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CIK: 0001987855
Total reported value
$2.5B
$2.5B
653 檔
9.3%
In Q2 2024, Kingswood Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $2.5B, distributed across 653 disclosed stock positions.
During Q2 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 653 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.69% | — | +19.39% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.43% | +0.04% | +1382.36% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.28% | -0.25% | +28.09% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.92% | — | +57.11% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.43% | -0.09% | +26.39% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.52% | -0.10% | +17.72% | |
| 7 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.42% | -0.19% | -0.32% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.27% | +0.16% | +9.57% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.26% | +0.08% | +32.37% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.26% | +0.03% | +22.60% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.22% | +0.04% | +100.95% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.13% | +0.07% | +52.97% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.03% | +14.91% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | -0.05% | +31.50% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | +0.04% | +14.59% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.07% | +22.52% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.69% | +0.05% | +4.47% | |
| 18 | NEE | Nextera Energy Inc | Stock-Utilities | 0.67% | -0.10% | +44.32% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.01% | +7.59% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.10% | +40.76% | |
| 21 | MSTR | Strategy Inc | Stock-Tech | 0.61% | -0.09% | +13.48% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.60% | -0.12% | +21.61% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 0.59% | +0.38% | +46.57% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.59% | — | +105.85% | |
| 25 | TXN | Texas Instruments Inc | Stock-Tech | 0.57% | +0.06% | +46.10% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.19% | +19.36% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | -0.02% | +32.32% | |
| 28 | GE | General Electric | Stock-Industrials | 0.54% | +0.02% | +8.11% | |
| 29 | ELV | Elevance Health Inc | Stock-Healthcare | 0.53% | — | +21.33% | |
| 30 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.52% | +0.40% | +47.21% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.51% | -0.05% | +33.36% | |
| 32 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.48% | — | -8.39% | |
| 33 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.48% | -0.08% | +37.96% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.48% | -0.02% | +12.76% | |
| 35 | BITX | 2x Bitcoin Strategy ETF | ETF-Crypto | 0.47% | -0.06% | +22.93% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.47% | -0.01% | +17.52% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.06% | +33.74% | |
| 38 | PLD | Prologis Inc | Stock-Real Estate | 0.45% | -0.01% | +18.71% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.45% | +0.06% | +48.56% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.45% | -0.05% | +33.61% | |
| 41 | PH | Parker Hannifin CORP | Stock-Industrials | 0.43% | -0.03% | +70.39% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.41% | -0.08% | +10.53% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.41% | +0.04% | +30.59% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.41% | +0.29% | +73.33% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | — | +43.03% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.40% | -0.06% | +54.16% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | +0.02% | +32.36% | |
| 48 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 0.39% | — | +319.63% | |
| 49 | TT | Trane Technologies plc | Stock-Industrials | 0.38% | — | +101.92% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.09% | +44.55% |
According to official SEC Form 13F filings, Kingswood Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $2.5B across 653 disclosed positions in Q2 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, NVDA, MSFT) accounted for 9.3% of total reported equity market value during Q2 2024.
During Q2 2024, Kingswood Wealth Advisors, LLC's top holdings by market value included AAPL (5.7%)、NVDA (5.4%)、MSFT (4.3%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q2 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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