Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024

Kingswood Wealth Advisors, LLC has filed its 13F form on July 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.11 Trillion distributed in 657 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $63.1B, Nvidia Corp with a value of $60.3B, Microsoft Corp with a value of $47.5B, Spdr S&P 500 ETF Trust with a value of $32.4B, and Amazon Com Inc with a value of $27B.

Examining the 13F form we can see an increase of $243B in the current position value, from $867B to 1.11T.

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 $1.11 Trillion
ETFs: $295 Billion
Technology: $271 Billion
Financial Services: $87.1 Billion
Healthcare: $84.6 Billion
Industrials: $78.8 Billion
Consumer Cyclical: $64.2 Billion
Communication Services: $62.5 Billion
Consumer Defensive: $34.3 Billion
Other: $98.6 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$624 Million 0.06% of portfolio
12,179
Q2 2024 New
$0
$652 Million 0.06% of portfolio
12,707
Q2 2024 Reduced 2.79%
$0
$630 Million 0.06% of portfolio
7,517
Q2 2024 Added 15.17%
$0
$645 Million 0.06% of portfolio
8,186
Q2 2024 Added 8.22%
$0
$569 Million 0.05% of portfolio
5,316
Q2 2024 Reduced 41.76%
$0
$500 Million 0.05% of portfolio
25,027
Q2 2024 New
$0
$505 Million 0.05% of portfolio
5,443
Q2 2024 Added 8.17%
$0
$582 Million 0.05% of portfolio
14,921
Q2 2024 Added 33.92%
$0
$527 Million 0.05% of portfolio
15,533
Q2 2024 Added 23.94%
$0
$554 Million 0.05% of portfolio
3,452
Q2 2024 Reduced 0.55%
$0
$589 Million 0.05% of portfolio
7,516
Q2 2024 Added 16.04%
$0
$533 Million 0.05% of portfolio
19,269
Q2 2024 New
$0
$518 Million 0.05% of portfolio
2,257
Q2 2024 Added 7.32%
$0
$528 Million 0.05% of portfolio
11,242
Q2 2024 New
$0
$577 Million 0.05% of portfolio
3,509
Q2 2024 Reduced 22.61%
$0
$591 Million 0.05% of portfolio
14,507
Q2 2024 Added 3.86%
$0
$583 Million 0.05% of portfolio
10,900
Q2 2024 Added 10.53%
$0
$608 Million 0.05% of portfolio
13,200
Q2 2024 New
$0
$525 Million 0.05% of portfolio
6,849
Q2 2024 Added 2.87%
$0
$590 Million 0.05% of portfolio
8,501
Q2 2024 Added 11.07%
$0
$500 Million 0.05% of portfolio
7,382
Q2 2024 Added 22.32%
$0
$564 Million 0.05% of portfolio
16,883
Q2 2024 Added 9.58%
$0
$537 Million 0.05% of portfolio
18,064
Q2 2024 Reduced 32.07%
$0
$534 Million 0.05% of portfolio
1,700
Q4 2023 Added 6.25%
$0
$599 Million 0.05% of portfolio
20,251
Q2 2024 Added 81.9%
$0
$559 Million 0.05% of portfolio
15,908
Q1 2024 New
$0
$539 Million 0.05% of portfolio
4,081
Q2 2024 Added 54.64%
$0
$477 Million 0.04% of portfolio
1,508
Q2 2024 Reduced 0.26%
$0
$421 Million 0.04% of portfolio
5,553
Q2 2024 New
$0
$425 Million 0.04% of portfolio
4,255
Q2 2024 Added 6.59%
$0
$402 Million 0.04% of portfolio
8,330
Q2 2024 New
$0
$389 Million 0.04% of portfolio
5,863
Q2 2024 Reduced 1.28%
$0
$494 Million 0.04% of portfolio
8,484
Q2 2024 Reduced 0.05%
$0
$399 Million 0.04% of portfolio
4,994
Q2 2024 Reduced 13.81%
$0
$406 Million 0.04% of portfolio
2,684
Q2 2024 New
$0
$406 Million 0.04% of portfolio
14,918
Q2 2024 New
$0
$392 Million 0.04% of portfolio
8,963
Q2 2024 Added 0.95%
$0
$488 Million 0.04% of portfolio
22,623
Q2 2024 New
$0
$400 Million 0.04% of portfolio
6,898
Q2 2024 Added 4.61%
$0
$459 Million 0.04% of portfolio
10,500
Q2 2024 Reduced 3.67%
$0
$457 Million 0.04% of portfolio
10,748
Q2 2024 Added 44.93%
$0
$423 Million 0.04% of portfolio
4,119
Q2 2024 New
$0
$499 Million 0.04% of portfolio
11,712
Q2 2024 Added 8.17%
$0
$493 Million 0.04% of portfolio
4,369
Q2 2024 Added 26.38%
$0
$495 Million 0.04% of portfolio
8,765
Q2 2024 Added 23.83%
$0
$420 Million 0.04% of portfolio
1,701
Q2 2024 Reduced 4.38%
$0
$491 Million 0.04% of portfolio
3,850
Q2 2024 Reduced 9.05%
$0
$457 Million 0.04% of portfolio
4,208
Q2 2024 Reduced 4.49%
$0
$441 Million 0.04% of portfolio
3,710
Q2 2024 Added 46.87%

Summary

  • Portfolio
  • No. of Stocks 657
  • Current Value $1.11 Trillion
  • Prior Value $867 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 108 stocks
  • Additional Purchases 379 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 142 stocks
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