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
$25.3B
$210 Million 0.01% of portfolio
1,009
Q1 2025 Reduced 15.35%
$24.9B
$204 Million 0.01% of portfolio
1,270
Q1 2025 Reduced 6.41%
$33.7B
$369 Million 0.01% of portfolio
12,137
Q1 2025 Added 81.64%
$133B
$214 Million 0.01% of portfolio
315
Q1 2025 Reduced 19.23%
$17.7B
$205 Million 0.01% of portfolio
2,401
Q1 2025 Reduced 10.28%
$19.7B
$211 Million 0.01% of portfolio
3,954
Q1 2025 New
$9.83B
$365 Million 0.01% of portfolio
9,219
Q1 2025 Reduced 20.68%
$18.4B
$319 Million 0.01% of portfolio
2,653
Q1 2025 Reduced 8.55%
$10.2B
$145 Million 0.01% of portfolio
22,240
Q1 2025 Added 29.0%
-
$258 Million 0.01% of portfolio
-
Q1 2025 Reduced 17.82%
$0
$341 Million 0.01% of portfolio
61,836
Q1 2025 Added 1.67%
$10.9B
$290 Million 0.01% of portfolio
596
Q1 2025 Added 9.76%
$60.9B
$278 Million 0.01% of portfolio
9,713
Q1 2025 Reduced 6.28%
$17.1B
$337 Million 0.01% of portfolio
21,169
Q1 2025 Reduced 3.62%
$38B
$256 Million 0.01% of portfolio
3,428
Q1 2025 New
$1.85B
$167 Million 0.01% of portfolio
21,976
Q1 2025 New
$28.9B
$379 Million 0.01% of portfolio
3,050
Q1 2025 Added 1.63%
$86.8B
$273 Million 0.01% of portfolio
1,075
Q1 2025 Added 8.26%
$2.48B
$336 Million 0.01% of portfolio
6,925
Q4 2024 New
$76.4B
$320 Million 0.01% of portfolio
1,263
Q1 2025 Reduced 0.86%
$3.7B
$281 Million 0.01% of portfolio
540
Q1 2025 Reduced 5.26%
$8.85B
$207 Million 0.01% of portfolio
9,385
Q1 2025 Added 91.53%
$46.5B
$289 Million 0.01% of portfolio
2,250
Q1 2025 Added 25.35%
$101B
$322 Million 0.01% of portfolio
5,361
Q1 2025 Reduced 11.81%
$88.4B
$352 Million 0.01% of portfolio
1,006
Q1 2025 Added 24.97%
$0
$379 Million 0.01% of portfolio
25,420
Q1 2025 Reduced 12.75%
$637M
$161 Million 0.01% of portfolio
28,946
Q4 2024 New
$1.74B
$207 Million 0.01% of portfolio
25,275
Q1 2025 Added 58.22%
$69B
$315 Million 0.01% of portfolio
2,156
Q1 2025 Added 14.93%
$13.4B
$138 Million 0.01% of portfolio
15,699
Q1 2025 New
$1.63B
$144 Million 0.01% of portfolio
18,140
Q1 2025 New
$19.5B
$257 Million 0.01% of portfolio
798
Q1 2025 Reduced 5.9%
-
$285 Million 0.01% of portfolio
-
Q1 2025 Reduced 21.14%
$4.05B
$259 Million 0.01% of portfolio
5,799
Q1 2025 New
$591M
$218 Million 0.01% of portfolio
22,118
Q1 2025 Reduced 36.44%
$2.66B
$320 Million 0.01% of portfolio
54,000
Q1 2025 Reduced 28.57%
$22.5B
$210 Million 0.01% of portfolio
1,024
Q1 2025 New
$98.8B
$329 Million 0.01% of portfolio
1,241
Q1 2025 Reduced 13.03%
$37.6B
$217 Million 0.01% of portfolio
969
Q1 2025 Reduced 5.92%
$2.73B
$322 Million 0.01% of portfolio
7,866
Q1 2025 Reduced 4.24%
$483M
$173 Million 0.01% of portfolio
33,669
Q1 2025 New
$56B
$216 Million 0.01% of portfolio
1,918
Q1 2025 New
$114B
$384 Million 0.01% of portfolio
1,271
Q1 2025 Reduced 21.93%
$41B
$225 Million 0.01% of portfolio
2,178
Q1 2025 New
$466M
$277 Million 0.01% of portfolio
23,574
Q4 2024 New
$6.37B
$5.38 Million 0.0% of portfolio
12,000
Q4 2024 New
$4.76B
$130 Million 0.0% of portfolio
23,034
Q1 2025 Added 27.73%
$0
$124 Million 0.0% of portfolio
20,000
Q1 2025 Reduced 40.35%
$4.1B
$115 Million 0.0% of portfolio
22,367
Q1 2025 Reduced 6.24%

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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