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
$1.1B
$1.84 Billion 0.07% of portfolio
168,007
Q1 2025 New
$41.3B
$1.95 Billion 0.07% of portfolio
6,192
Q1 2025 Added 125.99%
$318B
$1.73 Billion 0.07% of portfolio
13,079
Q1 2025 Added 372.51%
$0
$1.77 Billion 0.07% of portfolio
89,880
Q1 2025 Added 87.09%
$37.6B
$1.76 Billion 0.07% of portfolio
35,671
Q1 2025 Added 16.05%
$3.48B
$1.74 Billion 0.07% of portfolio
313,094
Q4 2024 Added 90.8%
$68.5B
$1.85 Billion 0.07% of portfolio
485
Q1 2025 Added 22.78%
$102B
$1.72 Billion 0.07% of portfolio
5,222
Q1 2025 Reduced 4.06%
$51.6B
$1.72 Billion 0.07% of portfolio
11,132
Q1 2025 Added 202.25%
$283M
$1.54 Billion 0.06% of portfolio
279,035
Q1 2025 New
$72.8B
$1.48 Billion 0.06% of portfolio
2,893
Q1 2025 Added 3.54%
$16.5B
$1.57 Billion 0.06% of portfolio
13,151
Q4 2024 New
$23.9B
$1.5 Billion 0.06% of portfolio
-
Q1 2025 Added 1.89%
$5.22B
$1.59 Billion 0.06% of portfolio
50,075
Q1 2025 New
$133B
$1.61 Billion 0.06% of portfolio
22,732
Q1 2025 Added 102.24%
-
$1.62 Billion 0.06% of portfolio
-
Q1 2025 New
$43.9B
$1.52 Billion 0.06% of portfolio
11,363
Q1 2025 Added 78.92%
$41.3B
$1.52 Billion 0.06% of portfolio
7,244
Q1 2025 Reduced 4.41%
$71.9B
$1.25 Billion 0.05% of portfolio
20,996
Q1 2025 Added 3.08%
$12.5B
$1.35 Billion 0.05% of portfolio
21,434
Q1 2025 Added 121.86%
$32.1B
$1.31 Billion 0.05% of portfolio
14,625
Q1 2025 Added 0.69%
$0
$1.35 Billion 0.05% of portfolio
78,375
Q1 2025 Added 38.9%
$99.9B
$1.44 Billion 0.05% of portfolio
2,135
Q1 2025 Added 1.23%
$2.37B
$1.22 Billion 0.05% of portfolio
57,136
Q1 2025 Added 210.93%
$131B
$1.3 Billion 0.05% of portfolio
5,495
Q1 2025 Added 30.37%
$39.7B
$1.39 Billion 0.05% of portfolio
139,250
Q1 2025 Added 280.02%
$0
$1.42 Billion 0.05% of portfolio
240,423
Q1 2025 Reduced 0.29%
$0
$1.38 Billion 0.05% of portfolio
61,833
Q1 2025 Added 93.94%
$53.4B
$1.26 Billion 0.05% of portfolio
33,307
Q1 2025 Added 0.99%
$1.71B
$1.05 Billion 0.04% of portfolio
12,818
Q1 2025 Reduced 4.11%
$50.2B
$1.15 Billion 0.04% of portfolio
18,392
Q1 2025 Added 146.64%
$182B
$1.11 Billion 0.04% of portfolio
2,244
Q4 2024 Reduced 19.57%
$50.2B
$1.14 Billion 0.04% of portfolio
17,969
Q1 2025 Added 70.31%
$53.1B
$1.08 Billion 0.04% of portfolio
4,119
Q1 2025 Reduced 6.39%
$147B
$927 Million 0.04% of portfolio
7,611
Q1 2025 Added 32.99%
$121B
$997 Million 0.04% of portfolio
3,261
Q1 2025 Added 4.69%
$44.5B
$1.05 Billion 0.04% of portfolio
10,042
Q1 2025 Reduced 19.82%
$0
$1.01 Billion 0.04% of portfolio
117,791
Q4 2024 Reduced 4.59%
$11.5B
$1.15 Billion 0.04% of portfolio
854
Q1 2025 Added 0.35%
$29.9B
$1.1 Billion 0.04% of portfolio
5,974
Q1 2025 Added 141.57%
$191B
$1 Billion 0.04% of portfolio
1,258
Q1 2025 Added 1.21%
$0
$941 Million 0.04% of portfolio
39,462
Q1 2025 Added 31.61%
$8.18B
$970 Million 0.04% of portfolio
48,383
Q1 2025 Added 14.49%
$91.3B
$1.09 Billion 0.04% of portfolio
3,094
Q1 2025 Reduced 3.7%
$18.4B
$984 Million 0.04% of portfolio
24,227
Q1 2025 Added 86.13%
$269B
$1.05 Billion 0.04% of portfolio
1,578
Q1 2025 Added 46.65%
$75.9B
$999 Million 0.04% of portfolio
6,782
Q1 2025 Added 101.25%
$150B
$1.1 Billion 0.04% of portfolio
3,524
Q1 2025 Added 2.29%
$198B
$957 Million 0.04% of portfolio
3,549
Q1 2025 Added 22.17%

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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