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
$141B
$1.98 Billion 0.14% of portfolio
8,024
Q3 2024 Added 25.16%
$138B
$1.93 Billion 0.14% of portfolio
30,894
Q3 2024 Added 24.06%
$167B
$1.88 Billion 0.13% of portfolio
44,987
Q3 2024 Added 3.28%
$97.6B
$1.76 Billion 0.13% of portfolio
16,816
Q3 2024 Reduced 0.47%
$1.7B
$1.89 Billion 0.13% of portfolio
32,835
Q3 2024 Reduced 22.83%
$21.8B
$1.83 Billion 0.13% of portfolio
20,115
Q3 2024 Reduced 11.79%
$105B
$1.79 Billion 0.13% of portfolio
18,383
Q3 2024 Added 90.06%
$123B
$1.87 Billion 0.13% of portfolio
17,784
Q3 2024 Added 12.4%
$118B
$1.87 Billion 0.13% of portfolio
22,326
Q3 2024 Added 1.92%
$141B
$1.72 Billion 0.12% of portfolio
6,766
Q3 2024 Added 17.9%
$20.4B
$1.65 Billion 0.12% of portfolio
42,103
Q3 2024 Added 26.54%
$96.3B
$1.68 Billion 0.12% of portfolio
18,910
Q3 2024 Added 14.36%
$40.9B
$1.64 Billion 0.12% of portfolio
6,880
Q3 2024 Added 4.38%
$34.7B
$1.7 Billion 0.12% of portfolio
3,355
Q3 2024 Reduced 5.49%
$39.2B
$1.74 Billion 0.12% of portfolio
14,689
Q3 2024 Added 2.71%
$224B
$1.63 Billion 0.12% of portfolio
4,602
Q3 2024 Added 139.31%
$122B
$1.66 Billion 0.12% of portfolio
22,054
Q3 2024 Reduced 10.18%
$1.05T
$1.72 Billion 0.12% of portfolio
9,907
Q3 2024 Added 5.29%
$83.4B
$1.63 Billion 0.12% of portfolio
69,316
Q3 2024 Added 116.9%
$72.5B
$1.5 Billion 0.11% of portfolio
2,844
Q3 2024 Added 483.98%
$0
$1.6 Billion 0.11% of portfolio
241,121
Q3 2024 New
$82.5B
$1.5 Billion 0.11% of portfolio
20,310
Q3 2024 Added 6.0%
$215B
$1.49 Billion 0.11% of portfolio
14,258
Q3 2024 Added 35.6%
$88.4B
$1.52 Billion 0.11% of portfolio
4,114
Q3 2024 Added 90.2%
$44.9B
$1.58 Billion 0.11% of portfolio
30,630
Q3 2024 Added 30.65%
$69.2B
$1.55 Billion 0.11% of portfolio
10,361
Q3 2024 Added 0.08%
$59.5B
$1.51 Billion 0.11% of portfolio
93,752
Q3 2024 Added 48.06%
$2.1B
$1.53 Billion 0.11% of portfolio
13,668
Q3 2024 Reduced 0.73%
$49.9B
$1.52 Billion 0.11% of portfolio
4,696
Q3 2024 Added 0.92%
$76.6B
$1.48 Billion 0.11% of portfolio
14,267
Q3 2024 Added 1.32%
$34.6B
$1.34 Billion 0.1% of portfolio
37,396
Q3 2024 Added 68.32%
$65.5B
$1.36 Billion 0.1% of portfolio
12,178
Q3 2024 Added 119.66%
$35.3B
$1.44 Billion 0.1% of portfolio
3,743
Q3 2024 Reduced 8.24%
$51.6B
$1.43 Billion 0.1% of portfolio
8,817
Q3 2024 Reduced 16.85%
$13.9B
$1.41 Billion 0.1% of portfolio
3,753
Q3 2024 Reduced 6.13%
$57.1B
$1.35 Billion 0.1% of portfolio
5,767
Q3 2024 Added 4.93%
$189B
$1.37 Billion 0.1% of portfolio
2,790
Q3 2024 Reduced 27.34%
$56B
$1.43 Billion 0.1% of portfolio
28,618
Q3 2024 Added 22.28%
$93.9B
$1.39 Billion 0.1% of portfolio
27,156
Q3 2024 Added 48.43%
$107B
$1.35 Billion 0.1% of portfolio
15,042
Q3 2024 Added 4.84%
$36.2B
$1.27 Billion 0.09% of portfolio
4,935
Q3 2024 Reduced 4.25%
$83.9B
$1.3 Billion 0.09% of portfolio
5,887
Q3 2024 New
$36.5B
$1.28 Billion 0.09% of portfolio
14,475
Q3 2024 New
$130B
$1.24 Billion 0.09% of portfolio
2,977
Q3 2024 Added 53.77%
$47.3B
$1.24 Billion 0.09% of portfolio
12,075
Q3 2024 Added 167.92%
$27.8B
$1.3 Billion 0.09% of portfolio
21,714
Q3 2024 Added 2.91%
$123B
$1.33 Billion 0.09% of portfolio
4,810
Q3 2024 Added 8.26%
$67.5B
$1.25 Billion 0.09% of portfolio
7,640
Q3 2024 Reduced 16.08%
$16B
$1.13 Billion 0.08% of portfolio
9,524
Q3 2024 Reduced 1.41%

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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