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
$0
$628 Million 0.05% of portfolio
18,899
Q4 2024 Reduced 3.83%
$135B
$691 Million 0.05% of portfolio
5,723
Q4 2024 Reduced 42.35%
$15.7B
$729 Million 0.05% of portfolio
10,052
Q4 2024 Reduced 0.09%
$0
$658 Million 0.05% of portfolio
13,516
Q4 2024 New
$15.7B
$705 Million 0.05% of portfolio
7,228
Q4 2024 Reduced 24.11%
$55B
$633 Million 0.05% of portfolio
14,590
Q4 2024 Reduced 11.81%
$12B
$722 Million 0.05% of portfolio
5,730
Q4 2024 Added 69.23%
$0
$719 Million 0.05% of portfolio
13,996
Q4 2024 Added 95.86%
$0
$635 Million 0.05% of portfolio
3,624
Q4 2024 Reduced 8.9%
$0
$629 Million 0.05% of portfolio
1,105
Q4 2024 New
-
$625 Million 0.05% of portfolio
-
Q4 2024 Added 105.0%
$0
$695 Million 0.05% of portfolio
15,200
Q4 2024 New
$15.9B
$632 Million 0.05% of portfolio
11,455
Q4 2024 Added 69.23%
$81.2B
$673 Million 0.05% of portfolio
7,881
Q4 2024 Reduced 32.51%
$0
$698 Million 0.05% of portfolio
31,883
Q4 2024 Added 94.05%
$0
$717 Million 0.05% of portfolio
5,143
Q4 2024 Added 40.56%
$0
$643 Million 0.05% of portfolio
16,996
Q4 2024 Reduced 37.39%
$0
$683 Million 0.05% of portfolio
15,068
Q4 2024 New
$192B
$650 Million 0.05% of portfolio
1,847
Q4 2024 Reduced 59.87%
$0
$717 Million 0.05% of portfolio
3,617
Q4 2024 Reduced 19.64%
$0
$623 Million 0.05% of portfolio
14,867
Q4 2024 Added 5.93%
$0
$606 Million 0.05% of portfolio
5,402
Q4 2024 Reduced 63.9%
$0
$670 Million 0.05% of portfolio
18,206
Q4 2024 New
$66.9B
$609 Million 0.05% of portfolio
4,911
Q4 2024 Reduced 1.35%
$0
$616 Million 0.05% of portfolio
22,503
Q4 2024 Added 2.35%
$0
$617 Million 0.05% of portfolio
19,646
Q4 2024 Reduced 1.03%
$0
$677 Million 0.05% of portfolio
14,549
Q4 2024 New
$0
$611 Million 0.05% of portfolio
6,866
Q4 2024 Added 142.1%
$0
$676 Million 0.05% of portfolio
2,665
Q4 2024 Added 95.52%
$55.3B
$720 Million 0.05% of portfolio
10,551
Q4 2024 Reduced 8.57%
$0
$639 Million 0.05% of portfolio
15,285
Q4 2024 Added 29.4%
$13.8B
$612 Million 0.05% of portfolio
4,580
Q4 2024 Reduced 12.31%
$0
$679 Million 0.05% of portfolio
8,915
Q4 2024 Added 4.71%
$0
$612 Million 0.05% of portfolio
14,676
Q4 2024 Reduced 14.22%
$0
$666 Million 0.05% of portfolio
21,175
Q4 2024 Added 47.56%
$0
$642 Million 0.05% of portfolio
3,967
Q4 2024 Added 53.94%
$25.3B
$651 Million 0.05% of portfolio
12,881
Q4 2024 Reduced 40.68%
$0
$709 Million 0.05% of portfolio
20,916
Q4 2024 Added 45.42%
$0
$676 Million 0.05% of portfolio
5,254
Q4 2024 Added 12.77%
$0
$509 Million 0.04% of portfolio
14,920
Q4 2024 New
Federated Hme Mdt Lar Grw ETF Nav Cf
-
$561 Million 0.04% of portfolio
-
Q4 2024 New
$0
$490 Million 0.04% of portfolio
1,304
Q4 2024 Reduced 0.61%
$0
$554 Million 0.04% of portfolio
22,455
Q4 2024 Added 25.09%
$0
$560 Million 0.04% of portfolio
12,392
Q4 2024 New
$0
$495 Million 0.04% of portfolio
58,700
Q4 2024 Added 25.63%
$2.43B
$473 Million 0.04% of portfolio
8,214
Q4 2024 Added 64.51%
$0
$545 Million 0.04% of portfolio
17,050
Q4 2024 New
$17.7B
$484 Million 0.04% of portfolio
5,377
Q4 2024 New
$0
$533 Million 0.04% of portfolio
11,767
Q4 2024 Added 140.14%

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
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