KINGSWOOD WEALTH ADVISORS, LLC
Top Portfolio Positions
489 positions ·
$1,088,245,031 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
308,487 | $78,290,915 | 7.19% | |
| SPY |
Spdr S&P 500 ETF Trust
|
82,956 | $53,949,605 | 4.96% | |
| NVDA |
Nvidia Corp
Technology
|
299,550 | $52,241,520 | 4.80% | |
| 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 STEW
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,244,452 | 72,775 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,473,466 | 79,475 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,423,290 | 78,375 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,385,670 | 78,375 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,351,968 | 78,375 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $903,928 | 56,425 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $783,285 | 49,575 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $721,316 | 49,575 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $741,328 | 49,225 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $590,168 | 42,550 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $552,299 | 42,550 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $565,064 | 42,550 | Shares | Sole | 2023-08-09 | |
| No 13F history on record for this holder in this stock. | ||||||