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
$206B
$2.04 Billion 0.15% of portfolio
13,410
Q4 2024 Reduced 34.64%
$57.8B
$1.94 Billion 0.15% of portfolio
98,977
Q4 2024 Added 5.57%
$0
$2 Billion 0.15% of portfolio
19,925
Q4 2024 Reduced 7.62%
$0
$1.99 Billion 0.15% of portfolio
85,400
Q4 2024 Added 195.5%
$108B
$1.99 Billion 0.15% of portfolio
4,442
Q4 2024 Added 7.97%
$0
$1.87 Billion 0.14% of portfolio
68,558
Q4 2024 Reduced 29.14%
$0
$1.92 Billion 0.14% of portfolio
15,165
Q4 2024 Reduced 9.92%
$0
$1.82 Billion 0.14% of portfolio
42,171
Q4 2024 New
$0
$1.85 Billion 0.14% of portfolio
5,400
Q4 2024 New
$0
$1.81 Billion 0.14% of portfolio
24,140
Q4 2024 Added 28.1%
$99.2B
$1.85 Billion 0.14% of portfolio
22,480
Q4 2024 Reduced 63.19%
$0
$1.82 Billion 0.14% of portfolio
41,723
Q4 2024 Added 76.71%
$0
$1.81 Billion 0.14% of portfolio
78,797
Q4 2024 Added 8.02%
$179B
$1.93 Billion 0.14% of portfolio
4,331
Q4 2024 Reduced 37.71%
$0
$1.87 Billion 0.14% of portfolio
14,633
Q4 2024 Reduced 11.6%
$141B
$1.69 Billion 0.13% of portfolio
63,770
Q4 2024 Reduced 42.01%
$0
$1.74 Billion 0.13% of portfolio
52,923
Q4 2024 Reduced 25.88%
$0
$1.68 Billion 0.13% of portfolio
15,763
Q4 2024 Added 0.33%
$47.7B
$1.69 Billion 0.13% of portfolio
12,524
Q4 2024 Reduced 10.18%
First Tr Exchange Traded Fd Viii Ft Vest U S Equity Max Buffer ETF March
-
$1.74 Billion 0.13% of portfolio
-
Q4 2024 Added 92.98%
$179B
$1.68 Billion 0.13% of portfolio
15,057
Q4 2024 Reduced 27.38%
$16.7B
$1.54 Billion 0.12% of portfolio
13,151
Q4 2024 New
Ft Energy Income Partners Enhanced Income ETF
-
$1.65 Billion 0.12% of portfolio
-
Q4 2024 Added 46.02%
$39.8B
$1.59 Billion 0.12% of portfolio
7,578
Q4 2024 Added 10.15%
$0
$1.65 Billion 0.12% of portfolio
23,898
Q4 2024 Added 1.34%
-
$1.64 Billion 0.12% of portfolio
-
Q4 2024 New
$3.38B
$1.54 Billion 0.12% of portfolio
313,094
Q4 2024 Added 90.8%
Pearl Diver Credit CO
-
$1.6 Billion 0.12% of portfolio
-
Q4 2024 Reduced 2.76%
$0
$1.63 Billion 0.12% of portfolio
9,142
Q4 2024 Added 13.64%
$0
$1.53 Billion 0.12% of portfolio
14,981
Q4 2024 Reduced 9.48%
$49.3B
$1.54 Billion 0.12% of portfolio
31,077
Q4 2024 New
$0
$1.59 Billion 0.12% of portfolio
23,152
Q4 2024 Added 111.14%
$0
$1.54 Billion 0.12% of portfolio
29,889
Q4 2024 Added 235.72%
$0
$1.63 Billion 0.12% of portfolio
4,465
Q4 2024 Added 25.49%
$0
$1.57 Billion 0.12% of portfolio
7,421
Q4 2024 Reduced 70.19%
$23.9B
$1.54 Billion 0.12% of portfolio
-
Q4 2024 Added 50.7%
$140B
$1.56 Billion 0.12% of portfolio
3,684
Q4 2024 Added 23.75%
$93.6B
$1.59 Billion 0.12% of portfolio
7,881
Q4 2024 Reduced 43.15%
$0
$1.48 Billion 0.11% of portfolio
18,964
Q4 2024 Added 18.0%
$79.7B
$1.51 Billion 0.11% of portfolio
19,942
Q4 2024 Added 5.46%
$32.7B
$1.43 Billion 0.11% of portfolio
14,525
Q4 2024 Added 0.35%
$0
$1.53 Billion 0.11% of portfolio
17,132
Q4 2024 Added 109.26%
$0
$1.46 Billion 0.11% of portfolio
59,488
Q4 2024 Added 3.62%
$0
$1.4 Billion 0.11% of portfolio
31,221
Q4 2024 Added 12.44%
$0
$1.46 Billion 0.11% of portfolio
37,167
Q4 2024 New
$0
$1.48 Billion 0.11% of portfolio
5,849
Q4 2024 Reduced 12.64%
$99.2B
$1.5 Billion 0.11% of portfolio
5,443
Q4 2024 Reduced 10.79%
$0
$1.46 Billion 0.11% of portfolio
27,906
Q4 2024 Added 28.04%
$0
$1.47 Billion 0.11% of portfolio
52,000
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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