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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.76 Billion 0.41% of portfolio
111,117
Q3 2024 New
$199B
$5.75 Billion 0.41% of portfolio
11,612
Q3 2024 Added 0.47%
$89.5B
$5.58 Billion 0.4% of portfolio
10,733
Q3 2024 Reduced 0.86%
$96.7B
$5.4 Billion 0.39% of portfolio
42,782
Q3 2024 Reduced 3.6%
$90.5B
$5.51 Billion 0.39% of portfolio
61,076
Q3 2024 Added 149.56%
$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
$5.4 Billion 0.38% of portfolio
53,281
Q3 2024 Added 68.18%
$0
$5.14 Billion 0.37% of portfolio
13,701
Q3 2024 Added 42.96%
$88B
$5.03 Billion 0.36% of portfolio
12,939
Q3 2024 Added 0.76%
$511B
$5.04 Billion 0.36% of portfolio
10,212
Q3 2024 Added 13.01%
$204B
$5.09 Billion 0.36% of portfolio
31,031
Q3 2024 Added 11.07%
$65.7B
$4.85 Billion 0.35% of portfolio
16,289
Q3 2024 Added 9.9%
$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%
$179B
$4.53 Billion 0.32% of portfolio
26,648
Q3 2024 Added 15.88%
$0
$4.36 Billion 0.31% of portfolio
30,693
Q3 2024 Added 42.84%
$17.9B
$4.38 Billion 0.31% of portfolio
27,582
Q3 2024 Reduced 0.25%
$197B
$4.29 Billion 0.31% of portfolio
36,030
Q3 2024 Added 26.17%
$356B
$4.36 Billion 0.31% of portfolio
110,015
Q3 2024 Reduced 3.2%
$0
$4.35 Billion 0.31% of portfolio
21,955
Q3 2024 Reduced 2.32%
$131B
$4.29 Billion 0.31% of portfolio
32,866
Q3 2024 Added 5.82%
$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%
$223B
$3.81 Billion 0.27% of portfolio
4,256
Q3 2024 Added 7.5%
$154B
$3.77 Billion 0.27% of portfolio
18,214
Q3 2024 Reduced 4.76%
$8.95B
$3.73 Billion 0.27% of portfolio
4,221
Q2 2024 Added 14.67%
$73B
$3.76 Billion 0.27% of portfolio
12,438
Q3 2024 Added 7.6%
$1.8B
$3.72 Billion 0.27% of portfolio
8,929
Q3 2024 Added 70.5%
$344B
$3.85 Billion 0.27% of portfolio
14,045
Q3 2024 Reduced 5.07%
$167B
$3.61 Billion 0.26% of portfolio
80,404
Q3 2024 Added 14.65%
$17.7B
$3.59 Billion 0.26% of portfolio
12,145
Q3 2024 Reduced 2.64%
Ishares Bitcoin ETF
-
$3.66 Billion 0.26% of portfolio
-
Q3 2024 Added 5.75%
$0
$3.6 Billion 0.26% of portfolio
36,671
Q3 2024 Added 96.32%
$83.9B
$3.64 Billion 0.26% of portfolio
31,599
Q3 2024 Added 33.34%
$0
$3.61 Billion 0.26% of portfolio
59,818
Q3 2024 Added 605.07%
$208B
$3.6 Billion 0.26% of portfolio
6,953
Q3 2024 Added 42.28%
Grayscale Ethereum Tr Et
-
$3.51 Billion 0.25% of portfolio
-
Q3 2024 Reduced 4.92%
$0
$3.56 Billion 0.25% of portfolio
26,665
Q3 2024 New
$211B
$3.49 Billion 0.25% of portfolio
20,516
Q3 2024 Added 41.64%
$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%
$216B
$3.31 Billion 0.24% of portfolio
10,866
Q3 2024 Added 106.07%
$83.3B
$3.39 Billion 0.24% of portfolio
13,903
Q3 2024 Reduced 28.09%
$201B
$3.43 Billion 0.24% of portfolio
15,496
Q3 2024 Added 41.55%
$462B
$3.32 Billion 0.24% of portfolio
19,506
Q3 2024 Added 20.62%

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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