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
$72.3B
$268 Million 0.02% of portfolio
1,914
Q3 2024 New
$93.8B
$338 Million 0.02% of portfolio
5,735
Q3 2024 New
$17.3B
$236 Million 0.02% of portfolio
5,923
Q3 2024 Added 8.26%
$49.2B
$292 Million 0.02% of portfolio
1,532
Q3 2024 Reduced 15.22%
$31.1B
$281 Million 0.02% of portfolio
4,196
Q3 2024 Reduced 1.69%
$11.8B
$236 Million 0.02% of portfolio
1,952
Q3 2024 New
$17.1B
$214 Million 0.02% of portfolio
2,524
Q3 2024 Reduced 40.06%
$75.1B
$244 Million 0.02% of portfolio
481
Q3 2024 New
$1.79B
$230 Million 0.02% of portfolio
24,000
Q3 2024 New
$16B
$241 Million 0.02% of portfolio
5,134
Q3 2024 Reduced 2.95%
$0
$246 Million 0.02% of portfolio
21,090
Q2 2024 Reduced 43.98%
$0
$261 Million 0.02% of portfolio
25,157
Q3 2024 Reduced 35.91%
$30B
$341 Million 0.02% of portfolio
6,385
Q3 2024 Added 0.03%
$0
$215 Million 0.02% of portfolio
19,360
Q3 2024 Reduced 6.7%
$0
$236 Million 0.02% of portfolio
19,045
Q1 2024 Added 11.08%
$146B
$260 Million 0.02% of portfolio
4,009
Q3 2024 New
$40.9B
$312 Million 0.02% of portfolio
8,618
Q3 2024 Added 3.25%
$29.7B
$350 Million 0.02% of portfolio
8,161
Q3 2024 New
$7.87B
$282 Million 0.02% of portfolio
3,905
Q3 2024 Reduced 28.51%
$15.7B
$255 Million 0.02% of portfolio
3,813
Q3 2024 Reduced 43.06%
$125B
$225 Million 0.02% of portfolio
3,620
Q3 2024 Added 0.06%
$8.31B
$211 Million 0.02% of portfolio
7,851
Q3 2024 Reduced 39.49%
$0
$251 Million 0.02% of portfolio
21,500
Q2 2024 New
$429M
$283 Million 0.02% of portfolio
20,900
Q3 2024 Added 10.58%
$14.2B
$265 Million 0.02% of portfolio
4,280
Q3 2024 Reduced 9.63%
-
$295 Million 0.02% of portfolio
-
Q3 2024 Reduced 45.49%
$0
$343 Million 0.02% of portfolio
25,615
Q3 2024 Reduced 23.8%
$39B
$226 Million 0.02% of portfolio
2,892
Q3 2024 New
$6.35B
$279 Million 0.02% of portfolio
26,087
Q3 2024 Added 5.76%
$28.1B
$288 Million 0.02% of portfolio
1,671
Q3 2024 Added 57.2%
$15.4B
$222 Million 0.02% of portfolio
1,688
Q3 2024 New
$168B
$203 Million 0.01% of portfolio
1,636
Q3 2024 New
$0
$193 Million 0.01% of portfolio
31,000
Q3 2024 New
$293M
$136 Million 0.01% of portfolio
20,000
Q3 2024 Reduced 4.76%
$205B
$208 Million 0.01% of portfolio
2,670
Q3 2024 New
$40.9M
$9.46 Million 0.0% of portfolio
20,000
Q3 2024 Reduced 91.42%

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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email