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.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
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