KINGSWOOD WEALTH ADVISORS, LLC

Q1 2025 13F-HR/A Holdings

Location
San Diego, CA
Holdings as of
3/31/2025
Date filed
7/25/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
723
Total value ($000)
$1,094,893
Net value change ($000)
—
New positions
723
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: — Next filing: 7/23/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 48,499 —
NVDA 31,702 —
SPY 31,268 —
MSFT 24,388 —
QQQ 22,067 —
VOO 20,372 —
SCHG 18,811 —
GBTC 18,664 —
AMZN 18,297 —
IVV 12,435 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type