| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INCORPORATED | 5 | Q2 2024 | 9.4% |
| MICROSOFT CORPORATION | 5 | Q2 2024 | 4.7% |
| NVIDIA CORPORATION | 5 | Q2 2024 | 5.4% |
| SPDR S&P 500 EXCHANGE TRADED FUND | 5 | Q2 2024 | 3.2% |
| AMAZON COM INCORPORATED | 5 | Q2 2024 | 2.8% |
| GRAYSCALE BITCOIN TRUST | 5 | Q2 2024 | 3.1% |
| TESLA INCORPORATED | 5 | Q2 2024 | 2.0% |
| ALPHABET INCORPORATED CAP STK CLASS A | 5 | Q2 2024 | 1.7% |
| META PLATFORMS INCORPORATED CLASS A | 5 | Q2 2024 | 1.6% |
| ALPHABET INCORPORATED CAP STK CLASS C | 5 | Q2 2024 | 1.4% |
View KINGSWOOD WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-09 |
| 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.