Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

Kingswood Wealth Advisors, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.4 Trillion distributed in 671 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $78.2B, Nvidia Corp with a value of $55.5B, Microsoft Corp with a value of $52B, Amazon Com Inc with a value of $31.5B, and Spdr S&P 500 ETF Trust with a value of $21.2B.

Examining the 13F form we can see an increase of $292B in the current position value, from $1.11T to 1.4T.

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 $1.4 Trillion
ETFs: $443 Billion
Technology: $294 Billion
Financial Services: $103 Billion
Healthcare: $101 Billion
Industrials: $94.8 Billion
Consumer Cyclical: $76.9 Billion
Communication Services: $68.3 Billion
Consumer Defensive: $49.1 Billion
Other: $127 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$83.4B
$2.03 Billion 0.15% of portfolio
7,502
Q3 2024 Reduced 0.85%
$0
$2.12 Billion 0.15% of portfolio
16,554
Q3 2024 Added 80.52%
$0
$2.1 Billion 0.15% of portfolio
45,124
Q3 2024 New
$0
$2.17 Billion 0.15% of portfolio
21,568
Q3 2024 Added 751.48%
$0
$2.17 Billion 0.15% of portfolio
18,578
Q3 2024 Added 32.91%
$5.27B
$2.05 Billion 0.15% of portfolio
136,984
Q3 2024 Added 0.25%
$98.7B
$2.11 Billion 0.15% of portfolio
6,101
Q3 2024 Added 65.79%
$0
$2.16 Billion 0.15% of portfolio
63,090
Q3 2024 Added 653.94%
$0
$2.08 Billion 0.15% of portfolio
41,032
Q3 2024 Reduced 13.65%
$0
$2.12 Billion 0.15% of portfolio
33,684
Q3 2024 Added 604.1%
$0
$2.09 Billion 0.15% of portfolio
9,453
Q3 2024 Added 74.99%
$74.6B
$2.07 Billion 0.15% of portfolio
33,043
Q3 2024 Added 64.59%
$0
$1.92 Billion 0.14% of portfolio
21,000
Q3 2023 Reduced 0.76%
$90.9B
$1.95 Billion 0.14% of portfolio
7,844
Q3 2024 Reduced 3.8%
$0
$1.97 Billion 0.14% of portfolio
16,835
Q3 2024 New
$74.7B
$1.92 Billion 0.14% of portfolio
1,665
Q3 2024 Added 122.59%
$0
$2.03 Billion 0.14% of portfolio
24,458
Q3 2024 Added 72.82%
$208B
$1.99 Billion 0.14% of portfolio
20,733
Q3 2024 Added 19.58%
$95.6B
$1.98 Billion 0.14% of portfolio
4,871
Q3 2024 Added 73.41%
$116B
$2.02 Billion 0.14% of portfolio
4,348
Q3 2024 Reduced 1.34%
$0
$2.02 Billion 0.14% of portfolio
48,350
Q3 2024 Added 5.74%
$144B
$1.98 Billion 0.14% of portfolio
8,024
Q3 2024 Added 25.16%
$132B
$1.93 Billion 0.14% of portfolio
30,894
Q3 2024 Added 24.06%
$189B
$1.88 Billion 0.13% of portfolio
44,987
Q3 2024 Added 3.28%
$0
$1.89 Billion 0.13% of portfolio
6,695
Q3 2024 Added 91.18%
$107B
$1.76 Billion 0.13% of portfolio
16,816
Q3 2024 Reduced 0.47%
$0
$1.76 Billion 0.13% of portfolio
14,966
Q3 2024 Added 255.66%
$0
$1.81 Billion 0.13% of portfolio
34,224
Q3 2024 Reduced 3.62%
$1.63B
$1.89 Billion 0.13% of portfolio
32,835
Q3 2024 Reduced 22.83%
$22.2B
$1.83 Billion 0.13% of portfolio
20,115
Q3 2024 Reduced 11.79%
$113B
$1.79 Billion 0.13% of portfolio
18,383
Q3 2024 Added 90.06%
$0
$1.77 Billion 0.13% of portfolio
8,354
Q3 2024 New
$144B
$1.87 Billion 0.13% of portfolio
17,784
Q3 2024 Added 12.4%
$111B
$1.87 Billion 0.13% of portfolio
22,326
Q3 2024 Added 1.92%
$150B
$1.72 Billion 0.12% of portfolio
6,766
Q3 2024 Added 17.9%
$0
$1.62 Billion 0.12% of portfolio
24,413
Q3 2024 Added 26.0%
$0
$1.67 Billion 0.12% of portfolio
17,278
Q3 2024 Added 14.05%
$25.1B
$1.65 Billion 0.12% of portfolio
42,103
Q3 2024 Added 26.54%
$0
$1.71 Billion 0.12% of portfolio
72,950
Q3 2024 Added 7.25%
Linde PLC Shs
-
$1.69 Billion 0.12% of portfolio
-
Q3 2024 Reduced 2.18%
$92.4B
$1.68 Billion 0.12% of portfolio
18,910
Q3 2024 Added 14.36%
$0
$1.71 Billion 0.12% of portfolio
15,711
Q3 2024 Added 86.39%
$46.8B
$1.64 Billion 0.12% of portfolio
6,880
Q3 2024 Added 4.38%
$34.9B
$1.7 Billion 0.12% of portfolio
3,355
Q3 2024 Reduced 5.49%
$45.2B
$1.74 Billion 0.12% of portfolio
14,689
Q3 2024 Added 2.71%
$0
$1.69 Billion 0.12% of portfolio
16,550
Q3 2024 Reduced 3.3%
$225B
$1.63 Billion 0.12% of portfolio
4,602
Q3 2024 Added 139.31%
Pearl Diver Credit CO In
-
$1.62 Billion 0.12% of portfolio
-
Q3 2024 New
$78.6B
$1.71 Billion 0.12% of portfolio
4,953
Q3 2024 Added 5.34%

Summary

  • Portfolio
  • No. of Stocks 671
  • Current Value $1.4 Trillion
  • Prior Value $1.11 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 123 stocks
  • Additional Purchases 320 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 201 stocks
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