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

Instuitional Investor - Kingswood Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Kingswood Wealth Advisors, Llc
Portfolio Value $882,273,427
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 272,744 $52,511,342 5.95%
2.
Microsoft Corp
 MSFT 95,249 $35,817,264 4.05%
3.
Spdr S & P 500 Etf Trust
 SPY 58,862 $27,977,469 3.17%
4.
Amazon Com Inc
 AMZN 134,397 $20,420,280 2.31%
5.
Nvidia Corp
 NVDA 38,896 $19,261,862 2.18%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)