KINGSWOOD WEALTH ADVISORS, LLC Q2 2024 Filing

Filed July 9, 2024

Portfolio Value

$1109.8T

Holdings

653

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (653 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INCORPORATED
299,798$63.1T5.69%
2
NVDANVIDIA CORPORATION
488,008$60.3T5.43%
3
MSFTMICROSOFT CORPORATION
106,304$47.5T4.28%
4
SPYSPDR S&P 500 ETF
59,619$32.4T2.92%
5
AMZNAMAZON COM INCORPORATED
139,800$27.0T2.43%
6
METAMETA PLATFORMS INC
33,357$16.8T1.52%
7
GBTCGRAYSCALE BITCOIN ETF
295,282$15.7T1.42%
8
GOOGALPHABET INCORPORATED CAP STK CLASS C
76,782$14.1T1.27%
9
NDQINVESCO QQQ TR
29,271$14.0T1.26%
10
GOOGLALPHABET INCORPORATED CAP STK CLASS A
76,575$13.9T1.26%
11
AVGOBROADCOM INCORPORATED
8,436$13.5T1.22%
12
LLYELI LILLY & COMPANY
13,799$12.5T1.13%
13
IVVISHARES CORE S&P 500
20,162$11.0T0.99%
14
JPMJPMORGAN CHASE & CO
45,401$9.2T0.83%
15
TSLATESLA INCORPORATED
41,361$8.2T0.74%
16
BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
20,100$8.2T0.74%
17
UNHUNITEDHEALTH GROUP INCORPORATED
15,102$7.7T0.69%
18
NEENEXTERA ENERGY INCORPORATED
105,757$7.5T0.67%
19
VVISA INCORPORATED COM CLASS A
27,525$7.2T0.65%
20
COSTCOSTCO WHOLESALE CORPORATION NEW
8,040$6.8T0.62%
21
MIGAMICROSTRATEGY INC
4,917$6.8T0.61%
22
NFLXNETFLIX INCORPORATED
9,898$6.7T0.60%
23
CATCATERPILLAR INCORPORATED
19,718$6.6T0.59%
24
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
16,752$6.6T0.59%
25
TXNTEXAS INSTRUMENTS
32,546$6.3T0.57%
26
XOMEXXON MOBIL CORPORATION
54,348$6.3T0.56%
27
MRKMERCK & COMPANY INCORPORATED
49,902$6.2T0.56%
28
GEGE AEROSPACE COM NEW
37,544$6.0T0.54%
29
ELVELEVANCE HEALTH INCORPORATED
10,826$5.9T0.53%
30
SSOPROSHARES ULTRA S&P500
69,671$5.8T0.52%
31
USMVISHARES TR MSCI USA MIN VOL
66,940$5.6T0.51%
32
ETHEGRAYSCALE ETHEREUM TR ET
168,682$5.3T0.48%
33
FBTCFIDELITY WISE ORIGIN
100,916$5.3T0.48%
34
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
52,328$5.3T0.48%
35
BITX2X BITCOIN STRATEGY ETF
166,175$5.3T0.47%
36
GSGOLDMAN SACHS GROUP INCORPORATED
11,558$5.2T0.47%
37
HDHOME DEPOT INCORPORATED
14,651$5.0T0.45%
38
PLDPROLOGIS INCORPORATED. REIT
44,378$5.0T0.45%
39
RTXRTX CORPORATION
49,526$5.0T0.45%
40
PHPARKER-HANNIFIN CORP
9,491$4.8T0.43%
41
JEPIJPMORGAN EQUITY PREMIUM
80,892$4.6T0.41%
42
VBVANGUARD SMALL-CAP ETF
21,024$4.6T0.41%
43
QCOMQUALCOMM INCORPORATED
22,996$4.6T0.41%
44
AMDADVANCED MICRO DEVICES INCORPORATED
27,937$4.5T0.41%
45
BACBANK AMERICA CORPORATION
113,647$4.5T0.41%
46
LMTLOCKHEED MARTIN CORPORATION
9,439$4.4T0.40%
47
JNJJOHNSON & JOHNSON
29,557$4.3T0.39%
48
SMCIUSDSUPER MICRO COMPUTER
5,237$4.3T0.39%
49
TTTRANE TECHNOLOGIES PLC SHS
12,842$4.2T0.38%
50
VOOVANGUARD S&P 500 ETF
8,400$4.2T0.38%
51
PGPROCTER AND GAMBLE COMPANY
25,345$4.2T0.38%
52
GQ9SPDR GOLD SHARES
19,334$4.2T0.37%
53
CVXCHEVRON CORPORATION NEW
26,486$4.1T0.37%
54
IOOISHARES GLOBAL 100 ETF
42,605$4.1T0.37%
55
VIGVANGUARD DIVIDEND APPRECIATION ETF
22,476$4.1T0.37%
56
HONHONEYWELL INTERNATIONAL INCORPORATED
19,125$4.1T0.37%
57
NVONOVO-NORDISK A S ADR
28,557$4.1T0.37%
58
WMTWALMART INCORPORATED
59,805$4.0T0.36%
59
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
55,284$4.0T0.36%
60
MAMASTERCARD INC
9,036$4.0T0.36%
61
VTIVANGUARD TOTAL STOCK
14,764$3.9T0.36%
62
MAAMID-AMER APT CMNTYS INCORPORATED REIT
27,651$3.9T0.36%
63
APDAIR PRODUCTS & CHEMICALS INCORPORATED
14,822$3.8T0.34%
64
ABBVABBVIE INCORPORATED
22,286$3.8T0.34%
65
CRMSALESFORCE INCORPORATED
14,795$3.8T0.34%
66
MTUMISHARES MSCI USA MOMNTUM
19,144$3.7T0.34%
67
FTCSFIRST TRUST CAPITAL STRENGTH
42,866$3.6T0.32%
68
BABOEING COMPANY
19,444$3.5T0.32%
69
IWFISHARES RUSSELL 1000
9,584$3.5T0.31%
70
SMHVANECK SEMICONDUCTOR ETF
13,100$3.4T0.31%
71
INTUINTUIT INC
5,179$3.4T0.31%
72
ESSESSEX PROPERTY TR
12,474$3.4T0.31%
73
GDGENERAL DYNAMICS CORPORATION
11,560$3.4T0.30%
74
KKRKKR & COMPANY INCORPORATED
31,058$3.3T0.29%
75
IBITISHARES BITCOIN ETF
95,683$3.3T0.29%
76
NOWSERVICENOW INCORPORATED
3,959$3.1T0.28%
77
TPLTEXAS PACIFIC LAND CORP
4,221$3.1T0.28%
78
AGGISHARES CORE U S AGGREGATE BD
31,680$3.1T0.28%
79
BRK-BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS A
5$3.1T0.28%
80
WFCWELLS FARGO COMPANY NEW
50,244$3.0T0.27%
81
PFEPFIZER INCORPORATED
105,294$2.9T0.27%
82
BACVERIZON COMMUNICATIONS INCORPORATED
70,127$2.9T0.26%
83
ETNEATON CORPORATION PLC SHS
9,163$2.9T0.26%
84
HUMHUMANA INCORPORATED
7,580$2.8T0.26%
85
KOCOCA COLA COMPANY
43,372$2.8T0.25%
86
ESGUISHARES ESG AWARE MSCI
22,964$2.7T0.25%
87
SDYSPDR S&P DIVIDEND ETF
21,487$2.7T0.25%
88
ADBEADOBE INCORPORATED
4,887$2.7T0.24%
89
XLKSPDR TECHNOLOGY SELECT SECTOR FUND
11,992$2.7T0.24%
90
T7DTRANSDIGM GROUP INCORPORATED
2,114$2.7T0.24%
91
TMOTHERMO FISHER SCIENTIFIC INCORPORATED
4,830$2.7T0.24%
92
CMGCHIPOTLE MEXICAN GRILL INCORPORATED
42,551$2.7T0.24%
93
AQLTISHARES SELECT DIVIDEND
21,957$2.7T0.24%
94
AMATAPPLIED MATLS INCORPORATED
11,088$2.6T0.24%
95
WMWASTE MANAGEMENT INC
12,251$2.6T0.24%
96
JEPQJ P MORGAN NASDAQ EQT
45,979$2.6T0.23%
97
DHRDANAHER CORPORATION
9,906$2.5T0.22%
98
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
25,043$2.4T0.22%
99
JPSTJPMORGAN ULTRA SHORT
47,518$2.4T0.22%
100
PEPPEPSICO INCORPORATED
14,485$2.4T0.22%
Page 1 of 7Next