KINGSWOOD WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$1.33B
Signature - Title
Rajiv Shah - Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by KINGSWOOD WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KINGSWOOD WEALTH ADVISORS, LLC reported 791 stock holdings with total value $1.33B as of Q4 2024. Top holdings included AAPL, NVDA, SPY, MSFT, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 791 $1.33B +$334M -$419M -$84.9M AAPL, NVDA, SPY, MSFT, QQQ 13F-HR 1/22/2025, 09:44 AM
Q3 2024 663 $1.4B +$376M -$115M +$261M AAPL, NVDA, MSFT, AMZN, SPY 13F-HR 10/21/2024, 11:47 AM
Q2 2024 653 $1.11B +$299M -$40.7M +$258M AAPL, NVDA, MSFT, SPY, AMZN 13F-HR 7/9/2024, 04:27 PM
Q1 2024 618 $867M +$84.9M -$186M -$101M AAPL, MSFT, NVDA, AMZN, SPY 13F-HR 4/15/2024, 12:21 PM
Q4 2023 639 $879M +$186M -$36.6M +$150M AAPL, MSFT, SPY, AMZN, NVDA 13F-HR 1/16/2024, 03:34 PM
Q3 2023 417 $279M +$173M -$40.4M +$133M GBTC, GOOG, IVV, GE, NEE 13F-HR 10/23/2023, 07:39 PM
Q2 2023 268 $307M $0 $0 AAPL, MSFT, GBTC, SPY, AMZN 13F-HR 8/9/2023, 03:29 PM