KINGSWOOD WEALTH ADVISORS, LLC
Q1 2025 13F Holdings
- Locationsan diego, CA
- Num holdings
766
- Value ($000)
$2,616,739
- Date Filed04/21/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INCORPORATED | COMMON STOCK | 037833100 | $560.92 M | 21 % | 2,513,944 | ||
SPY SPDR S&P 500 ETF | EXCHANGE TRADED FUND | 78462F103 | $162.71 M | 6 % | 290,169 | ||
NVDA NVIDIA CORPORATION | COMMON STOCK | 67066G104 | $133.94 M | 5 % | 1,220,279 | ||
MSFT MICROSOFT CORPORATION | COMMON STOCK | 594918104 | $123.93 M | 5 % | 325,271 | ||
AMZN AMAZON COM INCORPORATED | COMMON STOCK | 023135106 | $76.03 M | 3 % | 396,506 | ||
META META PLATFORMS INCORPORATED CLASS A | COMMON STOCK | 30303M102 | $63.38 M | 2 % | 108,432 | ||
GOOGL ALPHABET INCORPORATED CAP STK CLASS A | COMMON STOCK | 02079K305 | $35.95 M | 1 % | 229,674 | ||
IVV ISHARES TR CORE S&P500 ETF | EXCHANGE TRADED FUND | 464287200 | $33.25 M | 1 % | 59,039 | ||
NDQ INVESCO QQQ TR | EXCHANGE TRADED FUND | 46090E103 | $30.56 M | 1 % | 65,023 | ||
FTCS FIRST TRUST CAPITAL STRENGTH ETF | EXCHANGE TRADED FUND | 33733E104 | $25.41 M | 1 % | 283,288 |
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