Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

Kingswood Wealth Advisors, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.62 Trillion distributed in 766 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $561B, Spdr S&P 500 ETF Trust with a value of $163B, Nvidia Corp with a value of $134B, Microsoft Corp with a value of $124B, and Amazon Com Inc with a value of $76B.

Examining the 13F form we can see an increase of $1.29T in the current position value, from $1.33T to 2.62T.

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 $2.62 Trillion
Technology: $935 Billion
ETFs: $838 Billion
Consumer Cyclical: $146 Billion
Communication Services: $145 Billion
Financial Services: $126 Billion
Industrials: $96 Billion
Healthcare: $71 Billion
Energy: $62.7 Billion
Other: $123 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$4.64 Billion 0.18% of portfolio
77,071
Q1 2025 Added 57.47%
$404B
$4.74 Billion 0.18% of portfolio
30,037
Q1 2025 Added 112.28%
$177B
$4.51 Billion 0.17% of portfolio
25,103
Q1 2025 Reduced 6.82%
$268B
$4.31 Billion 0.16% of portfolio
16,003
Q1 2025 Added 104.77%
$18.4B
$4.06 Billion 0.16% of portfolio
24,242
Q1 2025 Reduced 6.27%
$120B
$4.06 Billion 0.16% of portfolio
7,377
Q1 2025 Added 66.07%
$139B
$4.25 Billion 0.16% of portfolio
8,909
Q1 2025 Added 141.83%
$129B
$3.98 Billion 0.15% of portfolio
35,735
Q1 2025 Added 144.91%
$80.6B
$3.82 Billion 0.15% of portfolio
11,339
Q1 2025 Reduced 5.45%
$477B
$3.99 Billion 0.15% of portfolio
5
Q4 2024 New
$59.2B
$4.01 Billion 0.15% of portfolio
13,581
Q1 2025 Reduced 5.02%
$210B
$3.93 Billion 0.15% of portfolio
44,279
Q1 2025 Added 45.71%
$264B
$4 Billion 0.15% of portfolio
25,257
Q1 2025 Added 278.44%
$226B
$3.65 Billion 0.14% of portfolio
27,682
Q1 2025 Added 160.95%
$509B
$3.77 Billion 0.14% of portfolio
6,870
Q1 2025 Added 17.98%
$96.2B
$3.73 Billion 0.14% of portfolio
37,953
Q1 2025 Added 155.49%
$115B
$3.5 Billion 0.13% of portfolio
12,857
Q1 2025 Reduced 3.52%
$101B
$3.42 Billion 0.13% of portfolio
7,876
Q1 2025 Reduced 9.52%
$9.78B
$3.33 Billion 0.13% of portfolio
28,498
Q4 2024 Added 45.77%
$217B
$3.48 Billion 0.13% of portfolio
17,172
Q1 2025 Added 116.08%
$134B
$3.35 Billion 0.13% of portfolio
15,809
Q1 2025 Reduced 28.73%
$94.4B
$3.44 Billion 0.13% of portfolio
30,731
Q1 2025 Reduced 12.84%
$85.8B
$3.22 Billion 0.12% of portfolio
47,336
Q1 2025 Added 111.69%
$86.7B
$3.05 Billion 0.12% of portfolio
34,543
Q1 2025 Added 213.66%
$82.3B
$3.1 Billion 0.12% of portfolio
138,965
Q1 2025 Added 147.09%
$58.2B
$3.05 Billion 0.12% of portfolio
13,181
Q1 2025 Reduced 4.1%
$154B
$3.19 Billion 0.12% of portfolio
43,793
Q1 2025 Added 136.4%
$74.7B
$3.13 Billion 0.12% of portfolio
11,478
Q1 2025 Reduced 7.12%
$67.9B
$3 Billion 0.11% of portfolio
87,698
Q1 2025 Added 247.29%
$94.2B
$2.92 Billion 0.11% of portfolio
20,623
Q1 2025 Added 71.59%
$72.6B
$2.99 Billion 0.11% of portfolio
46,447
Q1 2025 Added 132.91%
$98.4B
$2.67 Billion 0.1% of portfolio
29,060
Q1 2025 Added 29.27%
$92.3B
$2.74 Billion 0.1% of portfolio
22,477
Q1 2025 Added 10.52%
$1.78B
$2.68 Billion 0.1% of portfolio
213,647
Q1 2025 New
$856B
$2.38 Billion 0.09% of portfolio
14,302
Q1 2025 Added 35.63%
$191B
$2.38 Billion 0.09% of portfolio
83,846
Q1 2025 Added 89.71%
$89.5B
$2.33 Billion 0.09% of portfolio
68,980
Q1 2025 Added 333.13%
$71.4B
$2.29 Billion 0.09% of portfolio
20,803
Q1 2025 Added 19.26%
$33.5B
$2.25 Billion 0.09% of portfolio
8,495
Q1 2025 Reduced 9.43%
$25.5B
$2.26 Billion 0.09% of portfolio
23,704
Q1 2025 Added 4.67%
$20.5B
$2.28 Billion 0.09% of portfolio
60,791
Q1 2025 Added 59.88%
$79.5B
$2.32 Billion 0.09% of portfolio
10,480
Q1 2025 Added 83.44%
-
$2.06 Billion 0.08% of portfolio
-
Q1 2025 Added 216.66%
$93.7B
$2.21 Billion 0.08% of portfolio
9,518
Q1 2025 Added 20.77%
$137B
$2.06 Billion 0.08% of portfolio
8,833
Q1 2025 Added 45.86%
$35.1B
$2.21 Billion 0.08% of portfolio
38,534
Q1 2025 Added 62.0%
$24.6B
$2.15 Billion 0.08% of portfolio
23,543
Q1 2025 Added 7.32%
-
$1.82 Billion 0.07% of portfolio
-
Q1 2025 Added 9.79%
$171B
$1.72 Billion 0.07% of portfolio
4,496
Q1 2025 Added 3.81%

Summary

  • Portfolio
  • No. of Stocks 766
  • Current Value $2.62 Trillion
  • Prior Value $1.33 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 75 stocks
  • Additional Purchases 417 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 238 stocks
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