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CIK: 0001987855
Total reported value
$2.5B
$2.5B
618 檔
5.9%
During the Q1 2024 filing period, Kingswood Wealth Advisors, LLC (CIK: 0001987855) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.5B across 618 reported positions.
During Q1 2024, Kingswood Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 618 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.97% | — | -7.93% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.03% | -0.25% | -12.87% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.43% | +0.04% | -15.36% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | -0.09% | -17.70% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.29% | — | -35.53% | |
| 6 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 2.16% | -0.19% | -43.47% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.59% | -0.10% | +1.11% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.23% | +0.16% | -12.41% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.13% | +0.08% | -26.70% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.03% | -11.03% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | +0.03% | +7.34% | |
| 12 | MSTR | Strategy Inc | Stock-Tech | 0.85% | -0.09% | +115.36% | |
| 13 | BITX | 2x Bitcoin Strategy ETF | ETF-Crypto | 0.83% | -0.06% | +554.33% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | +0.05% | -8.10% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | -0.01% | -3.92% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.07% | -8.62% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.05% | -17.44% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.07% | -10.68% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.73% | +0.04% | -30.61% | |
| 20 | GE | General Electric | Stock-Industrials | 0.70% | +0.02% | -8.09% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | +0.04% | -21.61% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.19% | +17.33% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.57% | -0.02% | -23.70% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.57% | -0.12% | -28.90% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | +0.38% | -27.85% | |
| 26 | PLD | Prologis Inc | Stock-Real Estate | 0.56% | -0.01% | -7.24% | |
| 27 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.56% | — | -8.57% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.54% | -0.10% | -26.10% | |
| 29 | ELV | Elevance Health Inc | Stock-Healthcare | 0.53% | — | -20.64% | |
| 30 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.52% | -0.08% | — | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.50% | -0.02% | — | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.49% | -0.05% | -13.81% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.49% | -0.08% | -11.45% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.06% | -14.17% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.48% | -0.05% | -16.45% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.10% | -20.19% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | -0.02% | -3.02% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.47% | -0.01% | -8.20% | |
| 39 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.46% | -0.14% | — | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.45% | +0.06% | -29.87% | |
| 41 | IOO | Ishares Global 100 ETF | ETF-Other | 0.43% | — | +2.07% | |
| 42 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.42% | +0.40% | -13.70% | |
| 43 | FTCS | First Trust Capital Strength | ETF-Other | 0.42% | -0.06% | +4.24% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.42% | -0.05% | -13.82% | |
| 45 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.41% | +0.05% | -2.81% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | +0.02% | -1.42% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.41% | +0.06% | -31.31% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | +0.01% | +1.45% | |
| 49 | LTCN | Grayscale Litecoin Trust | Stock-Other | 0.40% | — | -34.91% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.10% | +63.28% |
According to official SEC Form 13F filings, Kingswood Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $2.5B across 618 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 5.9% of total reported equity market value during Q1 2024.
During Q1 2024, Kingswood Wealth Advisors, LLC's top holdings by market value included AAPL (5.0%)、MSFT (4.0%)、NVDA (3.4%). The largest single position, AAPL, represented 5.0% of total portfolio value.
In Q1 2024, Kingswood Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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