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.

Portfolio value $1.4 Trillion
ETFs: $443 Billion
Technology: $294 Billion
Financial Services: $103 Billion
Healthcare: $101 Billion
Industrials: $94.8 Billion
Consumer Cyclical: $76.9 Billion
Communication Services: $68.3 Billion
Consumer Defensive: $49.1 Billion
Other: $127 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Ishares Ethereum Trust
-
$450 Million 0.03% of portfolio
-
Q3 2024 New
Grayscale Ethereum Mini
-
$374 Million 0.03% of portfolio
-
Q3 2024 New
Kenvue Incorporated
-
$376 Million 0.03% of portfolio
-
Q3 2024 Reduced 1.89%
$0
$477 Million 0.03% of portfolio
14,350
Q3 2024 Reduced 43.91%
$89.7B
$386 Million 0.03% of portfolio
498
Q3 2024 Added 7.56%
$29.2B
$462 Million 0.03% of portfolio
3,222
Q3 2024 New
$3.88B
$416 Million 0.03% of portfolio
4,993
Q3 2024 New
$12.4B
$453 Million 0.03% of portfolio
4,048
Q3 2024 Added 0.55%
Ge Healthcare Technologies Incorporated
-
$426 Million 0.03% of portfolio
-
Q3 2024 Added 22.09%
$19.7B
$431 Million 0.03% of portfolio
3,281
Q3 2024 New
$42.7B
$461 Million 0.03% of portfolio
43,507
Q3 2024 Reduced 10.98%
$0
$422 Million 0.03% of portfolio
8,949
Q3 2024 Reduced 32.2%
$7.35B
$410 Million 0.03% of portfolio
6,222
Q3 2024 Reduced 1.58%
$0
$390 Million 0.03% of portfolio
7,166
Q3 2024 New
$79.5B
$453 Million 0.03% of portfolio
2,534
Q3 2024 Reduced 7.89%
$74.1B
$460 Million 0.03% of portfolio
5,937
Q3 2024 New
-
$378 Million 0.03% of portfolio
-
Q3 2024 Reduced 9.91%
$0
$361 Million 0.03% of portfolio
5,890
Q3 2024 Added 1.01%
$0
$452 Million 0.03% of portfolio
4,716
Q3 2024 Added 18.73%
$0
$393 Million 0.03% of portfolio
9,000
Q3 2024 Reduced 16.26%
$0
$413 Million 0.03% of portfolio
46,725
Q1 2024 Added 33.83%
-
$412 Million 0.03% of portfolio
-
Q3 2024 New
$27B
$363 Million 0.03% of portfolio
3,784
Q3 2024 Reduced 5.82%
$0
$446 Million 0.03% of portfolio
3,900
Q3 2024 Reduced 5.32%
$0
$403 Million 0.03% of portfolio
20,251
Q3 2024 New
$0
$420 Million 0.03% of portfolio
3,177
Q3 2024 New
$88.4B
$460 Million 0.03% of portfolio
2,865
Q3 2024 Added 6.82%
$0
$397 Million 0.03% of portfolio
4,143
Q3 2024 Added 8.17%
$0
$435 Million 0.03% of portfolio
2,204
Q3 2024 Added 34.64%
$67.6B
$442 Million 0.03% of portfolio
2,201
Q3 2024 Added 11.61%
$0
$483 Million 0.03% of portfolio
3,659
Q3 2024 Reduced 4.96%
$0
$478 Million 0.03% of portfolio
8,903
Q3 2024 Reduced 26.9%
$0
$429 Million 0.03% of portfolio
7,844
Q3 2024 Reduced 38.27%
$0
$471 Million 0.03% of portfolio
10,138
Q3 2024 New
$35B
$477 Million 0.03% of portfolio
4,580
Q3 2024 Added 3.41%
$0
$355 Million 0.03% of portfolio
14,295
Q3 2024 Reduced 20.38%
$47B
$408 Million 0.03% of portfolio
3,374
Q3 2024 Reduced 28.89%
$38.5B
$225 Million 0.02% of portfolio
829
Q3 2024 Reduced 33.68%
$0
$268 Million 0.02% of portfolio
3,045
Q3 2024 Reduced 16.18%
$0
$335 Million 0.02% of portfolio
7,140
Q3 2024 Added 0.85%
$99B
$343 Million 0.02% of portfolio
2,730
Q3 2024 New
Veralto Corporation Com Shs
-
$279 Million 0.02% of portfolio
-
Q3 2024 Reduced 16.25%
$0
$330 Million 0.02% of portfolio
32,120
Q2 2024 Added 9.23%
$0
$333 Million 0.02% of portfolio
6,323
Q3 2024 Reduced 25.41%
$0
$327 Million 0.02% of portfolio
35,130
Q2 2024 Added 9.34%
$53.2B
$285 Million 0.02% of portfolio
2,240
Q3 2024 Reduced 9.68%
-
$286 Million 0.02% of portfolio
-
Q3 2024 Reduced 4.76%
$0
$271 Million 0.02% of portfolio
4,630
Q3 2024 Added 17.81%
$15.7B
$309 Million 0.02% of portfolio
4,673
Q3 2024 Added 0.06%

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
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