Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

Kingswood Wealth Advisors, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.62 Trillion distributed in 766 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $561B, Spdr S&P 500 ETF Trust with a value of $163B, Nvidia Corp with a value of $134B, Microsoft Corp with a value of $124B, and Amazon Com Inc with a value of $76B.

Examining the 13F form we can see an increase of $1.29T in the current position value, from $1.33T to 2.62T.

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 $2.62 Trillion
Technology: $935 Billion
ETFs: $838 Billion
Consumer Cyclical: $146 Billion
Communication Services: $145 Billion
Financial Services: $126 Billion
Industrials: $96 Billion
Healthcare: $71 Billion
Energy: $62.7 Billion
Other: $123 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.71B
$2.68 Billion 0.1% of portfolio
213,647
Q1 2025 New
$1.15B
$1.84 Billion 0.07% of portfolio
168,007
Q1 2025 New
$1.64B
$1.05 Billion 0.04% of portfolio
12,818
Q1 2025 Reduced 4.11%
$947M
$774 Million 0.03% of portfolio
81,335
Q1 2025 Added 148.03%
$641M
$514 Million 0.02% of portfolio
36,286
Q1 2025 Added 145.52%
$549M
$459 Million 0.02% of portfolio
43,797
Q1 2025 Added 50.0%
$1.31B
$466 Million 0.02% of portfolio
9,098
Q1 2025 Added 104.5%
$786M
$179 Million 0.01% of portfolio
22,472
Q1 2025 Added 16.3%
$442M
$236 Million 0.01% of portfolio
7,900
Q4 2024 New
$325M
$248 Million 0.01% of portfolio
84,243
Q1 2025 New
$1.12B
$159 Million 0.01% of portfolio
19,760
Q1 2025 Reduced 28.43%
$946M
$217 Million 0.01% of portfolio
21,000
Q1 2025 Reduced 50.0%
$759M
$318 Million 0.01% of portfolio
33,521
Q1 2025 Added 31.07%
$688M
$167 Million 0.01% of portfolio
21,976
Q1 2025 New
$597M
$161 Million 0.01% of portfolio
28,946
Q4 2024 New
$1.28B
$207 Million 0.01% of portfolio
25,275
Q1 2025 Added 58.22%
$466M
$218 Million 0.01% of portfolio
22,118
Q1 2025 Reduced 36.44%
$1.61B
$320 Million 0.01% of portfolio
54,000
Q1 2025 Reduced 28.57%
$1.99B
$322 Million 0.01% of portfolio
7,866
Q1 2025 Reduced 4.24%
$510M
$173 Million 0.01% of portfolio
33,669
Q1 2025 New
$431M
$277 Million 0.01% of portfolio
23,574
Q4 2024 New
$373M
$46.8 Million 0.0% of portfolio
30,000
Q1 2025 Added 50.0%
$1.19B
$78.6 Million 0.0% of portfolio
10,600
Q1 2025 New
$1.6B
$100 Million 0.0% of portfolio
15,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 766
  • Current Value $2.62 Trillion
  • Prior Value $1.33 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 75 stocks
  • Additional Purchases 417 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 238 stocks
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