13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001987855
Total reported value
$2.5B
$2.5B
795 檔
9.1%
During the Q4 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 795 reported positions.
In Q4 2024, Kingswood Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 101 positions and completely liquidating 24 holdings to manage risk exposure.
Showing top 200 holdings (of 795 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.34% | — | -15.74% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.58% | +0.04% | -22.23% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.55% | — | +117.56% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.29% | -0.25% | -40.32% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.20% | +0.08% | +41.24% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.70% | -0.09% | -38.99% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.66% | +0.09% | +117.50% | |
| 8 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.58% | -0.19% | -3.94% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.54% | -0.02% | +441.92% | |
| 10 | MSTR | Strategy Inc | Stock-Tech | 1.17% | -0.09% | +21.26% | |
| 11 | BITX | 2x Bitcoin Strategy ETF | ETF-Crypto | 1.12% | -0.06% | +29.95% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.03% | +9.88% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | -0.10% | -30.07% | |
| 14 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.98% | -0.19% | +18.73% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | +0.04% | -28.83% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.86% | +0.04% | -16.05% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.03% | -28.52% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | -0.05% | +77.19% | |
| 19 | IOO | Ishares Global 100 ETF | ETF-Other | 0.67% | — | +88.07% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.07% | -23.48% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | +0.38% | -1.86% | |
| 22 | FTCS | First Trust Capital Strength | ETF-Other | 0.62% | -0.06% | +36.91% | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.60% | — | +700.34% | |
| 24 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.60% | +0.05% | +97.64% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.58% | -0.05% | +64.08% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.05% | -45.97% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.56% | +0.06% | -26.29% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.16% | -59.70% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.53% | +0.06% | +181.43% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.07% | -40.14% | |
| 31 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.50% | +0.40% | +563.36% | |
| 32 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.50% | -0.08% | -22.99% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.49% | -0.10% | -19.46% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.49% | -0.06% | -12.19% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.46% | -0.08% | -1.78% | |
| 36 | PH | Parker Hannifin CORP | Stock-Industrials | 0.44% | -0.03% | -1.24% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.10% | -22.23% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.44% | -0.08% | +12.49% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | -0.04% | +33.67% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.43% | -0.03% | +111.50% | |
| 41 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.40% | -0.14% | -1.72% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.39% | -0.04% | +29.31% | |
| 43 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.39% | -0.04% | -15.07% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.38% | +0.05% | -49.01% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.38% | +0.06% | -15.18% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.13% | -32.52% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.38% | -0.17% | EXIT | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | -0.01% | -48.36% | |
| 49 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.37% | -0.01% | +86.27% | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.37% | -0.06% | +2.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2% | +117.56% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +1% | +117.50% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +41.24% | Add |
| 4 | BITX | 2x Bitcoin Strategy ETF | +0.7% | +29.95% | Add |
| 5 | MSTR | Strategy Inc | +0.6% | +21.26% | Add |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | +0.5% | +700.34% | Add |
| 7 | SCHG | Schwab US Large-cap Growth | +0.5% | +441.92% | Add |
| 8 | GBTC | Grayscale Bitcoin Trust ETF | +0.5% | -3.94% | Trim |
| 9 | SSO | Proshares Ultra S&p500 | +0.4% | +563.36% | Add |
| 10 | VB | Vanguard Small-cap ETF | +0.4% | +181.43% | Add |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +77.19% | Add |
| 12 | IOO | Ishares Global 100 ETF | +0.3% | +88.07% | Add |
| 13 | MTUM | Ishares Msci USA Momentum Fa | +0.3% | +97.64% | Add |
| 14 | PULS | Pgim Ultra Short Bond ETF | +0.3% | +1687.27% | Add |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | +0.3% | NEW | New buy |
| 16 | SCHV | Schwab US Large-cap Value | +0.2% | NEW | New buy |
| 17 | DVY | Ishares Select Dividend ETF | +0.2% | +111.50% | Add |
| 18 | USMV | Ishares Msci USA Min Vol Fac | +0.2% | +64.08% | Add |
| 19 | TSLA | Tesla Inc | +0.2% | -16.05% | Trim |
| 20 | SMCI | Super Micro Computer Inc | +0.2% | NEW | New buy |
| 21 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.2% | NEW | New buy |
| 22 | FSK | Fs Kkr Capital CORP | +0.2% | +86.27% | Add |
| 23 | BTC | Grayscale Bitcoin Mini ETF | +0.2% | NEW | New buy |
| 24 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.2% | +1199.92% | Add |
| 25 | BIZD | Vaneck Bdc Income ETF | +0.2% | NEW | New buy |
| 26 | IMCG | Ishares Morningstar Mid-cap | +0.2% | +198.97% | Add |
| 27 | JPST | Jpmorgan Ultra-short Income | +0.2% | +115.86% | Add |
| 28 | DLN | Wisdomtree US Largecap Divid | +0.2% | +103.34% | Add |
| 29 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.2% | NEW | New buy |
| 30 | FPE | Ft-preferred Secur & Inc ETF | +0.2% | +18.73% | Add |
| 31 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.2% | NEW | New buy |
| 32 | RWL | Invesco S&p 500 Revenue ETF | +0.2% | +89.47% | Add |
| 33 | FTCS | First Trust Capital Strength | +0.2% | +36.91% | Add |
| 34 | IVV | Ishares Core S&p 500 ETF | +0.2% | +9.88% | Add |
| 35 | ✓ | Tidal ETF Tr | +0.2% | NEW | New buy |
| 36 | PLTR | Palantir Technologies Inc-a | +0.2% | +43.96% | Add |
| 37 | LNG | Cheniere Energy Inc | +0.2% | +137.60% | Add |
| 38 | OBDC | Blue Owl Capital CORP | +0.1% | +89.02% | Add |
| 39 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | NEW | New buy |
| 40 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.1% | NEW | New buy |
| 41 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | -1.72% | Trim |
| 42 | XMHQ | Invesco S&p Midcap Qual ETF | +0.1% | +201.61% | Add |
| 43 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +180.70% | Add |
| 44 | RDVY | First Trust Rising Dividend | +0.1% | +126.34% | Add |
| 45 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +70.57% | Add |
| 46 | UTES | Virtus Reaves Utilities ETF | +0.1% | NEW | New buy |
| 47 | DFSV | Dimensional US Small Cap Val | +0.1% | +250.60% | Add |
| 48 | IAU | Ishares Gold Trust | +0.1% | NEW | New buy |
| 49 | GPC | Genuine Parts Co | +0.1% | NEW | New buy |
| 50 | UPS | United Parcel Service-cl B | +0.1% | +227.89% | 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 795 disclosed positions in Q4 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, SPY) accounted for 9.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
BRK-A
市值: $3.4M
Top Position Liquidated / Trimmed
LAMR
前期市值: $14.4M
During Q4 2024, Kingswood Wealth Advisors, LLC's top holdings by market value included AAPL (5.3%)、NVDA (3.6%)、SPY (3.5%). The largest single position, AAPL, represented 5.3% of total portfolio value.
In Q4 2024, Kingswood Wealth Advisors, LLC made 200 total portfolio adjustments, initiating 25 new buys, adding to 50 positions, trimming 101 holdings, and fully liquidating 24 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.