KINGSWOOD WEALTH ADVISORS, LLC
Follow13F filer, CIK 1987855, SAN DIEGO, CA
KINGSWOOD WEALTH ADVISORS, LLC reported $1,094,893,080 across 723 holdings for the quarter ended 2025-03-31, in a 13F-HR/A filed 2025-07-25. Its ten largest share positions make up 22.51% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001987855-25-000007
- Period
- 2025-03-31
- Reported value
- $1.09B
- Holdings
- 723
- Top 10 weight
- 22.51%
- New
- 61
- Sold out
- 133
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| TLTadded | +25,313 | $2.3M |
| LBnew | +29,755 | $2.14M |
| HEnew | +168,007 | $1.84M |
| SPOTadded | +2,935 | $1.61M |
| SJTnew | +279,035 | $1.54M |
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 |
|---|---|---|
| AAPLreduced | -65,804 | -$14.6M |
| SPYreduced | -24,805 | -$13.9M |
| NVDAreduced | -63,128 | -$6.85M |
| FPEreduced | -320,388 | -$5.64M |
| SSOreduced | -64,453 | -$5.34M |
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 723 share positions
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SHVISHARES TR | 12,589 | $1.39M | shares |
| PHYSSPROTT ASSET MANAGEMENT LP | 39,450 | $795K | shares |
| DJPBARCLAYS BANK PLC | 21,723 | $697K | shares |
| FSEPFIRST TR EXCHNG TRADED FD VI | 15,200 | $695K | shares |
| XVVISHARES TR | 15,068 | $683K | shares |
| LMBSFIRST TR EXCHANGE-TRADED FD | 13,516 | $658K | shares |
| IRTINDEPENDENCE RLTY TR INC | 27,454 | $545K | shares |
| NNNNNN REIT INC | 12,901 | $527K | shares |
| BKLNINVESCO EXCH TRADED FD TR II | 24,650 | $519K | shares |
| PIONEER MUNICIPAL HIGH INCO…PIONEER MUNICIPAL HIGH INCOME | 58,700 | $495K | shares |
| GRABGRAB HOLDINGS LIMITED | 104,650 | $494K | shares |
| JPCNUVEEN PFD & INCOME OPPORTUN | 60,391 | $475K | shares |
| EQIXEQUINIX INC | 474 | $447K | shares |
| ZECPZACKS TRUST | 14,568 | $444K | shares |
| NVGNUVEEN AMT FREE MUN CR INC F | 33,615 | $412K | shares |
| LTCNGRAYSCALE LITECOIN TR LTC | 31,570 | $404K | shares |
| PTBDPACER FDS TR | 20,038 | $401K | shares |
| FMARFIRST TR EXCHNG TRADED FD VI | 9,214 | $399K | shares |
| SUSLISHARES TR | 3,858 | $398K | shares |
| FPEIFIRST TR EXCH TRADED FD III | 19,900 | $372K | shares |
| QQQYTIDAL TRUST II | 11,732 | $362K | shares |
| DOCHEALTHPEAK PROPERTIES INC | 17,773 | $360K | shares |
| RYROYAL BK CDA | 2,923 | $352K | shares |
| MFCMANULIFE FINL CORP | 11,385 | $350K | shares |
| DMDESKTOP METAL INC CLASS A COM | 146,891 | $344K | shares |
| SJNKSPDR SERIES TRUST | 13,554 | $342K | shares |
| OIHVANECK ETF TRUST | 1,255 | $340K | shares |
| USAIPACER FDS TR | 8,528 | $339K | shares |
| FRTFEDERAL RLTY INVT TR NEW | 3,022 | $338K | shares |
| FEXFIRST TR EXCHANGE-TRADED ALP | 3,217 | $336K | shares |
| DKNGDRAFTKINGS INC NEW | 8,559 | $318K | shares |
| National Healthcare Propert…National Healthcare Properties Inc | 5,990 | $312K | shares |
| FRELFIDELITY COVINGTON TRUST | 11,423 | $309K | shares |
| ELFE L F BEAUTY INC | 2,420 | $304K | shares |
| VAWVANGUARD WORLD FD | 1,610 | $303K | shares |
| VFLABRDN NATL MUN INCOME FD | 29,525 | $299K | shares |
| DECKDECKERS OUTDOOR CORP | 1,462 | $297K | shares |
| RFREGIONS FINANCIAL CORP NEW | 12,545 | $295K | shares |
| WIWWESTERN AST INFL LKD OPP & I | 35,139 | $291K | shares |
| KMIKINDER MORGAN INC DEL | 10,364 | $284K | shares |
| NJANINNOVATOR ETFS TRUST | 5,902 | $284K | shares |
| OLLIOLLIES BARGAIN OUTLET HLDGS | 2,533 | $278K | shares |
| ANGLVANECK ETF TRUST | 9,684 | $278K | shares |
| MARMARRIOTT INTL INC NEW | 993 | $277K | shares |
| HPEHEWLETT PACKARD ENTERPRISE C | 12,951 | $277K | shares |
| USRTISHARES TR | 4,795 | $275K | shares |
| UDNINVESCO DB US DLR INDEX TR | 16,211 | $271K | shares |
| ICVTISHARES TR | 3,158 | $268K | shares |
| PTRBPGIM ETF TR | 6,546 | $268K | shares |
| STWDSTARWOOD PPTY TR INC | 14,110 | $267K | shares |
| BXSLBLACKSTONE SECD LENDING FD | 8,202 | $265K | shares |
| METMETLIFE INC | 3,166 | $259K | shares |
| EIXEDISON INTL | 3,245 | $259K | shares |
| VCSHVANGUARD SCOTTSDALE FDS | 3,306 | $258K | shares |
| GLOBAL X FDSGLOBAL X FDS | 9,063 | $257K | shares |
| VIPER ENERGY INC-CL AVIPER ENERGY INC-CL A | 5,194 | $255K | shares |
| MOSMOSAIC CO | 10,287 | $253K | shares |
| TROWPRICE T ROWE GROUP INC | 2,214 | $250K | shares |
| TMTOYOTA MOTOR CORP | 1,273 | $248K | shares |
| CVGWCALAVO GROWERS INC | 9,690 | $247K | shares |
| ETHGRAYSCALE ETHEREUM STAKING | 7,800 | $246K | shares |
| NMCONUVEEN MUN CR OPPORTUNITIES | 23,090 | $245K | shares |
| BHBBAR HBR BANKSHARES | 7,900 | $242K | shares |
| VRIGINVESCO ACTIVELY MANAGED EXC | 9,600 | $241K | shares |
| QJUNFIRST TR EXCHNG TRADED FD VI | 8,566 | $240K | shares |
| NLYANNALY CAPITAL MANAGEMENT IN | 13,074 | $239K | shares |
| AAALCOA CORP | 6,287 | $238K | shares |
| EEMVISHARES INC | 4,068 | $236K | shares |
| EDCONSOLIDATED EDISON INC | 2,631 | $235K | shares |
| NDAQNASDAQ INC | 3,024 | $234K | shares |
| AAGILENT TECHNOLOGIES INC | 1,735 | $233K | shares |
| VICIVICI PPTYS INC | 7,964 | $233K | shares |
| BIIBBIOGEN INC | 1,509 | $231K | shares |
| AVNTAVIENT CORPORATION | 5,497 | $225K | shares |
| ALABASTERA LABS INC | 1,692 | $224K | shares |
| FANGDIAMONDBACK ENERGY INC | 1,357 | $222K | shares |
| WECWEC ENERGY GROUP INC | 2,349 | $221K | shares |
| BMOBANK OF MONTREAL | 2,269 | $220K | shares |
| COMSTOCK INCCOMSTOCK INC | 270,000 | $216K | shares |
| FVFIRST TR EXCHANGE TRADED FD | 3,617 | $214K | shares |
| GMARFIRST TR EXCHNG TRADED FD VI | 5,702 | $214K | shares |
| FEPFIRST TR EXCH TRD ALPHDX FD | 5,962 | $214K | shares |
| IWNISHARES TR | 1,291 | $212K | shares |
| INDAISHARES TR | 4,004 | $211K | shares |
| AGMFEDERAL AGRIC MTG CORP | 1,063 | $209K | shares |
| EOGEOG RES INC | 1,687 | $207K | shares |
| VTWOVANGUARD SCOTTSDALE FDS | 2,309 | $206K | shares |
| KHCKRAFT HEINZ CO | 6,682 | $205K | shares |
| SPTLSPDR SERIES TRUST | 7,820 | $205K | shares |
| ITGARTNER INC | 422 | $204K | shares |
| BHPBHP BILLITON LIMITED | 4,171 | $204K | shares |
| ELSEQUITY LIFESTYLE PROPERTIES | 3,051 | $203K | shares |
| ETRENTERGY CORP NEW | 2,676 | $203K | shares |
| LEOBNY MELLON STRATEGIC MUNS IN | 33,530 | $203K | shares |
| RBLXROBLOX CORP | 3,483 | $202K | shares |
| IPINTERNATIONAL PAPER CO | 3,730 | $201K | shares |
| DALDELTA AIR LINES INC | 3,310 | $200K | shares |
| GOFGUGGENHEIM STRATEGIC OPPORTU | 13,000 | $198K | shares |
| VKQINVESCO MUNICIPAL TRUST | 19,700 | $193K | shares |
| PDOPIMCO DYNAMIC INCOME OPRNTS | 13,530 | $184K | shares |
| THWABRDN WORLD HEALTHCARE FUND | 16,000 | $176K | shares |
| DSUBLACKROCK DEBT STRATEGIES FD | 15,300 | $165K | shares |
| GNLGLOBAL NET LEASE INC | 19,323 | $141K | shares |
| POETPOET TECHNOLOGIES INC | 20,000 | $119K | shares |
| PACIFIC OAK STRATEGIC OPPOR…PACIFIC OAK STRATEGIC OPPORTUNITY… | 13,767 | $111K | shares |
| ECCEAGLE POINT CR CO | 10,995 | $97.6K | shares |
| 89BIO INC89BIO INC | 11,000 | $86K | shares |
| KBS Real Estate Investment …KBS Real Estate Investment Trust … | 14,883 | $83.3K | shares |
| CDXSCODEXIS INC | 16,600 | $79.2K | shares |
| NIONIO INC | 18,155 | $79.2K | shares |
| BCHGGRAYSCALE BITCOIN CASH TRUST | 14,050 | $73.8K | shares |
| COTYCOTY INC | 10,565 | $73.5K | shares |
| BFLYBUTTERFLY NETWORK INC | 22,300 | $69.6K | shares |
| GUTGABELLI UTIL TR | 12,263 | $61.7K | shares |
| MPTMEDICAL PROPERTIES TRUST INC | 13,695 | $54.1K | shares |
| NNDMNANO DIMENSION LTD | 20,000 | $49.6K | shares |
| VS TRUSTVS TRUST | 11,000 | $37.4K | shares |
| VIRTUS ALLIANZGI CONVERTIBL…VIRTUS ALLIANZGI CONVERTIBLE & | 10,540 | $36.6K | shares |
| LUCID GROUP INCLUCID GROUP INC | 11,330 | $34.2K | shares |
| AMPXAMPRIUS TECHNOLOGIES INC | 10,554 | $29.6K | shares |
| VIVAKOR INCVIVAKOR INC | 12,000 | $14.6K | shares |
| ADAPYADAPTIMMUNE THERAPEUTICS PLC S | 18,690 | $10.1K | shares |
| TTOOT2 BIOSYSTEMS INC COM PAR $0.0 | 20,000 | $8.4K | shares |
| SVBLSILVER BULL RES INC | 75,000 | $6.31K | shares |
| CREATIVE MEDIA & CMNTY TRCREATIVE MEDIA & CMNTY TR | 12,971 | $2.92K | shares |
| PETROSUN INCPETROSUN INC | 14,170 | $347 | shares |
| GLOBAL ECOLOGY CORP COMGLOBAL ECOLOGY CORP COM | 1,247,228 | $124 | shares |
| SRNESORRENTO THERAPEUTICS, INC. | 65,650 | $32 | shares |
| PSWWPRINCIPAL SOLAR INC COM NEW | 22,220 | $3 | shares |
| SPECTRASCIENCE INCSPECTRASCIENCE INC | 60,000 | $0 | shares |
| INTEGRATED BUSINESS SYSINTEGRATED BUSINESS SYS | 22,400 | $0 | shares |
| REGI U S INCORPORATEDREGI U S INCORPORATED | 11,000 | $0 | shares |
| UNIVERSAL ENERGY CORP DEUNIVERSAL ENERGY CORP DE | 100,000 | $0 | shares |
How Q1 2025 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 0001987855-25-000002 | superseded | 2025-04-21 | acceptance time not in the bulk data set | ||
| 13F-HR/A 0001987855-25-000007 | base | restatement | 2025-07-25 | acceptance time not in the bulk data set |