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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.2 Billion 1.52% of portfolio
37,076
Q3 2024 Reduced 37.81%
$0
$19.8 Billion 1.41% of portfolio
40,575
Q3 2024 Added 38.62%
$0
$14.2 Billion 1.01% of portfolio
136,132
Q3 2024 Added 160.15%
$0
$12.9 Billion 0.92% of portfolio
22,351
Q3 2024 Added 10.86%
$0
$11.2 Billion 0.8% of portfolio
619,195
Q3 2024 Added 1,990.32%
$0
$9.95 Billion 0.71% of portfolio
18,854
Q3 2024 Added 124.45%
$0
$9.48 Billion 0.68% of portfolio
16,159
Q3 2024 Added 536.18%
$0
$8.18 Billion 0.58% of portfolio
96,754
Q3 2024 Added 407.82%
$0
$7.61 Billion 0.54% of portfolio
43,601
Q3 2024 Added 1,163.06%
$0
$6.47 Billion 0.46% of portfolio
108,718
Q3 2024 Added 34.4%
$0
$6.25 Billion 0.45% of portfolio
68,966
Q3 2024 Added 60.89%
$0
$6.37 Billion 0.45% of portfolio
136,288
Q3 2024 New
$0
$5.76 Billion 0.41% of portfolio
111,117
Q3 2024 New
$0
$5.51 Billion 0.39% of portfolio
60,059
Q3 2024 Added 238.34%
$0
$5.44 Billion 0.39% of portfolio
24,896
Q3 2024 Added 532.04%
$0
$5.32 Billion 0.38% of portfolio
18,809
Q3 2024 Added 27.4%
$0
$5.14 Billion 0.37% of portfolio
13,701
Q3 2024 Added 42.96%
$0
$4.85 Billion 0.35% of portfolio
53,161
Q3 2024 Reduced 20.58%
$0
$4.75 Billion 0.34% of portfolio
54,045
Q3 2024 Added 463.2%
$0
$4.68 Billion 0.33% of portfolio
47,343
Q3 2024 Added 11.12%
$0
$4.36 Billion 0.31% of portfolio
30,693
Q3 2024 Added 42.84%
$0
$4.35 Billion 0.31% of portfolio
21,955
Q3 2024 Reduced 2.32%
$0
$4.19 Billion 0.3% of portfolio
92,508
Q3 2024 Added 376.26%
$0
$4.14 Billion 0.3% of portfolio
49,743
Q3 2024 New
$0
$4.03 Billion 0.29% of portfolio
35,989
Q3 2024 New
$0
$3.91 Billion 0.28% of portfolio
19,380
Q3 2024 Added 1.23%
$0
$3.6 Billion 0.26% of portfolio
36,671
Q3 2024 Added 96.32%
$0
$3.61 Billion 0.26% of portfolio
59,818
Q3 2024 Added 605.07%
$0
$3.56 Billion 0.25% of portfolio
26,665
Q3 2024 New
$0
$3.54 Billion 0.25% of portfolio
13,440
Q3 2024 Added 126.61%
$0
$3.43 Billion 0.24% of portfolio
62,446
Q3 2024 Added 35.81%
$83.3B
$3.39 Billion 0.24% of portfolio
13,903
Q3 2024 Reduced 28.09%
$0
$3.34 Billion 0.24% of portfolio
88,828
Q3 2024 Added 34.77%
$0
$3.23 Billion 0.23% of portfolio
12,278
Q3 2024 Added 399.92%
$0
$3.03 Billion 0.22% of portfolio
48,286
Q3 2024 Added 92.75%
$0
$2.86 Billion 0.2% of portfolio
11,636
Q3 2024 Reduced 11.18%
$0
$2.76 Billion 0.2% of portfolio
20,471
Q3 2024 Reduced 6.77%
$0
$2.76 Billion 0.2% of portfolio
25,666
Q3 2024 Added 109.96%
$0
$2.6 Billion 0.19% of portfolio
40,900
Q3 2024 New
$0
$2.46 Billion 0.18% of portfolio
44,714
Q3 2024 New
$0
$2.46 Billion 0.18% of portfolio
48,037
Q3 2024 New
$0
$2.46 Billion 0.18% of portfolio
10,377
Q3 2024 Reduced 54.56%
$0
$2.5 Billion 0.18% of portfolio
60,471
Q3 2024 Added 118.07%
$0
$2.36 Billion 0.17% of portfolio
24,077
Q3 2024 Added 748.08%
$0
$2.42 Billion 0.17% of portfolio
19,215
Q3 2024 Reduced 16.33%
$0
$2.35 Billion 0.17% of portfolio
71,406
Q3 2024 New
$0
$2.32 Billion 0.17% of portfolio
29,622
Q3 2024 Reduced 46.42%
$0
$2.34 Billion 0.17% of portfolio
37,532
Q3 2024 Added 29.5%
$0
$2.42 Billion 0.17% of portfolio
52,170
Q3 2024 New

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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