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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.71B
$1.32 Billion 0.1% of portfolio
13,368
Q4 2024 Reduced 2.19%
$465M
$384 Million 0.03% of portfolio
34,800
Q4 2024 Reduced 32.99%
$1.71B
$432 Million 0.03% of portfolio
75,600
Q4 2024 New
$1.07B
$428 Million 0.03% of portfolio
42,000
Q4 2024 New
$759M
$455 Million 0.03% of portfolio
25,575
Q4 2024 Added 0.43%
$1.75B
$209 Million 0.02% of portfolio
1,063
Q4 2024 New
$595M
$333 Million 0.02% of portfolio
29,198
Q4 2024 New
$1.38B
$268 Million 0.02% of portfolio
4,449
Q4 2024 Reduced 86.45%
$1.18B
$248 Million 0.02% of portfolio
27,610
Q4 2024 New
$1.05B
$314 Million 0.02% of portfolio
32,792
Q4 2024 New
$447M
$242 Million 0.02% of portfolio
7,900
Q4 2024 New
$429M
$247 Million 0.02% of portfolio
9,690
Q4 2024 New
$472M
$297 Million 0.02% of portfolio
23,574
Q4 2024 New
$636M
$265 Million 0.02% of portfolio
14,779
Q4 2024 New
$1.33B
$317 Million 0.02% of portfolio
15,975
Q4 2024 New
$410M
$69.6 Million 0.01% of portfolio
22,300
Q4 2024 New
$376M
$86 Million 0.01% of portfolio
11,000
Q4 2024 New
$830M
$141 Million 0.01% of portfolio
19,323
Q4 2024 New
$733M
$163 Million 0.01% of portfolio
28,946
Q4 2024 New
$432M
$49.6 Million 0.0% of portfolio
20,000
Q4 2024 New
$309M
$29.6 Million 0.0% of portfolio
10,554
Q4 2024 New

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
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