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
$185B
$654 Million 0.02% of portfolio
2,095
Q1 2025 Added 13.43%
$26.7B
$439 Million 0.02% of portfolio
237
Q1 2025 New
$0
$490 Million 0.02% of portfolio
23,734
Q1 2025 Added 5.7%
$32.7B
$586 Million 0.02% of portfolio
8,110
Q1 2025 Added 2.66%
$19.8B
$453 Million 0.02% of portfolio
3,326
Q1 2025 Added 6.98%
-
$541 Million 0.02% of portfolio
-
Q1 2025 Added 5.12%
$112B
$536 Million 0.02% of portfolio
5,962
Q1 2025 Reduced 2.1%
$8.75B
$436 Million 0.02% of portfolio
12,600
Q1 2025 New
$4.35B
$399 Million 0.02% of portfolio
10,500
Q4 2024 Added 5.0%
$21.1B
$542 Million 0.02% of portfolio
6,188
Q1 2025 New
$98.2B
$607 Million 0.02% of portfolio
2,786
Q1 2025 Reduced 51.95%
$41.9B
$498 Million 0.02% of portfolio
3,163
Q1 2025 Reduced 5.89%
$44.1B
$581 Million 0.02% of portfolio
10,354
Q1 2025 Added 9.04%
$6.39B
$425 Million 0.02% of portfolio
4,658
Q1 2025 Added 3.1%
$2.47B
$526 Million 0.02% of portfolio
34,591
Q1 2025 Added 39.86%
$112B
$582 Million 0.02% of portfolio
300
Q1 2025 Added 6.01%
$16.6B
$435 Million 0.02% of portfolio
5,339
Q1 2025 Reduced 0.71%
$20.2B
$208 Million 0.01% of portfolio
564
Q1 2025 Added 2.55%
$781M
$179 Million 0.01% of portfolio
22,472
Q1 2025 Added 16.3%
$35.9B
$350 Million 0.01% of portfolio
4,667
Q1 2025 Reduced 26.0%
$91.2B
$272 Million 0.01% of portfolio
1,574
Q1 2025 Reduced 1.87%
$48.1B
$265 Million 0.01% of portfolio
1,136
Q1 2025 Added 13.94%
$0
$149 Million 0.01% of portfolio
11,721
Q1 2025 Reduced 4.01%
$0
$160 Million 0.01% of portfolio
15,300
Q4 2024 New
$4.94B
$204 Million 0.01% of portfolio
3,513
Q1 2025 Reduced 11.31%
$34B
$301 Million 0.01% of portfolio
2,760
Q1 2025 Added 17.5%
$0
$192 Million 0.01% of portfolio
19,700
Q4 2024 New
$438M
$236 Million 0.01% of portfolio
7,900
Q4 2024 New
$58.5B
$257 Million 0.01% of portfolio
1,123
Q1 2025 Reduced 2.26%
$0
$219 Million 0.01% of portfolio
36,000
Q4 2024 New
$14.2B
$176 Million 0.01% of portfolio
18,126
Q1 2025 Reduced 4.78%
$446M
$248 Million 0.01% of portfolio
84,243
Q1 2025 New
$64.1B
$219 Million 0.01% of portfolio
2,272
Q1 2025 Added 0.13%
$17.3B
$220 Million 0.01% of portfolio
1,109
Q4 2024 New
$21.3B
$295 Million 0.01% of portfolio
2,605
Q1 2025 Added 20.05%
$31.4B
$227 Million 0.01% of portfolio
2,480
Q1 2025 New
$4.22B
$305 Million 0.01% of portfolio
3,376
Q1 2025 Reduced 1.69%
$18.9B
$286 Million 0.01% of portfolio
11,258
Q1 2025 New
$15.9B
$365 Million 0.01% of portfolio
7,008
Q1 2025 Reduced 38.82%
$7.21B
$224 Million 0.01% of portfolio
1,771
Q1 2025 Reduced 5.8%
$15.1B
$232 Million 0.01% of portfolio
2,029
Q1 2025 New
$51.2B
$253 Million 0.01% of portfolio
256
Q1 2025 Added 9.4%
$26.2B
$319 Million 0.01% of portfolio
2,162
Q4 2024 Reduced 40.93%
$24B
$202 Million 0.01% of portfolio
1,185
Q1 2025 New
-
$232 Million 0.01% of portfolio
-
Q1 2025 Reduced 18.01%
$59.4B
$225 Million 0.01% of portfolio
990
Q1 2025 Added 2.17%
$13.3B
$228 Million 0.01% of portfolio
741
Q1 2025 Added 15.96%
$43.9B
$335 Million 0.01% of portfolio
532
Q1 2025 Added 1.72%
$9.2B
$216 Million 0.01% of portfolio
960
Q1 2025 Reduced 55.12%

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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