Instuitional Investor - Kingswood Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Kingswood Wealth Advisors, Llc
Portfolio Value $2,107,105,934
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 308,487 $78,290,838 3.72%
2. SPY 82,956 $53,947,451 2.56%
3. NVDA 299,550 $52,241,569 2.48%
4.
Invesco Qqq Tr
83,624 $48,265,873 2.29%
5.
Vanguard Value Etf
188,101 $36,905,492 1.75%