KINGSWOOD WEALTH ADVISORS, LLC 13F Holdings
CIK 0001987855 · SAN DIEGO, CA
As of Sep 30, 2025, KINGSWOOD WEALTH ADVISORS, LLC reported 792 positions worth
CIK 0001987855 · SAN DIEGO, CA
As of Sep 30, 2025, KINGSWOOD WEALTH ADVISORS, LLC reported 792 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 253,776 | $64.6M | 5.01% |
| SPDR S&P 500 ETF TRUST | SPY | — | 78,372 | $52.2M | 4.05% |
| NVIDIA CORP | NVDA | Technology | 264,746 | $49.4M | 3.83% |
| MICROSOFT CORP | MSFT | Technology | 70,992 | $36.8M | 2.85% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 1,060,720 | $33.8M | 2.63% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 55,125 | $33.1M | 2.57% |
| AMAZON.COM INC | AMZN | Equity | 126,161 | $27.7M | 2.15% |
| VANGUARD 500 INDEX FUND | VOO | — | 44,402 | $27.2M | 2.11% |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | — | 284,948 | $25.6M | 1.98% |
| ISHARES CORE S&P 500 ETF | IVV | — | 32,006 | $21.4M | 1.66% |
| FIRST TRUST EXCHANGE-TRADED FUND III | FPE | — | 1,171,723 | $21.4M | 1.66% |
| BROADCOM INC | AVGO | Technology | 57,236 | 8.9M | 1.46% |
| VANGUARD VALUE INDEX FUND | VTV | — | 85,852 | 6.0M | 1.24% |
| META PLATFORMS INC | META | Communication Services | 20,971 | 5.4M | 1.19% |
| PROSHARES ULTRA S&P500 | SSO | — | 132,858 | 4.9M | 1.16% |
| ALPHABET INC | GOOGL | Equity | 61,123 | 4.9M | 1.15% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 43,951 | 3.9M | 1.08% |
| STRATEGY INC | MSTR | Technology | 41,017 | 3.2M | 1.02% |
| TESLA INC | TSLA | Consumer Cyclical | 29,052 | 2.9M | 1.00% |
| 2X BITCOIN STRATEGY ETF | BITX | — | 231,350 | 2.7M | 0.99% |
| LAMAR ADVERTISING CO | LAMR | Real Estate | 98,054 | 2.0M | 0.93% |
| ALPHABET INC | GOOG | Equity | 45,966 | 1.2M | 0.87% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 59,211 | 0.8M | 0.84% |
| CATERPILLAR INC | CAT | Industrials | 22,202 | 0.6M | 0.82% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 14,073 | 0.5M | 0.81% |