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
$314 Million 0.01% of portfolio
3,800
Q1 2025 Reduced 50.0%
2 X Ether ETF
-
$253 Million 0.01% of portfolio
-
Q1 2025 New
$476M
$248 Million 0.01% of portfolio
84,243
Q1 2025 New
$72.7B
$219 Million 0.01% of portfolio
2,272
Q1 2025 Added 0.13%
$18.5B
$220 Million 0.01% of portfolio
1,109
Q4 2024 New
$0
$376 Million 0.01% of portfolio
9,045
Q1 2025 Reduced 0.56%
$19.9B
$295 Million 0.01% of portfolio
2,605
Q1 2025 Added 20.05%
$30.2B
$227 Million 0.01% of portfolio
2,480
Q1 2025 New
$4.79B
$305 Million 0.01% of portfolio
3,376
Q1 2025 Reduced 1.69%
$19.8B
$286 Million 0.01% of portfolio
11,258
Q1 2025 New
$16.8B
$365 Million 0.01% of portfolio
7,008
Q1 2025 Reduced 38.82%
$8.35B
$224 Million 0.01% of portfolio
1,771
Q1 2025 Reduced 5.8%
$14.8B
$232 Million 0.01% of portfolio
2,029
Q1 2025 New
$0
$297 Million 0.01% of portfolio
1,849
Q1 2025 Reduced 7.18%
$54.8B
$253 Million 0.01% of portfolio
256
Q1 2025 Added 9.4%
Ft Vest U.S. Equity Moderate Buffer ETF February
-
$214 Million 0.01% of portfolio
-
Q1 2025 New
$25.7B
$319 Million 0.01% of portfolio
2,162
Q4 2024 Reduced 40.93%
$0
$264 Million 0.01% of portfolio
4,507
Q1 2025 Reduced 70.55%
$24.8B
$202 Million 0.01% of portfolio
1,185
Q1 2025 New
-
$232 Million 0.01% of portfolio
-
Q1 2025 Reduced 18.01%
$0
$222 Million 0.01% of portfolio
4,468
Q1 2025 New
$68.6B
$225 Million 0.01% of portfolio
990
Q1 2025 Added 2.17%
$12.8B
$228 Million 0.01% of portfolio
741
Q1 2025 Added 15.96%
$0
$351 Million 0.01% of portfolio
7,222
Q4 2024 New
$49.6B
$335 Million 0.01% of portfolio
532
Q1 2025 Added 1.72%
$8.99B
$216 Million 0.01% of portfolio
960
Q1 2025 Reduced 55.12%
$11B
$268 Million 0.01% of portfolio
7,321
Q1 2025 Reduced 48.9%
$10.2B
$245 Million 0.01% of portfolio
3,195
Q1 2025 New
$0
$278 Million 0.01% of portfolio
3,632
Q1 2025 Reduced 56.07%
$295M
$154 Million 0.01% of portfolio
59,019
Q1 2025 Added 459.21%
$0
$257 Million 0.01% of portfolio
4,322
Q1 2025 Reduced 92.65%
$52.3B
$364 Million 0.01% of portfolio
3,331
Q1 2025 Added 14.82%
Grayscale Litecoin Tr Lt
-
$135 Million 0.01% of portfolio
-
Q1 2025 Reduced 35.0%
$72.8B
$215 Million 0.01% of portfolio
539
Q1 2025 New
$0
$250 Million 0.01% of portfolio
2,268
Q1 2025 Reduced 13.1%
$0
$226 Million 0.01% of portfolio
4,887
Q1 2025 Reduced 16.23%
$0
$233 Million 0.01% of portfolio
15,000
Q1 2025 Added 15.38%
$78.2B
$304 Million 0.01% of portfolio
1,847
Q1 2025 Added 2.21%
$27.2B
$233 Million 0.01% of portfolio
3,381
Q1 2025 Reduced 22.83%
$10.7B
$222 Million 0.01% of portfolio
8,320
Q1 2025 New
$9.74B
$328 Million 0.01% of portfolio
1,075
Q1 2025 Reduced 0.37%
Ft Vest U.S. Equity Moderate Buffer ETF May
-
$238 Million 0.01% of portfolio
-
Q1 2025 Reduced 43.67%
$116B
$270 Million 0.01% of portfolio
556
Q1 2025 Reduced 3.3%
$13.8B
$331 Million 0.01% of portfolio
4,178
Q1 2025 Reduced 8.78%
$32.1B
$338 Million 0.01% of portfolio
6,167
Q1 2025 Reduced 4.22%
$2.46B
$203 Million 0.01% of portfolio
10,681
Q1 2025 Reduced 6.23%
Atlassian Corporation Class A
-
$252 Million 0.01% of portfolio
-
Q1 2025 New
$68.6B
$341 Million 0.01% of portfolio
2,883
Q1 2025 New
$5.71B
$307 Million 0.01% of portfolio
7,784
Q1 2025 Added 2.64%

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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