Kingswood Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Kingswood Wealth Advisors, LLCInvestment ActivityKingswood Wealth Advisors, LLC has $1.33 billion in total holdings as of December 31, 2024.Kingswood Wealth Advisors, LLC owns shares of 795 different stocks, but just 231 companies or ETFs make up 80% of its holdings.Approximately 25.94% of the portfolio was purchased this quarter.About 31.37% of the portfolio was sold this quarter.This quarter, Kingswood Wealth Advisors, LLC has purchased 663 new stocks and bought additional shares in 268 stocks.Kingswood Wealth Advisors, LLC sold shares of 265 stocks and completely divested from 129 stocks this quarter.Largest Holdings Apple $71,083,792NVIDIA $47,701,305SPDR S&P 500 ETF Trust $47,275,350Microsoft $30,435,027Invesco QQQ $29,298,876 Largest New Holdings this Quarter Berkshire Hathaway $3,404,600 HoldingSchwab U.S. Large-Cap Value ETF $3,197,195 HoldingSUPER MICRO COMPUTER INC $2,736,159 HoldingSPDR S&P 600 Small Cap Growth ETF $2,660,079 HoldingGRAYSCALE BITCOIN MINI TRUST ETF $2,543,476 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 43,587 shares (about $25.55M)Schwab U.S. Large-Cap Growth ETF 601,589 shares (about $16.77M)Vanguard S&P 500 ETF 22,154 shares (about $11.94M)Invesco QQQ 16,735 shares (about $8.56M)Vanguard Total Stock Market ETF 25,217 shares (about $7.31M) Largest Sales this Quarter Microsoft 48,774 shares (about $20.56M)Amazon.com 65,976 shares (about $14.47M)NVIDIA 101,519 shares (about $13.63M)Apple 53,023 shares (about $13.28M)Alphabet 56,017 shares (about $10.67M) 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$71,083,792$13,278,033 ▼-15.7%283,8585.3%Computer and TechnologyNVDANVIDIA$47,701,305$13,632,992 ▼-22.2%355,2113.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$47,275,350$25,545,674 ▲117.6%80,6633.6%FinanceMSFTMicrosoft$30,435,027$20,558,375 ▼-40.3%72,2062.3%Computer and TechnologyQQQInvesco QQQ$29,298,876$8,555,517 ▲41.2%57,3102.2%FinanceAMZNAmazon.com$22,647,410$14,474,474 ▼-39.0%103,2291.7%Retail/WholesaleVOOVanguard S&P 500 ETF$22,095,567$11,936,822 ▲117.5%41,0081.7%ETFGRAYSCALE BITCOIN TRUST ETF$21,100,659$865,664 ▼-3.9%285,0671.6%EXCHANGE TRADED FUNDSCHGSchwab U.S. Large-Cap Growth ETF$20,560,301$16,766,299 ▲441.9%737,7211.5%ETFMSTRMicroStrategy$15,592,561$2,733,433 ▲21.3%53,8381.2%Computer and TechnologyBITX2x Bitcoin Strategy ETF$14,909,796$3,436,097 ▲29.9%288,1121.1%ETFIVViShares Core S&P 500 ETF$14,457,795$1,299,842 ▲9.9%24,5591.1%ETFMETAMeta Platforms$13,315,577$5,725,329 ▼-30.1%22,7411.0%Computer and TechnologyFPEFirst Trust Preferred Securities and Income ETF$13,012,951$2,053,200 ▲18.7%735,1951.0%ETFAVGOBroadcom$12,665,910$5,129,703 ▼-28.8%54,6321.0%Computer and TechnologyTSLATesla$11,474,305$2,194,466 ▼-16.1%28,4130.9%Auto/Tires/TrucksGOOGLAlphabet$11,233,700$4,481,138 ▼-28.5%59,3430.8%Computer and TechnologyVTIVanguard Total Stock Market ETF$9,659,063$7,308,347 ▲310.9%33,3280.7%ETFIOOiShares Global 100 ETF$8,972,560$4,201,806 ▲88.1%89,0400.7%ETFBRK.BBerkshire Hathaway$8,478,602$2,602,280 ▼-23.5%18,7050.6%FinanceCATCaterpillar$8,309,709$157,081 ▼-1.9%22,9060.6%Industrial ProductsFTCSFirst Trust Capital Strength ETF$8,292,039$2,235,390 ▲36.9%94,4200.6%ETFDIASPDR Dow Jones Industrial Average ETF Trust$8,009,638$7,008,859 ▲700.3%18,8240.6%FinanceMTUMiShares MSCI USA Momentum Factor ETF$7,925,572$3,915,401 ▲97.6%38,3020.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$7,744,915$3,024,732 ▲64.1%87,2270.6%ETFJPMJPMorgan Chase & Co.$7,688,583$6,540,833 ▼-46.0%32,0740.6%FinanceVGTVanguard Information Technology ETF$7,406,843$2,641,614 ▼-26.3%11,9110.6%ETFGOOGAlphabet$7,202,350$10,668,025 ▼-59.7%37,8190.5%Computer and TechnologyVBVanguard Small-Cap ETF$7,017,373$5,855,820 ▲504.1%29,2040.5%ETFLLYEli Lilly and Company$6,760,695$4,534,151 ▼-40.1%8,7570.5%MedicalSSOProShares Ultra S&P500$6,683,569$5,676,043 ▲563.4%72,2470.5%ETFFIDELITY WISE ORIGIN BITCOIN FUND$6,657,662$1,987,207 ▼-23.0%81,6090.5%EXCHANGE TRADED FUNDNEENextEra Energy$6,543,720$1,581,069 ▼-19.5%91,2770.5%UtilitiesVTVVanguard Value ETF$6,482,236$899,502 ▼-12.2%38,2880.5%ETFJEPIJPMorgan Equity Premium Income ETF$6,143,525$111,033 ▼-1.8%106,7880.5%ETFPHParker-Hannifin$5,900,450$73,779 ▼-1.2%9,2770.4%Industrial ProductsCOSTCostco Wholesale$5,827,052$1,665,919 ▼-22.2%6,3590.4%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$5,807,675$644,684 ▲12.5%59,9340.4%FinanceVIGVanguard Dividend Appreciation ETF$5,747,264$1,447,783 ▲33.7%29,3480.4%ETFDVYiShares Select Dividend ETF$5,684,531$2,996,861 ▲111.5%43,2970.4%ETFISHARES BITCOIN ETF$5,275,663$92,360 ▼-1.7%99,4470.4%EXCHANGE TRADED FUNDSDYSPDR S&P Dividend ETF$5,242,972$1,188,384 ▲29.3%39,6890.4%ETFFBNDFidelity Total Bond ETF$5,193,478$921,764 ▼-15.1%115,7450.4%ETFUNHUnitedHealth Group$5,125,623$4,927,316 ▼-49.0%10,1320.4%MedicalTXNTexas Instruments$5,051,706$904,173 ▼-15.2%26,9410.4%Computer and TechnologyWMTWalmart$5,018,373$2,418,519 ▼-32.5%55,5430.4%Retail/WholesaleHONHoneywell International$5,010,470$896,106 ▲21.8%22,1810.4%Multi-Sector ConglomeratesVVisa$4,965,683$4,649,639 ▼-48.4%15,7120.4%Business ServicesFSKFS KKR Capital$4,878,178$2,259,236 ▲86.3%224,5930.4%FinanceLMTLockheed Martin$4,870,585$140,923 ▲3.0%10,0230.4%AerospaceDLNWisdomTree U.S. LargeCap Dividend Fund$4,685,510$2,381,184 ▲103.3%60,2320.4%FinanceXOMExxon Mobil$4,677,781$3,222,220 ▼-40.8%43,4850.4%Oils/EnergyGLDSPDR Gold Shares$4,633,641$1,267,308 ▲37.6%19,1370.3%FinanceRTXRTX$4,471,361$1,345,956 ▼-23.1%38,6390.3%AerospaceRWLInvesco S&P 500 Revenue ETF$4,466,914$2,109,294 ▲89.5%45,6180.3%ETFJPSTJPMorgan Ultra-Short Income ETF$4,461,278$2,394,493 ▲115.9%88,5700.3%ETFTTTrane Technologies$4,429,245$349,774 ▼-7.3%11,9920.3%ConstructionETNEaton$4,422,585$1,867,469 ▼-29.7%13,3260.3%Industrial ProductsJEPQJPMorgan Nasdaq Equity Premium Income ETF$4,227,769$707,062 ▲20.1%74,9870.3%ETFQCOMQUALCOMM$4,219,503$125,815 ▲3.1%27,4670.3%Computer and TechnologyTPLTexas Pacific Land$4,189,376$478,881 ▼-10.3%3,7880.3%Oils/EnergyAPDAir Products and Chemicals$4,147,480$577,207 ▼-12.2%14,2990.3%Basic MaterialsXLFFinancial Select Sector SPDR Fund$4,034,458$436,470 ▼-9.8%83,4770.3%ETFMAAMid-America Apartment Communities$3,997,953$265,397 ▼-6.2%25,8650.3%FinanceIJHiShares Core S&P Mid-Cap ETF$3,988,907$1,650,284 ▲70.6%64,0170.3%ETFPULSPGIM Ultra Short Bond ETF$3,980,788$3,758,059 ▲1,687.3%80,3380.3%ETFHDHome Depot$3,927,487$2,844,083 ▼-42.0%10,0960.3%Retail/WholesaleOBDCBlue Owl Capital$3,915,043$1,843,842 ▲89.0%258,9310.3%FinanceNFLXNetflix$3,913,786$4,417,382 ▼-53.0%4,3910.3%Consumer DiscretionaryAMDAdvanced Micro Devices$3,912,025$163,791 ▲4.4%32,3870.3%Computer and TechnologyBABoeing$3,884,796$331,698 ▲9.3%21,9480.3%AerospaceMTZMasTec$3,879,717$1,218,180 ▲45.8%28,4980.3%ConstructionIBMInternational Business Machines$3,788,903$382,298 ▲11.2%17,2350.3%Computer and TechnologyPLDPrologis$3,726,876$795,181 ▼-17.6%35,2590.3%FinanceBACBank of America$3,725,725$1,109,486 ▼-22.9%84,7710.3%FinancePGProcter & Gamble$3,687,731$3,154,757 ▼-46.1%21,9960.3%Consumer StaplesIMCGiShares Morningstar Mid-Cap Growth ETF$3,611,753$2,403,706 ▲199.0%47,8180.3%ETFCVXChevron$3,583,316$2,085,476 ▼-36.8%24,7390.3%Oils/EnergyESSEssex Property Trust$3,559,317$92,487 ▲2.7%12,4690.3%FinanceVGITVanguard Intermediate-Term Treasury Index ETF$3,410,514$58,987 ▼-1.7%58,8010.3%ETFBRK.ABerkshire Hathaway$3,404,600$3,404,600 ▲New Holding50.3%FinanceSMHVanEck Semiconductor ETF$3,361,425$543,447 ▲19.3%13,8800.3%ManufacturingXLKTechnology Select Sector SPDR Fund$3,347,820$1,013,786 ▲43.4%14,3980.3%ETFVUGVanguard Growth ETF$3,339,781$1,146,780 ▲52.3%8,1370.3%ETFESGUiShares ESG Aware MSCI USA ETF$3,338,246$862,966 ▲34.9%25,9140.3%ManufacturingSPDWSPDR Portfolio Developed World ex-US ETF$3,331,566$299,866 ▲9.9%97,6140.3%ETFVOVanguard Mid-Cap ETF$3,264,126$2,169,833 ▲198.3%12,3580.2%ETFGDGeneral Dynamics$3,256,362$2,400,243 ▲280.4%12,3580.2%AerospaceELVElevance Health$3,211,274$748,129 ▼-18.9%8,7050.2%MedicalSCHVSchwab U.S. Large-Cap Value ETF$3,197,195$3,197,195 ▲New Holding122,6380.2%ETFKOCoca-Cola$3,192,738$2,168,235 ▼-40.4%51,2800.2%Consumer StaplesFUTYFidelity MSCI Utilities Index ETF$3,178,731$2,240,445 ▼-41.3%65,1780.2%ETFORCLOracle$3,152,714$97,819 ▼-3.0%18,9190.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$3,141,680$2,360,577 ▼-42.9%7,8230.2%ETFMAMastercard$3,066,466$2,311,303 ▼-43.0%5,8230.2%Business ServicesRDVYFirst Trust NASDAQ Rising Dividend Achievers$3,064,849$1,710,763 ▲126.3%51,8230.2%ManufacturingVEAVanguard FTSE Developed Markets ETF$3,063,463$1,426,862 ▲87.2%64,0620.2%ETFFTLSFirst Trust Long/Short Equity ETF$3,063,323$371,695 ▲13.8%46,5480.2%ETFIJRiShares Core S&P Small-Cap ETF$3,062,423$921,792 ▲43.1%26,5780.2%ETFMOATVanEck Morningstar Wide Moat ETF$3,026,070$1,423,924 ▲88.9%32,6340.2%ETFShowing 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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