| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 2 | Q3 2023 | 9.4% |
| MICROSOFT CORP | 2 | Q3 2023 | 4.7% |
| AMAZON.COM INC | 2 | Q3 2023 | 2.8% |
| NVIDIA CORP | 2 | Q3 2023 | 2.7% |
| GRAYSCALE BITCOIN TR BTC | 2 | Q3 2023 | 3.1% |
| SPDR S&P 500 ETF TRUST | 2 | Q3 2023 | 2.7% |
| TESLA INC | 2 | Q3 2023 | 2.0% |
| ALPHABET INC. CLASS A | 2 | Q3 2023 | 1.7% |
| NEXTERA ENERGY INC | 2 | Q3 2023 | 1.8% |
| TEXAS INSTRUMENTS | 2 | Q3 2023 | 1.6% |
View KINGSWOOD WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-09 |
View KINGSWOOD WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.