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
$0
$1.38 Billion 0.05% of portfolio
5,360
Q1 2025 Added 34.91%
$0
$1.41 Billion 0.05% of portfolio
59,883
Q1 2025 Added 8.8%
$139B
$1.3 Billion 0.05% of portfolio
5,495
Q1 2025 Added 30.37%
$0
$1.23 Billion 0.05% of portfolio
14,956
Q1 2025 Added 1.12%
$0
$1.19 Billion 0.05% of portfolio
10,477
Q1 2025 Added 31.47%
$0
$1.23 Billion 0.05% of portfolio
7,084
Q1 2025 Added 95.47%
$0
$1.3 Billion 0.05% of portfolio
38,695
Q1 2025 Added 19.05%
$41.9B
$1.39 Billion 0.05% of portfolio
139,250
Q1 2025 Added 280.02%
$0
$1.42 Billion 0.05% of portfolio
240,423
Q1 2025 Reduced 0.29%
$0
$1.41 Billion 0.05% of portfolio
32,448
Q1 2025 Added 65.15%
$0
$1.38 Billion 0.05% of portfolio
61,833
Q1 2025 Added 93.94%
$0
$1.21 Billion 0.05% of portfolio
25,797
Q1 2025 Added 50.0%
$0
$1.32 Billion 0.05% of portfolio
28,494
Q1 2025 Added 24.84%
$60.3B
$1.26 Billion 0.05% of portfolio
33,307
Q1 2025 Added 0.99%
$0
$1.37 Billion 0.05% of portfolio
57,782
Q1 2025 Reduced 2.87%
Innovator Equity Defined Protection Etf 2 Yr To July
-
$1.01 Billion 0.04% of portfolio
-
Q1 2025 Reduced 6.14%
$1.66B
$1.05 Billion 0.04% of portfolio
12,818
Q1 2025 Reduced 4.11%
$58.7B
$1.15 Billion 0.04% of portfolio
18,392
Q1 2025 Added 146.64%
$0
$945 Million 0.04% of portfolio
8,056
Q1 2025 Added 0.01%
$187B
$1.11 Billion 0.04% of portfolio
2,244
Q4 2024 Reduced 19.57%
$60B
$1.14 Billion 0.04% of portfolio
17,969
Q1 2025 Added 70.31%
$53.1B
$1.08 Billion 0.04% of portfolio
4,119
Q1 2025 Reduced 6.39%
$146B
$927 Million 0.04% of portfolio
7,611
Q1 2025 Added 32.99%
$131B
$997 Million 0.04% of portfolio
3,261
Q1 2025 Added 4.69%
$46.4B
$1.05 Billion 0.04% of portfolio
10,042
Q1 2025 Reduced 19.82%
Super Micro Computer Incorporated Com New
-
$934 Million 0.04% of portfolio
-
Q1 2025 Reduced 69.64%
$0
$942 Million 0.04% of portfolio
21,346
Q1 2025 Reduced 49.38%
$0
$1.01 Billion 0.04% of portfolio
117,791
Q4 2024 Reduced 4.59%
$922M
$1.15 Billion 0.04% of portfolio
854
Q1 2025 Added 0.35%
$0
$958 Million 0.04% of portfolio
17,757
Q1 2025 Added 8.19%
$27.7B
$1.1 Billion 0.04% of portfolio
5,974
Q1 2025 Added 141.57%
$0
$961 Million 0.04% of portfolio
12,178
Q1 2025 Added 82.41%
$204B
$1 Billion 0.04% of portfolio
1,258
Q1 2025 Added 1.21%
$0
$941 Million 0.04% of portfolio
39,462
Q1 2025 Added 31.61%
$0
$947 Million 0.04% of portfolio
12,103
Q1 2025 Reduced 12.69%
$8.43B
$970 Million 0.04% of portfolio
48,383
Q1 2025 Added 14.49%
$0
$923 Million 0.04% of portfolio
13,906
Q1 2025 Reduced 0.57%
$0
$933 Million 0.04% of portfolio
21,477
Q1 2025 Added 88.88%
$0
$1.13 Billion 0.04% of portfolio
12,057
Q1 2025 Added 35.87%
$0
$1.12 Billion 0.04% of portfolio
22,866
Q1 2025 Reduced 0.12%
$100B
$1.09 Billion 0.04% of portfolio
3,094
Q1 2025 Reduced 3.7%
$0
$933 Million 0.04% of portfolio
19,142
Q1 2025 Added 33.18%
$20.8B
$984 Million 0.04% of portfolio
24,227
Q1 2025 Added 86.13%
$312B
$1.05 Billion 0.04% of portfolio
1,578
Q1 2025 Added 46.65%
$80.2B
$999 Million 0.04% of portfolio
6,782
Q1 2025 Added 101.25%
$157B
$1.1 Billion 0.04% of portfolio
3,524
Q1 2025 Added 2.29%
$224B
$957 Million 0.04% of portfolio
3,549
Q1 2025 Added 22.17%
$0
$947 Million 0.04% of portfolio
8,985
Q1 2025 Reduced 43.0%
$0
$1.03 Billion 0.04% of portfolio
21,048
Q1 2025 Reduced 4.63%

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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