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
$34.4B
$416 Million 0.02% of portfolio
9,086
Q1 2025 Reduced 3.32%
$0
$415 Million 0.02% of portfolio
28,746
Q1 2025 New
Arm Holdings PLC Sponsored Ads
-
$418 Million 0.02% of portfolio
-
Q1 2025 Reduced 0.38%
$56.2B
$443 Million 0.02% of portfolio
10,495
Q1 2025 Added 3.45%
$0
$492 Million 0.02% of portfolio
6,306
Q1 2025 Reduced 45.8%
$111B
$607 Million 0.02% of portfolio
5,775
Q1 2025 Reduced 17.03%
-
$409 Million 0.02% of portfolio
-
Q1 2025 New
$18.7B
$435 Million 0.02% of portfolio
1,179
Q1 2025 Added 14.8%
$0
$594 Million 0.02% of portfolio
52,000
Q1 2025 Added 100.0%
$0
$448 Million 0.02% of portfolio
4,208
Q1 2025 Added 46.52%
$53.4B
$398 Million 0.02% of portfolio
6,056
Q1 2025 Added 25.51%
$0
$438 Million 0.02% of portfolio
3,363
Q1 2025 Reduced 1.38%
$90B
$426 Million 0.02% of portfolio
2,110
Q1 2025 Reduced 5.89%
$68.8B
$409 Million 0.02% of portfolio
935
Q1 2025 Added 3.2%
$0
$521 Million 0.02% of portfolio
4,269
Q1 2025 Reduced 18.75%
$92.9B
$527 Million 0.02% of portfolio
7,768
Q1 2025 Added 15.0%
-
$410 Million 0.02% of portfolio
-
Q1 2025 New
-
$521 Million 0.02% of portfolio
-
Q1 2025 Added 33.48%
$0
$465 Million 0.02% of portfolio
37,946
Q1 2025 Added 4.42%
$57.7B
$609 Million 0.02% of portfolio
20,647
Q1 2025 Added 78.82%
$66.6B
$445 Million 0.02% of portfolio
1,663
Q1 2025 Added 5.05%
$7.12B
$535 Million 0.02% of portfolio
8,618
Q1 2025 Added 1.02%
$28.3B
$517 Million 0.02% of portfolio
10,435
Q1 2025 New
$621M
$514 Million 0.02% of portfolio
36,286
Q1 2025 Added 145.52%
$27.4B
$501 Million 0.02% of portfolio
4,179
Q1 2025 Added 25.61%
$0
$569 Million 0.02% of portfolio
12,165
Q1 2025 Reduced 1.83%
$44.2B
$402 Million 0.02% of portfolio
3,856
Q1 2025 Reduced 19.75%
$0
$412 Million 0.02% of portfolio
1,266
Q1 2025 Reduced 2.91%
$0
$532 Million 0.02% of portfolio
5,127
Q1 2025 Reduced 55.95%
$0
$536 Million 0.02% of portfolio
47,635
Q1 2025 Added 68.71%
$0
$632 Million 0.02% of portfolio
6,159
Q1 2025 Added 91.45%
$15.3B
$573 Million 0.02% of portfolio
6,747
Q1 2025 Reduced 21.35%
$0
$482 Million 0.02% of portfolio
19,200
Q1 2025 Added 100.0%
$160B
$430 Million 0.02% of portfolio
701
Q1 2025 Added 9.7%
$0
$509 Million 0.02% of portfolio
17,956
Q1 2025 Reduced 6.46%
$34.4B
$429 Million 0.02% of portfolio
3,119
Q1 2025 Added 17.17%
$0
$466 Million 0.02% of portfolio
21,124
Q1 2025 Reduced 22.24%
$0
$481 Million 0.02% of portfolio
11,728
Q1 2025 Reduced 31.0%
Siriusxm Holdings Incorporated Common Stock
-
$524 Million 0.02% of portfolio
-
Q1 2025 New
$0
$554 Million 0.02% of portfolio
7,030
Q1 2025 Reduced 7.98%
$0
$447 Million 0.02% of portfolio
2,795
Q1 2025 Added 17.09%
$0
$393 Million 0.02% of portfolio
5,784
Q4 2024 New
$0
$428 Million 0.02% of portfolio
29,746
Q1 2025 Reduced 24.15%
$30.3B
$471 Million 0.02% of portfolio
8,602
Q1 2025 Added 26.91%
$20.4B
$425 Million 0.02% of portfolio
18,516
Q1 2025 Reduced 3.68%
$0
$429 Million 0.02% of portfolio
5,309
Q1 2025 Added 10.9%
$0
$591 Million 0.02% of portfolio
1,105
Q4 2024 New
$0
$407 Million 0.02% of portfolio
2,023
Q1 2025 Added 16.06%
$95.4B
$479 Million 0.02% of portfolio
11,591
Q1 2025 Reduced 3.08%

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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