Kingswood Wealth Advisors, LLC Top Holdings and 13F Report (2024)

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About Kingswood Wealth Advisors, LLC

Investment Activity

Kingswood Wealth Advisors, LLC has $867.09 million in total holdings as of March 31, 2024.
Kingswood Wealth Advisors, LLC owns shares of 618 different stocks, but just 212 companies or ETFs make up 80% of its holdings.
Approximately 9.80% of the portfolio was purchased this quarter.
About 21.85% of the portfolio was sold this quarter.
This quarter, Kingswood Wealth Advisors, LLC has purchased 639 new stocks and bought additional shares in 150 stocks.
Kingswood Wealth Advisors, LLC sold shares of 349 stocks and completely divested from 111 stocks this quarter.

Largest Holdings

Apple: $43,059,810
Microsoft: $34,916,757
NVIDIA: $29,746,959
Amazon.com: $19,952,012
SPDR S&P 500 ETF Trust: $19,849,031

Largest New Holdings this Quarter

FIDELITY WISE ORIGIN: $4,539,751 Holding
Schwab U.S. Large-Cap Growth ETF: $4,303,011 Holding
ISHARES BITCOIN EXCHANGE TRADED FUND: $3,982,693 Holding
iShares ESG Aware MSCI USA ETF: $2,641,852 Holding
Innovator Laddered Fund of U.S. Equity Power Buffer ETFs: $1,908,144 Holding

Largest Purchases this Quarter

2x Bitcoin Strategy ETF: 114,524 shares (about $6.10M)
FIDELITY WISE ORIGIN: 73,151 shares (about $4.54M)
Schwab U.S. Large-Cap Growth ETF: 46,408 shares (about $4.30M)
ISHARES BITCOIN EXCHANGE TRADED FUND: 98,411 shares (about $3.98M)
MicroStrategy: 2,321 shares (about $3.96M)

Largest Sales this Quarter

GRAYSCALE BITCOIN EXCHANGE TRADED FUND: 227,750 shares (about $14.39M)
SPDR S&P 500 ETF Trust: 20,915 shares (about $10.94M)
NVIDIA: 5,975 shares (about $5.40M)
Microsoft: 12,257 shares (about $5.16M)
SPDR Gold Shares: 21,221 shares (about $4.37M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$43,059,810	$3,710,497 ▼	-7.9%	251,106	5.0%	Computer and Technology
MSFT Microsoft	$34,916,757	$5,156,819 ▼	-12.9%	82,992	4.0%	Computer and Technology
NVDA NVIDIA	$29,746,959	$5,398,927 ▼	-15.4%	32,921	3.4%	Computer and Technology
AMZN Amazon.com	$19,952,012	$4,290,519 ▼	-17.7%	110,611	2.3%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$19,849,031	$10,940,061 ▼	-35.5%	37,947	2.3%	Finance
GRAYSCALE BITCOIN EXCHANGE TRADED FUND	$18,712,217	$14,386,967 ▼	-43.5%	296,220	2.2%	EXCHANGE TRADED FUND
META Meta Platforms	$13,759,385	$150,535 ▲	1.1%	28,335	1.6%	Computer and Technology
GOOG Alphabet	$10,669,771	$1,512,246 ▼	-12.4%	70,076	1.2%	Computer and Technology
QQQ Invesco QQQ	$9,818,657	$3,575,709 ▼	-26.7%	22,113	1.1%	Finance
GOOGL Alphabet	$9,426,785	$1,168,349 ▼	-11.0%	62,458	1.1%	Computer and Technology
IVV iShares Core S&P 500 ETF	$9,224,676	$630,891 ▲	7.3%	17,546	1.1%	ETF
MSTR MicroStrategy	$7,385,858	$3,956,284 ▲	115.4%	4,333	0.9%	Computer and Technology
BITX 2x Bitcoin Strategy ETF	$7,198,548	$6,098,403 ▲	554.3%	135,184	0.8%	ETF
UNH UnitedHealth Group	$7,151,737	$630,279 ▼	-8.1%	14,456	0.8%	Medical
V Visa	$7,139,707	$291,360 ▼	-3.9%	25,583	0.8%	Business Services
LLY Eli Lilly and Company	$7,018,400	$662,084 ▼	-8.6%	9,021	0.8%	Medical
JPM JPMorgan Chase & Co.	$6,915,672	$1,460,411 ▼	-17.4%	34,526	0.8%	Finance
BRK.B Berkshire Hathaway	$6,898,630	$825,060 ▼	-10.7%	16,405	0.8%	Finance
TSLA Tesla	$6,345,315	$2,799,455 ▼	-30.6%	36,096	0.7%	Auto/Tires/Trucks
GE General Electric	$6,095,681	$536,600 ▼	-8.1%	34,727	0.7%	Transportation
AVGO Broadcom	$5,564,071	$1,533,499 ▼	-21.6%	4,198	0.6%	Computer and Technology
XOM Exxon Mobil	$5,292,621	$781,612 ▲	17.3%	45,531	0.6%	Oils/Energy
MRK Merck & Co., Inc.	$4,976,385	$1,545,801 ▼	-23.7%	37,714	0.6%	Medical
NFLX Netflix	$4,943,058	$2,009,655 ▼	-28.9%	8,139	0.6%	Consumer Discretionary
CAT Caterpillar	$4,929,736	$1,902,564 ▼	-27.8%	13,453	0.6%	Industrial Products
PLD Prologis	$4,868,144	$380,112 ▼	-7.2%	37,384	0.6%	Finance
ETHE Grayscale Ethereum Trust (ETH)	$4,815,156	$451,218 ▼	-8.6%	184,136	0.6%	Miscellaneous
NEE NextEra Energy	$4,683,274	$1,653,868 ▼	-26.1%	73,279	0.5%	Utilities
ELV Elevance Health	$4,626,932	$1,203,531 ▼	-20.6%	8,923	0.5%	Medical
FIDELITY WISE ORIGIN	$4,539,751	$4,539,751 ▲	New Holding	73,151	0.5%	EXCHANGE TRADED FUND
SCHG Schwab U.S. Large-Cap Growth ETF	$4,303,011	$4,303,011 ▲	New Holding	46,408	0.5%	ETF
CRM Salesforce	$4,272,840	$684,883 ▼	-13.8%	14,187	0.5%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$4,234,383	$547,415 ▼	-11.4%	73,183	0.5%	ETF
HD Home Depot	$4,202,346	$693,934 ▼	-14.2%	10,955	0.5%	Retail/Wholesale
USMV iShares MSCI USA Min Vol Factor ETF	$4,195,418	$826,279 ▼	-16.5%	50,196	0.5%	ETF
COST Costco Wholesale	$4,185,186	$1,058,752 ▼	-20.2%	5,712	0.5%	Retail/Wholesale
MA Mastercard	$4,109,329	$128,100 ▼	-3.0%	8,533	0.5%	Business Services
GS The Goldman Sachs Group	$4,108,291	$366,759 ▼	-8.2%	9,835	0.5%	Finance
ISHARES BITCOIN EXCHANGE TRADED FUND	$3,982,693	$3,982,693 ▲	New Holding	98,411	0.5%	EXCHANGE TRADED FUND
TXN Texas Instruments	$3,880,701	$1,652,904 ▼	-29.9%	22,276	0.4%	Computer and Technology
IOO iShares Global 100 ETF	$3,695,315	$75,104 ▲	2.1%	41,330	0.4%	ETF
SSO ProShares Ultra S&P500	$3,668,944	$582,563 ▼	-13.7%	47,329	0.4%	ETF
FTCS First Trust Capital Strength ETF	$3,661,067	$149,033 ▲	4.2%	42,744	0.4%	ETF
RTX RTX	$3,615,202	$579,532 ▼	-13.8%	37,067	0.4%	Aerospace
MTUM iShares MSCI USA Momentum Factor ETF	$3,581,583	$103,418 ▼	-2.8%	19,117	0.4%	ETF
JNJ Johnson & Johnson	$3,532,451	$50,938 ▼	-1.4%	22,330	0.4%	Medical
VB Vanguard Small-Cap ETF	$3,514,351	$1,601,734 ▼	-31.3%	15,374	0.4%	ETF
ABBV AbbVie	$3,502,279	$49,897 ▲	1.4%	19,232	0.4%	Medical
GRAYSCALE LITECOIN TRUST	$3,494,794	$1,874,040 ▼	-34.9%	90,445	0.4%	COMMON STOCK
CVX Chevron	$3,482,780	$1,349,796 ▲	63.3%	22,079	0.4%	Oils/Energy
KKR KKR & Co. Inc.	$3,414,992	$23,435 ▼	-0.7%	33,953	0.4%	Finance
DLN WisdomTree U.S. LargeCap Dividend Fund	$3,285,859	$301,038 ▼	-8.4%	45,516	0.4%	Finance
INTU Intuit	$3,274,700		0.0%	5,038	0.4%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$3,242,248	$432,120 ▲	15.4%	9,619	0.4%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$3,237,347	$3,420,338 ▼	-51.4%	8,138	0.4%	Finance
VTI Vanguard Total Stock Market ETF	$3,221,967	$666,175 ▼	-17.1%	12,396	0.4%	ETF
WMT Walmart	$3,213,538	$2,220,661 ▲	223.7%	53,407	0.4%	Retail/Wholesale
PG Procter & Gamble	$3,145,046	$784,842 ▼	-20.0%	19,383	0.4%	Consumer Staples
PH Parker-Hannifin	$3,095,750	$2,378,781 ▼	-43.5%	5,570	0.4%	Industrial Products
BAC Bank of America	$3,013,053	$453,031 ▲	17.7%	79,458	0.3%	Finance
QCOM QUALCOMM	$2,981,211	$661,626 ▼	-18.2%	17,609	0.3%	Computer and Technology
HON Honeywell International	$2,969,766	$999,364 ▼	-25.2%	14,469	0.3%	Multi-Sector Conglomerates
WFC Wells Fargo & Company	$2,938,591	$152,494 ▼	-4.9%	50,700	0.3%	Finance
AMD Advanced Micro Devices	$2,909,137	$96,021 ▼	-3.2%	16,118	0.3%	Computer and Technology
NOW ServiceNow	$2,815,543	$740,290 ▼	-20.8%	3,693	0.3%	Computer and Technology
VOO Vanguard S&P 500 ETF	$2,793,827	$385,107 ▼	-12.1%	5,811	0.3%	ETF
LMT Lockheed Martin	$2,785,237	$3,654,970 ▼	-56.8%	6,123	0.3%	Aerospace
VIG Vanguard Dividend Appreciation ETF	$2,784,072	$1,206,869 ▼	-30.2%	15,246	0.3%	ETF
TDG TransDigm Group	$2,736,615	$81,286 ▼	-2.9%	2,222	0.3%	Aerospace
MAA Mid-America Apartment Communities	$2,683,047	$849,217 ▼	-24.0%	20,391	0.3%	Finance
SDY SPDR S&P Dividend ETF	$2,682,367	$123,894 ▲	4.8%	20,438	0.3%	ETF
BA Boeing	$2,677,339	$1,602,312 ▼	-37.4%	13,872	0.3%	Aerospace
ESGU iShares ESG Aware MSCI USA ETF	$2,641,852	$2,641,852 ▲	New Holding	22,980	0.3%	Manufacturing
TMO Thermo Fisher Scientific	$2,561,392	$170,876 ▼	-6.3%	4,407	0.3%	Medical
ESS Essex Property Trust	$2,559,805	$702,869 ▼	-21.5%	10,456	0.3%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$2,520,087	$893,343 ▲	54.9%	25,730	0.3%	Finance
KO Coca-Cola	$2,500,103	$111,472 ▲	4.7%	40,864	0.3%	Consumer Staples
BMY Bristol-Myers Squibb	$2,480,861	$8,568 ▲	0.3%	45,747	0.3%	Medical
NOBL ProShares S&P 500 Aristocrats ETF	$2,422,274	$314,485 ▼	-11.5%	23,885	0.3%	ETF
WM Waste Management	$2,416,268	$36,449 ▼	-1.5%	11,336	0.3%	Business Services
CDNS Cadence Design Systems	$2,376,000	$1,868 ▼	-0.1%	7,633	0.3%	Computer and Technology
CSCO Cisco Systems	$2,372,378	$124,576 ▼	-5.0%	47,533	0.3%	Computer and Technology
DHR Danaher	$2,353,861	$60,932 ▼	-2.5%	9,426	0.3%	Multi-Sector Conglomerates
ETN Eaton	$2,305,389	$116,630 ▼	-4.8%	7,373	0.3%	Industrial Products
INTC Intel	$2,305,064	$734,903 ▼	-24.2%	52,186	0.3%	Computer and Technology
GLD SPDR Gold Shares	$2,304,681	$4,365,584 ▼	-65.4%	11,203	0.3%	Finance
NET Cloudflare	$2,297,679	$351,396 ▼	-13.3%	23,729	0.3%	Computer and Technology
VZ Verizon Communications	$2,261,882	$876,555 ▼	-27.9%	53,905	0.3%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$2,239,858	$283,936 ▲	14.5%	44,397	0.3%	ETF
ADBE Adobe	$2,225,790	$475,838 ▼	-17.6%	4,411	0.3%	Computer and Technology
FSK FS KKR Capital	$2,198,593	$60,300 ▲	2.8%	115,290	0.3%	Finance
HLT Hilton Worldwide	$2,174,055	$109,855 ▼	-4.8%	10,192	0.3%	Consumer Discretionary
TPL Texas Pacific Land	$2,129,495	$1,372,804 ▲	181.4%	3,681	0.2%	Oils/Energy
ABT Abbott Laboratories	$2,125,606	$101,955 ▼	-4.6%	18,701	0.2%	Medical
MAR Marriott International	$2,088,622	$18,166 ▼	-0.9%	8,278	0.2%	Consumer Discretionary
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$2,070,616	$62,322 ▼	-2.9%	38,175	0.2%	ETF
SMH VanEck Semiconductor ETF	$2,060,888	$5,175 ▲	0.3%	9,159	0.2%	Manufacturing
COP ConocoPhillips	$1,982,640	$155,791 ▼	-7.3%	15,577	0.2%	Oils/Energy
IDXX IDEXX Laboratories	$1,967,504	$4,319 ▲	0.2%	3,644	0.2%	Medical
CVS CVS Health	$1,957,859	$309,001 ▼	-13.6%	24,546	0.2%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Kingswood Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About Kingswood Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

About MarketBeat

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Kingswood Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About Kingswood Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKingswood Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information