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
$85.9B
$352 Million 0.01% of portfolio
1,006
Q1 2025 Added 24.97%
Simplify Mbs ETF
-
$315 Million 0.01% of portfolio
-
Q3 2024 Reduced 22.43%
$0
$237 Million 0.01% of portfolio
5,398
Q1 2025 Reduced 43.41%
$0
$379 Million 0.01% of portfolio
25,420
Q1 2025 Reduced 12.75%
$0
$290 Million 0.01% of portfolio
5,446
Q1 2025 Added 35.41%
$0
$376 Million 0.01% of portfolio
8,227
Q1 2025 Reduced 2.16%
$0
$355 Million 0.01% of portfolio
2,917
Q1 2025 New
$0
$213 Million 0.01% of portfolio
1,952
Q1 2025 Added 2.04%
$0
$347 Million 0.01% of portfolio
4,245
Q1 2025 Added 7.44%
$0
$281 Million 0.01% of portfolio
2,910
Q1 2025 Reduced 30.53%
$0
$236 Million 0.01% of portfolio
1,782
Q1 2025 New
$615M
$161 Million 0.01% of portfolio
28,946
Q4 2024 New
$0
$245 Million 0.01% of portfolio
5,954
Q1 2025 Reduced 59.43%
$0
$293 Million 0.01% of portfolio
11,463
Q1 2025 Reduced 14.33%
$1.49B
$207 Million 0.01% of portfolio
25,275
Q1 2025 Added 58.22%
$50.7B
$315 Million 0.01% of portfolio
2,156
Q1 2025 Added 14.93%
$1.14B
$144 Million 0.01% of portfolio
18,140
Q1 2025 New
$0
$323 Million 0.01% of portfolio
3,897
Q1 2025 Reduced 94.61%
$0
$247 Million 0.01% of portfolio
3,324
Q1 2025 New
$14.2B
$257 Million 0.01% of portfolio
798
Q1 2025 Reduced 5.9%
-
$285 Million 0.01% of portfolio
-
Q1 2025 Reduced 21.14%
$4.11B
$259 Million 0.01% of portfolio
5,799
Q1 2025 New
$0
$223 Million 0.01% of portfolio
2,417
Q1 2025 Reduced 56.16%
$0
$203 Million 0.01% of portfolio
5,411
Q1 2025 Reduced 59.56%
$462M
$218 Million 0.01% of portfolio
22,118
Q1 2025 Reduced 36.44%
$0
$323 Million 0.01% of portfolio
5,866
Q1 2025 Added 13.29%
$1.59B
$320 Million 0.01% of portfolio
54,000
Q1 2025 Reduced 28.57%
$0
$267 Million 0.01% of portfolio
11,375
Q4 2024 Added 8.33%
$21.2B
$210 Million 0.01% of portfolio
1,024
Q1 2025 New
$95.7B
$329 Million 0.01% of portfolio
1,241
Q1 2025 Reduced 13.03%
$34.5B
$217 Million 0.01% of portfolio
969
Q1 2025 Reduced 5.92%
$1.99B
$322 Million 0.01% of portfolio
7,866
Q1 2025 Reduced 4.24%
$0
$240 Million 0.01% of portfolio
6,605
Q1 2025 Added 4.51%
$506M
$173 Million 0.01% of portfolio
33,669
Q1 2025 New
$34.2B
$216 Million 0.01% of portfolio
1,918
Q1 2025 New
$116B
$384 Million 0.01% of portfolio
1,271
Q1 2025 Reduced 21.93%
$38.7B
$225 Million 0.01% of portfolio
2,178
Q1 2025 New
$0
$358 Million 0.01% of portfolio
10,215
Q1 2025 Added 12.17%
$450M
$277 Million 0.01% of portfolio
23,574
Q4 2024 New
P10 Incorporated Com Class B
-
$373 Million 0.01% of portfolio
-
Q1 2025 New
$4.21B
$5.38 Million 0.0% of portfolio
12,000
Q4 2024 New
$3.37B
$130 Million 0.0% of portfolio
23,034
Q1 2025 Added 27.73%
Pacific Oak Strategic Op Portunity Reit Inc
-
$93 Million 0.0% of portfolio
-
Q1 2025 Added 18.13%
$0
$124 Million 0.0% of portfolio
20,000
Q1 2025 Reduced 40.35%
Fortuna Mining Corporation Com New
-
$97 Million 0.0% of portfolio
-
Q4 2024 New
$3.58B
$115 Million 0.0% of portfolio
22,367
Q1 2025 Reduced 6.24%
$0
$81.4 Million 0.0% of portfolio
10,156
Q1 2025 New
$50.6M
$7.8 Million 0.0% of portfolio
20,005
Q1 2025 Reduced 33.33%
$425M
$46.8 Million 0.0% of portfolio
30,000
Q1 2025 Added 50.0%

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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