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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$154B
$3.77 Billion 0.27% of portfolio
18,214
Q3 2024 Reduced 4.76%
$9B
$3.73 Billion 0.27% of portfolio
4,221
Q2 2024 Added 14.67%
$73.2B
$3.76 Billion 0.27% of portfolio
12,438
Q3 2024 Added 7.6%
$1.77B
$3.72 Billion 0.27% of portfolio
8,929
Q3 2024 Added 70.5%
$338B
$3.85 Billion 0.27% of portfolio
14,045
Q3 2024 Reduced 5.07%
$168B
$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%
$83.4B
$3.64 Billion 0.26% of portfolio
31,599
Q3 2024 Added 33.34%
$208B
$3.6 Billion 0.26% of portfolio
6,953
Q3 2024 Added 42.28%
$211B
$3.49 Billion 0.25% of portfolio
20,516
Q3 2024 Added 41.64%
$216B
$3.31 Billion 0.24% of portfolio
10,866
Q3 2024 Added 106.07%
$200B
$3.43 Billion 0.24% of portfolio
15,496
Q3 2024 Added 41.55%
$456B
$3.32 Billion 0.24% of portfolio
19,506
Q3 2024 Added 20.62%
$144B
$3.29 Billion 0.23% of portfolio
16,299
Q3 2024 Added 47.0%
$245B
$3.19 Billion 0.23% of portfolio
59,946
Q3 2024 Added 42.36%
$180B
$3.25 Billion 0.23% of portfolio
5,240
Q3 2024 Added 1.18%
$149B
$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%
$108B
$3.07 Billion 0.22% of portfolio
20,074
Q3 2024 Added 3.24%
$163B
$3.1 Billion 0.22% of portfolio
140,852
Q3 2024 Added 14.81%
$154B
$3.01 Billion 0.21% of portfolio
11,133
Q3 2024 Added 127.44%
$30.9B
$2.88 Billion 0.21% of portfolio
24,266
Q3 2024 Added 40.12%
$84.2B
$2.88 Billion 0.21% of portfolio
13,864
Q3 2024 Added 13.17%
$270B
$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%
$76.8B
$2.62 Billion 0.19% of portfolio
2,496
Q3 2024 Added 62.82%
$115B
$2.52 Billion 0.18% of portfolio
8,729
Q3 2024 Added 54.0%
$201B
$2.48 Billion 0.18% of portfolio
21,797
Q3 2024 Added 12.31%
$140B
$2.56 Billion 0.18% of portfolio
7,944
Q3 2024 Added 17.99%
$123B
$2.44 Billion 0.17% of portfolio
47,308
Q3 2024 Added 10.63%
$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%
$68.1B
$2.36 Billion 0.17% of portfolio
10,224
Q3 2024 Added 0.84%
$32.4B
$2.42 Billion 0.17% of portfolio
7,628
Q3 2024 Added 0.63%
$84.7B
$2.3 Billion 0.16% of portfolio
9,913
Q3 2024 Added 29.96%
$188B
$2.3 Billion 0.16% of portfolio
18,944
Q3 2024 Added 40.11%
$123B
$2.28 Billion 0.16% of portfolio
14,857
Q3 2024 Reduced 2.24%
$62.8B
$2.17 Billion 0.15% of portfolio
13,943
Q3 2024 Added 41.84%
$84.7B
$2.03 Billion 0.15% of portfolio
7,502
Q3 2024 Reduced 0.85%
$5.27B
$2.05 Billion 0.15% of portfolio
136,984
Q3 2024 Added 0.25%
$85B
$2.11 Billion 0.15% of portfolio
6,101
Q3 2024 Added 65.79%
$58.4B
$2.07 Billion 0.15% of portfolio
33,043
Q3 2024 Added 64.59%
$93B
$1.95 Billion 0.14% of portfolio
7,844
Q3 2024 Reduced 3.8%
$75.8B
$1.92 Billion 0.14% of portfolio
1,665
Q3 2024 Added 122.59%
$112B
$1.99 Billion 0.14% of portfolio
8,651
Q3 2024 Added 11.7%
$203B
$1.99 Billion 0.14% of portfolio
20,733
Q3 2024 Added 19.58%
$86.9B
$1.98 Billion 0.14% of portfolio
4,871
Q3 2024 Added 73.41%
$105B
$2.02 Billion 0.14% of portfolio
4,348
Q3 2024 Reduced 1.34%

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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