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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$163 Billion 6.22% of portfolio
290,169
Q1 2025 Added 259.73%
$0
$33.2 Billion 1.27% of portfolio
59,039
Q1 2025 Added 140.4%
$0
$30.6 Billion 1.17% of portfolio
65,023
Q1 2025 Added 13.46%
$0
$25.4 Billion 0.97% of portfolio
283,288
Q1 2025 Added 200.03%
$0
$23.6 Billion 0.9% of portfolio
45,919
Q1 2025 Added 11.98%
$0
$22.4 Billion 0.86% of portfolio
110,157
Q1 2025 Added 187.6%
$0
$19.6 Billion 0.75% of portfolio
71,135
Q1 2025 Added 113.44%
$105B
$19.4 Billion 0.74% of portfolio
67,572
Q1 2025 Added 253.1%
$0
$18.9 Billion 0.72% of portfolio
753,364
Q1 2025 Added 2.12%
$0
$17.5 Billion 0.67% of portfolio
181,219
Q1 2025 Added 103.53%
$0
$16.8 Billion 0.64% of portfolio
124,980
Q1 2025 Added 188.66%
$0
$12.7 Billion 0.48% of portfolio
135,502
Q1 2025 Added 55.34%
$0
$8.85 Billion 0.34% of portfolio
45,678
Q1 2025 Added 55.64%
$0
$8.16 Billion 0.31% of portfolio
82,504
Q1 2025 Added 37.66%
$0
$7.62 Billion 0.29% of portfolio
433,207
Q1 2025 Reduced 41.08%
$0
$7.64 Billion 0.29% of portfolio
44,262
Q1 2025 Added 15.6%
$0
$6.93 Billion 0.26% of portfolio
51,102
Q1 2025 Added 28.76%
$0
$6.91 Billion 0.26% of portfolio
16,446
Q1 2025 Reduced 12.63%
$0
$5.92 Billion 0.23% of portfolio
118,947
Q1 2025 Added 42.49%
$0
$6.09 Billion 0.23% of portfolio
204,569
Q1 2025 Added 135.32%
$0
$5.67 Billion 0.22% of portfolio
25,565
Q1 2025 Reduced 12.46%
$0
$5.67 Billion 0.22% of portfolio
64,660
Q1 2025 Added 98.14%
$0
$5.81 Billion 0.22% of portfolio
55,453
Q1 2025 Added 108.64%
$0
$5.69 Billion 0.22% of portfolio
48,889
Q1 2025 Added 101.3%
$52.9B
$5.34 Billion 0.2% of portfolio
90,783
Q1 2025 Added 192.12%
$0
$5.29 Billion 0.2% of portfolio
71,666
Q1 2025 Added 158.06%
$0
$4.89 Billion 0.19% of portfolio
9,006
Q1 2025 Reduced 24.39%
$0
$4.58 Billion 0.18% of portfolio
12,623
Q1 2025 Added 61.36%
$0
$4.58 Billion 0.18% of portfolio
46,120
Q1 2025 Added 1.1%
$0
$4.79 Billion 0.18% of portfolio
92,457
Q1 2025 Added 23.3%
$0
$4.54 Billion 0.17% of portfolio
119,538
Q1 2025 Added 140.98%
$0
$4.21 Billion 0.16% of portfolio
71,815
Q1 2025 Added 38.58%
$0
$4.29 Billion 0.16% of portfolio
73,300
Q1 2025 Added 14.5%
$0
$4.22 Billion 0.16% of portfolio
11,357
Q1 2025 Added 39.57%
$0
$4.25 Billion 0.16% of portfolio
53,614
Q1 2025 Reduced 10.99%
$15.8B
$3.91 Billion 0.15% of portfolio
127,109
Q1 2025 Added 290.52%
$0
$4.03 Billion 0.15% of portfolio
62,829
Q1 2025 Added 34.98%
$0
$4.04 Billion 0.15% of portfolio
19,050
Q1 2025 Added 37.25%
$0
$3.85 Billion 0.15% of portfolio
77,387
Q1 2025 Reduced 3.67%
$0
$3.71 Billion 0.14% of portfolio
72,892
Q1 2025 Added 13.78%
$0
$3.65 Billion 0.14% of portfolio
40,055
Q1 2025 Added 235.98%
$0
$3.7 Billion 0.14% of portfolio
101,494
Q1 2025 Added 3.97%
$0
$3.45 Billion 0.13% of portfolio
24,463
Q1 2025 Added 59.18%
$0
$3.41 Billion 0.13% of portfolio
47,805
Q1 2025 Reduced 0.03%
$0
$3.31 Billion 0.13% of portfolio
27,083
Q1 2025 Added 4.51%
$0
$3.49 Billion 0.13% of portfolio
34,919
Q1 2025 Added 20.85%
$0
$3.5 Billion 0.13% of portfolio
55,378
Q1 2025 Added 187.41%
$0
$3.32 Billion 0.13% of portfolio
16,068
Q1 2025 Added 11.6%
$0
$3.18 Billion 0.12% of portfolio
24,693
Q1 2025 Added 68.75%

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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