Million 0.04% of portfolio
3,169
Q3 2024 New
$20.2B
$552 Million 0.04% of portfolio
5,342
Q3 2024 Added 34.12%
$0
$582 Million 0.04% of portfolio
9,859
Q3 2024 Added 42.93%
$0
$508 Million 0.04% of portfolio
50,952
Q3 2024 Added 104.61%
$15.6B
$564 Million 0.04% of portfolio
49,784
Q3 2024 Reduced 4.75%
$18.3B
$598 Million 0.04% of portfolio
35,803
Q3 2024 Added 57.35%
$0
$585 Million 0.04% of portfolio
4,659
Q3 2024 Added 25.58%
$0
$582 Million 0.04% of portfolio
14,035
Q3 2024 New
$0
$509 Million 0.04% of portfolio
2,684
Q3 2024 New
$24.1B
$612 Million 0.04% of portfolio
6,460
Q3 2024 Reduced 1.97%
$0
$615 Million 0.04% of portfolio
4,554
Q3 2024 Reduced 14.64%
$12.7B
$521 Million 0.04% of portfolio
5,505
Q3 2024 Reduced 1.61%
$0
$559 Million 0.04% of portfolio
5,376
Q3 2024 New
$0
$508 Million 0.04% of portfolio
7,707
Q3 2024 New
$0
$583 Million 0.04% of portfolio
4,515
Q3 2024 Added 3.34%
$10.6B
$593 Million 0.04% of portfolio
3,458
Q4 2023 Reduced 1.9%
$0
$620 Million 0.04% of portfolio
33,319
Q3 2024 New
$24.4B
$541 Million 0.04% of portfolio
15,537
Q3 2024 Reduced 30.81%
$0
$499 Million 0.04% of portfolio
10,390
Q3 2024 New
$0
$602 Million 0.04% of portfolio
19,851
Q3 2024 Reduced 1.98%
$0
$570 Million 0.04% of portfolio
7,585
Q3 2024 Reduced 43.18%
$18.9B
$560 Million 0.04% of portfolio
3,248
Q3 2024 Reduced 3.53%
$78B
$563 Million 0.04% of portfolio
12,309
Q3 2024 Added 5.49%

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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