Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

Kingswood Wealth Advisors, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.62 Trillion distributed in 766 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $561B, Spdr S&P 500 ETF Trust with a value of $163B, Nvidia Corp with a value of $134B, Microsoft Corp with a value of $124B, and Amazon Com Inc with a value of $76B.

Examining the 13F form we can see an increase of $1.29T in the current position value, from $1.33T to 2.62T.

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 $2.62 Trillion
Technology: $935 Billion
ETFs: $838 Billion
Consumer Cyclical: $146 Billion
Communication Services: $145 Billion
Financial Services: $126 Billion
Industrials: $96 Billion
Healthcare: $71 Billion
Energy: $62.7 Billion
Other: $123 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$549 Million 0.02% of portfolio
15,170
Q1 2025 Added 1.68%
$61.6B
$397 Million 0.02% of portfolio
1,502
Q1 2025 Reduced 0.53%
Cim Real Estate Fin Tr Incorporated Reit
-
$574 Million 0.02% of portfolio
-
Q1 2025 New
$155B
$587 Million 0.02% of portfolio
2,076
Q1 2025 Reduced 5.89%
$514M
$459 Million 0.02% of portfolio
43,797
Q1 2025 Added 50.0%
$72.5B
$493 Million 0.02% of portfolio
2,802
Q1 2025 Added 4.47%
$0
$450 Million 0.02% of portfolio
4,470
Q1 2025 Reduced 77.57%
$57.1B
$565 Million 0.02% of portfolio
4,556
Q1 2025 Added 94.12%
$0
$404 Million 0.02% of portfolio
4,460
Q1 2025 Added 7.96%
$0
$582 Million 0.02% of portfolio
5,622
Q1 2025 Reduced 2.26%
$12.4B
$628 Million 0.02% of portfolio
5,948
Q1 2025 Added 3.8%
$39.6B
$408 Million 0.02% of portfolio
4,954
Q1 2025 Reduced 0.56%
$15.6B
$640 Million 0.02% of portfolio
3,784
Q1 2025 Reduced 2.17%
Listed Fnds Rondhl Mgnfcnt ETF
-
$476 Million 0.02% of portfolio
-
Q1 2025 Added 36.0%
$0
$624 Million 0.02% of portfolio
6,097
Q1 2025 Added 42.95%
$146B
$555 Million 0.02% of portfolio
1,489
Q1 2025 Added 21.65%
$39.1B
$431 Million 0.02% of portfolio
2,079
Q1 2025 Added 3.18%
$50.2B
$486 Million 0.02% of portfolio
10,252
Q1 2025 Added 22.68%
$20.9B
$440 Million 0.02% of portfolio
20,367
Q1 2025 Added 62.35%
$1.4B
$466 Million 0.02% of portfolio
9,098
Q1 2025 Added 104.5%
$54B
$651 Million 0.02% of portfolio
15,828
Q1 2025 Added 8.49%
$92.8B
$531 Million 0.02% of portfolio
11,975
Q1 2025 Added 2.27%
$39.8B
$598 Million 0.02% of portfolio
7,716
Q1 2025 Added 17.34%
$0
$598 Million 0.02% of portfolio
19,509
Q1 2025 Reduced 7.87%
$0
$495 Million 0.02% of portfolio
10,745
Q1 2025 Reduced 77.1%
$0
$605 Million 0.02% of portfolio
4,757
Q1 2025 Reduced 7.51%
$0
$412 Million 0.02% of portfolio
6,626
Q1 2025 Added 7.93%
Kenvue Incorporated
-
$413 Million 0.02% of portfolio
-
Q1 2025 New
$0
$428 Million 0.02% of portfolio
10,114
Q1 2025 Added 9.77%
$0
$499 Million 0.02% of portfolio
11,418
Q1 2025 Reduced 2.97%
$0
$524 Million 0.02% of portfolio
11,479
Q1 2025 Reduced 90.08%
$0
$446 Million 0.02% of portfolio
29,546
Q1 2025 Added 101.06%
$12B
$475 Million 0.02% of portfolio
5,135
Q1 2025 Reduced 28.96%
$0
$578 Million 0.02% of portfolio
14,642
Q1 2025 Reduced 1.51%
$107B
$453 Million 0.02% of portfolio
3,917
Q1 2025 Reduced 35.6%
$53.1B
$466 Million 0.02% of portfolio
2,252
Q1 2025 Reduced 2.97%
Jpmorgan Equity Focus ETF
-
$421 Million 0.02% of portfolio
-
Q1 2025 New
$160B
$424 Million 0.02% of portfolio
5,417
Q1 2025 Reduced 2.71%
$69.9B
$473 Million 0.02% of portfolio
3,086
Q1 2025 Reduced 23.99%
$0
$433 Million 0.02% of portfolio
6,793
Q1 2025 Added 65.72%
$202B
$654 Million 0.02% of portfolio
2,095
Q1 2025 Added 13.43%
$0
$419 Million 0.02% of portfolio
6,965
Q1 2025 Reduced 0.59%
$27.9B
$439 Million 0.02% of portfolio
237
Q1 2025 New
$0
$605 Million 0.02% of portfolio
3,952
Q1 2025 Reduced 41.93%
$0
$490 Million 0.02% of portfolio
23,734
Q1 2025 Added 5.7%
$32.7B
$586 Million 0.02% of portfolio
8,110
Q1 2025 Added 2.66%
$0
$469 Million 0.02% of portfolio
5,082
Q1 2025 Reduced 43.78%
$0
$617 Million 0.02% of portfolio
2,280
Q1 2025 Added 44.58%
$0
$420 Million 0.02% of portfolio
1,977
Q1 2025 Added 0.92%

Summary

  • Portfolio
  • No. of Stocks 766
  • Current Value $2.62 Trillion
  • Prior Value $1.33 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 75 stocks
  • Additional Purchases 417 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 238 stocks
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