Instuitional Investor - Kingswood Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Kingswood Wealth Advisors, Llc
Portfolio Value $2,069,300,319
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 311,859 $84,781,907 4.1%
2. SPY 87,292 $59,526,353 2.88%
3. NVDA 309,110 $57,649,074 2.79%
4.
Invesco Qqq Tr
74,679 $45,876,323 2.22%
5. MSFT 93,175 $45,061,259 2.18%