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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$143B
$1.17 Billion 0.08% of portfolio
9,928
Q3 2024 Added 13.39%
$32.9B
$1.15 Billion 0.08% of portfolio
18,265
Q3 2024 Added 11.87%
$0
$1.07 Billion 0.08% of portfolio
123,458
Q3 2024 Added 7.97%
$10.1B
$1.13 Billion 0.08% of portfolio
859
Q3 2024 New
$62.3B
$1.17 Billion 0.08% of portfolio
371
Q3 2024 Added 56.54%
$79.6B
$1.07 Billion 0.08% of portfolio
4,098
Q3 2024 Added 21.53%
$48.6B
$1.09 Billion 0.08% of portfolio
1,866
Q3 2024 Reduced 8.12%
$14.5B
$1.13 Billion 0.08% of portfolio
11,396
Q3 2024 Reduced 13.31%
$140B
$1.06 Billion 0.08% of portfolio
2,934
Q3 2024 Reduced 22.71%
$72.1B
$1.09 Billion 0.08% of portfolio
7,994
Q3 2024 Reduced 44.31%
$159B
$1.07 Billion 0.08% of portfolio
1,130
Q3 2024 Added 42.14%
$3.02B
$1.09 Billion 0.08% of portfolio
164,094
Q3 2024 Reduced 50.87%
$44.6B
$1.1 Billion 0.08% of portfolio
7,708
Q3 2024 Added 44.02%
$76B
$1.12 Billion 0.08% of portfolio
24,930
Q3 2024 Reduced 2.54%
$55.8B
$1.1 Billion 0.08% of portfolio
14,205
Q3 2024 Added 26.51%
$56B
$990 Million 0.07% of portfolio
1,780
Q3 2024 Added 0.62%
$40.5B
$1.02 Billion 0.07% of portfolio
22,669
Q3 2024 Added 0.08%
$52.6B
$1.04 Billion 0.07% of portfolio
5,785
Q3 2024 New
$53.7B
$957 Million 0.07% of portfolio
7,283
Q3 2024 Added 38.2%
$162B
$1.01 Billion 0.07% of portfolio
27,181
Q3 2024 Reduced 30.14%
$66.5B
$970 Million 0.07% of portfolio
21,249
Q3 2024 Added 5.43%
$2.64B
$938 Million 0.07% of portfolio
57,821
Q3 2024 Reduced 13.13%
$56.7B
$922 Million 0.07% of portfolio
2,700
Q3 2024 Added 4.69%
$61.4B
$973 Million 0.07% of portfolio
44,070
Q3 2024 Added 19.25%
$7.38B
$969 Million 0.07% of portfolio
9,382
Q3 2024 Reduced 4.47%
$37.2B
$1.01 Billion 0.07% of portfolio
10,243
Q3 2024 Added 4.02%
$227B
$997 Million 0.07% of portfolio
3,678
Q3 2024 Added 34.04%
$23.9B
$1.03 Billion 0.07% of portfolio
-
Q3 2024 Added 40.6%
$70.7B
$1.03 Billion 0.07% of portfolio
3,799
Q3 2024 Added 25.17%
$75.1B
$985 Million 0.07% of portfolio
3,789
Q3 2024 Added 19.41%
$42.4B
$913 Million 0.07% of portfolio
7,331
Q3 2024 Reduced 2.98%
$58.1B
$929 Million 0.07% of portfolio
11,540
Q3 2024 Added 38.8%
$53.1B
$915 Million 0.07% of portfolio
3,322
Q3 2024 New
$44.8B
$979 Million 0.07% of portfolio
16,940
Q3 2024 Added 32.6%
$27.3B
$1.03 Billion 0.07% of portfolio
13,775
Q3 2024 Reduced 2.57%
$6.72B
$938 Million 0.07% of portfolio
16,748
Q3 2024 Reduced 4.29%
$26.5B
$920 Million 0.07% of portfolio
11,654
Q3 2024 Reduced 0.79%
$78.6B
$987 Million 0.07% of portfolio
3,516
Q3 2024 Reduced 8.96%
$54.1B
$825 Million 0.06% of portfolio
3,378
Q3 2024 New
$102B
$911 Million 0.06% of portfolio
11,677
Q3 2024 Added 17.95%
$30B
$780 Million 0.06% of portfolio
8,117
Q3 2024 Added 6.61%
$203B
$826 Million 0.06% of portfolio
196
Q3 2024 Added 21.74%
$29.4B
$840 Million 0.06% of portfolio
11,575
Q3 2024 Reduced 23.15%
$98.9B
$809 Million 0.06% of portfolio
11,260
Q3 2024 Reduced 3.54%
$36.6B
$796 Million 0.06% of portfolio
8,071
Q3 2024 Reduced 7.93%
$12.9B
$829 Million 0.06% of portfolio
7,508
Q3 2024 Reduced 6.58%
$0
$781 Million 0.06% of portfolio
38,300
Q3 2024 Added 40.29%
$28.2B
$824 Million 0.06% of portfolio
15,086
Q3 2024 Reduced 13.0%
$38.8B
$903 Million 0.06% of portfolio
1,782
Q3 2024 Reduced 15.94%

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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