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.
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, "GDX", null, "NTR", "AGI.TO", "NLY", "AQN", "HUM", null, null, "RF", "SMCI", "BCE", "ARM", "GATX", "SNOW", "MU", null, null, "FNDF", null, "ACN", null, "MMM", "ABNB", "ABT", null, "ABBV", null, "ADBE", "OBDC", "PBT", "APD", "BABA", "TGTX", "MTRN", null, null, "SJT", "VONG", null, "ALL", "GOOGL", "RIOT", "VDE", null, "AXP", "QQQX", null, null, "SCHH", null, "TEAM", "ASML", "T", "BLK", "ADX", null, "AMRN", "CAT", "AVGO", "APP", "LOW", "CLS", "BRO", "AIT", null, "BDJ", "ARCC", "BBDC", "BIDU", null, null, "EMO", null, "STEW", null, "CCI", "CMI", "USA", "DUK", null, "D", "JPI", "MARA", "NNDM", "ETJ", null, null, null, "M", "ESS", "RKT", "RGTI", null, null, "PII", "RC", "WTRG", "EXPD", null, null, null, "AG", "NRK", null, null, "GASS", "AUPH", "BMEZ", "DSU", "FCX", "CION", "ECC", "FCT", null, null, "THRD", "GD", null, "GILD", "HLT", "ATAI", "AMPX", "BCAT", "HON", null, "HD", "BRSP", null, null, null, null, null, null, null, null, null, null, null, null, null, null, "MCD", null, null, "INTU", null, null, null, "QBTS", null, null, null, null, null, "FSM", null, "UNP", "QCOM", "GNT", null, "FSCO", null, "ISRG", null, null, null, "EMXC", null, "GOF", "ITW", "IDA", null, "AMAT", "EMR", null, "BKNG", null, null, "ICE", "MUB", "META", null, null, null, null, "MFA", "HEFA", "VKQ", "SPXX", null, null, null, "IVW", "IJH", null, "ROOT", null, null, null, null, "SWK", null, null, null, null, null, null, null, "IONQ", null, null, null, "LEO", null, null, "BBUS", null, null, "KNSL", "NAZ", null, "KMI", "OZ", "LHX", "LRCX", null, null, "LIN", null, null, null, null, "NBXG", "ATYR", null, null, null, "MVO", "MPC", "NAN", "MMC", "MRVL", "MA", "MDT", null, "MSFT", "MAA", "MDLZ", "MS", "TMUS", "DUOL", "NDAQ", "EQT", "EXC", "FCNCA", "GAB", "GE", "HE", "GPC", null, "GLNG", "HAS", null, null, "OXY", null, "ILMN", null, null, null, "ORLY", null, "ADM", "SMR", "DLN", "BX", "HSY", "DG", "IJR", "EFG", "ANET", "KKR", "KLAC", "IWD", "KR", "ORCL", "KHC", "NOC", "OKE", "PAYX", "VGIT", null, null, null, null, null, null, "VHT", "IRT", null, null, null, null, null, null, null, "EEM", null, "IWF", null, null, null, "PANW", "PYPL", "PEP", null, "PNC", null, null, "VGSH", "PGR", "IEMG", "IJK", null, "GBDC", "IVV", null, null, "DOW", "UNH", "AAPL", "SPY", "EFAV", null, "ECL", "NVDA", "GS", "ENB", "INTC", "GEHC", "PLTR", "PRU", "PFE", "LMT", "PG", "MRK", null, "VZ", null, "AMGN", "KVUE", "MAS", null, "PKG", "MSTR", "PARA", null, null, "DGX", null, "REGN", "FNDX", null, null, null, "IEFA", "SPGI", null, null, null, null, null, null, "SCHX", null, null, null, "NOW", "SHW", "SHOP", "SLB", "O", "ROST", "RIO", "RTX", "SPDW", "GLD", "STX", null, null, null, null, "SPYG", null, "BP", "AMT", null, "SPLG", "IBM", "SYK", "SBUX", "CI", "TXN", "TGT", "TMO", "TJX", "TDG", "TFC", "TRV", "UBER", "UAL", "UL", "UTHR", null, "UPS", "BIV", "VNQ", "VO", "HL", "SND", "AGNC", "SOUN", "VV", "PX", "VOE", "SCHW", "POR", null, null, "SUN", "TCPC", null, "VWO", "JBL", null, null, null, null, null, null, null, "LPX", null, null, null, "VCIT", null, "TOWN", "NGG", null, "VIG", null, "TTE", null, "ACP", "TSCO", "ULTA", "XLB", "GNL", "IWN", null, null, "TSM", null, null, "RMD", null, null, "ETR", "FSK", "VYM", "AHR", null, "DD", "VRTX", "EA", "TT", "VRT", null, null, "ARE", "MTN", "ADSK", "AON", "AMCR", "HAL", "BLD", "TOL", "AFL", "AXON", "AMD", "X", "SDY", "FI", "DRI", "WAB", "F", "GNRC", "WEC", "EQR", "WM", "IWP", "IWR", "IR", null, "GSLC", "CAH", "AEP", null, null, "LB", null, "RACE", "PEG", "NVO", "AMZN", "MSI", "NEA", "SCHB", null, "TTWO", null, "IVE", "LCID", "HCA", null, "SIRI", null, null, "ESGD", null, null, "TPL", null, null, null, "HBAN", null, "DKNG", "VEU", null, "VGT", "USB", "VUG", "VLO", "VFH", "VEA", null, "MGK", "VOOV", "VXUS", "VOOG", "VBK", "BNDX", "VTEB", "BND", "VBR", "VOT", "BSV", "VT", "VB", "VOO", "VERU", null, "VTV", "VXRT", "V", "VST", "WMT", "WBA", "WAT", "WU", "WFC", "WELL", "WSM", "WHR", "WPM", "WMB", null, "WPC", "WDAY", "YUM", null, "IUSG", null, null, "FR", "MTB", null, "SCHD", "ET", null, "DVY", "SCHG", null, "SCHF", "MSCI", "MTZ", "NSC", "KEY", null, "MFC", null, "SO", null, "TTD", "TRP", "HQH", null, "OKTA", "HQL", "OTIS", "PSX", "CRM", "SNAP", null, null, "SYY", "DIA", null, "SPOT", null, null, null, null, null, null, "IXUS", "MTUM", null, "IUSV", null, null, "GEV", "MELI", "ZBH", "DGRO", "MCK", null, "SPYV", null, null, "GWW", null, "ESGU", "NTAP", "PSA", "UDR", "NUE", "NRG", "FDX", null, "ALLY", null, null, "KMB", "LULU", "ADP", "AZO", "BALL", "BAC", "BMO", "BHB", "BRK-A", "BRK-B", "BDX", "BBAI", "BJ", null, "BA", null, "OWL", "BMY", "BTI", "AI", "CWT", "CDNS", "CARR", "CVCO", "CAVA", "CVX", "LNG", "CB", "CMG", "CTAS", "CSCO", "CFG", "NET", "C", "CNX", "CME", "COKE", "KO", "CDE", "COIN", "FIX", "CMCSA", "COP", "STZ", "CEG", "COST", "GLW", "CTVA", "CSGP", "CRH", "CRWD", "CVS", "CSX", "CFR", "DHR", "DELL", "DE", "DVN", "FANG", "DFAX", "DFAC", "DLR", "DOCU", "DBRG", "RSP", null, "IJT", null, "IJJ", "EFA", "ADI", "USMV", "IWB", "NEE", "NKE", "MAR", "STT", "QQQ", null, "IWM", "EPD", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", null, "AWK", null, "APO", "MO", "XLK", "ITOT", "URI", "VTI", "JPM", "QUAL", "ZTS" ]
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
- Manager Name
- Kingswood-Wealth-Advisors
Data Enrichment
67% identified515 identified251 unidentified
Holdings
766 positions • $2.6B total value
Manager:
Search and click to pin securities to the top
Page 1 of 39
33733E104
Shares:283.3K
Value:$25.4M
% of Portfolio:1.0% ($25.4M/$2.6B)
389637109
Shares:287.0K
Value:$18.7M
% of Portfolio:0.7% ($18.7M/$2.6B)
464287572
Shares:181.2K
Value:$17.5M
% of Portfolio:0.7% ($17.5M/$2.6B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Apple Inc.(AAPLcusip037833100) | 2.5M | All Managers (Combined) | $560.9M | 21.4% ($560.9M/$2.6B) | ||
| 290.2K | All Managers (Combined) | $162.7M | 6.2% ($162.7M/$2.6B) | |||
NVIDIA CORP(NVDAcusip67066G104) | 1.2M | All Managers (Combined) | $133.9M | 5.1% ($133.9M/$2.6B) | ||
MICROSOFT CORP(MSFTcusip594918104) | 325.3K | All Managers (Combined) | $123.9M | 4.7% ($123.9M/$2.6B) | ||
AMAZON COM INC(AMZNcusip023135106) | 396.5K | All Managers (Combined) | $76.0M | 2.9% ($76.0M/$2.6B) | ||
| 108.4K | All Managers (Combined) | $63.4M | 2.4% ($63.4M/$2.6B) | |||
Alphabet Inc.(GOOGLcusip02079K305) | 229.7K | All Managers (Combined) | $36.0M | 1.4% ($36.0M/$2.6B) | ||
| 59.0K | All Managers (Combined) | $33.2M | 1.3% ($33.2M/$2.6B) | |||
| 65.0K | All Managers (Combined) | $30.6M | 1.2% ($30.6M/$2.6B) | |||
(cusip33733E104)✕ | 283.3K | All Managers (Combined) | $25.4M | 1.0% ($25.4M/$2.6B) | ||
Tesla, Inc.(TSLAcusip88160R101) | 93.1K | All Managers (Combined) | $24.8M | 0.9% ($24.8M/$2.6B) | ||
| 45.9K | All Managers (Combined) | $23.6M | 0.9% ($23.6M/$2.6B) | |||
| 110.2K | All Managers (Combined) | $22.4M | 0.9% ($22.4M/$2.6B) | |||
| 71.1K | All Managers (Combined) | $19.6M | 0.7% ($19.6M/$2.6B) | |||
SPDR GOLD TRUST(GLDcusip78463V107) | 67.6K | All Managers (Combined) | $19.4M | 0.7% ($19.4M/$2.6B) | ||
| 753.4K | All Managers (Combined) | $18.9M | 0.7% ($18.9M/$2.6B) | |||
(cusip389637109)✕ | 287.0K | All Managers (Combined) | $18.7M | 0.7% ($18.7M/$2.6B) | ||
Alphabet Inc.(GOOGcusip02079K107) | 118.0K | All Managers (Combined) | $18.7M | 0.7% ($18.7M/$2.6B) | ||
(cusip464287572)✕ | 181.2K | All Managers (Combined) | $17.5M | 0.7% ($17.5M/$2.6B) | ||
Walmart Inc.(WMTcusip931142103) | 193.2K | All Managers (Combined) | $17.1M | 0.7% ($17.1M/$2.6B) |