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
$265B
$1.17 Billion 0.04% of portfolio
16,264
Q1 2025 Reduced 11.68%
$3.91B
$1.01 Billion 0.04% of portfolio
95,460
Q1 2025 Added 72.07%
$55.1B
$1.1 Billion 0.04% of portfolio
4,526
Q1 2025 Added 101.33%
$5.1B
$1.11 Billion 0.04% of portfolio
7,129
Q1 2025 Reduced 11.69%
$5.66B
$1.03 Billion 0.04% of portfolio
6,418
Q1 2025 New
$94.1B
$1.12 Billion 0.04% of portfolio
3,235
Q1 2025 Reduced 0.92%
$72.9B
$655 Million 0.03% of portfolio
3,248
Q1 2025 Added 23.55%
$53.6B
$880 Million 0.03% of portfolio
5,150
Q1 2025 Added 17.9%
$7.14B
$808 Million 0.03% of portfolio
68,698
Q1 2025 Added 106.59%
$75.6B
$781 Million 0.03% of portfolio
11,861
Q1 2025 Added 50.5%
$44.4B
$664 Million 0.03% of portfolio
4,656
Q1 2025 Added 13.09%
$13.6B
$699 Million 0.03% of portfolio
10,052
Q4 2024 Reduced 0.09%
$25.9B
$842 Million 0.03% of portfolio
11,760
Q1 2025 Reduced 5.98%
$46B
$673 Million 0.03% of portfolio
4,700
Q1 2025 Reduced 32.18%
$68.5B
$734 Million 0.03% of portfolio
5,024
Q1 2025 Added 7.81%
$21.1B
$878 Million 0.03% of portfolio
25,262
Q1 2025 Added 135.43%
$144B
$710 Million 0.03% of portfolio
3,466
Q1 2025 Added 1.64%
$62.3B
$793 Million 0.03% of portfolio
7,220
Q1 2025 Added 47.02%
$197B
$907 Million 0.03% of portfolio
7,785
Q1 2025 Reduced 11.03%
$0
$722 Million 0.03% of portfolio
14,549
Q4 2024 New
$166B
$830 Million 0.03% of portfolio
1,670
Q1 2025 Reduced 1.53%
$290B
$753 Million 0.03% of portfolio
2,824
Q1 2025 Added 31.78%
$13.4B
$771 Million 0.03% of portfolio
17,062
Q1 2025 Reduced 5.31%
$10.1B
$868 Million 0.03% of portfolio
20,534
Q1 2025 New
$26.5B
$858 Million 0.03% of portfolio
17,839
Q1 2025 Added 38.49%
$80B
$747 Million 0.03% of portfolio
5,414
Q1 2025 Reduced 0.13%
$68.2B
$855 Million 0.03% of portfolio
7,666
Q1 2025 Reduced 0.58%
$33.5B
$732 Million 0.03% of portfolio
4,032
Q1 2025 Added 2.67%
$9.52B
$912 Million 0.03% of portfolio
81,730
Q1 2025 Added 315.36%
$0
$892 Million 0.03% of portfolio
54,915
Q1 2025 Added 0.7%
$42.9B
$867 Million 0.03% of portfolio
1,607
Q1 2025 Added 81.99%
$38.3B
$911 Million 0.03% of portfolio
8,160
Q1 2025 Added 68.63%
$51.1B
$892 Million 0.03% of portfolio
2,984
Q1 2025 Added 48.9%
$64.6B
$681 Million 0.03% of portfolio
1,084
Q1 2025 Added 1.78%
$156B
$836 Million 0.03% of portfolio
1,645
Q1 2025 Reduced 21.74%
$116B
$808 Million 0.03% of portfolio
8,398
Q1 2025 Added 12.15%
$192B
$844 Million 0.03% of portfolio
182
Q1 2025 Added 27.27%
$210M
$808 Million 0.03% of portfolio
11,382
Q4 2024 New
$968M
$774 Million 0.03% of portfolio
81,335
Q1 2025 Added 148.03%
$10.1B
$889 Million 0.03% of portfolio
5,599
Q1 2025 Added 114.69%
$73.6B
$905 Million 0.03% of portfolio
3,646
Q1 2025 Added 18.57%
$4.39B
$791 Million 0.03% of portfolio
37,035
Q1 2025 Added 34.9%
$30.2B
$790 Million 0.03% of portfolio
9,872
Q1 2025 Reduced 0.34%
$6.25B
$806 Million 0.03% of portfolio
14,932
Q1 2025 Reduced 11.22%
$84.2B
$656 Million 0.03% of portfolio
1,525
Q1 2025 Added 39.65%
$149B
$628 Million 0.02% of portfolio
17,046
Q1 2025 Added 26.66%
$140B
$446 Million 0.02% of portfolio
6,474
Q1 2025 Reduced 26.62%
$29.7B
$453 Million 0.02% of portfolio
2,622
Q1 2025 Added 124.49%
$44.2B
$653 Million 0.02% of portfolio
10,371
Q1 2025 Added 4.91%

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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email