Kingswood Wealth Advisors, LLC Portfolio Holdings

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

Kingswood Wealth Advisors, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.33 Trillion distributed in 795 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $71.1B, Nvidia Corp with a value of $47.7B, Spdr S&P 500 ETF Trust with a value of $47.3B, Microsoft Corp with a value of $30.4B, and Invesco Qqq Trust, Series 1 with a value of $29.3B.

Examining the 13F form we can see an decrease of $70.5B in the current position value, from $1.4T to 1.33T.

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 $1.33 Trillion
ETFs: $598 Billion
Technology: $234 Billion
Financial Services: $82.7 Billion
Industrials: $74.4 Billion
Consumer Cyclical: $59.3 Billion
Healthcare: $47.8 Billion
Communication Services: $45.6 Billion
Energy: $29.8 Billion
Other: $86.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.4B
$900 Million 0.07% of portfolio
6,082
Q4 2024 Reduced 81.49%
Blackrock Inc New
-
$974 Million 0.07% of portfolio
-
Q4 2024 New
$0
$966 Million 0.07% of portfolio
20,056
Q4 2024 Added 26.57%
$167B
$898 Million 0.07% of portfolio
3,445
Q4 2024 Reduced 56.63%
$0
$989 Million 0.07% of portfolio
6,806
Q4 2024 Added 75.28%
$0
$904 Million 0.07% of portfolio
56,425
Q4 2024 Added 13.82%
$125B
$952 Million 0.07% of portfolio
5,854
Q4 2024 Reduced 64.08%
$201B
$862 Million 0.06% of portfolio
2,905
Q4 2024 Reduced 21.02%
$263B
$746 Million 0.06% of portfolio
1,076
Q4 2024 Added 59.41%
$68B
$759 Million 0.06% of portfolio
1,065
Q4 2024 Reduced 57.33%
$137B
$791 Million 0.06% of portfolio
11,240
Q4 2024 Reduced 63.62%
$0
$760 Million 0.06% of portfolio
8,874
Q4 2024 Reduced 83.58%
$33B
$745 Million 0.06% of portfolio
3,927
Q4 2024 Added 49.6%
$51.1B
$795 Million 0.06% of portfolio
4,368
Q4 2024 Added 61.78%
$0
$837 Million 0.06% of portfolio
9,039
Q4 2024 New
$0
$857 Million 0.06% of portfolio
16,413
Q4 2024 Reduced 0.69%
$70.3B
$798 Million 0.06% of portfolio
7,711
Q4 2024 Reduced 36.68%
$76.2B
$780 Million 0.06% of portfolio
3,075
Q4 2024 Reduced 24.96%
$16.2B
$857 Million 0.06% of portfolio
32,549
Q4 2024 Reduced 4.89%
$115B
$796 Million 0.06% of portfolio
7,488
Q4 2024 Added 28.44%
$74.3B
$792 Million 0.06% of portfolio
25,252
Q4 2024 Added 12.98%
$0
$750 Million 0.06% of portfolio
14,035
Q4 2024 New
$0
$746 Million 0.06% of portfolio
9,649
Q4 2024 Added 33.64%
$0
$795 Million 0.06% of portfolio
39,450
Q4 2024 Added 3.0%
$52.5B
$824 Million 0.06% of portfolio
7,457
Q4 2024 Reduced 33.77%
$0
$811 Million 0.06% of portfolio
29,984
Q4 2024 Added 109.75%
$0
$748 Million 0.06% of portfolio
25,054
Q4 2024 Added 38.66%
$50.9B
$779 Million 0.06% of portfolio
6,351
Q4 2024 Added 4.7%
$149B
$783 Million 0.06% of portfolio
3,410
Q4 2024 Reduced 69.39%
$0
$822 Million 0.06% of portfolio
17,198
Q4 2024 Added 92.18%
$0
$823 Million 0.06% of portfolio
11,634
Q4 2024 Added 35.99%
$24.3B
$757 Million 0.06% of portfolio
6,439
Q4 2024 New
$157B
$759 Million 0.06% of portfolio
8,822
Q4 2024 Reduced 75.51%
$0
$737 Million 0.06% of portfolio
14,373
Q4 2024 Added 10.62%
Federated Hme Mdt Lar Val ETF Nav Cf
-
$781 Million 0.06% of portfolio
-
Q4 2024 New
$17.5B
$740 Million 0.06% of portfolio
8,578
Q4 2024 Added 87.95%
$14.7B
$782 Million 0.06% of portfolio
18,018
Q4 2024 Reduced 0.89%
$7.13B
$843 Million 0.06% of portfolio
16,819
Q4 2024 Added 0.42%
Ge Vernova Inc
-
$817 Million 0.06% of portfolio
-
Q4 2024 Reduced 72.22%
$0
$618 Million 0.05% of portfolio
8,268
Q4 2024 Reduced 9.77%
$52.5B
$600 Million 0.05% of portfolio
2,004
Q4 2024 Added 22.94%
$2.29B
$633 Million 0.05% of portfolio
18,376
Q4 2024 New
$0
$668 Million 0.05% of portfolio
16,503
Q4 2024 New
$183B
$710 Million 0.05% of portfolio
143
Q4 2024 Reduced 27.04%
$72.6B
$650 Million 0.05% of portfolio
4,660
Q4 2024 Reduced 39.01%
$0
$630 Million 0.05% of portfolio
27,164
Q4 2024 Added 268.98%
Blackrock Internatnl Dividend ETF
-
$722 Million 0.05% of portfolio
-
Q4 2024 New
$0
$697 Million 0.05% of portfolio
21,723
Q4 2024 New
$63.4B
$632 Million 0.05% of portfolio
2,248
Q4 2024 Reduced 40.83%

Summary

  • Portfolio
  • No. of Stocks 795
  • Current Value $1.33 Trillion
  • Prior Value $1.4 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 257 stocks
  • Additional Purchases 263 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 270 stocks
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