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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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