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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
EFG Msci Eafe Growth ETF ETFs	$0	$2.8 Billion 0.21% of portfolio	28,894	Q4 2024 Added 12.58%
XMHQ Invesco Exchange Traded Fd Tr ETFs	$0	$2.69 Billion 0.2% of portfolio	27,293	Q4 2024 Added 201.61%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$2.65 Billion 0.2% of portfolio	86,934	Q4 2024 Added 180.7%
SLYG Spdr S&P 600 Small Cap Growth ETFs	$0	$2.66 Billion 0.2% of portfolio	29,441	Q4 2024 New
BIZD Vaneck Vectors ETF Tr Bdc Inco ETFs	$0	$2.53 Billion 0.19% of portfolio	152,206	Q4 2024 New
SPYG Spdr Portfolio ETFs	$0	$2.4 Billion 0.18% of portfolio	27,351	Q4 2024 Added 129.78%
MDYV Spdr S&P 400 Mid Cap Value ETF ETFs	$0	$2.33 Billion 0.18% of portfolio	29,083	Q4 2024 New
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$2.35 Billion 0.18% of portfolio	25,718	Q4 2024 Reduced 57.18%
DFAX Dimensional ETF Tr	$0	$2.35 Billion 0.18% of portfolio	94,463	Q4 2024 Added 80.48%
ARKK Ark ETF Tr Innovation ETF (De) ETFs	$0	$2.34 Billion 0.18% of portfolio	41,257	Q4 2024 Added 33.4%
IYW Ishares Dj Us Tech ETF ETFs	$0	$2.45 Billion 0.18% of portfolio	15,368	Q4 2024 Added 6.38%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$2.2 Billion 0.17% of portfolio	38,944	Q4 2024 Added 43.08%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$2.29 Billion 0.17% of portfolio	101,035	Q4 2024 Added 313.86%
SLYV Spdr S&P 600 Small Cap Value E ETFs	$0	$2.24 Billion 0.17% of portfolio	25,648	Q4 2024 New
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$2.3 Billion 0.17% of portfolio	10,915	Q4 2024 Added 60.85%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$2.29 Billion 0.17% of portfolio	59,701	Q4 2024 Reduced 1.27%
CGUS Capital Group Core Equity ETF	$0	$2.22 Billion 0.17% of portfolio	63,466	Q4 2024 Added 0.6%
XVOL Tidal ETF Tr Acruence Active H	$0	$2.07 Billion 0.16% of portfolio	97,195	Q4 2024 New
TDIV First Trust Nasdaq Technology ETFs	$0	$2.18 Billion 0.16% of portfolio	27,771	Q4 2024 Added 106.25%
DFSV Dimensional ETF Tr Dimensional ETFs	$0	$2.16 Billion 0.16% of portfolio	70,138	Q4 2024 Added 250.6%
XLY Select Sector Spdr Consumer Di ETFs	$0	$2.14 Billion 0.16% of portfolio	9,518	Q4 2024 Reduced 14.96%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$2.17 Billion 0.16% of portfolio	78,140	Q4 2024 Added 219.49%
JPIE J P Morgan Exchange Traded Fd	$0	$2.14 Billion 0.16% of portfolio	46,921	Q4 2024 Reduced 10.06%
PAVE Global X Fds Us Infrastructure ETFs	$0	$2 Billion 0.15% of portfolio	49,604	Q4 2024 Added 87.05%
DGRO Ishares Core Dividend Growth E ETFs	$0	$2.03 Billion 0.15% of portfolio	33,068	Q4 2024 Reduced 31.52%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$2 Billion 0.15% of portfolio	19,925	Q4 2024 Reduced 7.62%
FTHI First Trust Exchange Traded Fd ETFs	$0	$1.99 Billion 0.15% of portfolio	85,400	Q4 2024 Added 195.5%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$1.87 Billion 0.14% of portfolio	68,558	Q4 2024 Reduced 29.14%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$1.92 Billion 0.14% of portfolio	15,165	Q4 2024 Reduced 9.92%
SPYD Spdr Portfolio S&P 500 High Di ETFs	$0	$1.82 Billion 0.14% of portfolio	42,171	Q4 2024 New
MGK Vanguard Mega Cap Growth ETF ETFs	$0	$1.85 Billion 0.14% of portfolio	5,400	Q4 2024 New
VCLT Vanguard Lg Trm Corp Bd ETF ETFs	$0	$1.81 Billion 0.14% of portfolio	24,140	Q4 2024 Added 28.1%
FVD First Tr Value Line Divid Inde ETFs	$0	$1.82 Billion 0.14% of portfolio	41,723	Q4 2024 Added 76.71%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$1.81 Billion 0.14% of portfolio	78,797	Q4 2024 Added 8.02%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$1.87 Billion 0.14% of portfolio	14,633	Q4 2024 Reduced 11.6%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$1.79 Billion 0.13% of portfolio	17,612	Q4 2024 Added 15.03%
MNA Iq Merger Arbitrage ETF ETFs	$0	$1.74 Billion 0.13% of portfolio	52,923	Q4 2024 Reduced 25.88%
MUB Ishares National Muni Bond ETF ETFs	$0	$1.68 Billion 0.13% of portfolio	15,763	Q4 2024 Added 0.33%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$1.65 Billion 0.12% of portfolio	23,898	Q4 2024 Added 1.34%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$1.63 Billion 0.12% of portfolio	9,142	Q4 2024 Added 13.64%
EQWL Invesco Exchange Traded Fd Tr ETFs	$0	$1.53 Billion 0.12% of portfolio	14,981	Q4 2024 Reduced 9.48%
IAU Ishares Gold Trust ETFs	$45.8B	$1.54 Billion 0.12% of portfolio	31,077	Q4 2024 New
SYLD Cambria Shareholder Yld ETF ETFs	$0	$1.59 Billion 0.12% of portfolio	23,152	Q4 2024 Added 111.14%
IGIB Ishares Trust Ishares 5 10 Yea ETFs	$0	$1.54 Billion 0.12% of portfolio	29,889	Q4 2024 Added 235.72%
VOOG Vanguard S&P 500 Growth ETF ETFs	$0	$1.63 Billion 0.12% of portfolio	4,465	Q4 2024 Added 25.49%
VDC Vanguard Consumer Staples ETF ETFs	$0	$1.57 Billion 0.12% of portfolio	7,421	Q4 2024 Reduced 70.19%
CWB Spdr Bloomberg Convertible Sec ETFs	$0	$1.48 Billion 0.11% of portfolio	18,964	Q4 2024 Added 18.0%
VNQ Vanguard Specialized Funds Van ETFs	$0	$1.53 Billion 0.11% of portfolio	17,132	Q4 2024 Added 109.26%
BUFG Ft Exch Trd Fd Viii Cboe Vest ETFs	$0	$1.46 Billion 0.11% of portfolio	59,488	Q4 2024 Added 3.62%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$1.4 Billion 0.11% of portfolio	31,221	Q4 2024 Added 12.44%

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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Kingswood Wealth Advisors, LLC Portfolio Holdings