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
$1.16B
$159 Million 0.01% of portfolio
19,760
Q1 2025 Reduced 28.43%
Ft Vest U.S. Small Cap Moderate Buffer ETF November
-
$349 Million 0.01% of portfolio
-
Q1 2025 New
American Healthcare Reit Incorporated Com Shs Reit
-
$332 Million 0.01% of portfolio
-
Q1 2025 New
$173B
$245 Million 0.01% of portfolio
3,787
Q1 2025 Reduced 7.79%
$160B
$333 Million 0.01% of portfolio
5,598
Q1 2025 Reduced 2.0%
$55.3B
$277 Million 0.01% of portfolio
2,322
Q1 2025 Reduced 8.91%
$23.5B
$310 Million 0.01% of portfolio
20,633
Q1 2025 Added 14.12%
$5.85B
$219 Million 0.01% of portfolio
1,884
Q4 2024 New
$0
$254 Million 0.01% of portfolio
1,489
Q1 2025 Reduced 6.0%
$0
$341 Million 0.01% of portfolio
11,061
Q1 2025 Added 0.26%
$77.7B
$295 Million 0.01% of portfolio
213
Q4 2024 Reduced 89.23%
$5.08B
$180 Million 0.01% of portfolio
18,832
Q1 2025 New
$5.71B
$366 Million 0.01% of portfolio
6,637
Q1 2025 Added 0.79%
$0
$268 Million 0.01% of portfolio
2,000
Q1 2025 Reduced 50.0%
$2.51B
$264 Million 0.01% of portfolio
7,747
Q1 2025 Reduced 27.91%
$601B
$293 Million 0.01% of portfolio
4,574
Q1 2025 New
$0
$315 Million 0.01% of portfolio
9,548
Q1 2025 Reduced 2.77%
$0
$288 Million 0.01% of portfolio
2,175
Q1 2025 New
First Trust Blmrg Artif Intel ETF
-
$382 Million 0.01% of portfolio
-
Q1 2025 New
$0
$343 Million 0.01% of portfolio
9,352
Q1 2025 Reduced 48.63%
$108B
$223 Million 0.01% of portfolio
912
Q1 2025 New
$87B
$244 Million 0.01% of portfolio
1,026
Q1 2025 Added 3.32%
$0
$173 Million 0.01% of portfolio
17,107
Q1 2025 Reduced 46.47%
$60.5B
$322 Million 0.01% of portfolio
10,237
Q1 2025 Reduced 10.08%
-
$291 Million 0.01% of portfolio
-
Q1 2025 New
$3.32B
$142 Million 0.01% of portfolio
11,025
Q1 2025 New
$32.1B
$370 Million 0.01% of portfolio
2,076
Q1 2025 Added 4.43%
$31.6B
$222 Million 0.01% of portfolio
784
Q1 2025 Added 0.77%
$0
$367 Million 0.01% of portfolio
55,961
Q1 2025 Reduced 2.68%
$16.2B
$387 Million 0.01% of portfolio
11,673
Q1 2025 Added 36.38%
$15.2B
$246 Million 0.01% of portfolio
792
Q1 2025 New
Digitalbridge Group Incorporated Class A New
-
$280 Million 0.01% of portfolio
-
Q1 2025 Added 77.37%
$972M
$217 Million 0.01% of portfolio
21,000
Q1 2025 Reduced 50.0%
$0
$316 Million 0.01% of portfolio
4,090
Q1 2025 Added 18.11%
$0
$230 Million 0.01% of portfolio
13,625
Q1 2025 New
$0
$138 Million 0.01% of portfolio
13,355
Q1 2025 New
$0
$268 Million 0.01% of portfolio
3,220
Q1 2025 New
$0
$349 Million 0.01% of portfolio
28,902
Q4 2024 New
$0
$247 Million 0.01% of portfolio
2,957
Q1 2025 Reduced 6.36%
$33B
$221 Million 0.01% of portfolio
2,792
Q1 2025 New
$58.6B
$234 Million 0.01% of portfolio
988
Q1 2025 Added 0.51%
$759M
$318 Million 0.01% of portfolio
33,521
Q1 2025 Added 31.07%
$8.28B
$300 Million 0.01% of portfolio
2,394
Q1 2025 Reduced 0.04%
$22.3B
$337 Million 0.01% of portfolio
3,837
Q1 2025 Added 29.41%
$42.3B
$220 Million 0.01% of portfolio
2,905
Q1 2025 Reduced 3.94%
$44.6B
$232 Million 0.01% of portfolio
410
Q1 2025 Reduced 3.76%
$26.5B
$210 Million 0.01% of portfolio
1,009
Q1 2025 Reduced 15.35%
$25.9B
$204 Million 0.01% of portfolio
1,270
Q1 2025 Reduced 6.41%
$32.6B
$369 Million 0.01% of portfolio
12,137
Q1 2025 Added 81.64%

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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