Kingswood Wealth Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 15, 2024), Kingswood Wealth Advisors, LLC reported 617 stock positions worth $866.9 million. Its top holding was Apple (AAPL) at 5.0% of the portfolio, followed by Microsoft (MSFT, 4.0%) and Nvidia (NVDA, 3.4%). Compared with Q4 2023, it opened 90 new positions, sold out of 109, added to 148 and reduced 351. The biggest buy was 2X Bitcoin ETF (BITX, shares +554%) and the biggest sale Apple (AAPL, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0001987855
- Portfolio Value
- $866.9M (Q1 2024)
- SEC Filing
- 0001987855-24-000002 ↗ filed Apr 15, 2024
Holdings Value
Holdings 617 stocks · $866.9M
| AAPL Apple Inc. | 4.97% | 251,106 | $43.1M | Reduce -7.9% |
| MSFT Microsoft Corp. | 4.03% | 82,992 | $34.9M | Reduce -12.9% |
| NVDA Nvidia Corp. | 3.43% | 32,921 | $29.7M | Reduce -15.4% |
| AMZN Amazon.com Inc. | 2.30% | 110,611 | $20.0M | Reduce -17.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.29% | 37,947 | $19.8M | Reduce -35.5% |
| GBTC Grayscale Bitcoin Trust ETF | 2.16% | 296,220 | $18.7M | Reduce -43.5% |
| META Meta Platforms Inc. Class A | 1.59% | 28,335 | $13.8M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 1.23% | 70,076 | $10.7M | Reduce -12.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.13% | 22,113 | $9.8M | Reduce -26.7% |
| GOOGL Alphabet Inc. Class A | 1.09% | 62,458 | $9.4M | Reduce -11.0% |
| IVV iShares Core S&P 500 ETF | 1.06% | 17,546 | $9.2M | Add +7.3% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.85% | 4,333 | $7.4M | Add +115.4% |
| BITX 2X Bitcoin ETF | 0.83% | 135,184 | $7.2M | Add +554.3% |
| UNH Unitedhealth Group Inc. | 0.82% | 14,456 | $7.2M | Reduce -8.1% |
| V Visa Inc. Class A | 0.82% | 25,583 | $7.1M | Reduce -3.9% |
| LLY Eli Lilly & Co. | 0.81% | 9,021 | $7.0M | Reduce -8.6% |
| JPM JPMorgan Chase & Co. | 0.80% | 34,526 | $6.9M | Reduce -17.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.80% | 16,405 | $6.9M | Reduce -10.7% |
| TSLA Tesla Inc. | 0.73% | 36,096 | $6.3M | Reduce -30.6% |
| GE General Electric | 0.70% | 34,727 | $6.1M | Reduce -8.1% |
| AVGO Broadcom Inc. | 0.64% | 4,198 | $5.6M | Reduce -21.6% |
| XOM Exxon Mobil Corp. | 0.61% | 45,531 | $5.3M | Add +17.3% |
| MRK Merck & Co. Inc. | 0.57% | 37,714 | $5.0M | Reduce -23.7% |
| NFLX Netflix Inc. | 0.57% | 8,139 | $4.9M | Reduce -28.9% |
| CAT Caterpillar Inc. | 0.57% | 13,453 | $4.9M | Reduce -27.9% |
| PLD Prologis Inc. | 0.56% | 37,384 | $4.9M | Reduce -7.2% |
| ETHE Grayscale Ethereum Staking E | 0.56% | 184,136 | $4.8M | Reduce -8.6% |
| NEE Nextera Energy Inc. | 0.54% | 73,279 | $4.7M | Reduce -26.1% |
| ELV Elevance Health Inc. | 0.53% | 8,923 | $4.6M | Reduce -20.6% |
| FBTC Fidelity Wise Origin Bitcoin | 0.52% | 73,151 | $4.5M | New |
| SCHG Schwab US Large-Cap Growth | 0.50% | 46,408 | $4.3M | New |
| CRM Salesforce Inc. | 0.49% | 14,187 | $4.3M | Reduce -13.8% |
| JEPI JPMorgan Equity Premium Inco | 0.49% | 73,183 | $4.2M | Reduce -11.4% |
| HD Home Depot Inc. | 0.48% | 10,955 | $4.2M | Reduce -14.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.48% | 50,196 | $4.2M | Reduce -16.4% |
| COST Costco Wholesale Corp. | 0.48% | 5,712 | $4.2M | Reduce -20.2% |
| MA Mastercard Inc. Class A | 0.47% | 8,533 | $4.1M | Reduce -3.0% |
| GS Goldman Sachs Group Inc. | 0.47% | 9,835 | $4.1M | Reduce -8.2% |
| IBIT iShares Bitcoin Trust ETF | 0.46% | 98,411 | $4.0M | New |
| TXN Texas Instruments Inc. | 0.45% | 22,276 | $3.9M | Reduce -29.9% |
| IOO iShares Global 100 ETF | 0.43% | 41,330 | $3.7M | Add +2.1% |
| SSO Proshares Ultra S&P500 | 0.42% | 47,329 | $3.7M | Reduce -13.7% |
| FTCS First Trust Capital Strength | 0.42% | 42,744 | $3.7M | Add +4.2% |
| RTX RTX Corp. | 0.42% | 37,067 | $3.6M | Reduce -13.8% |
| MTUM iShares MSCI USA Momentum Fa | 0.41% | 19,117 | $3.6M | Reduce -2.8% |
| JNJ Johnson & Johnson | 0.41% | 22,330 | $3.5M | Reduce -1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.41% | 15,374 | $3.5M | Reduce -31.3% |
| ABBV Abbvie Inc. | 0.40% | 19,232 | $3.5M | Add +1.4% |
| LTCN Grayscale Litecoin Trust | 0.40% | 90,445 | $3.5M | Reduce -34.9% |
| CVX Chevron Corp. | 0.40% | 22,079 | $3.5M | Add +63.3% |
| KKR KKR & Co. Inc. | 0.39% | 33,953 | $3.4M | Reduce -0.7% |
| DLN Wisdomtree US Largecap Divid | 0.38% | 45,516 | $3.3M | Reduce -8.4% |
| INTU Intuit Inc. | 0.38% | 5,038 | $3.3M | No change |
| IWF iShares Russell 1000 Growth | 0.37% | 9,619 | $3.2M | Add +15.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.37% | 8,138 | $3.2M | Reduce -51.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 12,396 | $3.2M | Reduce -17.1% |
| WMT Walmart Inc. | 0.37% | 53,407 | $3.2M | Add +7.9% |
| PG The Procter & Gamble Co. | 0.36% | 19,383 | $3.1M | Reduce -20.0% |
| PH Parker Hannifin Corp. | 0.36% | 5,570 | $3.1M | Reduce -43.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.35% | 79,458 | $3.0M | Add +17.7% |
| QCOM Qualcomm Inc. | 0.34% | 17,609 | $3.0M | Reduce -18.2% |
| HON Honeywell International Inc. | 0.34% | 14,469 | $3.0M | Reduce -25.2% |
| WFC Wells Fargo & Co. | 0.34% | 50,700 | $2.9M | Reduce -4.9% |
| AMD Advanced Micro Devices | 0.34% | 16,118 | $2.9M | Reduce -3.2% |
| NOW ServiceNow Inc. | 0.32% | 3,693 | $2.8M | Reduce -20.8% |
| VOO Vanguard S&P 500 ETF | 0.32% | 5,811 | $2.8M | Reduce -12.1% |
| LMT Lockheed Martin Corp. | 0.32% | 6,123 | $2.8M | Reduce -56.8% |
| VIG Vanguard Dividend Apprec ETF | 0.32% | 15,246 | $2.8M | Reduce -30.2% |
| TDG Transdigm Group Inc. | 0.32% | 2,222 | $2.7M | Reduce -2.9% |
| MAA Mid-America Apartment Comm | 0.31% | 20,391 | $2.7M | Reduce -24.0% |
| SDY SS SPDR S&P Dividend ETF | 0.31% | 20,438 | $2.7M | Add +4.8% |
| BA The Boeing Co. | 0.31% | 13,872 | $2.7M | Reduce -37.4% |
| ESGU iShares ESG Aware MSCI USA | 0.30% | 22,980 | $2.6M | New |
| TMO Thermo Fisher Scientific Inc. | 0.30% | 4,407 | $2.6M | Reduce -6.3% |
| ESS Essex Property Trust Inc. | 0.30% | 10,456 | $2.6M | Reduce -21.5% |
| AGG iShares Core U.S. Aggregate | 0.29% | 25,730 | $2.5M | Add +54.9% |
| KO The Coca-Cola Co. | 0.29% | 40,864 | $2.5M | Add +4.7% |
| BMY Bristol-Myers Squibb Co. | 0.29% | 45,747 | $2.5M | Add +0.3% |
| NOBL Proshares S&P 500 Dividend A | 0.28% | 23,885 | $2.4M | Reduce -11.5% |
| WM Waste Management Inc. | 0.28% | 11,336 | $2.4M | Reduce -1.5% |
| CDNS Cadence Design SYS Inc. | 0.27% | 7,633 | $2.4M | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 0.27% | 47,533 | $2.4M | Reduce -5.0% |
| DHR Danaher Corp. | 0.27% | 9,426 | $2.4M | Reduce -2.5% |
| ETN Eaton Corp. PLC | 0.27% | 7,373 | $2.3M | Reduce -4.8% |
| INTC Intel Corp. | 0.27% | 52,186 | $2.3M | Reduce -24.2% |
| GLD SPDR Gold Shares | 0.27% | 11,203 | $2.3M | Reduce -65.5% |
| NET Cloudflare Inc. Class A | 0.27% | 23,729 | $2.3M | Reduce -13.3% |
| VZ Verizon Communications Inc. | 0.26% | 53,905 | $2.3M | Reduce -27.9% |
| JPST JPMorgan Ultra-Short Income | 0.26% | 44,397 | $2.2M | Add +14.5% |
| ADBE Adobe Inc. | 0.26% | 4,411 | $2.2M | Reduce -17.6% |
| FSK FS KKR Capital Corp. | 0.25% | 115,290 | $2.2M | Add +2.8% |
| HLT Hilton Worldwide Holdings Inc. | 0.25% | 10,192 | $2.2M | Reduce -4.8% |
| TPL Texas Pacific Land Corp. | 0.25% | 3,681 | $2.1M | Reduce -6.2% |
| ABT Abbott Laboratories | 0.25% | 18,701 | $2.1M | Reduce -4.6% |
| MAR Marriott International Class A | 0.24% | 8,278 | $2.1M | Reduce -0.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.24% | 38,175 | $2.1M | Reduce -2.9% |
| SMH Vaneck Semiconductor ETF | 0.24% | 9,159 | $2.1M | Add +0.3% |
| COP Conocophillips | 0.23% | 15,577 | $2.0M | Reduce -7.3% |
| IDXX Idexx Laboratories Inc. | 0.23% | 3,644 | $2.0M | Add +0.2% |
| CVS CVS Health Corp. | 0.23% | 24,546 | $2.0M | Reduce -13.6% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $139K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| STRATS-US-04-6 (STRATS 6.375 12/15/33 USM) | COMMON STOCK | 15,804 | $139K | No change |
Total filed on the 13F, all lines: $867.1M.
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -7.9% | 4.97% | −0.99 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -35.5% | 2.29% | −0.88 |
| TSLA Tesla Inc. | Reduce -30.6% | 0.73% | −0.73 |
| GLD SPDR Gold Shares | Reduce -65.5% | 0.27% | −0.44 |
| LMT Lockheed Martin Corp. | Reduce -56.8% | 0.32% | −0.41 |
| BA The Boeing Co. | Reduce -37.4% | 0.31% | −0.35 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -51.4% | 0.37% | −0.34 |
| ESRT Empire State Realty Trust-A | Sold out | 0.00% | −0.28 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -26.7% | 1.13% | −0.27 |
| SCHM Schwab US Mid Cap ETF | Sold out | 0.00% | −0.26 |
| APD Air Products & Chemicals Inc. | Reduce -46.2% | 0.22% | −0.24 |
| HUM Humana Inc. | Reduce -41.7% | 0.19% | −0.23 |
| TXN Texas Instruments Inc. | Reduce -29.9% | 0.45% | −0.17 |
| PH Parker Hannifin Corp. | Reduce -43.5% | 0.36% | −0.16 |
| TT Trane Technologies PLC | Reduce -52.9% | 0.22% | −0.15 |
| NEE Nextera Energy Inc. | Reduce -26.1% | 0.54% | −0.14 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -31.3% | 0.41% | −0.14 |
| INTC Intel Corp. | Reduce -24.2% | 0.27% | −0.13 |
| DVN Devon Energy Corp. | Reduce -66.9% | 0.07% | −0.13 |
| HON Honeywell International Inc. | Reduce -25.2% | 0.34% | −0.12 |
| GD General Dynamics Corp. | Reduce -42.9% | 0.20% | −0.12 |
| UNH Unitedhealth Group Inc. | Reduce -8.1% | 0.82% | −0.11 |
| MTRN Materion Corp. | Reduce -48.6% | 0.13% | −0.11 |
| PBT Permian Basin Royalty Trust | Reduce -53.2% | 0.08% | −0.11 |
| ADBE Adobe Inc. | Reduce -17.6% | 0.26% | −0.11 |
| GILD Gilead Sciences Inc. | Reduce -47.2% | 0.10% | −0.10 |
| GAP The Gap Inc. | Sold out | 0.00% | −0.10 |
| VIG Vanguard Dividend Apprec ETF | Reduce -30.2% | 0.32% | −0.10 |
| MAA Mid-America Apartment Comm | Reduce -24.0% | 0.31% | −0.10 |
| AMT American Tower Corp. | Reduce -41.6% | 0.12% | −0.10 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.09 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -40.0% | 0.22% | −0.09 |
| FAUG FT Vest U.S. Equity Buffer E | Reduce -57.5% | 0.07% | −0.09 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.08 |
| PM Philip Morris International | Reduce -42.8% | 0.11% | −0.08 |
| ESS Essex Property Trust Inc. | Reduce -21.5% | 0.30% | −0.08 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.08 |
| TDW Tidewater Inc. | Sold out | 0.00% | −0.08 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.07 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −0.07 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.07 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Sold out | 0.00% | −0.07 |
| DESKTOP METAL INC | Reduce -41.2% | 0.16% | −0.07 |
| ELV Elevance Health Inc. | Reduce -20.6% | 0.53% | −0.07 |
| COR Cencora Inc. | Sold out | 0.00% | −0.07 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -39.5% | 0.21% | −0.07 |
| WIRE Encore Wire Corp. | Sold out | 0.00% | −0.07 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -45.0% | 0.10% | −0.06 |
| SHEL Shell PLC-ADR | Reduce -69.1% | 0.03% | −0.06 |
| GOVT iShares US Treasury Bond ETF | Reduce -26.3% | 0.18% | −0.06 |
Portfolio Buys Q4 2023 → Q1 2024
| BITX 2X Bitcoin ETF | Add +554.3% | 0.83% | +0.78 |
| MSTR Strategy Inc. | Add +115.4% | 0.85% | +0.71 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.52% | +0.52 |
| SCHG Schwab US Large-Cap Growth | New | 0.50% | +0.50 |
| META Meta Platforms Inc. Class A | Add +1.1% | 1.59% | +0.46 |
| IBIT iShares Bitcoin Trust ETF | New | 0.46% | +0.46 |
| ESGU iShares ESG Aware MSCI USA | New | 0.30% | +0.30 |
| BUFF Innovator Laddered Allocatio | New | 0.22% | +0.22 |
| IVV iShares Core S&P 500 ETF | Add +7.3% | 1.06% | +0.18 |
| CVX Chevron Corp. | Add +63.3% | 0.40% | +0.17 |
| XOM Exxon Mobil Corp. | Add +17.3% | 0.61% | +0.17 |
| EWJ iShares MSCI Japan ETF | New | 0.15% | +0.15 |
| SMCI Super Micro Computer Inc. | New | 0.15% | +0.15 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +180.0% | 0.22% | +0.15 |
| DKNG Draftkings Inc. Class A | New | 0.12% | +0.12 |
| CALF PCR US SM CP CSH CWS ETF-Usd | New | 0.11% | +0.11 |
| PEP Pepsico Inc. | Add +83.5% | 0.22% | +0.11 |
| AGG iShares Core U.S. Aggregate | Add +54.9% | 0.29% | +0.10 |
| FIX Comfort Systems USA Inc. | New | 0.10% | +0.10 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +302.1% | 0.13% | +0.10 |
| TDIV FT Nasdaq Tech DVD Index FD | New | 0.09% | +0.09 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.09% | +0.09 |
| BAC Bank of America Corp. | Add +17.7% | 0.35% | +0.09 |
| OXY Occidental Petroleum Corp. | Add +70.2% | 0.19% | +0.09 |
| DELL Dell Technologies -C | New | 0.09% | +0.09 |
| IWF iShares Russell 1000 Growth | Add +15.4% | 0.37% | +0.09 |
| MBSF Regan Floating Rate MBS ETF | New | 0.09% | +0.09 |
| IEFA iShares Core MSCI Eafe ETF | Add +220.4% | 0.12% | +0.09 |
| GM General Motors Co. | Add +38.1% | 0.19% | +0.08 |
| UBER Uber Technologies Inc. | Add +32.8% | 0.20% | +0.08 |
| WMT Walmart Inc. | Add +7.9% | 0.37% | +0.08 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +190.8% | 0.11% | +0.07 |
| ABBV Abbvie Inc. | Add +1.4% | 0.40% | +0.07 |
| ESGD iShares Trust iShares ESG Aw | New | 0.07% | +0.07 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +93.7% | 0.14% | +0.07 |
| COF Capital One Financial Corp. | Add +23.0% | 0.22% | +0.07 |
| HCA HCA Healthcare Inc. | New | 0.07% | +0.07 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.07% | +0.07 |
| PFEB Innovator U.S. Equity Power | New | 0.06% | +0.06 |
| AXP American Express Co. | Add +109.0% | 0.10% | +0.06 |
| SDVY First Trust Smid Cap Rising | New | 0.06% | +0.06 |
| BNDX Vanguard Total Intl Bond ETF | Add +180.4% | 0.09% | +0.06 |
| EPD Enterprise Products Partners | New | 0.06% | +0.06 |
| PDO PIMCO Dynamic Income Opport | New | 0.06% | +0.06 |
| VRT Vertiv Holdings Co. Class A | New | 0.06% | +0.06 |
| IOO iShares Global 100 ETF | Add +2.1% | 0.43% | +0.06 |
| SMH Vaneck Semiconductor ETF | Add +0.3% | 0.24% | +0.06 |
| WEC WEC Energy Group Inc. | New | 0.06% | +0.06 |
| EXC Exelon Corp. | New | 0.05% | +0.05 |
| IJH iShares Core S&P Midcap ETF | Add +61.4% | 0.12% | +0.05 |
Notes & Other Activity Q4 2023 → Q1 2024
| GLADSTONE LAND CORP (LAND 6 PERP C) | PFD | Sold out | 20,333 | $386Kbefore exit |
| ORGNW Origin Materials -CW26 | *W EXP 06/25/202 | Sold out | 26,800 | $1Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 995 | $2.5B | AAPL, SPY, NVDA, QQQ, VTV |
| Q1 2026 | 924 | $2.1B | AAPL, SPY, NVDA, QQQ, VTV |
| Q4 2025 | 869 | $2.1B | AAPL, SPY, NVDA, QQQ, MSFT |
| Q3 2025 | 790 | $1.7B | AAPL, SPY, NVDA, MSFT, SCHG |
| Q2 2025 | 743 | $1.3B | SPY, AAPL, NVDA, MSFT, QQQ |
| Q1 2025Amended | 723 | $1.1B | AAPL, NVDA, SPY, MSFT, QQQ |
| Q4 2024 | 795 | $1.3B | AAPL, NVDA, SPY, MSFT, QQQ |
| Q3 2024 | 663 | $1.4B | AAPL, NVDA, MSFT, AMZN, SPY |
| Q2 2024 | 653 | $1.1B | AAPL, NVDA, MSFT, SPY, AMZN |
| Q1 2024 | 617 | $866.9M | AAPL, MSFT, NVDA, AMZN, SPY |