Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

Kingswood Wealth Advisors, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.4 Trillion distributed in 671 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $78.2B, Nvidia Corp with a value of $55.5B, Microsoft Corp with a value of $52B, Amazon Com Inc with a value of $31.5B, and Spdr S&P 500 ETF Trust with a value of $21.2B.

Examining the 13F form we can see an increase of $292B in the current position value, from $1.11T to 1.4T.

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 $1.4 Trillion
ETFs: $443 Billion
Technology: $294 Billion
Financial Services: $103 Billion
Healthcare: $101 Billion
Industrials: $94.8 Billion
Consumer Cyclical: $76.9 Billion
Communication Services: $68.3 Billion
Consumer Defensive: $49.1 Billion
Other: $127 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$1.33 Billion 0.09% of portfolio
4,810
Q3 2024 Added 8.26%
$67.5B
$1.25 Billion 0.09% of portfolio
7,640
Q3 2024 Reduced 16.08%
$0
$1.28 Billion 0.09% of portfolio
17,772
Q3 2024 Reduced 6.38%
$0
$1.32 Billion 0.09% of portfolio
22,339
Q3 2024 New
$0
$1.23 Billion 0.09% of portfolio
3,558
Q3 2024 Reduced 0.28%
$0
$1.17 Billion 0.08% of portfolio
15,994
Q3 2024 Added 116.66%
$0
$1.07 Billion 0.08% of portfolio
23,611
Q3 2024 Added 62.76%
$0
$1.09 Billion 0.08% of portfolio
26,519
Q3 2024 Reduced 7.58%
$16.2B
$1.13 Billion 0.08% of portfolio
9,524
Q3 2024 Reduced 1.41%
$143B
$1.17 Billion 0.08% of portfolio
9,928
Q3 2024 Added 13.39%
$0
$1.11 Billion 0.08% of portfolio
20,925
Q3 2024 Reduced 32.57%
$32.9B
$1.15 Billion 0.08% of portfolio
18,265
Q3 2024 Added 11.87%
$0
$1.07 Billion 0.08% of portfolio
123,458
Q3 2024 Added 7.97%
$0
$1.08 Billion 0.08% of portfolio
13,465
Q3 2024 Reduced 2.73%
$10.1B
$1.13 Billion 0.08% of portfolio
859
Q3 2024 New
$62.3B
$1.17 Billion 0.08% of portfolio
371
Q3 2024 Added 56.54%
$48.6B
$1.09 Billion 0.08% of portfolio
1,866
Q3 2024 Reduced 8.12%
$14.5B
$1.13 Billion 0.08% of portfolio
11,396
Q3 2024 Reduced 13.31%
$140B
$1.06 Billion 0.08% of portfolio
2,934
Q3 2024 Reduced 22.71%
$0
$1.05 Billion 0.08% of portfolio
9,677
Q3 2024 Added 12.29%
Ft Energy Income Partners Enhanced Income ETF
-
$1.13 Billion 0.08% of portfolio
-
Q3 2024 New
$72.1B
$1.09 Billion 0.08% of portfolio
7,994
Q3 2024 Reduced 44.31%
$159B
$1.07 Billion 0.08% of portfolio
1,130
Q3 2024 Added 42.14%
$3.02B
$1.09 Billion 0.08% of portfolio
164,094
Q3 2024 Reduced 50.87%
$0
$1.19 Billion 0.08% of portfolio
23,803
Q3 2024 Added 8.04%
$44.6B
$1.1 Billion 0.08% of portfolio
7,708
Q3 2024 Added 44.02%
$76B
$1.12 Billion 0.08% of portfolio
24,930
Q3 2024 Reduced 2.54%
$55.8B
$1.1 Billion 0.08% of portfolio
14,205
Q3 2024 Added 26.51%
$0
$1.06 Billion 0.08% of portfolio
6,893
Q3 2024 Added 24.42%
$0
$1.05 Billion 0.07% of portfolio
20,329
Q3 2024 Added 22.62%
$56B
$990 Million 0.07% of portfolio
1,780
Q3 2024 Added 0.62%
$43.7B
$1.02 Billion 0.07% of portfolio
3,800
Q3 2024 Reduced 6.63%
$40.5B
$1.02 Billion 0.07% of portfolio
22,669
Q3 2024 Added 0.08%
$52.6B
$1.04 Billion 0.07% of portfolio
5,785
Q3 2024 New
$53.7B
$957 Million 0.07% of portfolio
7,283
Q3 2024 Added 38.2%
$0
$970 Million 0.07% of portfolio
41,851
Q3 2024 Added 67.22%
$162B
$1.01 Billion 0.07% of portfolio
27,181
Q3 2024 Reduced 30.14%
$66.5B
$970 Million 0.07% of portfolio
21,249
Q3 2024 Added 5.43%
$2.64B
$938 Million 0.07% of portfolio
57,821
Q3 2024 Reduced 13.13%
$56.7B
$922 Million 0.07% of portfolio
2,700
Q3 2024 Added 4.69%
$0
$928 Million 0.07% of portfolio
9,049
Q3 2024 New
$14.2B
$972 Million 0.07% of portfolio
34,222
Q3 2024 Reduced 15.08%
$61.4B
$973 Million 0.07% of portfolio
44,070
Q3 2024 Added 19.25%
$0
$1.05 Billion 0.07% of portfolio
9,599
Q3 2024 New
$7.38B
$969 Million 0.07% of portfolio
9,382
Q3 2024 Reduced 4.47%
$0
$987 Million 0.07% of portfolio
11,903
Q3 2024 Reduced 53.8%
$0
$927 Million 0.07% of portfolio
9,203
Q3 2024 Reduced 43.88%
$0
$982 Million 0.07% of portfolio
10,891
Q3 2024 Reduced 84.37%
$37.2B
$1.01 Billion 0.07% of portfolio
10,243
Q3 2024 Added 4.02%

Summary

  • Portfolio
  • No. of Stocks 671
  • Current Value $1.4 Trillion
  • Prior Value $1.11 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 123 stocks
  • Additional Purchases 320 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 201 stocks
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