Kingswood Wealth Advisors, LLC Asset Management

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$128B
$4.29 Billion 0.31% of portfolio
32,866
Q3 2024 Added 5.82%
$0
$2.39 Billion 0.17% of portfolio
120,577
Q3 2024 Added 3.57%
$122B
$2.28 Billion 0.16% of portfolio
14,857
Q3 2024 Reduced 2.24%
$0
$1.6 Billion 0.11% of portfolio
241,121
Q3 2024 New
$36.1B
$1.28 Billion 0.09% of portfolio
14,475
Q3 2024 New
$155B
$1.07 Billion 0.08% of portfolio
1,130
Q3 2024 Added 42.14%
$0
$1.07 Billion 0.08% of portfolio
123,458
Q3 2024 Added 7.97%
$0
$783 Million 0.06% of portfolio
49,575
Q2 2024 Added 0.71%
$0
$781 Million 0.06% of portfolio
38,300
Q3 2024 Added 40.29%
$0
$620 Million 0.04% of portfolio
33,319
Q3 2024 New
$0
$554 Million 0.04% of portfolio
27,020
Q2 2024 Reduced 7.84%
$0
$508 Million 0.04% of portfolio
50,952
Q3 2024 Added 104.61%
$18.3B
$472 Million 0.03% of portfolio
10,950
Q3 2024 Added 0.53%
$30.8B
$454 Million 0.03% of portfolio
2,914
Q3 2024 Added 3.41%
$0
$413 Million 0.03% of portfolio
46,725
Q1 2024 Added 33.83%
$0
$355 Million 0.03% of portfolio
14,295
Q3 2024 Reduced 20.38%
$0
$343 Million 0.02% of portfolio
25,615
Q3 2024 Reduced 23.8%
$99.9B
$343 Million 0.02% of portfolio
2,730
Q3 2024 New
$0
$330 Million 0.02% of portfolio
32,120
Q2 2024 Added 9.23%
$0
$327 Million 0.02% of portfolio
35,130
Q2 2024 Added 9.34%
$0
$307 Million 0.02% of portfolio
27,525
Q1 2024 Added 51.24%
$0
$287 Million 0.02% of portfolio
35,519
Q3 2024 New
$0
$261 Million 0.02% of portfolio
25,157
Q3 2024 Reduced 35.91%
$0
$251 Million 0.02% of portfolio
21,500
Q2 2024 New
$0
$236 Million 0.02% of portfolio
19,045
Q1 2024 Added 11.08%
$0
$215 Million 0.02% of portfolio
19,360
Q3 2024 Reduced 6.7%
$0
$193 Million 0.01% of portfolio
31,000
Q3 2024 New
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