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Home > Institutional Investor > Kingswood Wealth Advisors, Llc > Profile

Instuitional Investor - Kingswood Wealth Advisors, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Kingswood Wealth Advisors, Llc
Portfolio Value	$1,652,815,478

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	253,776	$64,619,048	3.91%
2.	Spdr S & P 500 Etf Trust	SPY	78,372	$52,209,513	3.16%
3.	Nvidia Corp	NVDA	264,746	$49,396,351	2.99%
4.	Microsoft Corp	MSFT	70,992	$36,770,221	2.22%
5.	Schwab Strategic Trust	FNDF	1,060,720	$33,847,569	2.05%