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
TOTL Ssga Active ETF Tr Spdr Doblel ETFs	$0	$1.46 Billion 0.11% of portfolio	37,167	Q4 2024 New
VHT Vanguard Health Care ETF ETFs	$0	$1.48 Billion 0.11% of portfolio	5,849	Q4 2024 Reduced 12.64%
EFV Msci Eafe Value ETF ETFs	$0	$1.46 Billion 0.11% of portfolio	27,906	Q4 2024 Added 28.04%
HYBL Ssga Active Tr Spdr Blackstone ETFs	$0	$1.47 Billion 0.11% of portfolio	52,000	Q4 2024 New
VBK Vanguard Small Cap Growth ETF ETFs	$0	$1.4 Billion 0.11% of portfolio	5,015	Q4 2024 Reduced 17.87%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$1.33 Billion 0.1% of portfolio	13,300	Q4 2024 Added 44.52%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$1.36 Billion 0.1% of portfolio	23,721	Q4 2024 Reduced 29.58%
AOR Ishares Tr Core Growth Allocat ETFs	$0	$1.27 Billion 0.1% of portfolio	22,095	Q4 2024 Reduced 1.09%
FNDX Schwab Fundamental U S Large C ETFs	$0	$1.3 Billion 0.1% of portfolio	55,038	Q4 2024 Added 209.69%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$1.39 Billion 0.1% of portfolio	30,844	Q4 2024 Reduced 6.57%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$1.31 Billion 0.1% of portfolio	12,232	Q4 2024 Added 78.34%
SHV Ishares Tr ETFs	$0	$1.39 Billion 0.1% of portfolio	12,589	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$1.36 Billion 0.1% of portfolio	18,913	Q4 2024 Added 149.35%
IEFA Ishares Tr ETFs	$0	$1.38 Billion 0.1% of portfolio	19,698	Q4 2024 Reduced 8.58%
XLI Industrial Sector Spdr ETFs	$0	$1.26 Billion 0.09% of portfolio	9,556	Q4 2024 Added 109.84%
NULG Nuveen Esg Large Cap Growth Et ETFs	$0	$1.19 Billion 0.09% of portfolio	13,862	Q4 2024 Reduced 45.05%
TLH Ishares Barclays 10 20 Yr Trea ETFs	$0	$1.16 Billion 0.09% of portfolio	11,639	Q4 2024 Added 21.25%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$1.22 Billion 0.09% of portfolio	19,268	Q4 2024 Added 64.36%
XSMO Invesco S&P Smallcap Momentum ETFs	$0	$1.16 Billion 0.09% of portfolio	17,533	Q4 2024 New
VONV Vanguard Russell 1000 Value Et ETFs	$0	$1.2 Billion 0.09% of portfolio	14,791	Q4 2024 Added 95.42%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$1.17 Billion 0.09% of portfolio	32,504	Q4 2024 Added 58.58%
SOXX Ishares Semiconductor ETF ETFs	$0	$1.08 Billion 0.08% of portfolio	5,015	Q4 2024 Added 83.9%
VV Vanguard Large Cap ETF ETFs	$0	$1.07 Billion 0.08% of portfolio	3,973	Q4 2024 Reduced 67.64%
VONG Vanguard Russell 1000 Growth E ETFs	$0	$1.11 Billion 0.08% of portfolio	10,784	Q4 2024 Added 94.69%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$1.05 Billion 0.08% of portfolio	20,294	Q4 2024 Added 220.96%
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	$0	$1.04 Billion 0.08% of portfolio	10,942	Q4 2024 Added 80.0%
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	$0	$1.04 Billion 0.08% of portfolio	14,878	Q4 2024 Added 93.12%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$1.03 Billion 0.08% of portfolio	20,217	Q4 2024 Reduced 3.38%
BNDX Vanguard Total International B ETFs	$0	$1.08 Billion 0.08% of portfolio	22,070	Q4 2024 Added 41.8%
SCHH Schwab Strategic U.S. Reit ETF ETFs	$0	$1.1 Billion 0.08% of portfolio	52,400	Q4 2024 Added 25.21%
RDIV Invesco Exchange Traded Fd Tr ETFs	$0	$1.1 Billion 0.08% of portfolio	22,894	Q4 2024 Reduced 3.82%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$1.04 Billion 0.08% of portfolio	11,922	Q4 2024 Reduced 67.49%
FJUL First Tr Exch Trd Fd Viii Ft C Technology	$0	$1.01 Billion 0.08% of portfolio	20,641	Q4 2024 Added 98.66%
VEGN ETF Ser Solutions Us Vegan Cli ETFs	$0	$1.1 Billion 0.08% of portfolio	20,554	Q4 2024 Added 1.11%
TQQQ Proshares Ultrapro Qqq ETFs	$0	$1.07 Billion 0.08% of portfolio	13,556	Q4 2024 New
XLV Select Sector Spdr Fund Health ETFs	$0	$1.01 Billion 0.08% of portfolio	7,305	Q4 2024 Added 5.98%
FAPR First Ex Tr Fd Viii Ft Cboe Ve ETFs	$0	$1.06 Billion 0.08% of portfolio	25,601	Q4 2024 Added 22.73%
BBUS J P Morgan Exchg Traded Fd ETFs	$0	$1.08 Billion 0.08% of portfolio	10,191	Q4 2024 Added 17.67%
FMAY First Tr Exch Tr Fd Viii Cboe Technology	$0	$1.08 Billion 0.08% of portfolio	22,824	Q4 2024 Added 57.36%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$961 Million 0.07% of portfolio	12,707	Q4 2024 Added 26.59%
CAPE Barclays Bank PLC ETFs	$0	$875 Million 0.07% of portfolio	29,200	Q4 2024 Added 122.9%
FAUG First Tr ETF Viii Cboe Vest Us ETFs	$0	$901 Million 0.07% of portfolio	19,358	Q4 2024 New
XMMO Invesco Exchange Traded Fd Tr ETFs	$0	$984 Million 0.07% of portfolio	7,969	Q4 2024 Added 46.17%
PPA Invesco Exchange Traded Fd Tr ETFs	$0	$924 Million 0.07% of portfolio	8,055	Q4 2024 Added 106.54%
NULV Nuveen Esg Large Cap Value ETF ETFs	$0	$982 Million 0.07% of portfolio	24,937	Q4 2024 Reduced 48.42%
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$937 Million 0.07% of portfolio	13,986	Q4 2024 New
DSI Ishares Msci Kld 400 Social Et ETFs	$0	$967 Million 0.07% of portfolio	8,774	Q4 2024 Reduced 9.33%
PRN Invesco Dwa Industrials Moment ETFs	$0	$898 Million 0.07% of portfolio	5,842	Q4 2024 Added 179.52%
FDEC First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$876 Million 0.07% of portfolio	19,648	Q4 2024 Added 118.31%
VFH Vanguard Financial ETF ETFs	$0	$946 Million 0.07% of portfolio	8,013	Q4 2024 Added 113.68%

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