KINGSWOOD WEALTH ADVISORS, LLC
Q2 2025 13F Holdings
- Locationsan diego, CA
- Num holdings
743
- Value ($000)
$1,266,368
- Date Filed07/23/2025
- Form type13F-HR
- CIK0001987855
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF | EXCHANGE TRADED FUND | 78462F103 | $45.19 M | 4 % | 73,142 | ||
AAPL APPLE INCORPORATED | COMMON STOCK | 037833100 | $44.73 M | 4 % | 218,012 | ||
NVDA NVIDIA CORPORATION | COMMON STOCK | 67066G104 | $42.75 M | 3 % | 270,605 | ||
MSFT MICROSOFT CORPORATION | COMMON STOCK | 594918104 | $29.44 M | 2 % | 59,195 | ||
NDQ INVESCO QQQ TR | EXCHANGE TRADED FUND | 46090E103 | $25.54 M | 2 % | 46,302 | ||
GBTC GRAYSCALE BITCOIN TRUST ETF | EXCHANGE TRADED FUND | 389637109 | $23.94 M | 2 % | 282,255 | ||
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF | EXCHANGE TRADED FUND | 808524300 | $23.85 M | 2 % | 816,618 | ||
AMZN AMAZON COM INCORPORATED | COMMON STOCK | 023135106 | $22.69 M | 2 % | 103,437 | ||
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | EXCHANGE TRADED FUND | 922908363 | $21.42 M | 2 % | 37,709 | ||
IVV ISHARES TR CORE S&P500 ETF | EXCHANGE TRADED FUND | 464287200 | $17.92 M | 1 % | 28,868 |
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