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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.88 Billion 0.37% of portfolio
224,593
Q4 2024 Added 86.27%
$0
$1.44 Billion 0.11% of portfolio
241,121
Q3 2024 New
$0
$875 Million 0.07% of portfolio
54,531
Q4 2024 Added 63.66%
$0
$975 Million 0.07% of portfolio
117,791
Q4 2024 Reduced 4.59%
$0
$942 Million 0.07% of portfolio
48,040
Q4 2024 Added 77.79%
$0
$904 Million 0.07% of portfolio
56,425
Q4 2024 Added 13.82%
$0
$795 Million 0.06% of portfolio
39,450
Q4 2024 Added 3.0%
$0
$811 Million 0.06% of portfolio
29,984
Q4 2024 Added 109.75%
$0
$698 Million 0.05% of portfolio
31,883
Q4 2024 Added 94.05%
$0
$677 Million 0.05% of portfolio
14,549
Q4 2024 New
$0
$554 Million 0.04% of portfolio
22,455
Q4 2024 Added 25.09%
$0
$495 Million 0.04% of portfolio
58,700
Q4 2024 Added 25.63%
$0
$475 Million 0.04% of portfolio
60,391
Q4 2024 Added 70.02%
$0
$594 Million 0.04% of portfolio
39,218
Q4 2024 New
$0
$400 Million 0.03% of portfolio
57,501
Q4 2024 New
$0
$420 Million 0.03% of portfolio
29,134
Q4 2024 New
$0
$412 Million 0.03% of portfolio
33,615
Q4 2024 Added 31.23%
$0
$331 Million 0.02% of portfolio
31,958
Q4 2024 Added 27.03%
$0
$291 Million 0.02% of portfolio
35,139
Q4 2024 New
$0
$299 Million 0.02% of portfolio
29,525
Q4 2024 Added 7.27%
$0
$203 Million 0.02% of portfolio
33,530
Q4 2024 New
$29.9M
$216 Million 0.02% of portfolio
270,000
Q4 2024 Added 1,250.0%
$0
$329 Million 0.02% of portfolio
28,902
Q4 2024 New
$0
$245 Million 0.02% of portfolio
23,090
Q4 2024 Added 9.48%
$0
$296 Million 0.02% of portfolio
26,000
Q4 2024 New
$0
$327 Million 0.02% of portfolio
60,822
Q4 2024 New
$0
$198 Million 0.01% of portfolio
13,000
Q4 2024 New
$0
$178 Million 0.01% of portfolio
15,777
Q4 2024 New
$0
$184 Million 0.01% of portfolio
13,530
Q4 2024 New
$0
$176 Million 0.01% of portfolio
16,000
Q4 2024 New
$0
$97.6 Million 0.01% of portfolio
10,995
Q4 2024 New
$0
$160 Million 0.01% of portfolio
12,211
Q4 2024 New
$0
$165 Million 0.01% of portfolio
15,300
Q4 2024 New
$0
$193 Million 0.01% of portfolio
19,700
Q4 2024 New
$0
$190 Million 0.01% of portfolio
36,000
Q4 2024 New
$17.7M
$14.6 Million 0.0% of portfolio
12,000
Q4 2024 New
$44.9M
$7.03 Million 0.0% of portfolio
10,800
Q4 2024 New
$0
$3,000 0.0% of portfolio
22,220
Q4 2024 New
$0
$36.6 Million 0.0% of portfolio
10,540
Q4 2024 New
$0
$61.7 Million 0.0% of portfolio
12,263
Q4 2024 New
$0
$347,000 0.0% of portfolio
14,170
Q4 2024 New

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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