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
$3.34 Billion 0.24% of portfolio
88,828
Q3 2024 Added 34.77%
$145B
$3.29 Billion 0.23% of portfolio
16,299
Q3 2024 Added 47.0%
$246B
$3.19 Billion 0.23% of portfolio
59,946
Q3 2024 Added 42.36%
$182B
$3.25 Billion 0.23% of portfolio
5,240
Q3 2024 Added 1.18%
$0
$3.23 Billion 0.23% of portfolio
12,278
Q3 2024 Added 399.92%
$207B
$3.2 Billion 0.23% of portfolio
5,167
Q3 2024 Added 6.98%
$150B
$3.18 Billion 0.23% of portfolio
109,968
Q3 2024 Added 4.44%
$168B
$3.1 Billion 0.22% of portfolio
11,139
Q3 2024 Added 12.45%
$0
$3.03 Billion 0.22% of portfolio
48,286
Q3 2024 Added 92.75%
$107B
$3.07 Billion 0.22% of portfolio
20,074
Q3 2024 Added 3.24%
$164B
$3.1 Billion 0.22% of portfolio
140,852
Q3 2024 Added 14.81%
$155B
$3.01 Billion 0.21% of portfolio
11,133
Q3 2024 Added 127.44%
$30.8B
$2.88 Billion 0.21% of portfolio
24,266
Q3 2024 Added 40.12%
$84.3B
$2.88 Billion 0.21% of portfolio
13,864
Q3 2024 Added 13.17%
$272B
$2.89 Billion 0.21% of portfolio
51,254
Q3 2024 Added 2.01%
$70.6B
$2.82 Billion 0.2% of portfolio
1,978
Q3 2024 Reduced 6.43%
$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
$76.6B
$2.62 Billion 0.19% of portfolio
2,496
Q3 2024 Added 62.82%
$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
$115B
$2.52 Billion 0.18% of portfolio
8,729
Q3 2024 Added 54.0%
$0
$2.46 Billion 0.18% of portfolio
10,377
Q3 2024 Reduced 54.56%
$201B
$2.48 Billion 0.18% of portfolio
21,797
Q3 2024 Added 12.31%
$0
$2.5 Billion 0.18% of portfolio
60,471
Q3 2024 Added 118.07%
$141B
$2.56 Billion 0.18% of portfolio
7,944
Q3 2024 Added 17.99%
$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
$123B
$2.44 Billion 0.17% of portfolio
47,308
Q3 2024 Added 10.63%
$0
$2.32 Billion 0.17% of portfolio
29,622
Q3 2024 Reduced 46.42%
$29.1B
$2.41 Billion 0.17% of portfolio
2,608
Q3 2024 Reduced 5.81%
$10.8B
$2.41 Billion 0.17% of portfolio
19,550
Q3 2024 New
$0
$2.39 Billion 0.17% of portfolio
120,577
Q3 2024 Added 3.57%
$68.5B
$2.36 Billion 0.17% of portfolio
10,224
Q3 2024 Added 0.84%
$0
$2.34 Billion 0.17% of portfolio
37,532
Q3 2024 Added 29.5%
$32.3B
$2.42 Billion 0.17% of portfolio
7,628
Q3 2024 Added 0.63%
$0
$2.42 Billion 0.17% of portfolio
52,170
Q3 2024 New
$0
$2.27 Billion 0.16% of portfolio
10,038
Q3 2024 Reduced 16.29%
$86B
$2.3 Billion 0.16% of portfolio
9,913
Q3 2024 Added 29.96%
Ge Vernova Incorporated
-
$2.28 Billion 0.16% of portfolio
-
Q3 2024 Added 5.43%
$0
$2.19 Billion 0.16% of portfolio
14,447
Q3 2024 Added 622.35%
$191B
$2.3 Billion 0.16% of portfolio
18,944
Q3 2024 Added 40.11%
$0
$2.24 Billion 0.16% of portfolio
11,192
Q3 2024 Added 30.98%
$125B
$2.28 Billion 0.16% of portfolio
14,857
Q3 2024 Reduced 2.24%
$0
$2.08 Billion 0.15% of portfolio
25,228
Q3 2024 Reduced 1.94%
$60.9B
$2.17 Billion 0.15% of portfolio
13,943
Q3 2024 Added 41.84%
$0
$2.05 Billion 0.15% of portfolio
5,343
Q3 2024 Added 66.03%

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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