Kingswood Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Kingswood Wealth Advisors, LLCInvestment ActivityKingswood Wealth Advisors, LLC has $1.40 billion in total holdings as of September 30, 2024.Kingswood Wealth Advisors, LLC owns shares of 670 different stocks, but just 219 companies or ETFs make up 80% of its holdings.Approximately 26.79% of the portfolio was purchased this quarter.About 8.44% of the portfolio was sold this quarter.This quarter, Kingswood Wealth Advisors, LLC has purchased 659 new stocks and bought additional shares in 324 stocks.Kingswood Wealth Advisors, LLC sold shares of 204 stocks and completely divested from 113 stocks this quarter.Largest Holdings Apple $78,157,493NVIDIA $55,463,651Microsoft $52,043,474Amazon.com $31,545,011SPDR S&P 500 ETF Trust $21,244,028 Largest New Holdings this Quarter Lamar Advertising $14,438,170 HoldingFidelity Total Bond ETF $6,370,122 HoldingFidelity MSCI Utilities Index ETF $5,758,067 HoldingWisdomTree U.S. Quality Dividend Growth Fund $4,139,049 HoldingFirst Trust Health Care AlphaDEX Fund $4,025,766 Holding Largest Purchases this Quarter Lamar Advertising 108,071 shares (about $14.44M)Broadcom 68,322 shares (about $11.79M)First Trust Preferred Securities and Income ETF 589,573 shares (about $10.67M)Schwab U.S. Large-Cap Growth ETF 83,804 shares (about $8.73M)Apple 37,083 shares (about $8.60M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 22,543 shares (about $12.92M)SPDR Dow Jones Industrial Average ETF Trust 14,400 shares (about $6.09M)ProShares Ultra S&P500 58,780 shares (about $5.30M)NVIDIA 31,278 shares (about $3.80M)General Dynamics 8,311 shares (about $2.51M) 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$78,157,493$8,603,377 ▲12.4%336,8815.6%Computer and TechnologyNVDANVIDIA$55,463,651$3,798,288 ▼-6.4%456,7304.0%Computer and TechnologyMSFTMicrosoft$52,043,474$6,313,358 ▲13.8%120,9803.7%Computer and TechnologyAMZNAmazon.com$31,545,011$5,481,995 ▲21.0%169,2052.2%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$21,244,028$12,916,823 ▼-37.8%37,0761.5%FinanceQQQInvesco QQQ$19,801,128$5,516,499 ▲38.6%40,5751.4%FinanceMETAMeta Platforms$18,594,512$479,172 ▼-2.5%32,5191.3%Computer and TechnologyGOOGAlphabet$15,683,272$2,850,319 ▲22.2%93,8361.1%Computer and TechnologyGRAYSCALE BITCOIN ETF$14,986,481$74,740 ▲0.5%296,7621.1%Exchange Traded FundLAMRLamar Advertising$14,438,170$14,438,170 ▲New Holding108,0711.0%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$14,182,116$8,730,629 ▲160.2%136,1321.0%ETFGOOGLAlphabet$13,760,022$1,067,452 ▲8.4%83,0151.0%Computer and TechnologyAVGOBroadcom$13,241,114$11,785,865 ▲809.9%76,7580.9%Computer and TechnologyLLYEli Lilly and Company$12,955,752$735,901 ▲6.0%14,6300.9%MedicalIVViShares Core S&P 500 ETF$12,885,339$1,261,957 ▲10.9%22,3510.9%ETFJPMJPMorgan Chase & Co.$12,515,660$2,943,162 ▲30.7%59,3600.9%FinanceUNHUnitedHealth Group$11,615,765$2,788,204 ▲31.6%19,8720.8%MedicalBRK.BBerkshire Hathaway$11,245,674$1,999,251 ▲21.6%24,4460.8%FinanceFPEFirst Trust Preferred Securities and Income ETF$11,207,430$10,671,272 ▲1,990.3%619,1950.8%ETFVOOVanguard S&P 500 ETF$9,947,068$5,515,363 ▲124.5%18,8540.7%ETFNEENextEra Energy$9,579,829$640,228 ▲7.2%113,3310.7%UtilitiesVGTVanguard Information Technology ETF$9,476,358$7,986,789 ▲536.2%16,1590.7%ETFCATCaterpillar$9,128,227$1,416,226 ▲18.4%23,3390.7%Industrial ProductsTSLATesla$8,854,039$1,965,588 ▼-18.2%33,8470.6%Auto/Tires/TrucksXOMExxon Mobil$8,599,937$2,235,616 ▲35.1%73,4390.6%Oils/EnergyVVisa$8,365,126$797,085 ▲10.5%30,4240.6%Business ServicesSCHDSchwab US Dividend Equity ETF$8,178,150$6,567,692 ▲407.8%96,7540.6%ETFVTVVanguard Value ETF$7,610,947$7,008,369 ▲1,163.1%43,6010.5%ETFMSTRMicroStrategy$7,485,840$6,656,834 ▲803.0%44,4000.5%Computer and TechnologyABBVAbbVie$7,317,131$2,918,405 ▲66.3%37,0720.5%MedicalCOSTCostco Wholesale$7,248,306$121,440 ▲1.7%8,1770.5%Retail/WholesalePGProcter & Gamble$7,069,249$2,679,223 ▲61.0%40,8130.5%Consumer StaplesHDHome Depot$7,049,122$1,116,067 ▲18.8%17,4070.5%Retail/WholesaleMRKMerck & Co., Inc.$6,916,615$1,249,638 ▲22.1%60,9060.5%MedicalWMTWalmart$6,638,880$1,815,245 ▲37.6%82,3110.5%Retail/WholesaleNFLXNetflix$6,629,380$390,798 ▼-5.6%9,3470.5%Consumer DiscretionaryTXNTexas Instruments$6,561,920$161,760 ▼-2.4%31,7630.5%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$6,469,362$1,655,811 ▲34.4%108,7180.5%ETFFBNDFidelity Total Bond ETF$6,370,122$6,370,122 ▲New Holding136,2880.5%ETFBITX2x Bitcoin Strategy ETF$6,316,632$1,582,306 ▲33.4%221,7140.5%ETFETNEaton$6,281,149$3,244,470 ▲106.8%18,9530.4%Industrial ProductsFTCSFirst Trust Capital Strength ETF$6,253,775$2,366,725 ▲60.9%68,9660.4%ETFKOCoca-Cola$6,187,154$3,070,619 ▲98.5%86,1050.4%Consumer StaplesRTXRTX$6,090,010$90,133 ▲1.5%50,2700.4%AerospaceGEGeneral Electric$6,026,953$1,049,698 ▼-14.8%31,9750.4%TransportationPHParker-Hannifin$5,934,686$61,918 ▼-1.0%9,3930.4%Industrial ProductsJNJJohnson & Johnson$5,893,904$1,105,127 ▲23.1%36,3780.4%MedicalFIDELITY WISE ORIGIN$5,884,404$280,538 ▲5.0%105,9680.4%Exchange Traded FundCVXChevron$5,758,087$1,861,296 ▲47.8%39,1370.4%Oils/EnergyFUTYFidelity MSCI Utilities Index ETF$5,758,067$5,758,067 ▲New Holding111,1170.4%ETFGSThe Goldman Sachs Group$5,751,807$26,748 ▲0.5%11,6120.4%FinanceLMTLockheed Martin$5,685,850$171,750 ▲3.1%9,7330.4%AerospaceELVElevance Health$5,582,831$48,374 ▼-0.9%10,7330.4%MedicalBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$5,513,966$3,884,262 ▲238.3%60,0590.4%ETFSOSouthern$5,507,676$3,300,764 ▲149.6%61,0760.4%UtilitiesVDCVanguard Consumer Staples ETF$5,439,163$4,578,588 ▲532.0%24,8960.4%ETFPLDPrologis$5,402,511$201,543 ▼-3.6%42,7820.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$5,396,506$2,187,833 ▲68.2%53,2810.4%FinanceIWFiShares Russell 1000 Growth ETF$5,138,678$1,544,116 ▲43.0%13,7010.4%ETFAMDAdvanced Micro Devices$5,092,621$507,769 ▲11.1%31,0310.4%Computer and TechnologyMAMastercard$5,042,278$580,662 ▲13.0%10,2120.4%Business ServicesTTTrane Technologies$5,029,778$37,707 ▲0.8%12,9390.4%ConstructionUSMViShares MSCI USA Min Vol Factor ETF$4,852,119$1,257,639 ▼-20.6%53,1610.3%ETFAPDAir Products and Chemicals$4,850,031$436,798 ▲9.9%16,2890.3%Basic MaterialsXLEEnergy Select Sector SPDR Fund$4,745,103$3,902,583 ▲463.2%54,0450.3%ETFIOOiShares Global 100 ETF$4,681,859$468,552 ▲11.1%47,3430.3%ETFQCOMQUALCOMM$4,531,751$621,058 ▲15.9%26,6480.3%Computer and TechnologyMAAMid-America Apartment Communities$4,382,780$10,964 ▼-0.2%27,5820.3%FinanceBACBank of America$4,363,925$144,069 ▼-3.2%110,0150.3%FinanceSDYSPDR S&P Dividend ETF$4,357,786$1,307,066 ▲42.8%30,6930.3%ETFVIGVanguard Dividend Appreciation ETF$4,345,730$103,126 ▼-2.3%21,9550.3%ETFNVONovo Nordisk A/S$4,293,729$890,564 ▲26.2%36,0300.3%MedicalKKRKKR & Co. Inc.$4,291,931$236,105 ▲5.8%32,8660.3%FinanceXLFFinancial Select Sector SPDR Fund$4,191,454$3,311,370 ▲376.3%92,5080.3%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$4,139,049$4,139,049 ▲New Holding49,7430.3%ManufacturingFXHFirst Trust Health Care AlphaDEX Fund$4,025,766$4,025,766 ▲New Holding35,9890.3%ETFMTUMiShares MSCI USA Momentum Factor ETF$3,914,042$47,663 ▲1.2%19,3800.3%ETFCRMSalesforce$3,846,315$205,392 ▼-5.1%14,0450.3%Computer and TechnologyNOWServiceNow$3,806,058$265,601 ▲7.5%4,2560.3%Computer and TechnologyHONHoneywell International$3,765,304$188,327 ▼-4.8%18,2140.3%Multi-Sector ConglomeratesTPLTexas Pacific Land$3,734,4880.0%4,2210.3%Oils/EnergySMCISuper Micro Computer$3,718,036$1,537,349 ▲70.5%8,9290.3%Computer and TechnologyISHARES BITCOIN ETF$3,655,923$198,896 ▲5.8%101,1880.3%Exchange Traded FundDUKDuke Energy$3,643,403$910,995 ▲33.3%31,5990.3%UtilitiesVGITVanguard Intermediate-Term Treasury Index ETF$3,614,188$3,101,587 ▲605.1%59,8180.3%ETFVZVerizon Communications$3,610,803$461,522 ▲14.7%80,4040.3%Computer and TechnologyADBEAdobe$3,599,791$1,069,634 ▲42.3%6,9530.3%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$3,597,369$1,764,988 ▲96.3%36,6710.3%ETFESSEssex Property Trust$3,587,727$97,189 ▼-2.6%12,1450.3%FinanceIYJiShares U.S. Industrials ETF$3,564,268$3,564,268 ▲New Holding26,6650.3%ETFETHEGrayscale Ethereum Trust (ETH)$3,510,806$181,643 ▼-4.9%160,3840.3%MiscellaneousPEPPepsiCo$3,488,512$1,025,503 ▲41.6%20,5160.2%Consumer StaplesJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,429,925$904,471 ▲35.8%62,4460.2%ETFIBMInternational Business Machines$3,425,405$1,005,561 ▲41.6%15,4960.2%Computer and TechnologyGLDSPDR Gold Shares$3,390,283$1,324,364 ▼-28.1%13,9030.2%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$3,336,351$860,755 ▲34.8%88,8280.2%ETFORCLOracle$3,322,727$568,097 ▲20.6%19,5060.2%Computer and TechnologyMCDMcDonald's$3,307,133$1,702,263 ▲106.1%10,8660.2%Retail/WholesaleAMATApplied Materials$3,293,693$1,053,036 ▲47.0%16,2990.2%Computer and TechnologyINTUIntuit$3,253,965$37,880 ▲1.2%5,2400.2%Computer and TechnologyShowing 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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