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Size ($ in 1000's)
At 03/31/2024: $868,173
At 12/31/2023: $885,823
Combined Holding Report Includes:
KINGSWOOD WEALTH ADVISORS LLC
GEOWEALTH MANAGEMENT LLC
Kingswood Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kingswood Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Kingswood Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Kingswood Wealth Advisors LLC.
In the Kingswood Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Kingswood Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Kingswood Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| APPLE INC |
251,106 |
-21,638 |
$43,060 | | AAPL | 251,106 | -21,638 | $43,060 | | MICROSOFT CORPORATION |
82,992 |
-12,257 |
$34,917 | | MSFT | 82,992 | -12,257 | $34,917 | | NVIDIA CORPORATION |
32,921 |
-5,975 |
$29,747 | | NVDA | 32,921 | -5,975 | $29,747 | | AMAZON.COM INC |
110,611 |
-23,786 |
$19,952 | | AMZN | 110,611 | -23,786 | $19,952 | | SPDR S&P 500 EXCHANGE TRADED FUND (SPY) |
37,947 |
-20,915 |
$19,849 | | SPY | 37,947 | -20,915 | $19,849 |  GRAYSCALE BITCOIN EXCHANGE TRADED FUND (GBTC) |
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$19,279 | | GBTC | 296,220 | -227,750 | $18,712 | | COMMON STOCK | 33,984 | +33,984 | $567 | | META PLATFORMS INC |
28,335 |
+310 |
$13,759 | | META | 28,335 | +310 | $13,759 | | ALPHABET INCORPORATED CAP STK CLASS C |
70,076 |
-9,932 |
$10,670 | | GOOG | 70,076 | -9,932 | $10,670 | | INVESCO QQQ TR |
22,113 |
-8,053 |
$9,819 | | QQQ | 22,113 | -8,053 | $9,819 | | ALPHABET INCORPORATED CAP STK CLASS A |
62,458 |
-7,741 |
$9,427 | | GOOGL | 62,458 | -7,741 | $9,427 | | ISHARES CORE S&P 500 (IVV) |
17,546 |
+1,200 |
$9,225 | | IVV | 17,546 | +1,200 | $9,225 | | BERKSHIRE HATHAWAY |
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$8,802 | | BRK.B | 16,405 | -1,962 | $6,899 | | BRK.A | 3 | -2 | $1,903 | | MICROSTRATEGY INC |
4,333 |
+2,321 |
$7,386 | | MSTR | 4,333 | +2,321 | $7,386 | | 2X BITCOIN STRATEGY EXCHANGE TRADED FUND (BITX) |
135,184 |
+114,524 |
$7,199 | | BITX | 135,184 | +114,524 | $7,199 | | UNITEDHEALTH GRP INC |
14,456 |
-1,274 |
$7,152 | | UNH | 14,456 | -1,274 | $7,152 | | VISA INC |
25,583 |
-1,044 |
$7,140 | | V | 25,583 | -1,044 | $7,140 | | ELI LILLY & COMPANY |
9,021 |
-851 |
$7,018 | | LLY | 9,021 | -851 | $7,018 | | JPMORGAN CHASE & COMPANY |
34,526 |
-7,291 |
$6,916 | | JPM | 34,526 | -7,291 | $6,916 | | TESLA INC |
36,096 |
-15,925 |
$6,345 | | TSLA | 36,096 | -15,925 | $6,345 | | GENERAL ELECTRIC CO |
34,727 |
-3,057 |
$6,096 | | GE | 34,727 | -3,057 | $6,096 | | BROADCOM INC |
4,198 |
-1,157 |
$5,564 | | AVGO | 4,198 | -1,157 | $5,564 | | EXXON MOBIL CORPORATION |
45,531 |
+6,724 |
$5,293 | | XOM | 45,531 | +6,724 | $5,293 | | MERCK & CO. INC. |
37,714 |
-11,715 |
$4,976 | | MRK | 37,714 | -11,715 | $4,976 | | NETFLIX INC |
8,139 |
-3,309 |
$4,943 | | NFLX | 8,139 | -3,309 | $4,943 | | CATERPILLAR INC |
13,453 |
-5,192 |
$4,930 | | CAT | 13,453 | -5,192 | $4,930 | | PROLOGIS INC. |
37,384 |
-2,919 |
$4,868 | | PLD | 37,384 | -2,919 | $4,868 | | GRAYSCALE ETHEREUM TR ET |
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$4,815 | | CLOSED END MUTL FUND | 184,136 | +184,136 | $4,815 | | NEXTERA ENERGY INC |
73,279 |
-25,878 |
$4,683 | | NEE | 73,279 | -25,878 | $4,683 | | ELEVANCE HEALTH INC |
8,923 |
-2,321 |
$4,627 | | ELV | 8,923 | -2,321 | $4,627 | | FIDELITY WISE ORIGIN |
73,151 |
+73,151 |
$4,540 | | FBTC | 73,151 | +73,151 | $4,540 | | SCHWAB US LARGE CAP |
46,408 |
+46,408 |
$4,303 | | SCHG | 46,408 | +46,408 | $4,303 | | SALESFORCE INC |
14,187 |
-2,274 |
$4,273 | | CRM | 14,187 | -2,274 | $4,273 | | JPMORGAN COMMON STOCK PREMIUM |
73,183 |
-9,461 |
$4,234 | | JEPI | 73,183 | -9,461 | $4,234 | | HOME DEPOT INC |
10,955 |
-1,809 |
$4,202 | | HD | 10,955 | -1,809 | $4,202 | | ISHARES MSCI USA MIN VOL (USMV) |
50,196 |
-9,886 |
$4,195 | | USMV | 50,196 | -9,886 | $4,195 | | COSTCO WHOLESALE CO |
5,712 |
-1,445 |
$4,185 | | COST | 5,712 | -1,445 | $4,185 | | MASTERCARD INC |
8,533 |
-266 |
$4,109 | | MA | 8,533 | -266 | $4,109 | | GOLDMAN SACHS GROUP INC |
9,835 |
-878 |
$4,108 | | GS | 9,835 | -878 | $4,108 | | ISHARES BITCOIN EXCHANGE TRADED FUND (IBIT) |
98,411 |
+98,411 |
$3,983 | | IBIT | 98,411 | +98,411 | $3,983 | | TEXAS INSTRS INCORPORATED |
22,276 |
-9,488 |
$3,881 | | TXN | 22,276 | -9,488 | $3,881 | | ISHARES GLOBAL 100 (IOO) |
41,330 |
+840 |
$3,695 | | IOO | 41,330 | +840 | $3,695 | | PROSHARES ULTRA S&P 500 (SSO) |
47,329 |
-7,515 |
$3,669 | | SSO | 47,329 | -7,515 | $3,669 | | FIRST TRUST CAPITAL STRENGTH (FTCS) |
42,744 |
+1,740 |
$3,661 | | FTCS | 42,744 | +1,740 | $3,661 | | RTX CORPORATION |
37,067 |
-5,942 |
$3,615 | | RTX | 37,067 | -5,942 | $3,615 | | ISHARES MSCI USA MOMNTUM (MTUM) |
19,117 |
-552 |
$3,582 | | MTUM | 19,117 | -552 | $3,582 | | JOHNSON & JOHNSON |
22,330 |
-322 |
$3,532 | | JNJ | 22,330 | -322 | $3,532 | | VANGUARD SMALL CAP EXCHANGE TRADED FUND (VB) |
15,374 |
-7,007 |
$3,514 | | VB | 15,374 | -7,007 | $3,514 | | ABBVIE INC |
19,232 |
+274 |
$3,502 | | ABBV | 19,232 | +274 | $3,502 | | GRAYSCALE LITECOIN TRUST |
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$3,495 | | COMMON STOCK | 90,445 | +90,445 | $3,495 | | CHEVRON CORP |
22,079 |
+8,557 |
$3,483 | | CVX | 22,079 | +8,557 | $3,483 |
See Full List: All Stocks Held By Kingswood Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Kingswood Wealth Advisors LLC
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