Latest KINGSWOOD WEALTH ADVISORS, LLC Stock Portfolio

KINGSWOOD WEALTH ADVISORS, LLC Performance:

2025 Q3: 4.6%YTD: 15.53%2024: 15.14%

Performance for 2025 Q3 is 4.6%, and YTD is 15.53%, and 2024 is 15.14%.

About KINGSWOOD WEALTH ADVISORS, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, KINGSWOOD WEALTH ADVISORS, LLC reported an equity portfolio of $1.7 Billions as of 30 Sep, 2025.

The top stock holdings of KINGSWOOD WEALTH ADVISORS, LLC are AAPL, SPY, NVDA. The fund has invested 3.9% of it's portfolio in APPLE INCORPORATED and 3.2% of portfolio in SPDR S&P 500 ETF.

The fund managers got completely rid off ACRUENCE ACTIVE HEDGE U.S. EQUITY ETF (ACSI), OSCAR HEALTH INC CLASS A COMMON STOCK (OSCR) and FIRST TR EXCHANGE TRADED FD VIII FT VEST BUFFERED ALLOCATION GROWTH ETF (BUFD) stocks. They significantly reduced their stock positions in HECLA MINING COMPANY (HL), NRG ENERGY INCORPORATED COM NEW (NRG) and INVSC ACTVLY MNG OPTM YD DVRS ETF (PDBC). KINGSWOOD WEALTH ADVISORS, LLC opened new stock positions in LAMAR ADVERTISING COMPANY NEW CLASS A REIT (LAMR), WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (JAMF) and FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF (LEGR). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF (FBCG), FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRAST INDEX FUND (GRID) and ISHARES TR US INDUSTRIALS (IJR).

KINGSWOOD WEALTH ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that KINGSWOOD WEALTH ADVISORS, LLC made a return of 4.6% in the last quarter. In trailing 12 months, it's portfolio return was 17.13%.

New Buys

Ticker	$ Bought
lamar advertising company new class a reit	12,003,700
wisdomtree u.s. quality dividend growth fund	5,899,260
first trust indxx innovative transaction & process etf	3,340,070
wisdomtree u.s. midcap dividend fund	2,450,000
invesco dividend achievers etf	2,301,970
bitmine immersion tecnologies com new	1,152,120
lululemon athletica incorporated	944,986
innovator equity dual directional 15 buffer etf -	891,355

New stocks bought by KINGSWOOD WEALTH ADVISORS, LLC

Additions

Ticker	% Inc.
fidelity msci communication services index etf	944
first trust nasdaq clean edge smart grid infrast index fund	851
ishares tr us industrials	735
first trust health care alphadex fund	676
schwab us dividend equity etf	401
first trust ise cloud computing index fund	394
spdr energy select sector fund	372
fidelity total bond etf	291

Additions to existing portfolio by KINGSWOOD WEALTH ADVISORS, LLC

Reductions

Ticker	% Reduced
williams companies incorporated	-50.92
spotify technology s a shs	-40.07
regan fltg rate mbs etf valued advisers tr	-30.87
seagate technology hldngs plc ord shs	-30.1
ft vest u.s. equity buffer etf - may	-25.97
arm holdings plc sponsored ads	-25.78
rocket companies incorporated com class a	-24.57
taiwan semiconductor mfg limited sponsored ads	-22.84

KINGSWOOD WEALTH ADVISORS, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by KINGSWOOD WEALTH ADVISORS, LLC

Sector Distribution

KINGSWOOD WEALTH ADVISORS, LLC has about 56.6% of it's holdings in Others sector.

Sector	%
Others	56.6
Technology	16.1
Industrials	5.3
Consumer Cyclical	4.3
Financial Services	3.7
Communication Services	3.3
Healthcare	2.8
Utilities	2
Consumer Defensive	2
Real Estate	1.7
Energy	1.4

Market Cap. Distribution

KINGSWOOD WEALTH ADVISORS, LLC has about 40.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	56.8
MEGA-CAP	21.7
LARGE-CAP	18.4
MID-CAP	1.7
SMALL-CAP	1.1

Stocks belong to which Index?

About 39.2% of the stocks held by KINGSWOOD WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	60.8
S&P 500	36.4
RUSSELL 2000	2.8

Top 5 Winners (%)		%
AMPX	amprius technologies inc common stock	149.9 %
ATAI	atai life sciences nv shs	141.6 %
RGTI	rigetti computing incorporated common stock	136.0 %
APP	applovin corporation com class a	105.3 %
HL	hecla mining company	102.0 %

Top 5 Winners ($)		$
AAPL	apple incorporated	10.8 M
NVDA	nvidia corporation	7.7 M
GOOG	alphabet incorporated cap stk class a	3.9 M
SPY	spdr s&p 500 etf	3.5 M
TSLA	tesla incorporated	3.5 M

Top 5 Losers (%)		%
SG	sweetgreen incorporated com class a	-40.6 %
AI	c3 ai incorporated class a	-29.4 %
FSK	fs kkr cap corporation	-27.8 %
WHR	whirlpool corporation	-22.5 %
WEAV	weave communications incorporated	-19.6 %

Top 5 Losers ($)		$
MSTR	microstrategy incorporated class a new	-3.1 M
FSK	fs kkr cap corporation	-0.7 M
NFLX	netflix incorporated	-0.6 M
TXN	texas instrs incorporated	-0.6 M
ELV	elevance health incorporated	-0.5 M

KINGSWOOD WEALTH ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of KINGSWOOD WEALTH ADVISORS, LLC

KINGSWOOD WEALTH ADVISORS, LLC has 790 stocks in it's portfolio. About 22.5% of the portfolio is in top 10 stocks. MSTR proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for KINGSWOOD WEALTH ADVISORS, LLC last quarter.

Last Reported on: 23 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple incorporated	3.91	253,776	64,619,000	added	16.4

AAXJ	ishares tr eafe grwth etf	0.27	39,806	4,533,110	added	31.79

AAXJ	ishares tr mrgstr md cp grw	0.26	50,894	4,210,470	added	5.56

AAXJ	ishares tr ishs 5-10yr invt	0.15	46,618	2,521,590	reduced	-4.06

AAXJ	ishares tr eafe value etf	0.12	30,247	2,051,660	added	5.86

AAXJ	ishares tr national mun etf	0.10	15,290	1,628,180	added	26.45

AAXJ	ishares tr us aer def etf	0.08	6,462	1,352,240	added	25.18

AAXJ	ishares msci kld 400 social indx etf	0.07	9,878	1,244,100	added	10.32

AAXJ	ishares tr jpmorgan usd emg	0.07	12,592	1,198,610	reduced	-5.88

AAXJ	ishares tr 10-20 yr trs etf	0.07	11,524	1,186,890	added	126

AAXJ	ishares tr ishs 1-5yr invs	0.07	21,502	1,140,250	reduced	-1.3

AAXJ	ishares tr iboxx hi yd etf	0.05	10,730	871,169	reduced	-8.13

AAXJ	ishares tr intl sel div etf	0.04	19,781	722,982	reduced	-3.05

AAXJ	ishares tr u.s. med dvc etf	0.04	11,753	706,130	added	40.1

AAXJ	ishares us insurance etf	0.04	4,870	652,795	reduced	-2.37

ABBV	abbvie incorporated	0.35	25,172	5,828,380	added	125

ABT	abbott labs	0.08	9,927	1,329,610	added	20.75

ACES	alerian mlp etf	0.14	48,345	2,268,830	added	25.17

ACIO	us vegan climate etf	0.08	23,104	1,373,810	added	13.12

ACSI	fundstrat granny shots us large cap etf	0.10	66,952	1,673,130	added	138