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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.5B
$453 Million 0.02% of portfolio
3,326
Q1 2025 Added 6.98%
$0
$454 Million 0.02% of portfolio
8,067
Q1 2025 Added 22.39%
$0
$510 Million 0.02% of portfolio
10,486
Q1 2025 Added 70.56%
-
$541 Million 0.02% of portfolio
-
Q1 2025 Added 5.12%
Lam Research Corporation Com New
-
$493 Million 0.02% of portfolio
-
Q1 2025 Added 31.2%
$0
$627 Million 0.02% of portfolio
3,404
Q1 2025 Added 91.99%
$109B
$536 Million 0.02% of portfolio
5,962
Q1 2025 Reduced 2.1%
$7.96B
$436 Million 0.02% of portfolio
12,600
Q1 2025 New
$4.04B
$399 Million 0.02% of portfolio
10,500
Q4 2024 Added 5.0%
$21.6B
$542 Million 0.02% of portfolio
6,188
Q1 2025 New
$0
$553 Million 0.02% of portfolio
5,897
Q1 2025 Added 4.71%
$0
$613 Million 0.02% of portfolio
2,504
Q1 2025 Reduced 6.04%
$101B
$607 Million 0.02% of portfolio
2,786
Q1 2025 Reduced 51.95%
Ishares International Dividend Active ETF
-
$495 Million 0.02% of portfolio
-
Q1 2025 Reduced 34.7%
$40B
$498 Million 0.02% of portfolio
3,163
Q1 2025 Reduced 5.89%
$0
$531 Million 0.02% of portfolio
10,396
Q1 2025 Added 143.35%
$43.3B
$581 Million 0.02% of portfolio
10,354
Q1 2025 Added 9.04%
$6.08B
$425 Million 0.02% of portfolio
4,658
Q1 2025 Added 3.1%
$2.37B
$526 Million 0.02% of portfolio
34,591
Q1 2025 Added 39.86%
$104B
$582 Million 0.02% of portfolio
300
Q1 2025 Added 6.01%
$0
$570 Million 0.02% of portfolio
4,532
Q1 2025 Added 81.21%
Linde PLC Shs
-
$516 Million 0.02% of portfolio
-
Q1 2025 Reduced 6.82%
$0
$544 Million 0.02% of portfolio
4,497
Q1 2025 Reduced 16.75%
$0
$529 Million 0.02% of portfolio
1,700
Q1 2025 Reduced 68.52%
$51.8B
$542 Million 0.02% of portfolio
7,979
Q1 2025 Added 36.58%
Federated Hme Mdt Lar Grw ETF Nav Cf
-
$508 Million 0.02% of portfolio
-
Q1 2025 Reduced 0.61%
$0
$422 Million 0.02% of portfolio
5,159
Q1 2025 Reduced 2.14%
$14.4B
$435 Million 0.02% of portfolio
5,339
Q1 2025 Reduced 0.71%
$18.9B
$208 Million 0.01% of portfolio
564
Q1 2025 Added 2.55%
$0
$244 Million 0.01% of portfolio
12,163
Q4 2024 New
$782M
$179 Million 0.01% of portfolio
22,472
Q1 2025 Added 16.3%
Innovator Equity Defined Protection ETF 1 Yr March
-
$234 Million 0.01% of portfolio
-
Q1 2025 New
$0
$298 Million 0.01% of portfolio
8,311
Q1 2025 Reduced 47.76%
$36.2B
$350 Million 0.01% of portfolio
4,667
Q1 2025 Reduced 26.0%
$86.6B
$272 Million 0.01% of portfolio
1,574
Q1 2025 Reduced 1.87%
$43B
$265 Million 0.01% of portfolio
1,136
Q1 2025 Added 13.94%
$0
$149 Million 0.01% of portfolio
11,721
Q1 2025 Reduced 4.01%
$0
$160 Million 0.01% of portfolio
15,300
Q4 2024 New
$4.75B
$204 Million 0.01% of portfolio
3,513
Q1 2025 Reduced 11.31%
$0
$309 Million 0.01% of portfolio
2,808
Q1 2025 New
$33.7B
$301 Million 0.01% of portfolio
2,760
Q1 2025 Added 17.5%
$0
$192 Million 0.01% of portfolio
19,700
Q4 2024 New
$0
$321 Million 0.01% of portfolio
14,947
Q1 2025 Added 0.97%
$422M
$236 Million 0.01% of portfolio
7,900
Q4 2024 New
$0
$321 Million 0.01% of portfolio
7,915
Q1 2025 Added 5.79%
$56.1B
$257 Million 0.01% of portfolio
1,123
Q1 2025 Reduced 2.26%
$0
$219 Million 0.01% of portfolio
36,000
Q4 2024 New
$13.9B
$176 Million 0.01% of portfolio
18,126
Q1 2025 Reduced 4.78%
$0
$228 Million 0.01% of portfolio
2,350
Q1 2025 Reduced 14.55%

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
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