KINGSWOOD WEALTH ADVISORS, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationsan diego, CA
- CIK0001987855
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
795 | $1.33B | AAPL, NVDA, SPY, MSFT | 13F-HR | Jan 22, 2025 | 000198785525000001 | ||
670 | $1.40B | AAPL, NVDA, MSFT, AMZN | 13F-HR | Oct 21, 2024 | 000198785524000005 | ||
657 | $1.11B | AAPL, NVDA, MSFT, SPY | 13F-HR | Jul 9, 2024 | 000198785524000003 | ||
618 | $867.09M | AAPL, MSFT, NVDA, AMZN | 13F-HR | Apr 15, 2024 | 000198785524000002 | ||
639 | $882.27M | AAPL, MSFT, SPY, AMZN | 13F-HR | Jan 16, 2024 | 000198785524000001 | ||
417 | $585.14M | MSFT, AAPL, AMZN, NVDA | 13F-HR | Oct 24, 2023 | 000198785523000003 | ||
269 | $313.70M | AAPL, MSFT, GBTC, SPY | 13F-HR | Aug 9, 2023 | 000198785523000002 |