KINGSWOOD WEALTH ADVISORS, LLC Q4 2024 Filing
Filed January 22, 2025
Portfolio Value
$1.3B
Holdings
795
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (795 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $71.1M |
NVDANVIDIA CORP | $47.7M |
SPYSPDR S&P 500 ETF IV | $47.3M |
MSFTMICROSOFT CORP | $30.4M |
NDQINVSC QQQ TRUST SRS 1 ETF | $29.3M |
AMZNAMAZON.COM INC | $22.6M |
VOOVANGUARD S&P 500 ETF | $22.1M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $21.1M |
SCHGSCHWAB US LARGE CAP GROWTH ETF | $20.6M |
MIGAMICROSTRATEGY INC | $15.6M |
BITX2X BITCOIN STRATEGY ETF | $14.9M |
IVVISHARES CORE S&P 500 ETF IV | $14.5M |
METAMETA PLATFORMS INC | $13.3M |
XFEBFIRST TRUST PREFERRED SEC INCOME ETF | $13.0M |
AVGOBROADCOM INC | $12.7M |
TSLATESLA INC | $11.5M |
GOOGLALPHABET INC | $11.2M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $9.7M |
IOOISHARES GLOBAL 100 ETF | $9.0M |
BRK/BBERKSHIRE HATHAWAY INC | $8.5M |
CATCATERPILLAR INC | $8.3M |
FTCSFIRST TRUST CAPITAL STRENGTH ETF IV | $8.3M |
DONSPDR DOW JONES INDUSTRIAL AVRG ETF | $8.0M |
MTUMISHARES MSCI USA MOMNTUM FCT ETF | $7.9M |
USMVISHARES MSCI USA MIN VOL FCTR ETF | $7.7M |
JPMJPMORGAN CHASE & CO | $7.7M |
VGTVANGUARD INFORMATION TECHNOLO ETF IV | $7.4M |
GOOGALPHABET INC | $7.2M |
VBVANGUARD SMALL CAP ETF | $7.0M |
LLYELI LILLY AND CO | $6.8M |
SSOPROSHARES ULTRA S&P500 | $6.7M |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $6.7M |
NEENEXTERA ENERGY INC | $6.5M |
VTVVANGUARD VALUE ETF | $6.5M |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $6.1M |
PHPARKER-HANNIFIN CORP | $5.9M |
COSTCOSTCO WHSL CORP NEW | $5.8M |
AGGISHARES CORE US AGGREGATE BOND ETF | $5.8M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $5.7M |
AQLTISHARES SELECT DIVIDEND ETF | $5.7M |
IBITISHARES BITCOIN ETF | $5.3M |
SDYSPDR S&P DIVIDEND ETF | $5.2M |
FBNDFIDELITY TOTAL BOND ETF | $5.2M |
UNHUNITEDHEALTH GROUP INC | $5.1M |
TXNTEXAS INSTRS INC | $5.1M |
WMTWALMART INC | $5.0M |
HONHONEYWELL INTL INC | $5.0M |
VVISA INC | $5.0M |
FSKFS KKR CAPITAL CORP | $4.9M |
LMTLOCKHEED MARTIN CORP | $4.9M |
DLNWISDOMTREE US LARGECAP DIVIDEND ETF | $4.7M |
XOMEXXON MOBIL CORP | $4.7M |
GQ9SPDR GOLD SHARES ETF | $4.6M |
RTXRTX CORP | $4.5M |
RWLINVESCO S P 500 REVENUE ETF | $4.5M |
JPSTJPMORGAN ULTRA SHORT INCOME ETF | $4.5M |
TTTRANE TECHNOLOGIES PLC F | $4.4M |
ETNEATON CORP PLC | $4.4M |
JEPQJ P MORGAN NASDAQ EQT PRM INC ETF | $4.2M |
QCOMQUALCOMM INC | $4.2M |
TPLTEXAS PACIFIC LAND CORP | $4.2M |
APDAIR PRODS & CHEMS INC | $4.1M |
XLFSELECT STR FINANCIAL SELECT SPDR ETF | $4.0M |
MAAMID-AMER APT CMNTYS INC REIT | $4.0M |
IJHISHARES CORE S&P MID CAP ETF | $4.0M |
PULSPGIM ULTRA SHORT BOND ETF | $4.0M |
HDHOME DEPOT INC | $3.9M |
OBDCBLUE OWL CAPITAL CORPORATION COMMON STOCK | $3.9M |
NFLXNETFLIX INC | $3.9M |
AMDADVANCED MICRO DEVICE IN | $3.9M |
BABOEING CO | $3.9M |
MTZMASTEC INC | $3.9M |
IBMIBM CORP | $3.8M |
PLDPROLOGIS INC REIT | $3.7M |
BACBANK OF AMERICA CORP | $3.7M |
PGPROCTER & GAMBLE CO | $3.7M |
IMCGISHARES MORGSTAR MID CAP GRO ETF | $3.6M |
CVXCHEVRON CORP NEW | $3.6M |
ESSESSEX PPTY TR INC REIT | $3.6M |
VGITVANGUARD INTRMDIAT TRM TRSRY ETF | $3.4M |
BRK-BBERKSHIRE HATHAWAY INC | $3.4M |
SMHVANECK SEMICONDUCTOR ETF | $3.4M |
XLKTECHNOLOGY SELECT SECTOR SPDR ETF IV | $3.3M |
VUGVANGUARD GROWTH ETF | $3.3M |
ESGUISHARES ESG AWARE MSCI USA ETF | $3.3M |
SPDWSPDR PORTFOLIO DVLPD WRLD EX-US ETF | $3.3M |
VOVANGUARD MID CAP ETF | $3.3M |
GDGENERAL DYNAMICS CORP | $3.3M |
ELVELEVANCE HEALTH INC | $3.2M |
SCHVSCHWAB US LARGE CAP VALUE ETF | $3.2M |
KOTHE COCA-COLA CO | $3.2M |
FUTYFIDELITY MSCI UTILITIES INDX ETF | $3.2M |
ORCLORACLE CORP | $3.2M |
IWFISHARES RUSSELL 1000 GROWTH ETF | $3.1M |
MAMASTERCARD INC | $3.1M |
RDVYFT RISING DIVIDEND ACHIEVERS ETF IV | $3.1M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $3.1M |
FTLSFIRST TRUST LONG SHORT EQUITY ETF | $3.1M |
IJRISHARES CORE S&P SMALL CAP ETF | $3.1M |
MOATVANECK MORNINGSTAR WIDE MOAT ETF | $3.0M |
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