Kingswood Wealth Advisors, LLC
Investment Portfolio & 13F Holdings Analysis
About
KINGSWOOD WEALTH ADVISORS, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 766 holdings worth $2.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-21
- Total Holdings
- 766
- Total Value
- 2616739400
- Accession Number
- 0001987855-25-000002
- Form Type
- 13F-HR
- CIK
- 0001987855
- Manager Name
- Kingswood Wealth Advisors, LLC
Data Enrichment
67% identified515 identified251 unidentified
Holdings
766 positions
Manager:
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33733E104
Shares:
283288(+200.0%)
Value:
$25.4B(+206.4%)
389637109
Shares:
287024(+0.7%)
Value:
$18.7B(-11.3%)
464287572
Shares:
181219(+103.5%)
Value:
$17.5B(+95.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Apple Inc.(AAPLcusip037833100) | 2.5M | All Managers (Combined) | $560.9M | ||
290.2K | All Managers (Combined) | $162.7M | |||
Nvidia Corp(NVDAcusip67066G104) | 1.2M | All Managers (Combined) | $133.9M | ||
Microsoft Corp(MSFTcusip594918104) | 325.3K | All Managers (Combined) | $123.9M | ||
Amazon Com Inc(AMZNcusip023135106) | 396.5K | All Managers (Combined) | $76.0M | ||
108.4K | All Managers (Combined) | $63.4M | |||
Alphabet Inc.(GOOGLcusip02079K305) | 229.7K | All Managers (Combined) | $36.0M | ||
59.0K | All Managers (Combined) | $33.2M | |||
65.0K | All Managers (Combined) | $30.6M | |||
(cusip33733E104)✕ | 283.3K | All Managers (Combined) | $25.4M | ||
Tesla, Inc.(TSLAcusip88160R101) | 93.1K | All Managers (Combined) | $24.8M | ||
45.9K | All Managers (Combined) | $23.6M | |||
110.2K | All Managers (Combined) | $22.4M | |||
71.1K | All Managers (Combined) | $19.6M | |||
Spdr Gold Trust(GLDcusip78463V107) | 67.6K | All Managers (Combined) | $19.4M | ||
753.4K | All Managers (Combined) | $18.9M | |||
(cusip389637109)✕ | 287.0K | All Managers (Combined) | $18.7M | ||
Alphabet Inc.(GOOGcusip02079K107) | 118.0K | All Managers (Combined) | $18.7M | ||
(cusip464287572)✕ | 181.2K | All Managers (Combined) | $17.5M | ||
Walmart Inc.(WMTcusip931142103) | 193.2K | All Managers (Combined) | $17.1M |