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
$0
$4.03 Billion 0.15% of portfolio
62,829
Q1 2025 Added 34.98%
$0
$4.04 Billion 0.15% of portfolio
19,050
Q1 2025 Added 37.25%
$57.1B
$4.01 Billion 0.15% of portfolio
13,581
Q1 2025 Reduced 5.02%
$197B
$3.93 Billion 0.15% of portfolio
44,279
Q1 2025 Added 45.71%
$0
$3.85 Billion 0.15% of portfolio
77,387
Q1 2025 Reduced 3.67%
$251B
$4 Billion 0.15% of portfolio
25,257
Q1 2025 Added 278.44%
$227B
$3.65 Billion 0.14% of portfolio
27,682
Q1 2025 Added 160.95%
$0
$3.71 Billion 0.14% of portfolio
72,892
Q1 2025 Added 13.78%
$486B
$3.77 Billion 0.14% of portfolio
6,870
Q1 2025 Added 17.98%
$0
$3.65 Billion 0.14% of portfolio
40,055
Q1 2025 Added 235.98%
$0
$3.7 Billion 0.14% of portfolio
101,494
Q1 2025 Added 3.97%
$93.5B
$3.73 Billion 0.14% of portfolio
37,953
Q1 2025 Added 155.49%
$0
$3.45 Billion 0.13% of portfolio
24,463
Q1 2025 Added 59.18%
$17.7B
$3.36 Billion 0.13% of portfolio
10,967
Q1 2025 Reduced 12.05%
$103B
$3.5 Billion 0.13% of portfolio
12,857
Q1 2025 Reduced 3.52%
$102B
$3.42 Billion 0.13% of portfolio
7,876
Q1 2025 Reduced 9.52%
$8.69B
$3.33 Billion 0.13% of portfolio
28,498
Q4 2024 Added 45.77%
$195B
$3.48 Billion 0.13% of portfolio
17,172
Q1 2025 Added 116.08%
$0
$3.31 Billion 0.13% of portfolio
27,083
Q1 2025 Added 4.51%
$0
$3.49 Billion 0.13% of portfolio
34,919
Q1 2025 Added 20.85%
$0
$3.5 Billion 0.13% of portfolio
55,378
Q1 2025 Added 187.41%
$131B
$3.35 Billion 0.13% of portfolio
15,809
Q1 2025 Reduced 28.73%
$0
$3.32 Billion 0.13% of portfolio
16,068
Q1 2025 Added 11.6%
$91.1B
$3.44 Billion 0.13% of portfolio
30,731
Q1 2025 Reduced 12.84%
$85.6B
$3.22 Billion 0.12% of portfolio
47,336
Q1 2025 Added 111.69%
$0
$3.18 Billion 0.12% of portfolio
24,693
Q1 2025 Added 68.75%
$0
$3.02 Billion 0.12% of portfolio
11,541
Q1 2025 Added 97.32%
$72.6B
$3.05 Billion 0.12% of portfolio
34,543
Q1 2025 Added 213.66%
$77.4B
$3.1 Billion 0.12% of portfolio
138,965
Q1 2025 Added 147.09%
$55.8B
$3.05 Billion 0.12% of portfolio
13,181
Q1 2025 Reduced 4.1%
$0
$3.01 Billion 0.12% of portfolio
137,250
Q1 2025 Added 60.71%
$144B
$3.19 Billion 0.12% of portfolio
43,793
Q1 2025 Added 136.4%
$75B
$3.13 Billion 0.12% of portfolio
11,478
Q1 2025 Reduced 7.12%
$0
$3.25 Billion 0.12% of portfolio
122,357
Q1 2025 Reduced 0.23%
$0
$2.95 Billion 0.11% of portfolio
27,122
Q1 2025 Added 121.73%
$0
$2.89 Billion 0.11% of portfolio
31,516
Q1 2025 Added 15.47%
$65.4B
$3 Billion 0.11% of portfolio
87,698
Q1 2025 Added 247.29%
$85.2B
$2.92 Billion 0.11% of portfolio
20,623
Q1 2025 Added 71.59%
$70.7B
$2.99 Billion 0.11% of portfolio
46,447
Q1 2025 Added 132.91%
$0
$2.91 Billion 0.11% of portfolio
175,838
Q1 2025 Added 15.53%
$0
$2.96 Billion 0.11% of portfolio
29,454
Q1 2025 Added 121.46%
$0
$2.5 Billion 0.1% of portfolio
95,500
Q1 2025 Added 1.1%
$98.2B
$2.67 Billion 0.1% of portfolio
29,060
Q1 2025 Added 29.27%
$92.5B
$2.74 Billion 0.1% of portfolio
22,477
Q1 2025 Added 10.52%
$0
$2.72 Billion 0.1% of portfolio
10,519
Q1 2025 Reduced 14.88%
$0
$2.56 Billion 0.1% of portfolio
32,214
Q1 2025 Added 1.94%
$0
$2.7 Billion 0.1% of portfolio
29,458
Q1 2025 Added 14.54%
$0
$2.51 Billion 0.1% of portfolio
32,519
Q1 2025 Added 11.81%
$0
$2.57 Billion 0.1% of portfolio
30,935
Q1 2025 Added 5.07%

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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