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
$129B
$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%
$129B
$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
$35B
$1.28 Billion 0.09% of portfolio
14,475
Q3 2024 New
$158B
$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%
$18.2B
$472 Million 0.03% of portfolio
10,950
Q3 2024 Added 0.53%
$28.8B
$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%
$98.2B
$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
Filter Shares Options
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email