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
$318B
$473 Million 0.04% of portfolio
2,143
Q4 2024 Reduced 36.67%
$91.7B
$513 Million 0.04% of portfolio
1,583
Q4 2024 New
$105B
$476 Million 0.04% of portfolio
2,242
Q4 2024 Reduced 74.08%
$160B
$529 Million 0.04% of portfolio
2,206
Q4 2024 Reduced 67.4%
$120B
$486 Million 0.04% of portfolio
6,090
Q4 2024 Reduced 59.51%
$10.9B
$516 Million 0.04% of portfolio
14,326
Q4 2024 Added 73.42%
$0
$585 Million 0.04% of portfolio
15,908
Q1 2024 New
$15.6B
$584 Million 0.04% of portfolio
3,868
Q4 2024 Reduced 33.74%
$41B
$574 Million 0.04% of portfolio
4,839
Q4 2024 Added 43.42%
$0
$508 Million 0.04% of portfolio
4,265
Q4 2024 Added 97.18%
-
$524 Million 0.04% of portfolio
-
Q4 2024 New
$7.34B
$527 Million 0.04% of portfolio
12,901
Q4 2024 New
$63.7B
$485 Million 0.04% of portfolio
10,145
Q4 2024 Reduced 17.58%
$105B
$481 Million 0.04% of portfolio
283
Q4 2024 New
$0
$578 Million 0.04% of portfolio
7,640
Q4 2024 Added 52.5%
$70.1B
$517 Million 0.04% of portfolio
2,682
Q4 2024 Reduced 29.85%
$88.8B
$497 Million 0.04% of portfolio
11,709
Q4 2024 Reduced 20.34%
$8.66B
$512 Million 0.04% of portfolio
2,139
Q4 2024 Added 7.92%
$0
$516 Million 0.04% of portfolio
5,632
Q4 2024 Added 19.42%
$0
$525 Million 0.04% of portfolio
6,676
Q4 2024 New
$4.64B
$545 Million 0.04% of portfolio
27,454
Q4 2024 Added 141.46%
Ge Healthcare Technologi
-
$533 Million 0.04% of portfolio
-
Q4 2024 Added 49.8%
$0
$512 Million 0.04% of portfolio
2,684
Q4 2024 Added 21.78%
$28.6B
$547 Million 0.04% of portfolio
2,473
Q4 2024 Reduced 49.89%
$67.9B
$512 Million 0.04% of portfolio
4,060
Q4 2024 New
$0
$595 Million 0.04% of portfolio
4,701
Q4 2024 Added 4.12%
$0
$519 Million 0.04% of portfolio
24,650
Q4 2024 New
$0
$599 Million 0.04% of portfolio
5,752
Q4 2024 Reduced 84.02%
$0
$550 Million 0.04% of portfolio
7,064
Q4 2024 New
$0
$544 Million 0.04% of portfolio
4,072
Q4 2024 Reduced 84.73%
$12.7B
$526 Million 0.04% of portfolio
9,661
Q4 2024 Added 116.13%
$30.3B
$576 Million 0.04% of portfolio
6,778
Q4 2024 New
$162B
$505 Million 0.04% of portfolio
13,458
Q4 2024 Reduced 70.08%
$0
$561 Million 0.04% of portfolio
19,196
Q4 2024 Reduced 12.89%
$0
$589 Million 0.04% of portfolio
13,380
Q4 2024 Reduced 30.53%
$0
$469 Million 0.04% of portfolio
10,638
Q4 2024 Added 16.76%
$0
$482 Million 0.04% of portfolio
22,610
Q4 2024 Added 103.69%
$72.7B
$588 Million 0.04% of portfolio
2,629
Q4 2024 Reduced 30.61%
$20.4B
$570 Million 0.04% of portfolio
13,016
Q4 2024 New
$106B
$471 Million 0.04% of portfolio
15,926
Q4 2024 Added 40.01%
$8.37B
$477 Million 0.04% of portfolio
8,531
Q4 2024 Added 118.46%
$0
$498 Million 0.04% of portfolio
5,513
Q4 2024 Added 8.89%
Jpmorgan Hedged Equity Laddered Overlay ETF
-
$471 Million 0.04% of portfolio
-
Q4 2024 New
$58.1B
$599 Million 0.04% of portfolio
15,617
Q4 2024 Added 10.17%
$17.3B
$494 Million 0.04% of portfolio
104,650
Q4 2024 New
$44.4B
$563 Million 0.04% of portfolio
9,886
Q4 2024 Reduced 21.99%
$10.9B
$483 Million 0.04% of portfolio
2,608
Q4 2024 New
$0
$475 Million 0.04% of portfolio
60,391
Q4 2024 Added 70.02%
$46.8B
$540 Million 0.04% of portfolio
4,117
Q4 2024 Reduced 46.59%

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
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