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
$114B
$227 Million 0.02% of portfolio
1,019
Q3 2024 New
Grayscale Bitcoin Cash T
-
$237 Million 0.02% of portfolio
-
Q3 2024 New
$0
$282 Million 0.02% of portfolio
12,328
Q3 2024 New
$0
$307 Million 0.02% of portfolio
27,525
Q1 2024 Added 51.24%
$0
$286 Million 0.02% of portfolio
2,000
Q3 2024 New
$0
$345 Million 0.02% of portfolio
27,835
Q1 2024 Added 61.97%
$0
$252 Million 0.02% of portfolio
4,133
Q3 2024 Reduced 41.67%
$0
$213 Million 0.02% of portfolio
2,431
Q3 2024 Added 0.79%
$16.8B
$338 Million 0.02% of portfolio
8,910
Q3 2024 Added 14.83%
$0
$318 Million 0.02% of portfolio
3,837
Q3 2024 New
$0
$332 Million 0.02% of portfolio
1,363
Q3 2024 Reduced 39.61%
$0
$272 Million 0.02% of portfolio
1,872
Q3 2024 Added 11.83%
-
$255 Million 0.02% of portfolio
-
Q3 2024 New
$22B
$299 Million 0.02% of portfolio
4,382
Q3 2024 Reduced 53.24%
$45.3B
$333 Million 0.02% of portfolio
1,938
Q3 2024 Added 3.19%
$0
$319 Million 0.02% of portfolio
3,230
Q3 2024 Reduced 40.66%
$0
$247 Million 0.02% of portfolio
11,100
Q3 2024 Reduced 28.85%
$11.7B
$289 Million 0.02% of portfolio
8,261
Q3 2024 Reduced 24.81%
$11.9B
$280 Million 0.02% of portfolio
4,470
Q3 2024 Reduced 34.87%
$27.5B
$278 Million 0.02% of portfolio
4,557
Q3 2024 Reduced 29.74%
$13.2B
$298 Million 0.02% of portfolio
16,951
Q3 2024 Reduced 5.55%
$26.3B
$344 Million 0.02% of portfolio
23,376
Q3 2024 Reduced 6.25%
$0
$238 Million 0.02% of portfolio
4,203
Q3 2024 New
$0
$270 Million 0.02% of portfolio
9,193
Q3 2024 New
$0
$287 Million 0.02% of portfolio
35,519
Q3 2024 New
$0
$259 Million 0.02% of portfolio
3,142
Q3 2024 Added 17.46%
$0
$305 Million 0.02% of portfolio
4,202
Q3 2024 Reduced 3.09%
$45.5B
$251 Million 0.02% of portfolio
1,337
Q3 2024 Reduced 23.25%
$0
$211 Million 0.02% of portfolio
2,069
Q3 2024 New
$0
$344 Million 0.02% of portfolio
16,430
Q3 2024 Reduced 45.01%
$4.87B
$233 Million 0.02% of portfolio
11,370
Q3 2024 Reduced 26.63%
$9.57B
$267 Million 0.02% of portfolio
2,975
Q3 2024 Added 2.98%
$0
$338 Million 0.02% of portfolio
3,488
Q3 2024 Reduced 9.66%
$0
$234 Million 0.02% of portfolio
1,882
Q3 2024 New
$0
$298 Million 0.02% of portfolio
4,603
Q3 2024 Reduced 1.05%
$25.8B
$265 Million 0.02% of portfolio
1,376
Q3 2024 New
$0
$248 Million 0.02% of portfolio
3,124
Q3 2024 New
$24.4B
$342 Million 0.02% of portfolio
1,422
Q3 2024 New
$0
$224 Million 0.02% of portfolio
4,495
Q3 2024 Reduced 12.0%
$41.4B
$280 Million 0.02% of portfolio
5,523
Q3 2024 Added 27.29%
$59B
$278 Million 0.02% of portfolio
1,647
Q3 2024 New
$0
$291 Million 0.02% of portfolio
14,080
Q3 2024 Reduced 11.77%
$0
$263 Million 0.02% of portfolio
11,662
Q3 2024 Reduced 48.45%
$15.2B
$244 Million 0.02% of portfolio
1,489
Q3 2024 New
$0
$320 Million 0.02% of portfolio
2,090
Q3 2024 New
$25.3B
$278 Million 0.02% of portfolio
8,399
Q3 2024 Reduced 23.02%
$39.8B
$312 Million 0.02% of portfolio
2,102
Q3 2024 Reduced 0.33%
$0
$279 Million 0.02% of portfolio
9,605
Q3 2024 Reduced 35.61%
$0
$265 Million 0.02% of portfolio
2,836
Q3 2024 New

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
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