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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
XLK Technology Sector Spdr ETFs	$0	$2.27 Billion 0.16% of portfolio	10,038	Q3 2024 Reduced 16.29%
IYW Ishares Dj Us Tech ETF ETFs	$0	$2.19 Billion 0.16% of portfolio	14,447	Q3 2024 Added 622.35%
XLY Select Sector Spdr Consumer Di ETFs	$0	$2.24 Billion 0.16% of portfolio	11,192	Q3 2024 Added 30.98%
NULG Nuveen Esg Large Cap Growth Et ETFs	$0	$2.08 Billion 0.15% of portfolio	25,228	Q3 2024 Reduced 1.94%
VUG Vanguard Growth ETF ETFs	$0	$2.05 Billion 0.15% of portfolio	5,343	Q3 2024 Added 66.03%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$2.12 Billion 0.15% of portfolio	16,554	Q3 2024 Added 80.52%
PFM Invesco Exchange Traded Fd Tr ETFs	$0	$2.1 Billion 0.15% of portfolio	45,124	Q3 2024 New
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$2.17 Billion 0.15% of portfolio	21,568	Q3 2024 Added 751.48%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$2.17 Billion 0.15% of portfolio	18,578	Q3 2024 Added 32.91%
CGUS Capital Group Core Equity ETF	$0	$2.16 Billion 0.15% of portfolio	63,090	Q3 2024 Added 653.94%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$2.08 Billion 0.15% of portfolio	41,032	Q3 2024 Reduced 13.65%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$2.12 Billion 0.15% of portfolio	33,684	Q3 2024 Added 604.1%
IWM Ishares Russell 2000 ETF ETFs	$0	$2.09 Billion 0.15% of portfolio	9,453	Q3 2024 Added 74.99%
FTSD Franklin ETF Tr Liberty Short ETFs	$0	$1.92 Billion 0.14% of portfolio	21,000	Q3 2023 Reduced 0.76%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$1.97 Billion 0.14% of portfolio	16,835	Q3 2024 New
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$2.03 Billion 0.14% of portfolio	24,458	Q3 2024 Added 72.82%
NULV Nuveen Esg Large Cap Value ETF ETFs	$0	$2.02 Billion 0.14% of portfolio	48,350	Q3 2024 Added 5.74%
VHT Vanguard Health Care ETF ETFs	$0	$1.89 Billion 0.13% of portfolio	6,695	Q3 2024 Added 91.18%
HDV Ishares Core High Dividend ETF ETFs	$0	$1.76 Billion 0.13% of portfolio	14,966	Q3 2024 Added 255.66%
VEA Vanguard Ftse Developed Market ETFs	$0	$1.81 Billion 0.13% of portfolio	34,224	Q3 2024 Reduced 3.62%
VAW Vanguard Materials ETF ETFs	$0	$1.77 Billion 0.13% of portfolio	8,354	Q3 2024 New
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$1.62 Billion 0.12% of portfolio	24,413	Q3 2024 Added 26.0%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$1.67 Billion 0.12% of portfolio	17,278	Q3 2024 Added 14.05%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$1.71 Billion 0.12% of portfolio	72,950	Q3 2024 Added 7.25%
MUB Ishares National Muni Bond ETF ETFs	$0	$1.71 Billion 0.12% of portfolio	15,711	Q3 2024 Added 86.39%
EQWL Invesco Exchange Traded Fd Tr ETFs	$0	$1.69 Billion 0.12% of portfolio	16,550	Q3 2024 Reduced 3.3%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$1.63 Billion 0.12% of portfolio	6,106	Q3 2024 New
IEFA Ishares Tr ETFs	$0	$1.68 Billion 0.12% of portfolio	21,547	Q3 2024 Added 61.44%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$1.56 Billion 0.11% of portfolio	33,012	Q3 2024 Added 55.25%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$1.59 Billion 0.11% of portfolio	23,581	Q3 2024 Added 8.76%
VCLT Vanguard Lg Trm Corp Bd ETF ETFs	$0	$1.53 Billion 0.11% of portfolio	18,844	Q3 2024 Added 239.35%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$1.57 Billion 0.11% of portfolio	27,219	Q3 2024 Added 37.1%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$1.5 Billion 0.11% of portfolio	14,037	Q3 2024 Reduced 43.95%
DFAX Dimensional ETF Tr	$0	$1.41 Billion 0.1% of portfolio	52,340	Q3 2024 New
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$1.44 Billion 0.1% of portfolio	8,045	Q3 2024 Added 4.55%
RDVY First Trust Rising Dividend Ac ETFs	$0	$1.36 Billion 0.1% of portfolio	22,896	Q3 2024 Added 310.84%
BUFG Ft Exch Trd Fd Viii Cboe Vest ETFs	$0	$1.38 Billion 0.1% of portfolio	57,408	Q3 2024 Reduced 0.48%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$1.47 Billion 0.1% of portfolio	15,311	Q3 2024 Added 46.17%
VT Vanguard Total World Stk Index ETFs	$0	$1.45 Billion 0.1% of portfolio	12,136	Q3 2024 Added 0.01%
ARKK Ark ETF Tr Innovation ETF (De) ETFs	$0	$1.47 Billion 0.1% of portfolio	30,927	Q3 2024 Added 392.63%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$1.36 Billion 0.1% of portfolio	6,786	Q3 2024 Reduced 6.49%
CWB Spdr Bloomberg Convertible Sec ETFs	$0	$1.23 Billion 0.09% of portfolio	16,071	Q3 2024 Added 29.56%
EFV Msci Eafe Value ETF ETFs	$0	$1.25 Billion 0.09% of portfolio	21,794	Q3 2024 Added 16.42%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$1.26 Billion 0.09% of portfolio	27,766	Q3 2024 Added 48.11%
PFFR Etfis Ser Tr I Infracap Reit P ETFs	$0	$1.27 Billion 0.09% of portfolio	64,115	Q3 2024 New
FNDX Schwab Fundamental U S Large C ETFs	$0	$1.28 Billion 0.09% of portfolio	17,772	Q3 2024 Reduced 6.38%
AOR Ishares Tr Core Growth Allocat ETFs	$0	$1.32 Billion 0.09% of portfolio	22,339	Q3 2024 New
VOOG Vanguard S&P 500 Growth ETF ETFs	$0	$1.23 Billion 0.09% of portfolio	3,558	Q3 2024 Reduced 0.28%
IMCG Ishare Morningstar Mid Cap Gro ETFs	$0	$1.17 Billion 0.08% of portfolio	15,994	Q3 2024 Added 116.66%
FVD First Tr Value Line Divid Inde ETFs	$0	$1.07 Billion 0.08% of portfolio	23,611	Q3 2024 Added 62.76%

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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Kingswood Wealth Advisors, LLC Portfolio Holdings