KINGSWOOD WEALTH ADVISORS, LLC

Q2 2023 13F Combination Report, Stock Holdings

Signature - Title
Rajiv Shah - Compliance Consultant
Location
San Diego, CA
Holdings as of
30 Jun 2023
Value $
$306,775,719
Num holdings
268
Filing time
09 Aug 2023, 15:29:08 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included AAPL, MSFT, GBTC, SPY, and AMZN.
Next filing
Q3 2023 - 24 Oct 2023
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Rajiv Shah Compliance Consultant Weston, Florida 09 Aug 2023

List of Other Managers Reporting for KINGSWOOD WEALTH ADVISORS, LLC:

Name Holdings Value Location File Number
GeoWealth Management, LLC $2,712,843,659 Chicago, IL 028-16841

Other Included Managers (1):

Num Name Location File Number
1 GeoWealth Management, LLC Chicago, IL 028-16841