KINGSWOOD WEALTH ADVISORS, LLC

Q4 2023 13F Detailed Holdings

Location
San Diego, CA
Holdings as of
12/31/2023
Value ($000)
$882,273
Num holdings
639
Date filed
1/16/2024
Form type
13F-HR
Prev filing
10/23/2023
Next filing
4/15/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 GeoWealth Management, LLC 028-16841