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
$1.13 Billion 0.04% of portfolio
3,364
Q1 2025 Reduced 24.66%
$0
$942 Million 0.04% of portfolio
21,517
Q1 2025 Added 40.77%
$0
$1.16 Billion 0.04% of portfolio
54,107
Q1 2025 Added 3.26%
$0
$1.1 Billion 0.04% of portfolio
12,177
Q1 2025 Added 77.35%
$0
$963 Million 0.04% of portfolio
5,118
Q1 2025 Added 2.05%
$243B
$1.17 Billion 0.04% of portfolio
16,264
Q1 2025 Reduced 11.68%
$3.75B
$1.01 Billion 0.04% of portfolio
95,460
Q1 2025 Added 72.07%
$53.4B
$1.1 Billion 0.04% of portfolio
4,526
Q1 2025 Added 101.33%
Ge Healthcare Technologies Incorporated Common Stock
-
$1.04 Billion 0.04% of portfolio
-
Q1 2025 Added 91.02%
$5.13B
$1.11 Billion 0.04% of portfolio
7,129
Q1 2025 Reduced 11.69%
$0
$996 Million 0.04% of portfolio
19,881
Q1 2025 Added 42.05%
$5.38B
$1.03 Billion 0.04% of portfolio
6,418
Q1 2025 New
$0
$1.12 Billion 0.04% of portfolio
24,316
Q1 2025 Added 16.26%
Annaly Capital Management Incorporated Com New Reit
-
$976 Million 0.04% of portfolio
-
Q1 2025 Added 271.35%
$91.2B
$1.12 Billion 0.04% of portfolio
3,235
Q1 2025 Reduced 0.92%
$0
$1 Billion 0.04% of portfolio
8,405
Q1 2025 Added 4.89%
$0
$940 Million 0.04% of portfolio
18,541
Q1 2025 Added 216.08%
$0
$834 Million 0.03% of portfolio
36,285
Q1 2025 Reduced 53.95%
$0
$667 Million 0.03% of portfolio
4,838
Q1 2025 Added 2.91%
$67.6B
$655 Million 0.03% of portfolio
3,248
Q1 2025 Added 23.55%
$0
$750 Million 0.03% of portfolio
14,576
Q1 2025 Added 3.85%
$47.9B
$880 Million 0.03% of portfolio
5,150
Q1 2025 Added 17.9%
$6.66B
$808 Million 0.03% of portfolio
68,698
Q1 2025 Added 106.59%
$69.7B
$781 Million 0.03% of portfolio
11,861
Q1 2025 Added 50.5%
$47.3B
$664 Million 0.03% of portfolio
4,656
Q1 2025 Added 13.09%
$13.5B
$699 Million 0.03% of portfolio
10,052
Q4 2024 Reduced 0.09%
$0
$854 Million 0.03% of portfolio
21,094
Q1 2025 Reduced 15.41%
$0
$662 Million 0.03% of portfolio
21,347
Q1 2025 Reduced 5.14%
$25.5B
$842 Million 0.03% of portfolio
11,760
Q1 2025 Reduced 5.98%
$42.1B
$673 Million 0.03% of portfolio
4,700
Q1 2025 Reduced 32.18%
$63.2B
$734 Million 0.03% of portfolio
5,024
Q1 2025 Added 7.81%
$19.8B
$878 Million 0.03% of portfolio
25,262
Q1 2025 Added 135.43%
$45.9B
$705 Million 0.03% of portfolio
15,311
Q1 2025 Added 105.79%
Jpmorgan Hedged Equity Laddered Overlay ETF
-
$815 Million 0.03% of portfolio
-
Q1 2025 Added 80.01%
$0
$818 Million 0.03% of portfolio
4,294
Q1 2025 Added 59.99%
$135B
$710 Million 0.03% of portfolio
3,466
Q1 2025 Added 1.64%
$57B
$793 Million 0.03% of portfolio
7,220
Q1 2025 Added 47.02%
$180B
$907 Million 0.03% of portfolio
7,785
Q1 2025 Reduced 11.03%
$0
$722 Million 0.03% of portfolio
14,549
Q4 2024 New
$0
$830 Million 0.03% of portfolio
14,492
Q1 2025 Added 6.9%
$0
$662 Million 0.03% of portfolio
31,425
Q1 2025 Added 38.99%
$165B
$830 Million 0.03% of portfolio
1,670
Q1 2025 Reduced 1.53%
$315B
$753 Million 0.03% of portfolio
2,824
Q1 2025 Added 31.78%
$13.3B
$771 Million 0.03% of portfolio
17,062
Q1 2025 Reduced 5.31%
Arista Networks Incorporated Com Shs
-
$868 Million 0.03% of portfolio
-
Q1 2025 Added 1.14%
$9.25B
$868 Million 0.03% of portfolio
20,534
Q1 2025 New
$0
$846 Million 0.03% of portfolio
17,024
Q1 2025 Reduced 17.17%
$26.4B
$858 Million 0.03% of portfolio
17,839
Q1 2025 Added 38.49%
$71.8B
$747 Million 0.03% of portfolio
5,414
Q1 2025 Reduced 0.13%

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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