KINGSWOOD WEALTH ADVISORS, LLC
Top Portfolio Positions
487 positions ·
$1,075,745,794 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
308,487 | $78,290,915 | 7.28% | |
| SPY |
Spdr S&P 500 ETF Trust
|
82,956 | $53,949,605 | 5.02% | |
| NVDA |
Nvidia Corp
Technology
|
299,550 | $52,241,520 | 4.86% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
83,624 | $48,266,100 | 4.49% | |
| MSFT |
Microsoft Corp
Technology
|
96,356 | $35,668,100 | 3.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
156,696 | $32,635,075 | 3.03% | |
| AVGO |
Broadcom Inc.
Technology
|
79,027 | $24,459,646 | 2.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
71,966 | $20,694,542 | 1.92% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
60,322 | $17,744,319 | 1.65% | |
| META |
Meta Platforms, Inc.
Communication Services
|
26,752 | $15,305,621 | 1.42% |
Portfolio Trend
12 quarters · across all stocks
Holdings in LB
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,538,794 | 65,732 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $707,709 | 14,446 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,153,366 | 40,363 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,033,733 | 44,891 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,140,574 | 29,755 | Shares | Sole | 2025-07-25 | |
| No 13F history on record for this holder in this stock. | ||||||