Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

Kingswood Wealth Advisors, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.33 Trillion distributed in 795 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $71.1B, Nvidia Corp with a value of $47.7B, Spdr S&P 500 ETF Trust with a value of $47.3B, Microsoft Corp with a value of $30.4B, and Invesco Qqq Trust, Series 1 with a value of $29.3B.

Examining the 13F form we can see an decrease of $70.5B in the current position value, from $1.4T to 1.33T.

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 $1.33 Trillion
ETFs: $598 Billion
Technology: $234 Billion
Financial Services: $82.7 Billion
Industrials: $74.4 Billion
Consumer Cyclical: $59.3 Billion
Healthcare: $47.8 Billion
Communication Services: $45.6 Billion
Energy: $29.8 Billion
Other: $86.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96.1B
$4.63 Billion 0.35% of portfolio
19,137
Q4 2024 Added 37.65%
$481B
$4.68 Billion 0.35% of portfolio
43,485
Q4 2024 Reduced 40.79%
$0
$4.69 Billion 0.35% of portfolio
60,232
Q4 2024 Added 103.34%
$195B
$4.47 Billion 0.34% of portfolio
38,639
Q4 2024 Reduced 23.14%
$0
$4.47 Billion 0.34% of portfolio
45,618
Q4 2024 Added 89.47%
$0
$4.46 Billion 0.34% of portfolio
88,570
Q4 2024 Added 115.86%
$118B
$4.42 Billion 0.33% of portfolio
13,326
Q4 2024 Reduced 29.69%
$80.4B
$4.43 Billion 0.33% of portfolio
11,992
Q4 2024 Reduced 7.32%
$176B
$4.22 Billion 0.32% of portfolio
27,467
Q4 2024 Added 3.07%
$0
$4.23 Billion 0.32% of portfolio
74,987
Q4 2024 Added 20.08%
$9.82B
$4.19 Billion 0.31% of portfolio
3,788
Q4 2024 Reduced 10.26%
$64.7B
$4.15 Billion 0.31% of portfolio
14,299
Q4 2024 Reduced 12.22%
$0
$3.99 Billion 0.3% of portfolio
64,017
Q4 2024 Added 70.57%
$18.6B
$4 Billion 0.3% of portfolio
25,865
Q4 2024 Reduced 6.23%
$0
$3.98 Billion 0.3% of portfolio
80,338
Q4 2024 Added 1,687.27%
$0
$4.03 Billion 0.3% of portfolio
83,477
Q4 2024 Reduced 9.76%
$9.7B
$3.88 Billion 0.29% of portfolio
28,498
Q4 2024 Added 45.77%
$427B
$3.91 Billion 0.29% of portfolio
4,391
Q4 2024 Reduced 53.02%
$172B
$3.91 Billion 0.29% of portfolio
32,387
Q4 2024 Added 4.37%
$5.27B
$3.92 Billion 0.29% of portfolio
258,931
Q4 2024 Added 89.02%
$106B
$3.88 Billion 0.29% of portfolio
21,948
Q4 2024 Added 9.34%
$219B
$3.79 Billion 0.28% of portfolio
17,235
Q4 2024 Added 11.22%
$395B
$3.69 Billion 0.28% of portfolio
21,996
Q4 2024 Reduced 46.11%
$100B
$3.73 Billion 0.28% of portfolio
35,259
Q4 2024 Reduced 17.58%
$341B
$3.73 Billion 0.28% of portfolio
84,771
Q4 2024 Reduced 22.95%
$17.7B
$3.56 Billion 0.27% of portfolio
12,469
Q4 2024 Added 2.67%
$0
$3.61 Billion 0.27% of portfolio
47,818
Q4 2024 Added 198.97%
$322B
$3.58 Billion 0.27% of portfolio
24,739
Q4 2024 Reduced 36.79%
$0
$3.41 Billion 0.26% of portfolio
58,801
Q4 2024 Reduced 1.7%
$469B
$3.4 Billion 0.26% of portfolio
5
Q4 2024 New
$0
$3.35 Billion 0.25% of portfolio
14,398
Q4 2024 Added 43.43%
$0
$3.33 Billion 0.25% of portfolio
97,614
Q4 2024 Added 9.89%
$0
$3.34 Billion 0.25% of portfolio
8,137
Q4 2024 Added 52.29%
$0
$3.36 Billion 0.25% of portfolio
13,880
Q4 2024 Added 19.28%
$0
$3.34 Billion 0.25% of portfolio
25,914
Q4 2024 Added 34.86%
$0
$3.26 Billion 0.25% of portfolio
12,358
Q4 2024 Reduced 8.05%
$0
$3.18 Billion 0.24% of portfolio
65,178
Q4 2024 Reduced 41.34%
$297B
$3.19 Billion 0.24% of portfolio
51,280
Q4 2024 Reduced 40.44%
$0
$3.14 Billion 0.24% of portfolio
7,823
Q4 2024 Reduced 42.9%
$72.3B
$3.26 Billion 0.24% of portfolio
12,358
Q4 2024 Reduced 0.64%
$0
$3.2 Billion 0.24% of portfolio
122,638
Q4 2024 New
$410B
$3.15 Billion 0.24% of portfolio
18,919
Q4 2024 Reduced 3.01%
$103B
$3.21 Billion 0.24% of portfolio
8,705
Q4 2024 Reduced 18.89%
$511B
$3.07 Billion 0.23% of portfolio
5,823
Q4 2024 Reduced 42.98%
$0
$3.06 Billion 0.23% of portfolio
46,548
Q4 2024 Added 13.81%
$0
$3.06 Billion 0.23% of portfolio
64,062
Q4 2024 Added 87.18%
$0
$3.06 Billion 0.23% of portfolio
51,823
Q4 2024 Added 126.34%
$236B
$3.02 Billion 0.23% of portfolio
30,388
Q4 2024 Reduced 50.11%
$0
$3.03 Billion 0.23% of portfolio
32,634
Q4 2024 Added 88.88%

Summary

  • Portfolio
  • No. of Stocks 795
  • Current Value $1.33 Trillion
  • Prior Value $1.4 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 257 stocks
  • Additional Purchases 263 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 270 stocks
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email