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
$56.7B
$268 Million 0.02% of portfolio
2,347
Q4 2024 Reduced 67.77%
$0
$248 Million 0.02% of portfolio
4,099
Q4 2024 Reduced 42.8%
$0
$218 Million 0.02% of portfolio
4,022
Q4 2024 Reduced 12.64%
$9.34B
$253 Million 0.02% of portfolio
10,287
Q4 2024 Added 31.03%
$46.6B
$256 Million 0.02% of portfolio
426
Q4 2024 Reduced 77.17%
$6.74B
$278 Million 0.02% of portfolio
2,533
Q4 2024 New
$1.01B
$265 Million 0.02% of portfolio
14,779
Q4 2024 New
$4.83B
$204 Million 0.02% of portfolio
3,961
Q4 2024 New
$0
$220 Million 0.02% of portfolio
6,320
Q4 2024 New
$4.61B
$228 Million 0.02% of portfolio
7,584
Q4 2024 New
$52.9B
$247 Million 0.02% of portfolio
234
Q4 2024 New
$0
$205 Million 0.02% of portfolio
7,820
Q4 2024 Reduced 18.58%
$0
$309 Million 0.02% of portfolio
11,423
Q4 2024 New
$73.4B
$270 Million 0.02% of portfolio
213
Q4 2024 Reduced 89.23%
-
$282 Million 0.02% of portfolio
-
Q4 2024 Reduced 3.87%
$0
$301 Million 0.02% of portfolio
2,610
Q4 2024 New
-
$257 Million 0.02% of portfolio
-
Q4 2024 Reduced 39.94%
$9.23B
$291 Million 0.02% of portfolio
1,880
Q4 2024 Reduced 29.11%
$24.3B
$294 Million 0.02% of portfolio
18,080
Q4 2024 Reduced 22.66%
Ft Vest Us Eqty Buffer ETF
-
$214 Million 0.02% of portfolio
-
Q4 2024 New
$0
$244 Million 0.02% of portfolio
12,163
Q4 2024 New
$0
$214 Million 0.02% of portfolio
3,617
Q4 2024 Reduced 70.52%
$5.94B
$267 Million 0.02% of portfolio
14,110
Q4 2024 New
$0
$327 Million 0.02% of portfolio
60,822
Q4 2024 New
$212M
$320 Million 0.02% of portfolio
31,100
Q4 2024 Added 48.8%
$69.3B
$239 Million 0.02% of portfolio
969
Q4 2024 Reduced 90.52%
$0
$268 Million 0.02% of portfolio
3,158
Q4 2024 New
$89.6B
$239 Million 0.02% of portfolio
1,604
Q4 2024 Reduced 44.01%
$0
$221 Million 0.02% of portfolio
1,913
Q4 2024 New
$5.6B
$206 Million 0.02% of portfolio
1,884
Q4 2024 New
$0
$280 Million 0.02% of portfolio
2,624
Q4 2024 Added 24.18%
$0
$304 Million 0.02% of portfolio
9,107
Q4 2024 New
$2.22B
$317 Million 0.02% of portfolio
15,975
Q4 2024 New
$0
$331 Million 0.02% of portfolio
2,501
Q4 2024 Added 33.6%
National Healthcare Properties Inc Common Stock
-
$312 Million 0.02% of portfolio
-
Q4 2024 New
$58.4B
$290 Million 0.02% of portfolio
1,876
Q4 2024 Reduced 65.85%
$26.3B
$277 Million 0.02% of portfolio
12,951
Q4 2024 New
$0
$320 Million 0.02% of portfolio
11,032
Q4 2024 New
$691M
$69.6 Million 0.01% of portfolio
22,300
Q4 2024 New
$175M
$119 Million 0.01% of portfolio
20,000
Q4 2024 New
$0
$198 Million 0.01% of portfolio
13,000
Q4 2024 New
Purple Biotech LTD American Depositary Shares
-
$158 Million 0.01% of portfolio
-
Q4 2024 New
Fortuna Mining Corporation Com New
-
$68.2 Million 0.01% of portfolio
-
Q4 2024 New
$3.04B
$106 Million 0.01% of portfolio
23,855
Q4 2024 New
$53.2M
$170 Million 0.01% of portfolio
47,000
Q4 2024 New
$7.15B
$79.2 Million 0.01% of portfolio
18,155
Q4 2024 New
$0
$178 Million 0.01% of portfolio
15,777
Q4 2024 New
$14.2B
$179 Million 0.01% of portfolio
19,035
Q4 2024 Reduced 61.76%
$0
$184 Million 0.01% of portfolio
13,530
Q4 2024 New

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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