Instuitional Investor - Kingswood Wealth Advisors, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 2,513,944 $560,918,381 21.44%
2. SPY 290,169 $162,709,724 6.22%
3. NVDA 1,220,279 $133,942,405 5.12%
4. MSFT 325,271 $123,928,086 4.74%
5. AMZN 396,506 $76,030,527 2.91%