Kingswood Wealth Advisors, LLC Portfolio Holdings
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
Kingswood Wealth Advisors, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $867 Billion distributed in 618 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $43.1B, Microsoft Corp with a value of $34.9B, Nvidia Corp with a value of $29.7B, Amazon Com Inc with a value of $20B, and Spdr S&P 500 ETF Trust with a value of $19.8B.
Examining the 13F form we can see an decrease of $15.2B in the current position value, from $882B to 867B.
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 618
- Current Value $867 Billion
- Prior Value $882 Billion
- Filing
- Period Q1 2024
- Filing Date April 15, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 90 stocks
- Additional Purchases 150 stocks
- Sold out of 0 stocks
- Reduced holdings in 349 stocks