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Home > Institutional Investor > Kingswood Wealth Advisors, Llc > Profile

Instuitional Investor - Kingswood Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Kingswood Wealth Advisors, Llc
Portfolio Value $1,331,610,356
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 283,858 $71,083,792 5.33%
2.
Nvidia Corp
 NVDA 355,211 $47,701,305 3.58%
3.
Spdr S & P 500 Etf Trust
 SPY 80,663 $47,275,350 3.55%
4.
Microsoft Corp
 MSFT 72,206 $30,435,027 2.28%
5.
Invsc Qqq Trust Srs 1 Etf
 57,310 $29,298,876 2.2%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)