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
$3.54B
$1.74 Billion 0.07% of portfolio
313,094
Q4 2024 Added 90.8%
Ge Vernova Incorporated
-
$1.96 Billion 0.07% of portfolio
-
Q1 2025 Added 154.23%
$67.7B
$1.85 Billion 0.07% of portfolio
485
Q1 2025 Added 22.78%
$0
$1.84 Billion 0.07% of portfolio
12,739
Q1 2025 Added 74.39%
$0
$1.7 Billion 0.07% of portfolio
29,518
Q1 2025 Added 33.6%
$99.1B
$1.72 Billion 0.07% of portfolio
5,222
Q1 2025 Reduced 4.06%
$0
$1.95 Billion 0.07% of portfolio
38,489
Q1 2025 Reduced 56.54%
$0
$1.71 Billion 0.07% of portfolio
31,199
Q1 2025 Reduced 19.89%
$50.6B
$1.72 Billion 0.07% of portfolio
11,132
Q1 2025 Added 202.25%
Ft Energy Income Partners Enhanced Income ETF
-
$1.69 Billion 0.06% of portfolio
-
Q1 2025 Reduced 1.98%
$264M
$1.54 Billion 0.06% of portfolio
279,035
Q1 2025 New
$0
$1.65 Billion 0.06% of portfolio
40,161
Q1 2025 Added 56.87%
$81.8B
$1.48 Billion 0.06% of portfolio
2,893
Q1 2025 Added 3.54%
$15.8B
$1.57 Billion 0.06% of portfolio
13,151
Q4 2024 New
$23.9B
$1.5 Billion 0.06% of portfolio
-
Q1 2025 Added 1.89%
$0
$1.51 Billion 0.06% of portfolio
52,859
Q1 2025 Added 210.02%
$0
$1.56 Billion 0.06% of portfolio
45,565
Q1 2025 Reduced 13.9%
$121B
$1.61 Billion 0.06% of portfolio
22,732
Q1 2025 Added 102.24%
$0
$1.6 Billion 0.06% of portfolio
24,356
Q1 2025 Added 1.92%
-
$1.62 Billion 0.06% of portfolio
-
Q1 2025 New
$0
$1.58 Billion 0.06% of portfolio
17,431
Q1 2025 Added 1.75%
$0
$1.7 Billion 0.06% of portfolio
9,930
Q1 2025 Added 8.62%
$117B
$1.62 Billion 0.06% of portfolio
11,175
Q1 2025 Added 90.9%
$42B
$1.52 Billion 0.06% of portfolio
11,363
Q1 2025 Added 78.92%
Pearl Diver Credit CO In
-
$1.49 Billion 0.06% of portfolio
-
Q4 2024 Reduced 2.76%
$0
$1.47 Billion 0.06% of portfolio
19,362
Q1 2025 Reduced 1.71%
$0
$1.67 Billion 0.06% of portfolio
36,336
Q1 2025 Added 17.81%
$41B
$1.52 Billion 0.06% of portfolio
7,244
Q1 2025 Reduced 4.41%
Ft Vest U.S. Equity Max Buffer Etf March
-
$1.59 Billion 0.06% of portfolio
-
Q1 2025 Reduced 10.04%
$0
$1.62 Billion 0.06% of portfolio
19,753
Q1 2025 Added 55.45%
$0
$1.62 Billion 0.06% of portfolio
75,253
Q1 2025 Reduced 25.52%
$0
$1.53 Billion 0.06% of portfolio
24,028
Q1 2025 Added 3.78%
$0
$1.69 Billion 0.06% of portfolio
8,734
Q1 2025 Reduced 19.98%
$0
$1.36 Billion 0.05% of portfolio
33,272
Q1 2025 Added 6.57%
$68.8B
$1.25 Billion 0.05% of portfolio
20,996
Q1 2025 Added 3.08%
$0
$1.24 Billion 0.05% of portfolio
12,279
Q1 2025 Added 20.49%
$0
$1.26 Billion 0.05% of portfolio
75,399
Q1 2025 Added 138.64%
$0
$1.37 Billion 0.05% of portfolio
5,427
Q1 2025 Added 8.22%
$12.7B
$1.35 Billion 0.05% of portfolio
21,434
Q1 2025 Added 121.86%
$29.6B
$1.31 Billion 0.05% of portfolio
14,625
Q1 2025 Added 0.69%
$0
$1.38 Billion 0.05% of portfolio
18,517
Q1 2025 Added 24.46%
$0
$1.35 Billion 0.05% of portfolio
78,375
Q1 2025 Added 38.9%
$0
$1.4 Billion 0.05% of portfolio
10,621
Q1 2025 Added 11.14%
$0
$1.35 Billion 0.05% of portfolio
13,086
Q1 2025 Reduced 12.65%
$0
$1.27 Billion 0.05% of portfolio
6,391
Q1 2025 Reduced 32.85%
$0
$1.39 Billion 0.05% of portfolio
22,847
Q1 2025 Reduced 3.68%
$0
$1.33 Billion 0.05% of portfolio
14,394
Q1 2025 Added 31.55%
$98.1B
$1.44 Billion 0.05% of portfolio
2,135
Q1 2025 Added 1.23%
$2.02B
$1.22 Billion 0.05% of portfolio
57,136
Q1 2025 Added 210.93%

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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