KINGSWOOD WEALTH ADVISORS, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
San Diego, CA
CIK
0001987855
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 657 1,109,836 AAPL, NVDA, MSFT, SPY 13F-HR 7/9/2024 000198785524000003
Q1 2024 618 867,085 AAPL, MSFT, NVDA, AMZN 13F-HR 4/15/2024 000198785524000002
Q4 2023 639 882,273 AAPL, MSFT, SPY, AMZN 13F-HR 1/16/2024 000198785524000001
Q3 2023 417 585,142 MSFT, AAPL, AMZN, NVDA 13F-HR 10/23/2023 000198785523000003
Q2 2023 269 313,704 AAPL, MSFT, GBTC, SPY 13F-HR 8/9/2023 000198785523000002