KINGSWOOD WEALTH ADVISORS, LLC
CIK
1987855
City
SAN DIEGO
State / Country
CA
Top Portfolio Positions
489 positions ·
$1,086,772,209 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
308,487 | $78,290,915 | 7.20% | |
| SPY |
Spdr S&P 500 ETF Trust
|
82,956 | $53,949,605 | 4.96% | |
| NVDA |
Nvidia Corp
Technology
|
299,550 | $52,241,520 | 4.81% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
83,624 | $48,266,100 | 4.44% | |
| MSFT |
Microsoft Corp
Technology
|
96,356 | $35,668,100 | 3.28% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
156,696 | $32,635,075 | 3.00% | |
| AVGO |
Broadcom Inc.
Technology
|
79,027 | $24,459,646 | 2.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
71,966 | $20,694,542 | 1.90% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
60,322 | $17,744,319 | 1.63% | |
| META |
Meta Platforms, Inc.
Communication Services
|
26,752 | $15,305,621 | 1.41% |
Portfolio Trend
12 quarters · across all stocks
Holdings in NAZ
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $299,750 | 25,000 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $225,720 | 19,000 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $177,750 | 15,000 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $257,180 | 22,000 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $348,558 | 28,902 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $328,904 | 28,902 | Shares | Sole | 2025-01-22 | |
| No 13F history on record for this holder in this stock. | ||||||