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
$681 Million 0.03% of portfolio
15,044
Q1 2025 Added 41.42%
$0
$878 Million 0.03% of portfolio
5,468
Q1 2025 Added 37.84%
$0
$805 Million 0.03% of portfolio
8,675
Q1 2025 Reduced 19.56%
$0
$668 Million 0.03% of portfolio
8,528
Q1 2025 Reduced 11.62%
$68.2B
$855 Million 0.03% of portfolio
7,666
Q1 2025 Reduced 0.58%
$33.5B
$732 Million 0.03% of portfolio
4,032
Q1 2025 Added 2.67%
$9.52B
$912 Million 0.03% of portfolio
81,730
Q1 2025 Added 315.36%
$0
$892 Million 0.03% of portfolio
54,915
Q1 2025 Added 0.7%
$42.9B
$867 Million 0.03% of portfolio
1,607
Q1 2025 Added 81.99%
$0
$856 Million 0.03% of portfolio
20,985
Q1 2025 Added 27.16%
$38.3B
$911 Million 0.03% of portfolio
8,160
Q1 2025 Added 68.63%
$51.1B
$892 Million 0.03% of portfolio
2,984
Q1 2025 Added 48.9%
Regan Fltg Rate Mbs ETF Valued Advisers Tr
-
$836 Million 0.03% of portfolio
-
Q1 2025 Reduced 5.78%
$64.6B
$681 Million 0.03% of portfolio
1,084
Q1 2025 Added 1.78%
Blackrock Flexible Income ETF
-
$819 Million 0.03% of portfolio
-
Q1 2025 Added 109.67%
$156B
$836 Million 0.03% of portfolio
1,645
Q1 2025 Reduced 21.74%
$116B
$808 Million 0.03% of portfolio
8,398
Q1 2025 Added 12.15%
$192B
$844 Million 0.03% of portfolio
182
Q1 2025 Added 27.27%
$0
$761 Million 0.03% of portfolio
18,948
Q1 2025 Reduced 49.02%
$0
$667 Million 0.03% of portfolio
7,731
Q1 2025 Added 25.12%
Blackrock Incorporated
-
$780 Million 0.03% of portfolio
-
Q1 2025 Reduced 13.16%
$0
$745 Million 0.03% of portfolio
3,996
Q1 2025 Added 10.48%
$0
$753 Million 0.03% of portfolio
25,034
Q1 2025 Reduced 0.08%
$210M
$808 Million 0.03% of portfolio
11,382
Q4 2024 New
$968M
$774 Million 0.03% of portfolio
81,335
Q1 2025 Added 148.03%
$0
$727 Million 0.03% of portfolio
26,000
Q1 2025 Reduced 50.0%
$10.1B
$889 Million 0.03% of portfolio
5,599
Q1 2025 Added 114.69%
$0
$900 Million 0.03% of portfolio
8,792
Q1 2025 Added 0.21%
$0
$780 Million 0.03% of portfolio
5,662
Q1 2025 Reduced 3.08%
$73.6B
$905 Million 0.03% of portfolio
3,646
Q1 2025 Added 18.57%
$0
$720 Million 0.03% of portfolio
8,808
Q1 2025 Reduced 1.2%
$0
$847 Million 0.03% of portfolio
15,987
Q1 2025 Reduced 6.18%
Global X Superdividend ETF
-
$663 Million 0.03% of portfolio
-
Q1 2025 New
$4.39B
$791 Million 0.03% of portfolio
37,035
Q1 2025 Added 34.9%
$0
$700 Million 0.03% of portfolio
15,358
Q1 2025 Reduced 20.66%
$0
$709 Million 0.03% of portfolio
52,015
Q1 2025 Added 56.33%
$30.2B
$790 Million 0.03% of portfolio
9,872
Q1 2025 Reduced 0.34%
Ishares Ethereum Trust ETF
-
$855 Million 0.03% of portfolio
-
Q1 2025 Added 41.33%
$0
$745 Million 0.03% of portfolio
39,800
Q1 2025 Added 100.0%
$6.25B
$806 Million 0.03% of portfolio
14,932
Q1 2025 Reduced 11.22%
Federated Hme Mdt Lar Val ETF Nav Cf
-
$805 Million 0.03% of portfolio
-
Q1 2025 Added 1.04%
Grayscale Ethereum Tr Et
-
$767 Million 0.03% of portfolio
-
Q1 2025 Reduced 37.32%
$84.2B
$656 Million 0.03% of portfolio
1,525
Q1 2025 Added 39.65%
$149B
$628 Million 0.02% of portfolio
17,046
Q1 2025 Added 26.66%
$140B
$446 Million 0.02% of portfolio
6,474
Q1 2025 Reduced 26.62%
$29.7B
$453 Million 0.02% of portfolio
2,622
Q1 2025 Added 124.49%
$44.2B
$653 Million 0.02% of portfolio
10,371
Q1 2025 Added 4.91%
$0
$511 Million 0.02% of portfolio
7,464
Q1 2025 Added 67.96%
$84.6B
$637 Million 0.02% of portfolio
445
Q1 2025 Added 34.04%

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
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