KINGSWOOD WEALTH ADVISORS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KW KINGSWOOD WEALTH ADVISORS, LLC | Institutional Filer | ▲ 1.83% | $2.11B | 924 |
Current Portfolio Holdings
Showing all 924 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 308K | $78.3M | 3.72% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 83K | $53.9M | 2.56% |
| 3 | NVDA | NVIDIA Corporation | Technology | 300K | $52.2M | 2.48% |
| 4 | QQQ | Invesco QQQ Trust | — | 84K | $48.3M | 2.29% |
| 5 | VTV | VANGUARD VALUE ETF | — | 188K | $36.9M | 1.75% |
| 6 | MSFT | Microsoft Corporation | Technology | 96K | $35.7M | 1.69% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 157K | $32.6M | 1.55% |
| 8 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | — | 49K | $29.3M | 1.39% |
| 9 | SPYM | SPDR PORTFOLIO S&P 500 ETF | — | 355K | $27.2M | 1.29% |
| 10 | AVGO | Broadcom Inc. | Technology | 79K | $24.5M | 1.16% |
| 11 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | — | 836K | $24.3M | 1.16% |
| 12 | SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | — | 518K | $23.6M | 1.12% |
| 13 | VTI | VANGUARD TOTAL STOCK MARKET ETF | — | 65K | $20.9M | 0.99% |
| 14 | GOOGL | Alphabet Inc. | Technology | 72K | $20.7M | 0.98% |
| 15 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | — | 95K | $20.5M | 0.97% |
Showing 1 to 15 of 924 holdings