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
$0
$1.63 Billion 0.12% of portfolio
6,106
Q3 2024 New
$0
$1.68 Billion 0.12% of portfolio
21,547
Q3 2024 Added 61.44%
$138B
$1.66 Billion 0.12% of portfolio
22,054
Q3 2024 Reduced 10.18%
Grayscale Bitcoin Mini
-
$1.69 Billion 0.12% of portfolio
-
Q3 2024 New
$977B
$1.72 Billion 0.12% of portfolio
9,907
Q3 2024 Added 5.29%
$98.6B
$1.63 Billion 0.12% of portfolio
69,316
Q3 2024 Added 116.9%
$0
$1.56 Billion 0.11% of portfolio
33,012
Q3 2024 Added 55.25%
$75.7B
$1.5 Billion 0.11% of portfolio
2,844
Q3 2024 Added 483.98%
$0
$1.6 Billion 0.11% of portfolio
241,121
Q3 2024 New
$88.3B
$1.5 Billion 0.11% of portfolio
20,310
Q3 2024 Added 6.0%
$223B
$1.49 Billion 0.11% of portfolio
14,258
Q3 2024 Added 35.6%
$90.8B
$1.52 Billion 0.11% of portfolio
4,114
Q3 2024 Added 90.2%
$0
$1.59 Billion 0.11% of portfolio
23,581
Q3 2024 Added 8.76%
$47.4B
$1.58 Billion 0.11% of portfolio
30,630
Q3 2024 Added 30.65%
$0
$1.53 Billion 0.11% of portfolio
18,844
Q3 2024 Added 239.35%
$0
$1.57 Billion 0.11% of portfolio
27,219
Q3 2024 Added 37.1%
$56.4B
$1.51 Billion 0.11% of portfolio
93,752
Q3 2024 Added 48.06%
$0
$1.5 Billion 0.11% of portfolio
14,037
Q3 2024 Reduced 43.95%
$2.31B
$1.53 Billion 0.11% of portfolio
13,668
Q3 2024 Reduced 0.73%
$50.9B
$1.52 Billion 0.11% of portfolio
4,696
Q3 2024 Added 0.92%
$78.3B
$1.48 Billion 0.11% of portfolio
14,267
Q3 2024 Added 1.32%
$0
$1.41 Billion 0.1% of portfolio
52,340
Q3 2024 New
$0
$1.44 Billion 0.1% of portfolio
8,045
Q3 2024 Added 4.55%
$37.9B
$1.34 Billion 0.1% of portfolio
37,396
Q3 2024 Added 68.32%
$69.7B
$1.36 Billion 0.1% of portfolio
12,178
Q3 2024 Added 119.66%
$117B
$1.44 Billion 0.1% of portfolio
3,743
Q3 2024 Reduced 8.24%
$53.5B
$1.43 Billion 0.1% of portfolio
8,817
Q3 2024 Reduced 16.85%
$0
$1.36 Billion 0.1% of portfolio
22,896
Q3 2024 Added 310.84%
$14.3B
$1.41 Billion 0.1% of portfolio
3,753
Q3 2024 Reduced 6.13%
$0
$1.38 Billion 0.1% of portfolio
57,408
Q3 2024 Reduced 0.48%
$60.3B
$1.35 Billion 0.1% of portfolio
5,767
Q3 2024 Added 4.93%
$0
$1.47 Billion 0.1% of portfolio
15,311
Q3 2024 Added 46.17%
$191B
$1.37 Billion 0.1% of portfolio
2,790
Q3 2024 Reduced 27.34%
$62.5B
$1.43 Billion 0.1% of portfolio
28,618
Q3 2024 Added 22.28%
$100B
$1.39 Billion 0.1% of portfolio
27,156
Q3 2024 Added 48.43%
$0
$1.45 Billion 0.1% of portfolio
12,136
Q3 2024 Added 0.01%
$0
$1.47 Billion 0.1% of portfolio
30,927
Q3 2024 Added 392.63%
$0
$1.36 Billion 0.1% of portfolio
6,786
Q3 2024 Reduced 6.49%
$112B
$1.35 Billion 0.1% of portfolio
15,042
Q3 2024 Added 4.84%
$0
$1.23 Billion 0.09% of portfolio
16,071
Q3 2024 Added 29.56%
$38.7B
$1.27 Billion 0.09% of portfolio
4,935
Q3 2024 Reduced 4.25%
$82B
$1.3 Billion 0.09% of portfolio
5,887
Q3 2024 New
$0
$1.25 Billion 0.09% of portfolio
21,794
Q3 2024 Added 16.42%
$35B
$1.28 Billion 0.09% of portfolio
14,475
Q3 2024 New
$122B
$1.24 Billion 0.09% of portfolio
2,977
Q3 2024 Added 53.77%
$49.7B
$1.24 Billion 0.09% of portfolio
12,075
Q3 2024 Added 167.92%
$0
$1.26 Billion 0.09% of portfolio
27,766
Q3 2024 Added 48.11%
$29.4B
$1.3 Billion 0.09% of portfolio
21,714
Q3 2024 Added 2.91%
$0
$1.27 Billion 0.09% of portfolio
64,115
Q3 2024 New

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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