Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

Kingswood Wealth Advisors, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.33 Trillion distributed in 795 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $71.1B, Nvidia Corp with a value of $47.7B, Spdr S&P 500 ETF Trust with a value of $47.3B, Microsoft Corp with a value of $30.4B, and Invesco Qqq Trust, Series 1 with a value of $29.3B.

Examining the 13F form we can see an decrease of $70.5B in the current position value, from $1.4T to 1.33T.

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 $1.33 Trillion

ETFs: $598 Billion

Technology: $234 Billion

Financial Services: $82.7 Billion

Industrials: $74.4 Billion

Consumer Cyclical: $59.3 Billion

Healthcare: $47.8 Billion

Communication Services: $45.6 Billion

Energy: $29.8 Billion

Other: $86.9 Billion

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPY Spdr S&P 500 ETF Trust ETFs	$0	$47.3 Billion 3.55% of portfolio	80,663	Q4 2024 Added 117.56%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$29.3 Billion 2.2% of portfolio	57,310	Q4 2024 Added 41.24%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$22.1 Billion 1.66% of portfolio	41,008	Q4 2024 Added 117.5%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$20.6 Billion 1.54% of portfolio	737,721	Q4 2024 Added 441.92%
IVV Ishares Core S&P 500 ETF ETFs	$0	$14.5 Billion 1.09% of portfolio	24,559	Q4 2024 Added 9.88%
FPE First Tr Pfd Secs & Income ETF ETFs	$0	$13 Billion 0.98% of portfolio	735,195	Q4 2024 Added 18.73%
VTI Vanguard Total Stock Market Et ETFs	$0	$9.66 Billion 0.73% of portfolio	33,328	Q4 2024 Added 77.19%
IOO Ishares Tr Global 100 ETF ETFs	$0	$8.97 Billion 0.67% of portfolio	89,040	Q4 2024 Added 88.07%
FTCS First Trust Capital Strength E ETFs	$0	$8.29 Billion 0.62% of portfolio	94,420	Q4 2024 Added 36.91%
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$7.93 Billion 0.6% of portfolio	38,302	Q4 2024 Added 97.64%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$8.01 Billion 0.6% of portfolio	18,824	Q4 2024 Added 700.34%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$7.74 Billion 0.58% of portfolio	87,227	Q4 2024 Added 64.08%
VGT Vanguard Information Technolog ETFs	$0	$7.41 Billion 0.56% of portfolio	11,911	Q4 2024 Reduced 26.29%
VB Vanguard Small Cap ETF ETFs	$0	$7.02 Billion 0.53% of portfolio	29,204	Q4 2024 Added 181.43%
SSO Proshares Ultra S&P 500 ETFs	$0	$6.68 Billion 0.5% of portfolio	72,247	Q4 2024 Added 563.36%
VTV Vanguard Value ETF ETFs	$0	$6.48 Billion 0.49% of portfolio	38,288	Q4 2024 Reduced 12.19%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$6.14 Billion 0.46% of portfolio	106,788	Q4 2024 Reduced 1.78%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$5.81 Billion 0.44% of portfolio	59,934	Q4 2024 Added 12.49%
DVY Ishares Tr ETFs	$0	$5.68 Billion 0.43% of portfolio	43,297	Q4 2024 Added 111.5%
VIG Vanguard Dividend Appreciation ETFs	$0	$5.75 Billion 0.43% of portfolio	29,348	Q4 2024 Added 33.67%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$5.24 Billion 0.39% of portfolio	39,689	Q4 2024 Added 29.31%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$5.19 Billion 0.39% of portfolio	115,745	Q4 2024 Reduced 15.07%
GLD Spdr Gold Trust ETFs	$89.2B	$4.63 Billion 0.35% of portfolio	19,137	Q4 2024 Added 37.65%
DLN Wisdomtree Tr U.S Largecap Div ETFs	$0	$4.69 Billion 0.35% of portfolio	60,232	Q4 2024 Added 103.34%
RWL Invesco Exchange Traded Fd Tr ETFs	$0	$4.47 Billion 0.34% of portfolio	45,618	Q4 2024 Added 89.47%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$4.46 Billion 0.34% of portfolio	88,570	Q4 2024 Added 115.86%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$4.23 Billion 0.32% of portfolio	74,987	Q4 2024 Added 20.08%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$3.99 Billion 0.3% of portfolio	64,017	Q4 2024 Added 70.57%
PULS Pgim ETF Tr ETFs	$0	$3.98 Billion 0.3% of portfolio	80,338	Q4 2024 Added 1,687.27%
XLF Financial Sector Spdr ETFs	$0	$4.03 Billion 0.3% of portfolio	83,477	Q4 2024 Reduced 9.76%
IMCG Ishare Morningstar Mid Cap Gro ETFs	$0	$3.61 Billion 0.27% of portfolio	47,818	Q4 2024 Added 198.97%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$3.41 Billion 0.26% of portfolio	58,801	Q4 2024 Reduced 1.7%
XLK Technology Sector Spdr ETFs	$0	$3.35 Billion 0.25% of portfolio	14,398	Q4 2024 Added 43.43%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$3.33 Billion 0.25% of portfolio	97,614	Q4 2024 Added 9.89%
VUG Vanguard Growth ETF ETFs	$0	$3.34 Billion 0.25% of portfolio	8,137	Q4 2024 Added 52.29%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$3.36 Billion 0.25% of portfolio	13,880	Q4 2024 Added 19.28%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$3.34 Billion 0.25% of portfolio	25,914	Q4 2024 Added 34.86%
VO Vanguard Mid Cap ETF ETFs	$0	$3.26 Billion 0.25% of portfolio	12,358	Q4 2024 Reduced 8.05%
FUTY Fidelity Covington Tr Msci Uti ETFs	$0	$3.18 Billion 0.24% of portfolio	65,178	Q4 2024 Reduced 41.34%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$3.14 Billion 0.24% of portfolio	7,823	Q4 2024 Reduced 42.9%
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$3.2 Billion 0.24% of portfolio	122,638	Q4 2024 New
FTLS First Tr Long/Short Equity ETF ETFs	$0	$3.06 Billion 0.23% of portfolio	46,548	Q4 2024 Added 13.81%
VEA Vanguard Ftse Developed Market ETFs	$0	$3.06 Billion 0.23% of portfolio	64,062	Q4 2024 Added 87.18%
RDVY First Trust Rising Dividend Ac ETFs	$0	$3.06 Billion 0.23% of portfolio	51,823	Q4 2024 Added 126.34%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$3.03 Billion 0.23% of portfolio	32,634	Q4 2024 Added 88.88%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$3.06 Billion 0.23% of portfolio	26,578	Q4 2024 Added 43.06%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$2.87 Billion 0.22% of portfolio	28,792	Q4 2024 Added 105.12%
IWM Ishares Russell 2000 ETF ETFs	$0	$2.88 Billion 0.22% of portfolio	13,053	Q4 2024 Added 38.08%
MDYG Spdr S&P 400 Mid Cap Growth Et ETFs	$0	$2.75 Billion 0.21% of portfolio	31,601	Q4 2024 Added 1,199.92%
VT Vanguard Total World Stk Index ETFs	$0	$2.85 Billion 0.21% of portfolio	24,287	Q4 2024 Added 100.12%

Summary

Portfolio
No. of Stocks 795
Current Value $1.33 Trillion
Prior Value $1.4 Trillion
Filing
Period Q4 2024
Filing Date January 22, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 257 stocks
Additional Purchases 263 stocks
Sold out of 0 stocks
Reduced holdings in 270 stocks

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Kingswood Wealth Advisors, LLC Portfolio Holdings