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CIK: 0001987855
Total reported value
$2.5B
$2.5B
723 檔
6.4%
At the close of Q1 2025, Kingswood Wealth Advisors, LLC disclosed equity holdings valued at approximately $2.5B, spread across 723 reported holdings.
In Q1 2025, Kingswood Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 124 positions and completely liquidating 20 holdings to manage risk exposure.
Showing top 200 holdings (of 723 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.43% | — | -23.18% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.90% | +0.04% | -17.77% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.86% | — | -30.75% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.23% | -0.25% | -10.22% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.02% | +0.08% | -17.91% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.86% | +0.09% | -3.34% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.72% | -0.02% | +1.83% | |
| 8 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.70% | -0.19% | +0.46% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | -0.09% | -6.93% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | +0.03% | -9.93% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.04% | -0.10% | -13.41% | |
| 12 | MSTR | Strategy Inc | Stock-Tech | 0.93% | -0.09% | -34.19% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.03% | +0.82% | |
| 14 | BITX | 2x Bitcoin Strategy ETF | ETF-Crypto | 0.83% | -0.06% | -11.58% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.82% | +0.04% | -1.65% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.69% | -0.05% | -7.11% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | +0.04% | -0.70% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 0.67% | -0.06% | +10.82% | |
| 19 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.67% | -0.19% | -43.58% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.05% | -7.48% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.07% | -27.30% | |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.63% | — | -13.03% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.62% | -0.08% | +11.85% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | +0.38% | -11.46% | |
| 25 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.55% | -0.08% | +3.19% | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 0.55% | -0.10% | -6.84% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.07% | -18.76% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | -0.05% | -38.56% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.10% | -7.96% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.50% | -0.05% | -0.11% | |
| 31 | PH | Parker Hannifin CORP | Stock-Industrials | 0.50% | -0.03% | -3.07% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.50% | -0.08% | -7.82% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.16% | -8.47% | |
| 34 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.49% | -0.28% | +5.83% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.48% | +0.06% | -18.80% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | -0.01% | -6.19% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.46% | -0.04% | -10.88% | |
| 38 | FTCS | First Trust Capital Strength | ETF-Other | 0.44% | -0.06% | -43.37% | |
| 39 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.43% | -0.14% | +1.16% | |
| 40 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.42% | +0.02% | +19.22% | |
| 41 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.42% | -0.02% | +1.10% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.42% | -0.05% | -10.67% | |
| 43 | IOO | Ishares Global 100 ETF | ETF-Other | 0.42% | — | -47.01% | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.41% | +0.06% | -6.82% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | -0.13% | -10.88% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.19% | -15.88% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | — | +1.41% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.39% | +0.05% | -19.56% | |
| 49 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.39% | -0.01% | -10.99% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.38% | -0.12% | +2.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | +212.32% | Add |
| 2 | SPOT | Spotify Technology S.A. | +0.2% | +66.07% | Add |
| 3 | LB | Landbridge Co Llc-a | +0.2% | NEW | New buy |
| 4 | VOO | Vanguard S&p 500 ETF | +0.2% | -3.34% | Trim |
| 5 | SCHG | Schwab US Large-cap Growth | +0.2% | +1.83% | Add |
| 6 | TPL | Texas Pacific Land CORP | +0.2% | +5.83% | Add |
| 7 | VTV | Vanguard Value ETF | +0.2% | +10.82% | Add |
| 8 | HE | Hawaiian Electric Inds | +0.2% | NEW | New buy |
| 9 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +11.85% | Add |
| 10 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +101.16% | Add |
| 11 | PLTR | Palantir Technologies Inc-a | +0.2% | +21.75% | Add |
| 12 | GLD | Spdr Gold Shares | +0.2% | -0.11% | Trim |
| 13 | SJT | San Juan Basin Royalty Tr | +0.1% | NEW | New buy |
| 14 | FTLS | First Trust Long/short Eqty | +0.1% | +34.98% | Add |
| 15 | PM | Philip Morris International | +0.1% | +94.59% | Add |
| 16 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | +0.46% | Add |
| 17 | IBM | Intl Business Machines CORP | +0.1% | +1.41% | Add |
| 18 | SLV | Ishares Silver Trust | +0.1% | +86.98% | Add |
| 19 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.1% | NEW | New buy |
| 20 | VDC | Vanguard Consumer Staple ETF | +0.1% | +50.82% | Add |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | Unchanged |
| 22 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +19.22% | Add |
| 23 | MTN | Vail Resorts Inc | +0.1% | NEW | New buy |
| 24 | AMLP | Alerian Mlp ETF | +0.1% | +68.76% | Add |
| 25 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | +61.60% | Add |
| 26 | ABBV | Abbvie Inc | +0.1% | +4.69% | Add |
| 27 | VEA | Vanguard Ftse Developed ETF | +0.1% | +8.25% | Add |
| 28 | USX1 | United States Steel CORP | +0.1% | NEW | New buy |
| 29 | RKT | Rocket Cos Inc-class A | +0.1% | NEW | New buy |
| 30 | BOTZ | Global X Robotics & Artifici | +0.1% | +168.59% | Add |
| 31 | JPM | Jpmorgan Chase & Co | +0.1% | -7.48% | Trim |
| 32 | CNX | Cnx Resources CORP | +0.1% | NEW | New buy |
| 33 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +216.08% | Add |
| 34 | XSMO | Invesco S&p Smallcap Momentu | +0.1% | +62.31% | Add |
| 35 | T | At&t Inc | +0.1% | +28.73% | Add |
| 36 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +31.17% | Add |
| 37 | SDIV | Global X Superdividend ETF | +0.1% | NEW | New buy |
| 38 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +93.10% | Add |
| 39 | NEE | Nextera Energy Inc | +0.1% | -6.84% | Trim |
| 40 | FDL | First Trust Morn Dvd Lead In | +0.1% | +88.88% | Add |
| 41 | PH | Parker Hannifin CORP | +0.1% | -3.07% | Trim |
| 42 | IVV | Ishares Core S&p 500 ETF | +0.1% | -9.93% | Trim |
| 43 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +3.19% | Add |
| 44 | STEW | Srh Total Return Fund Inc | +0.1% | +38.90% | Add |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +82.41% | Add |
| 46 | META | Meta Platforms Inc-class A | 0% | -13.41% | Trim |
| 47 | FJAN | Ft Vest U.s. Equity Buffer E | 0% | NEW | New buy |
| 48 | FCNCA | First Citizens Bcshs -cl A | 0% | NEW | New buy |
| 49 | LKNCY | Luckin Coffee Inc - Adr | 0% | NEW | New buy |
| 50 | DLN | Wisdomtree US Largecap Divid | 0% | -10.99% | Trim |
According to official SEC Form 13F filings, Kingswood Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $2.5B across 723 disclosed positions in Q1 2025.
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 6.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
LB
市值: $2.1M
Top Position Liquidated / Trimmed
SHV
前期市值: $1.4M
During Q1 2025, Kingswood Wealth Advisors, LLC's top holdings by market value included AAPL (4.4%)、NVDA (2.9%)、SPY (2.9%). The largest single position, AAPL, represented 4.4% of total portfolio value.
In Q1 2025, Kingswood Wealth Advisors, LLC made 198 total portfolio adjustments, initiating 19 new buys, adding to 35 positions, trimming 124 holdings, and fully liquidating 20 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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