• 13F History

KINGSWOOD WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 21, 2025
Value $
$2.62B
Signature - Title
Rajiv Shah - Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by KINGSWOOD WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KINGSWOOD WEALTH ADVISORS, LLC reported 766 stock holdings with total value $2.62B as of Q1 2025. Top holdings included AAPL, SPY, NVDA, MSFT, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 766 $2.62B +$1.44B -$96.1M +$1.34B AAPL, SPY, NVDA, MSFT, AMZN 13F-HR 4/21/2025, 09:01 AM
Q4 2024 791 $1.33B +$334M -$419M -$84.9M AAPL, NVDA, SPY, MSFT, QQQ 13F-HR 1/22/2025, 09:44 AM
Q3 2024 663 $1.4B +$376M -$115M +$261M AAPL, NVDA, MSFT, AMZN, SPY 13F-HR 10/21/2024, 11:47 AM
Q2 2024 653 $1.11B +$299M -$40.1M +$259M AAPL, NVDA, MSFT, SPY, AMZN 13F-HR 7/9/2024, 04:27 PM
Q1 2024 611 $866M +$84.5M -$184M -$100M AAPL, MSFT, NVDA, AMZN, SPY 13F-HR 4/15/2024, 12:21 PM
Q4 2023 631 $878M +$461M -$37.3M +$423M AAPL, MSFT, SPY, AMZN, NVDA 13F-HR 1/16/2024, 03:34 PM
Q3 2023 326 $279M +$175M -$15.3M +$159M GOOG, IVV, GE, NEE, TXN 13F-HR 10/23/2023, 07:39 PM
Q2 2023 261 $306M AAPL, MSFT, SPY, AMZN, NVDA 13F-HR 8/9/2023, 03:29 PM