KINGSWOOD WEALTH ADVISORS, LLC
Follow13F filer, CIK 1987855, SAN DIEGO, CA
KINGSWOOD WEALTH ADVISORS, LLC reported $1,331,610,356 across 795 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-22. Its ten largest share positions make up 24.62% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001987855-25-000001
- Period
- 2024-12-31
- Reported value
- $1.33B
- Holdings
- 795
- Top 10 weight
- 24.62%
- New
- 257
- Sold out
- 125
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SPYadded | +43,587 | $25.5M |
| SCHGadded | +601,589 | $16.8M |
| VOOadded | +22,154 | $11.9M |
| QQQadded | +16,735 | $8.56M |
| DIAadded | +16,472 | $7.01M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MSFTreduced | -48,774 | -$20.6M |
| AMZNreduced | -65,976 | -$14.5M |
| LAMRexited | -108,071 | -$14.4M |
| NVDAreduced | -101,519 | -$13.6M |
| AAPLreduced | -53,023 | -$13.3M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 795 share positions
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| LAMRLAMAR ADVERTISING CO | 108,071 | $14.4M | shares |
| DGRWWISDOMTREE TR | 49,743 | $4.14M | shares |
| SUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC | 8,929 | $3.72M | shares |
| DONWISDOMTREE TR | 48,037 | $2.46M | shares |
| MPWRMONOLITHIC PWR SYS INC | 2,608 | $2.41M | shares |
| PFMINVESCO EXCHANGE TRADED FD T | 45,124 | $2.1M | shares |
| FTSDFRANKLIN ETF TR | 21,000 | $1.92M | shares |
| AONAON PLC | 4,953 | $1.71M | shares |
| IDXXIDEXX LABS INC | 3,355 | $1.7M | shares |
| Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF | 300,629 | $1.69M | shares |
| COFCAPITAL ONE FINL CORP | 10,361 | $1.55M | shares |
| CLCOLGATE PALMOLIVE CO | 14,267 | $1.48M | shares |
| ARISTA NETWORKS INCARISTA NETWORKS INC | 3,743 | $1.44M | shares |
| POOLPOOL CORP | 3,753 | $1.41M | shares |
| HPQHP INC | 37,396 | $1.34M | shares |
| PFFRETFIS SER TR I | 64,115 | $1.27M | shares |
| SWKSSKYWORKS SOLUTIONS INC | 11,396 | $1.13M | shares |
| GMGENERAL MTRS CO | 24,930 | $1.12M | shares |
| JCIJOHNSON CONTROLS INTERNATION | 14,205 | $1.1M | shares |
| BLACKROCK INCBLACKROCK INC | 1,130 | $1.07M | shares |
| VRSKVERISK ANALYTICS INC | 3,800 | $1.02M | shares |
| ROPROPER TECHNOLOGIES INC | 1,780 | $990K | shares |
| QRVOQORVO INC | 9,382 | $969K | shares |
| FTVFORTIVE CORP | 11,654 | $920K | shares |
| CBRECBRE GROUP INC | 7,331 | $913K | shares |
| JUNIPER NETWORKS INCJUNIPER NETWORKS INC | 22,777 | $888K | shares |
| EWEDWARDS LIFESCIENCES CORP | 12,879 | $850K | shares |
| ONON SEMICONDUCTOR CORP | 11,575 | $840K | shares |
| CHRWC H ROBINSON WORLDWIDE IN | 7,508 | $829K | shares |
| PCARPACCAR INC | 8,071 | $796K | shares |
| IFFINTERNATIONAL FLAVORS&FRAGRA | 7,079 | $743K | shares |
| LAM RESEARCH CORPLAM RESEARCH CORP | 890 | $726K | shares |
| ESEVERSOURCE ENERGY | 10,673 | $726K | shares |
| MGCVANGUARD WORLD FD | 3,503 | $724K | shares |
| GSKGSK PLC | 17,645 | $721K | shares |
| ALTYGLOBAL X FDS | 57,433 | $692K | shares |
| WSTWEST PHARMACEUTICAL SVSC INC | 2,298 | $690K | shares |
| DTEDTE ENERGY CO | 5,012 | $644K | shares |
| SCCOSOUTHERN COPPER CORP | 5,431 | $628K | shares |
| AERAERCAP HOLDINGS NV | 6,460 | $612K | shares |
| CORCENCORA INC | 2,675 | $602K | shares |
| WWDWOODWARD INC | 3,458 | $593K | shares |
| CSGPCOSTAR GROUP INC | 7,730 | $583K | shares |
| JBHTHUNT J B TRANS SVCS INC | 3,248 | $560K | shares |
| BBYBEST BUY INC | 5,342 | $552K | shares |
| ALBALBEMARLE CORP | 5,505 | $521K | shares |
| KTFDWS MUN INCOME TR | 50,952 | $508K | shares |
| ICFISHARES TR | 7,707 | $508K | shares |
| CHDCHURCH & DWIGHT CO INC | 4,818 | $505K | shares |
| DOVDOVER CORP | 2,629 | $504K | shares |
| GDDYGODADDY INC | 3,169 | $497K | shares |
| MNSTMONSTER BEVERAGE CORP NEW | 9,264 | $483K | shares |
| CGCARLYLE GROUP INC | 10,950 | $472K | shares |
| PTHINVESCO EXCHANGE TRADED FD T | 10,138 | $471K | shares |
| BNY MELLON ALCENTRA GLOBAL CBNY MELLON ALCENTRA GLOBAL C | 50,825 | $467K | shares |
| PHMPULTE GROUP INC | 3,222 | $462K | shares |
| CMCANADIAN IMPERIAL BANK OF CO | 7,507 | $460K | shares |
| FTNTFORTINET INC | 5,937 | $460K | shares |
| BDCZUBS AG LONDON BRANCH | 23,873 | $455K | shares |
| ARESARES MANAGEMENT CORPORATION | 2,914 | $454K | shares |
| EMNEASTMAN CHEM CO | 4,048 | $453K | shares |
| BGSB & G FOODS INC | 50,974 | $453K | shares |
| RSGREPUBLIC SVCS INC | 2,201 | $442K | shares |
| APOLLO DIVERSIFIED RE FD CL…APOLLO DIVERSIFIED RE FD CL I | 16,716 | $442K | shares |
| TKRTIMKEN CO | 5,200 | $438K | shares |
| WTMFWISDOMTREE TR | 11,918 | $423K | shares |
| IWSISHARES TR | 3,177 | $420K | shares |
| TSNTYSON FOODS INC | 6,906 | $411K | shares |
| FMCFMC CORP | 6,222 | $410K | shares |
| HYEMVANECK ETF TRUST | 20,251 | $403K | shares |
| XELXCEL ENERGY INC | 6,130 | $400K | shares |
| GISGENERAL MILLS INC | 5,208 | $385K | shares |
| KVUEKENVUE INC | 16,258 | $376K | shares |
| GRAYSCALE ETHEREUM MINI STA…GRAYSCALE ETHEREUM MINI STAKING E… | 153,209 | $374K | shares |
| LYBLYONDELLBASELL INDUSTRIES NV | 3,784 | $363K | shares |
| BF-BBROWN FORMAN CORP | 7,369 | $362K | shares |
| VTRSVIATRIS INC | 30,236 | $351K | shares |
| FITBFIFTH THIRD BANCORP | 8,161 | $350K | shares |
| PIONEER MUN HIGH INCOME OPPOPIONEER MUN HIGH INCOME OPPO | 27,835 | $345K | shares |
| SBACSBA COMMUNICATIONS CORP | 1,422 | $342K | shares |
| NEMNEWMONT CORP | 6,385 | $341K | shares |
| BAXBAXTER INTL INC | 8,910 | $338K | shares |
| SAFRYSAFRAN SA-UNSPON ADR | 5,735 | $338K | shares |
| AMEAMETEK INC | 1,938 | $333K | shares |
| VMOINVESCO MUN OPPORTUNIT TR | 32,120 | $330K | shares |
| VKIINVESCO ADVANTAGE MUN INCOME | 35,130 | $327K | shares |
| FFIVF5 INC | 1,464 | $322K | shares |
| BKRBAKER HUGHES COMPANY | 8,618 | $312K | shares |
| SCHKSCHWAB STRATEGIC TR | 5,600 | $310K | shares |
| INCYINCYTE CORP | 4,673 | $309K | shares |
| WDCWESTERN DIGITAL CORP | 4,382 | $299K | shares |
| HSTHOST HOTELS & RESORTS INC | 16,951 | $298K | shares |
| DHID R HORTON INC | 1,532 | $292K | shares |
| ENPHENPHASE ENERGY INC | 2,574 | $292K | shares |
| DXCMDEXCOM INC | 4,196 | $281K | shares |
| VLTOVERALTO CORP | 2,499 | $279K | shares |
| SPGSIMON PPTY GROUP INC NEW | 1,647 | $278K | shares |
| CMSCMS ENERGY CORP | 3,939 | $278K | shares |
| PPLPPL CORP | 8,399 | $278K | shares |
| DEODIAGEO PLC | 1,914 | $268K | shares |
| AOSSMITH A O CORP | 2,975 | $267K | shares |
| EVRGEVERGY INC | 4,280 | $265K | shares |
| HSYHERSHEY CO | 1,376 | $265K | shares |
| SPMBSPDR SERIES TRUST | 11,662 | $263K | shares |
| HEI-AHEICO CORP NEW | 1,253 | $255K | shares |
| MRNAMODERNA INC | 3,813 | $255K | shares |
| DOGPROSHARES TR | 9,515 | $255K | shares |
| XTISHARES TR | 4,133 | $252K | shares |
| NMZNUVEEN MUN HIGH INCOME OPPOR | 21,500 | $251K | shares |
| LENLENNAR CORP | 1,337 | $251K | shares |
| DVADAVITA INC | 1,489 | $244K | shares |
| SNPSSYNOPSYS INC | 481 | $244K | shares |
| TPRTAPESTRY INC | 5,134 | $241K | shares |
| KRESPDR SERIES TRUST | 4,203 | $238K | shares |
| SJMSMUCKER J M CO | 1,952 | $236K | shares |
| MUABLACKROCK MUNIASSETS FD INC | 19,045 | $236K | shares |
| PCTPURECYCLE TECHNOLOGIES INC | 24,000 | $230K | shares |
| MRSHMARSH & MCLENNAN COS INC | 1,019 | $227K | shares |
| NBHNEUBERGER MUN FD INC | 19,360 | $215K | shares |
| DGDOLLAR GEN CORP | 2,524 | $214K | shares |
| IYRISHARES TR | 2,069 | $211K | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 2,670 | $208K | shares |
| EZMWISDOMTREE TR | 3,323 | $207K | shares |
| HEALTHCARE TRUST INCHEALTHCARE TRUST INC | 15,925 | $207K | shares |
| DSMBNY MELLON STRATEGIC MUN BD | 31,000 | $193K | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001987855-25-000001 | base | 2025-01-22 | acceptance time not in the bulk data set |