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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$24.5B
$462 Million 0.03% of portfolio
3,222
Q3 2024 New
$3.27B
$416 Million 0.03% of portfolio
4,993
Q3 2024 New
$10.6B
$453 Million 0.03% of portfolio
4,048
Q3 2024 Added 0.55%
$18B
$431 Million 0.03% of portfolio
3,281
Q3 2024 New
$38.1B
$461 Million 0.03% of portfolio
43,507
Q3 2024 Reduced 10.98%
$6.14B
$410 Million 0.03% of portfolio
6,222
Q3 2024 Reduced 1.58%
$79.5B
$453 Million 0.03% of portfolio
2,534
Q3 2024 Reduced 7.89%
$74.7B
$460 Million 0.03% of portfolio
5,937
Q3 2024 New
-
$378 Million 0.03% of portfolio
-
Q3 2024 Reduced 9.91%
$0
$413 Million 0.03% of portfolio
46,725
Q1 2024 Added 33.83%
-
$412 Million 0.03% of portfolio
-
Q3 2024 New
$23.7B
$363 Million 0.03% of portfolio
3,784
Q3 2024 Reduced 5.82%
$83.4B
$460 Million 0.03% of portfolio
2,865
Q3 2024 Added 6.82%
$63.2B
$442 Million 0.03% of portfolio
2,201
Q3 2024 Added 11.61%
$31.6B
$477 Million 0.03% of portfolio
4,580
Q3 2024 Added 3.41%
$0
$355 Million 0.03% of portfolio
14,295
Q3 2024 Reduced 20.38%
$45.5B
$225 Million 0.02% of portfolio
829
Q3 2024 Reduced 33.68%
$99.5B
$343 Million 0.02% of portfolio
2,730
Q3 2024 New
$0
$330 Million 0.02% of portfolio
32,120
Q2 2024 Added 9.23%
$0
$327 Million 0.02% of portfolio
35,130
Q2 2024 Added 9.34%
$52.5B
$285 Million 0.02% of portfolio
2,240
Q3 2024 Reduced 9.68%
-
$286 Million 0.02% of portfolio
-
Q3 2024 Reduced 4.76%
$15.5B
$309 Million 0.02% of portfolio
4,673
Q3 2024 Added 0.06%
$105B
$227 Million 0.02% of portfolio
1,019
Q3 2024 New
$0
$307 Million 0.02% of portfolio
27,525
Q1 2024 Added 51.24%
$0
$345 Million 0.02% of portfolio
27,835
Q1 2024 Added 61.97%
$14.8B
$338 Million 0.02% of portfolio
8,910
Q3 2024 Added 14.83%
-
$255 Million 0.02% of portfolio
-
Q3 2024 New
$19.6B
$299 Million 0.02% of portfolio
4,382
Q3 2024 Reduced 53.24%
$40.9B
$333 Million 0.02% of portfolio
1,938
Q3 2024 Added 3.19%
$10.7B
$289 Million 0.02% of portfolio
8,261
Q3 2024 Reduced 24.81%
$11.2B
$280 Million 0.02% of portfolio
4,470
Q3 2024 Reduced 34.87%
$26.2B
$278 Million 0.02% of portfolio
4,557
Q3 2024 Reduced 29.74%
$12.3B
$298 Million 0.02% of portfolio
16,951
Q3 2024 Reduced 5.55%
$23.4B
$344 Million 0.02% of portfolio
23,376
Q3 2024 Reduced 6.25%
$0
$287 Million 0.02% of portfolio
35,519
Q3 2024 New
$34.2B
$251 Million 0.02% of portfolio
1,337
Q3 2024 Reduced 23.25%
$0
$344 Million 0.02% of portfolio
16,430
Q3 2024 Reduced 45.01%
$4.43B
$233 Million 0.02% of portfolio
11,370
Q3 2024 Reduced 26.63%
$8.54B
$267 Million 0.02% of portfolio
2,975
Q3 2024 Added 2.98%
$24.8B
$265 Million 0.02% of portfolio
1,376
Q3 2024 New
$21.6B
$342 Million 0.02% of portfolio
1,422
Q3 2024 New
$37.9B
$280 Million 0.02% of portfolio
5,523
Q3 2024 Added 27.29%
$56.8B
$278 Million 0.02% of portfolio
1,647
Q3 2024 New
$13.7B
$244 Million 0.02% of portfolio
1,489
Q3 2024 New
$23.7B
$278 Million 0.02% of portfolio
8,399
Q3 2024 Reduced 23.02%
$39.5B
$312 Million 0.02% of portfolio
2,102
Q3 2024 Reduced 0.33%
$9.7B
$292 Million 0.02% of portfolio
2,574
Q3 2024 Reduced 29.01%
$19.3B
$278 Million 0.02% of portfolio
3,939
Q3 2024 Reduced 6.24%

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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