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CIK: 0001987855
Total reported value
$2.5B
$2.5B
663 檔
9.6%
The Q3 2024 SEC filing reveals that Kingswood Wealth Advisors, LLC held a total portfolio value of $2.5B, covering 663 public equity positions.
In Q3 2024, Kingswood Wealth Advisors, LLC displayed an active expansion posture, initiating 49 new positions and adding to 115 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 663 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.57% | — | +12.37% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.96% | +0.04% | -6.41% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.71% | -0.25% | +13.81% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.25% | -0.09% | +21.03% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.52% | — | -37.81% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.41% | +0.08% | +38.62% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | -0.10% | -2.51% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.12% | +0.16% | +22.21% | |
| 9 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.07% | -0.19% | +0.50% | |
| 10 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 1.03% | +0.02% | — | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.01% | -0.02% | +160.15% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.03% | +8.41% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | +0.04% | +809.89% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.92% | +0.07% | +6.02% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.03% | +10.86% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | -0.05% | +30.75% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.83% | +0.05% | +31.59% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.07% | +21.62% | |
| 19 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.80% | -0.19% | +1990.32% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.09% | +124.45% | |
| 21 | NEE | Nextera Energy Inc | Stock-Utilities | 0.68% | -0.10% | +7.16% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.68% | +0.06% | +536.18% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 0.65% | +0.38% | +18.36% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | +0.04% | -18.17% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.19% | +35.13% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | -0.01% | +10.53% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.58% | -0.10% | +407.81% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | -0.06% | +1163.06% | |
| 29 | MSTR | Strategy Inc | Stock-Tech | 0.53% | -0.09% | +802.99% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.01% | +66.35% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.10% | +1.70% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.04% | +61.03% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.06% | +18.81% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | -0.02% | +22.05% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.13% | +37.63% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.47% | -0.12% | -5.57% | |
| 37 | TXN | Texas Instruments Inc | Stock-Tech | 0.47% | +0.06% | -2.41% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.46% | -0.08% | +34.40% | |
| 39 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.45% | -0.04% | — | |
| 40 | BITX | 2x Bitcoin Strategy ETF | ETF-Crypto | 0.45% | -0.06% | +33.42% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.45% | -0.01% | +106.84% | |
| 42 | FTCS | First Trust Capital Strength | ETF-Other | 0.45% | -0.06% | +60.89% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.44% | -0.02% | +98.53% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.43% | -0.05% | +1.50% | |
| 45 | GE | General Electric | Stock-Industrials | 0.43% | +0.02% | -14.83% | |
| 46 | PH | Parker Hannifin CORP | Stock-Industrials | 0.42% | -0.03% | -1.03% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | +0.02% | +23.08% | |
| 48 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.42% | -0.08% | +5.01% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.10% | +47.76% | |
| 50 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.41% | -0.08% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LAMR | Lamar Advertising Co-a | +1% | NEW | New buy |
| 2 | FPE | Ft-preferred Secur & Inc ETF | +0.8% | +1990.32% | Add |
| 3 | VGT | Vanguard Info Tech ETF | +0.6% | +536.18% | Add |
| 4 | SCHG | Schwab US Large-cap Growth | +0.5% | +160.15% | Add |
| 5 | VTV | Vanguard Value ETF | +0.5% | +1163.06% | Add |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.5% | +407.81% | Add |
| 7 | FBND | Fidelity Total Bond ETF | +0.5% | NEW | New buy |
| 8 | FUTY | Fidelity Msci US Utilities | +0.4% | NEW | New buy |
| 9 | VOO | Vanguard S&p 500 ETF | +0.3% | +124.45% | Add |
| 10 | VDC | Vanguard Consumer Staple ETF | +0.3% | +532.04% | Add |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | +0.3% | NEW | New buy |
| 12 | FXH | First Trust Health Care Alph | +0.3% | NEW | New buy |
| 13 | XLE | Ss Energy Select Sector | +0.3% | +463.20% | Add |
| 14 | IYJ | Ishares U.s. Industrials ETF | +0.3% | NEW | New buy |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +238.34% | Add |
| 16 | XLF | Ss Financial Select Sector | +0.2% | +376.26% | Add |
| 17 | SO | Southern Co/the | +0.2% | +149.56% | Add |
| 18 | VGIT | Vanguard Intermediate-term T | +0.2% | +605.07% | Add |
| 19 | KO | Coca-cola Co/the | +0.2% | +98.53% | Add |
| 20 | ETN | Eaton Corporation plc | +0.2% | +106.84% | Add |
| 21 | FTLS | First Trust Long/short Eqty | +0.2% | NEW | New buy |
| 22 | ABBV | Abbvie Inc | +0.2% | +66.35% | Add |
| 23 | FCOM | Fidelity Msci Comm Serv Indx | +0.2% | NEW | New buy |
| 24 | DON | Wisdomtree US Midcap Dividen | +0.2% | NEW | New buy |
| 25 | VV | Vanguard Large-cap ETF | +0.2% | +399.92% | Add |
| 26 | JPIE | Jpmorgan Income ETF | +0.2% | NEW | New buy |
| 27 | MTZ | Mastec Inc | +0.2% | NEW | New buy |
| 28 | MNA | Nyli Merger Arbitrage ETF | +0.2% | NEW | New buy |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +38.62% | Add |
| 30 | PFM | Invesco Dividend Achievers E | +0.2% | NEW | New buy |
| 31 | RWL | Invesco S&p 500 Revenue ETF | +0.2% | +748.08% | Add |
| 32 | UNH | Unitedhealth Group Inc | +0.1% | +31.59% | Add |
| 33 | IWP | Ishares Russell Mid-cap Grow | +0.1% | NEW | New buy |
| 34 | FTCS | First Trust Capital Strength | +0.1% | +60.89% | Add |
| 35 | MINT | Pimco Enhanced Short Maturit | +0.1% | +751.48% | Add |
| 36 | CGUS | Cap Group Core Equity | +0.1% | +653.94% | Add |
| 37 | IYW | Ishares Ustechnology ETF | +0.1% | +622.35% | Add |
| 38 | VAW | Vanguard Materials ETF | +0.1% | NEW | New buy |
| 39 | PG | Procter & Gamble Co/the | +0.1% | +61.03% | Add |
| 40 | VO | Vanguard Mid-cap ETF | +0.1% | +126.61% | Add |
| 41 | MCD | Mcdonald's CORP | +0.1% | +106.07% | Add |
| 42 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +604.10% | Add |
| 43 | BTCGBP | Grayscale Bitcoin Mini Trust | +0.1% | NEW | New buy |
| 44 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | NEW | New buy |
| 45 | PDCC | Pearl Diver Credit Compy Inc | +0.1% | NEW | New buy |
| 46 | WMT | Walmart Inc | +0.1% | +37.63% | Add |
| 47 | LOW | Lowe's Cos Inc | +0.1% | +127.44% | Add |
| 48 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +96.32% | Add |
| 49 | ACP | Abrdn Income Credit Strat | +0.1% | NEW | New buy |
| 50 | AGG | Ishares Core U.s. Aggregate | +0.1% | +68.19% | Add |
According to official SEC Form 13F filings, Kingswood Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $2.5B across 663 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 9.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
LAMR
市值: $14.4M
Top Position Liquidated / Trimmed
BRK-A
前期市值: $3.1M
During Q3 2024, Kingswood Wealth Advisors, LLC's top holdings by market value included AAPL (5.6%)、NVDA (4.0%)、MSFT (3.7%). The largest single position, AAPL, represented 5.6% of total portfolio value.
In Q3 2024, Kingswood Wealth Advisors, LLC made 199 total portfolio adjustments, initiating 49 new buys, adding to 115 positions, trimming 16 holdings, and fully liquidating 19 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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