KINGSWOOD WEALTH ADVISORS, LLC
Q4 2024 13F Holdings
- Locationsan diego, CA
- Num holdings
795
- Value ($000)
$1,331,610
- Date Filed01/22/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COMMON STOCK | 037833100 | $71.08M | 5 % | 283,858 | ||
NVDA NVIDIA CORP | COMMON STOCK | 67066G104 | $47.70M | 4 % | 355,211 | ||
SPY SPDR S&P 500 ETF IV | EXCHANGE TRADED FUND | 78462F103 | $47.28M | 4 % | 80,663 | ||
MSFT MICROSOFT CORP | COMMON STOCK | 594918104 | $30.44M | 2 % | 72,206 | ||
NDQ INVSC QQQ TRUST SRS 1 ETF | EXCHANGE TRADED FUND | 46090E103 | $29.30M | 2 % | 57,310 | ||
AMZN AMAZON.COM INC | COMMON STOCK | 023135106 | $22.65M | 2 % | 103,229 | ||
VOO VANGUARD S&P 500 ETF | EXCHANGE TRADED FUND | 922908363 | $22.10M | 2 % | 41,008 | ||
GBTC GRAYSCALE BITCOIN TRUST ETF | EXCHANGE TRADED FUND | 389637109 | $21.10M | 2 % | 285,067 | ||
SCHG SCHWAB US LARGE CAP GROWTH ETF | EXCHANGE TRADED FUND | 808524300 | $20.56M | 2 % | 737,721 | ||
MIGA MICROSTRATEGY INC | COMMON STOCK | 594972408 | $15.59M | 1 % | 53,838 |
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