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
$121B
$214 Million 0.01% of portfolio
315
Q1 2025 Reduced 19.23%
$16.7B
$205 Million 0.01% of portfolio
2,401
Q1 2025 Reduced 10.28%
$19.7B
$211 Million 0.01% of portfolio
3,954
Q1 2025 New
$0
$343 Million 0.01% of portfolio
4,033
Q1 2025 Reduced 5.62%
$0
$201 Million 0.01% of portfolio
1,331
Q1 2025 Added 3.1%
$0
$331 Million 0.01% of portfolio
1,757
Q1 2025 Added 11.77%
$10B
$365 Million 0.01% of portfolio
9,219
Q1 2025 Reduced 20.68%
$0
$260 Million 0.01% of portfolio
846
Q1 2025 New
$0
$285 Million 0.01% of portfolio
4,756
Q1 2025 New
$0
$300 Million 0.01% of portfolio
4,946
Q1 2025 Reduced 1.06%
$0
$274 Million 0.01% of portfolio
5,525
Q1 2025 Reduced 13.67%
$18.8B
$319 Million 0.01% of portfolio
2,653
Q1 2025 Reduced 8.55%
$10.4B
$145 Million 0.01% of portfolio
22,240
Q1 2025 Added 29.0%
-
$258 Million 0.01% of portfolio
-
Q1 2025 Reduced 17.82%
$0
$271 Million 0.01% of portfolio
3,029
Q1 2025 Reduced 14.22%
$0
$341 Million 0.01% of portfolio
61,836
Q1 2025 Added 1.67%
$0
$239 Million 0.01% of portfolio
1,920
Q1 2025 Added 29.64%
$10.6B
$290 Million 0.01% of portfolio
596
Q1 2025 Added 9.76%
$61.5B
$278 Million 0.01% of portfolio
9,713
Q1 2025 Reduced 6.28%
$0
$335 Million 0.01% of portfolio
4,796
Q1 2025 Reduced 9.37%
$15.3B
$337 Million 0.01% of portfolio
21,169
Q1 2025 Reduced 3.62%
$35.1B
$256 Million 0.01% of portfolio
3,428
Q1 2025 New
$1.94B
$167 Million 0.01% of portfolio
21,976
Q1 2025 New
$40.9B
$338 Million 0.01% of portfolio
2,342
Q1 2025 Added 1.65%
$0
$279 Million 0.01% of portfolio
6,189
Q1 2025 Reduced 17.41%
$0
$318 Million 0.01% of portfolio
11,602
Q1 2025 New
$0
$375 Million 0.01% of portfolio
2,877
Q1 2025 Reduced 29.35%
$0
$301 Million 0.01% of portfolio
2,149
Q1 2025 Reduced 26.18%
$0
$314 Million 0.01% of portfolio
2,782
Q1 2025 Reduced 22.2%
$0
$386 Million 0.01% of portfolio
4,913
Q1 2025 Reduced 30.45%
$0
$374 Million 0.01% of portfolio
3,379
Q1 2025 Added 28.77%
$0
$291 Million 0.01% of portfolio
2,990
Q1 2025 Added 15.35%
$0
$224 Million 0.01% of portfolio
8,357
Q1 2025 Reduced 41.06%
$0
$372 Million 0.01% of portfolio
7,278
Q1 2025 Reduced 5.87%
$29.8B
$379 Million 0.01% of portfolio
3,050
Q1 2025 Added 1.63%
$83.9B
$273 Million 0.01% of portfolio
1,075
Q1 2025 Added 8.26%
$2.53B
$336 Million 0.01% of portfolio
6,925
Q4 2024 New
$0
$378 Million 0.01% of portfolio
16,318
Q1 2025 Added 0.75%
$0
$248 Million 0.01% of portfolio
12,542
Q1 2025 Reduced 5.62%
$76.8B
$320 Million 0.01% of portfolio
1,263
Q1 2025 Reduced 0.86%
Cava Group Incorporated
-
$308 Million 0.01% of portfolio
-
Q1 2025 Added 54.34%
$3.78B
$281 Million 0.01% of portfolio
540
Q1 2025 Reduced 5.26%
$7.3B
$207 Million 0.01% of portfolio
9,385
Q1 2025 Added 91.53%
Celestica Incorporated
-
$264 Million 0.01% of portfolio
-
Q1 2025 New
$0
$373 Million 0.01% of portfolio
8,095
Q1 2025 Added 12.54%
$48.6B
$289 Million 0.01% of portfolio
2,250
Q1 2025 Added 25.35%
Root Incorporated Class A New
-
$220 Million 0.01% of portfolio
-
Q1 2025 New
$0
$237 Million 0.01% of portfolio
2,791
Q1 2025 Added 6.69%
$96.4B
$322 Million 0.01% of portfolio
5,361
Q1 2025 Reduced 11.81%

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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