Kingswood Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Kingswood Wealth Advisors, LLCInvestment ActivityKingswood Wealth Advisors, LLC has $2.62 billion in total holdings as of March 31, 2025.Kingswood Wealth Advisors, LLC owns shares of 766 different stocks, but just 124 companies or ETFs make up 80% of its holdings.Approximately 54.96% of the portfolio was purchased this quarter.About 3.67% of the portfolio was sold this quarter.This quarter, Kingswood Wealth Advisors, LLC has purchased 795 new stocks and bought additional shares in 417 stocks.Kingswood Wealth Advisors, LLC sold shares of 238 stocks and completely divested from 104 stocks this quarter.Largest Holdings Apple $560,918,381SPDR S&P 500 ETF Trust $162,709,724NVIDIA $133,942,405Microsoft $123,928,086Amazon.com $76,030,527 Largest New Holdings this Quarter 77311W101 - Rocket Companies $2,675,709 Holding514952100 - LANDBRIDGE CO LLC CL A CLASS A $2,140,575 Holding419870100 - Hawaiian Electric Industries $1,839,679 Holding33740F623 - FT Vest U.S. Equity Buffer ETF - January $1,620,002 Holding12653C108 - CNX Resources $1,590,725 Holding Largest Purchases this Quarter Apple 2,230,086 shares (about $497.58M)SPDR S&P 500 ETF Trust 209,506 shares (about $117.48M)Microsoft 253,065 shares (about $96.42M)NVIDIA 865,068 shares (about $94.95M)Amazon.com 293,277 shares (about $56.24M) Largest Sales this Quarter ProShares Ultra S&P500 68,350 shares (about $5.66M)First Trust Preferred Securities and Income ETF 301,988 shares (about $5.31M)Fidelity Total Bond ETF 104,266 shares (about $4.76M)Strategy 15,023 shares (about $4.36M)Vanguard Intermediate-Term Treasury Index ETF 54,479 shares (about $3.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKingswood Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$560,918,381$497,583,172 ▲785.6%2,513,94421.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$162,709,724$117,478,654 ▲259.7%290,1696.2%FinanceNVDANVIDIA$133,942,405$94,953,112 ▲243.5%1,220,2795.1%Computer and TechnologyMSFTMicrosoft$123,928,086$96,417,637 ▲350.5%325,2714.7%Computer and TechnologyAMZNAmazon.com$76,030,527$56,236,236 ▲284.1%396,5062.9%Retail/WholesaleMETAMeta Platforms$63,383,181$50,090,086 ▲376.8%108,4322.4%Computer and TechnologyGOOGLAlphabet$35,951,210$26,662,163 ▲287.0%229,6741.4%Computer and TechnologyIVViShares Core S&P 500 ETF$33,248,477$19,417,800 ▲140.4%59,0391.3%ETFQQQInvesco QQQ$30,564,095$3,625,500 ▲13.5%65,0231.2%FinanceFTCSFirst Trust Capital Strength ETF$25,407,337$16,939,062 ▲200.0%283,2881.0%ETFTSLATesla$24,765,440$17,211,139 ▲227.8%93,1470.9%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$23,611,712$2,525,254 ▲12.0%45,9190.9%ETFMTUMiShares MSCI USA Momentum Factor ETF$22,419,269$14,624,006 ▲187.6%110,1570.9%ETFVTIVanguard Total Stock Market ETF$19,604,600$10,419,500 ▲113.4%71,1350.7%ETFGLDSPDR Gold Shares$19,439,507$13,934,063 ▲253.1%67,5720.7%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$18,865,100$391,719 ▲2.1%753,3640.7%ETFGRAYSCALE BITCOIN TRUST ETF$18,707,294$127,551 ▲0.7%287,0240.7%EXCHANGE TRADED FUNDGOOGAlphabet$18,662,653$12,678,940 ▲211.9%117,9540.7%Computer and TechnologyIOOiShares Global 100 ETF$17,515,704$8,909,552 ▲103.5%181,2190.7%ETFWMTWalmart$17,123,681$12,201,921 ▲247.9%193,2440.7%Retail/WholesaleFSKFS KKR Capital$16,831,444$12,034,357 ▲250.9%788,0250.6%FinanceDVYiShares Select Dividend ETF$16,771,534$10,961,348 ▲188.7%124,9800.6%ETFXOMExxon Mobil$15,319,616$10,144,327 ▲196.0%128,7220.6%EnergyJPMJPMorgan Chase & Co.$14,456,420$6,617,050 ▲84.4%59,1470.6%FinancePALANTIR TECHNOLOGIES INCORPORATED CLASS A$12,871,500$9,560,922 ▲288.8%152,1410.5%COMMON STOCKUSMViShares MSCI USA Min Vol Factor ETF$12,686,728$4,519,873 ▲55.3%135,5020.5%ETFBRK.BBerkshire Hathaway$12,660,245$2,694,757 ▲27.0%23,7630.5%FinanceCATCaterpillar$11,887,234$4,324,491 ▲57.2%36,0040.5%IndustrialsOBDCBlue Owl Capital$11,641,912$7,809,769 ▲203.8%786,6230.4%FinanceMSTRStrategy$11,256,774$4,356,834 ▼-27.9%38,8150.4%Computer and TechnologyLMTLockheed Martin$10,021,080$5,530,278 ▲123.1%22,3660.4%AerospaceBABoeing$9,828,466$6,122,402 ▲165.2%58,2060.4%AerospaceAVGOBroadcom$9,540,615$389,932 ▲4.3%56,9600.4%Computer and TechnologyMCDMcDonald's$9,264,151$6,541,982 ▲240.3%29,5570.4%Retail/WholesaleBITX2x Bitcoin Strategy ETF$9,038,317$1,183,897 ▼-11.6%254,7440.3%ETFQCOMQUALCOMM$8,900,286$4,691,627 ▲111.5%58,0860.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$8,853,376$3,165,104 ▲55.6%45,6780.3%ETFIBMInternational Business Machines$8,684,195$4,382,531 ▲101.9%34,7940.3%Computer and TechnologyCOSTCostco Wholesale$8,676,879$2,641,408 ▲43.8%9,1420.3%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$8,162,524$2,232,960 ▲37.7%82,5040.3%FinanceVVisa$8,072,416$2,591,030 ▲47.3%23,1390.3%Business ServicesHDHome Depot$7,987,772$4,293,734 ▲116.2%21,8310.3%Retail/WholesaleAMDAdvanced Micro Devices$7,845,407$4,517,149 ▲135.7%76,3430.3%Computer and TechnologyETEnergy Transfer$7,709,154$5,855,639 ▲315.9%411,6660.3%EnergyVTVVanguard Value ETF$7,644,832$1,031,816 ▲15.6%44,2620.3%ETFFPEFirst Trust Preferred Securities and Income ETF$7,620,341$5,312,129 ▼-41.1%433,2070.3%ETFLLYEli Lilly and Company$7,590,930$407,682 ▲5.7%9,2540.3%MedicalPGProcter & Gamble$7,540,433$3,790,165 ▲101.1%44,2260.3%Consumer StaplesJEPIJPMorgan Equity Premium Income ETF$7,397,206$1,299,175 ▲21.3%129,5390.3%ETFVZVerizon Communications$7,102,858$4,170,206 ▲142.2%156,5430.3%Computer and TechnologyUNHUnitedHealth Group$7,080,119$1,776,573 ▲33.5%13,5260.3%MedicalSDYSPDR S&P Dividend ETF$6,930,135$1,547,760 ▲28.8%51,1020.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$6,905,402$998,483 ▼-12.6%16,4460.3%FinanceCSCOCisco Systems$6,317,098$3,677,304 ▲139.3%102,2660.2%Computer and TechnologyMOAltria Group$6,249,726$4,921,140 ▲370.4%106,0150.2%Consumer StaplesBUFRFT Vest Laddered Buffer ETF$6,089,869$3,501,908 ▲135.3%204,5690.2%ETFFIDELITY WISE ORIGIN BITCOIN EXCHANGE TRADED FUND$6,060,954$187,554 ▲3.2%84,2150.2%EXCHANGE TRADED FUNDNEENextEra Energy$6,044,802$425,837 ▼-6.6%85,2700.2%UtilitiesXLFFinancial Select Sector SPDR Fund$5,921,908$1,765,913 ▲42.5%118,9470.2%ETFISHARES BITCOIN TRUST ETF SHS BEN INT$5,881,444$1,193,533 ▲25.5%124,7660.2%EXCHANGE TRADED FUNDPFEPfizer$5,841,891$4,267,898 ▲271.2%236,6830.2%MedicalIJRiShares Core S&P Small-Cap ETF$5,807,549$3,024,056 ▲108.6%55,4530.2%ETFVTVanguard Total World Stock ETF$5,687,188$2,861,916 ▲101.3%48,8890.2%ETFVBVanguard Small-Cap ETF$5,671,022$807,231 ▼-12.5%25,5650.2%ETFMOATVanEck Morningstar Wide Moat ETF$5,668,912$2,807,804 ▲98.1%64,6600.2%ETFRTXRTX$5,603,611$482,320 ▲9.4%42,2780.2%AerospaceORCLOracle$5,577,723$2,909,448 ▲109.0%39,5480.2%Computer and TechnologyBACBank of America$5,514,150$1,985,555 ▲56.3%132,4720.2%FinanceABBVAbbVie$5,505,789$2,944,092 ▲114.9%26,5070.2%MedicalPHParker-Hannifin$5,465,797$173,238 ▼-3.1%8,9920.2%IndustrialsCVXChevron$5,354,995$1,204,446 ▲29.0%31,9180.2%EnergyIAUiShares Gold Trust$5,344,449$3,514,928 ▲192.1%90,7830.2%FinanceTPLTexas Pacific Land$5,311,885$292,823 ▲5.8%4,0090.2%EnergyTDIVFirst Trust NASDAQ Technology Dividend Index Fund$5,290,916$3,240,655 ▲158.1%71,6660.2%ManufacturingPEPPepsiCo$5,172,315$3,164,129 ▲157.6%34,5390.2%Consumer StaplesGSThe Goldman Sachs Group$5,075,865$2,638,136 ▲108.2%9,2700.2%FinanceDISWalt Disney$4,972,130$3,497,967 ▲237.3%50,7850.2%Consumer DiscretionaryOKEONEOK$4,966,253$3,523,164 ▲244.1%49,9210.2%EnergyVGTVanguard Information Technology ETF$4,894,689$1,578,844 ▼-24.4%9,0060.2%ETFKOCoca-Cola$4,861,982$1,184,985 ▲32.2%67,8060.2%Consumer StaplesJEPQJPMorgan Nasdaq Equity Premium Income ETF$4,786,659$904,452 ▲23.3%92,4570.2%ETFJNJJohnson & Johnson$4,739,252$2,506,658 ▲112.3%30,0370.2%MedicalNFLXNetflix$4,665,805$573,206 ▲14.0%5,0060.2%Consumer DiscretionaryBMYBristol-Myers Squibb$4,639,409$1,693,269 ▲57.5%77,0710.2%MedicalIWFiShares Russell 1000 Growth ETF$4,584,300$1,743,218 ▲61.4%12,6230.2%ETFRWLInvesco S&P 500 Revenue ETF$4,581,561$49,869 ▲1.1%46,1200.2%ETFPAVEGlobal X U.S. Infrastructure Development ETF$4,540,508$2,656,359 ▲141.0%119,5380.2%ETFTXNTexas Instruments$4,511,009$330,289 ▼-6.8%25,1030.2%Computer and TechnologyCRMSalesforce$4,310,921$2,205,700 ▲104.8%16,0030.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$4,285,269$542,703 ▲14.5%73,3000.2%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$4,254,654$525,186 ▼-11.0%53,6140.2%FinanceDEDeere & Company$4,247,999$2,491,390 ▲141.8%8,9090.2%IndustrialsVUGVanguard Growth ETF$4,224,587$1,197,778 ▲39.6%11,3570.2%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$4,210,196$1,172,043 ▲38.6%71,8150.2%ManufacturingMAAMid-America Apartment Communities$4,062,474$271,982 ▼-6.3%24,2420.2%FinanceSPOTSpotify Technology$4,057,571$1,614,338 ▲66.1%7,3770.2%Business ServicesSMHVanEck Semiconductor ETF$4,038,490$1,096,010 ▲37.2%19,0500.2%ManufacturingFTLSFirst Trust Long/Short Equity ETF$4,026,082$1,043,286 ▲35.0%62,8290.2%ETFAPDAir Products and Chemicals$4,005,107$211,742 ▼-5.0%13,5810.2%Basic MaterialsPMPhilip Morris International$4,000,406$2,943,324 ▲278.4%25,2570.2%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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