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 Market Cap. of $10 Billions to $200 Billions