Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
APPLE INC | 251,106 | -21,638 | $43,060 |
AAPL | 251,106 | -21,638 | $43,060 |
MICROSOFT CORPORATION | 82,992 | -12,257 | $34,917 |
MSFT | 82,992 | -12,257 | $34,917 |
NVIDIA CORPORATION | 32,921 | -5,975 | $29,747 |
NVDA | 32,921 | -5,975 | $29,747 |
AMAZON.COM INC | 110,611 | -23,786 | $19,952 |
AMZN | 110,611 | -23,786 | $19,952 |
SPDR S&P 500 EXCHANGE TRADED FUND (SPY) | 37,947 | -20,915 | $19,849 |
SPY | 37,947 | -20,915 | $19,849 |
GRAYSCALE BITCOIN EXCHANGE TRADED FUND (GBTC) | $19,279 | ||
GBTC | 296,220 | -227,750 | $18,712 |
COMMON STOCK | 33,984 | +33,984 | $567 |
META PLATFORMS INC | 28,335 | +310 | $13,759 |
META | 28,335 | +310 | $13,759 |
ALPHABET INCORPORATED CAP STK CLASS C | 70,076 | -9,932 | $10,670 |
GOOG | 70,076 | -9,932 | $10,670 |
INVESCO QQQ TR | 22,113 | -8,053 | $9,819 |
QQQ | 22,113 | -8,053 | $9,819 |
ALPHABET INCORPORATED CAP STK CLASS A | 62,458 | -7,741 | $9,427 |
GOOGL | 62,458 | -7,741 | $9,427 |
ISHARES CORE S&P 500 (IVV) | 17,546 | +1,200 | $9,225 |
IVV | 17,546 | +1,200 | $9,225 |
BERKSHIRE HATHAWAY | $8,802 | ||
BRK.B | 16,405 | -1,962 | $6,899 |
BRK.A | 3 | -2 | $1,903 |
MICROSTRATEGY INC | 4,333 | +2,321 | $7,386 |
MSTR | 4,333 | +2,321 | $7,386 |
2X BITCOIN STRATEGY EXCHANGE TRADED FUND (BITX) | 135,184 | +114,524 | $7,199 |
BITX | 135,184 | +114,524 | $7,199 |
UNITEDHEALTH GRP INC | 14,456 | -1,274 | $7,152 |
UNH | 14,456 | -1,274 | $7,152 |
VISA INC | 25,583 | -1,044 | $7,140 |
V | 25,583 | -1,044 | $7,140 |
ELI LILLY & COMPANY | 9,021 | -851 | $7,018 |
LLY | 9,021 | -851 | $7,018 |
JPMORGAN CHASE & COMPANY | 34,526 | -7,291 | $6,916 |
JPM | 34,526 | -7,291 | $6,916 |
TESLA INC | 36,096 | -15,925 | $6,345 |
TSLA | 36,096 | -15,925 | $6,345 |
GENERAL ELECTRIC CO | 34,727 | -3,057 | $6,096 |
GE | 34,727 | -3,057 | $6,096 |
BROADCOM INC | 4,198 | -1,157 | $5,564 |
AVGO | 4,198 | -1,157 | $5,564 |
EXXON MOBIL CORPORATION | 45,531 | +6,724 | $5,293 |
XOM | 45,531 | +6,724 | $5,293 |
MERCK & CO. INC. | 37,714 | -11,715 | $4,976 |
MRK | 37,714 | -11,715 | $4,976 |
NETFLIX INC | 8,139 | -3,309 | $4,943 |
NFLX | 8,139 | -3,309 | $4,943 |
CATERPILLAR INC | 13,453 | -5,192 | $4,930 |
CAT | 13,453 | -5,192 | $4,930 |
PROLOGIS INC. | 37,384 | -2,919 | $4,868 |
PLD | 37,384 | -2,919 | $4,868 |
GRAYSCALE ETHEREUM TR ET | $4,815 | ||
CLOSED END MUTL FUND | 184,136 | +184,136 | $4,815 |
NEXTERA ENERGY INC | 73,279 | -25,878 | $4,683 |
NEE | 73,279 | -25,878 | $4,683 |
ELEVANCE HEALTH INC | 8,923 | -2,321 | $4,627 |
ELV | 8,923 | -2,321 | $4,627 |
FIDELITY WISE ORIGIN | 73,151 | +73,151 | $4,540 |
FBTC | 73,151 | +73,151 | $4,540 |
SCHWAB US LARGE CAP | 46,408 | +46,408 | $4,303 |
SCHG | 46,408 | +46,408 | $4,303 |
SALESFORCE INC | 14,187 | -2,274 | $4,273 |
CRM | 14,187 | -2,274 | $4,273 |
JPMORGAN COMMON STOCK PREMIUM | 73,183 | -9,461 | $4,234 |
JEPI | 73,183 | -9,461 | $4,234 |
HOME DEPOT INC | 10,955 | -1,809 | $4,202 |
HD | 10,955 | -1,809 | $4,202 |
ISHARES MSCI USA MIN VOL (USMV) | 50,196 | -9,886 | $4,195 |
USMV | 50,196 | -9,886 | $4,195 |
COSTCO WHOLESALE CO | 5,712 | -1,445 | $4,185 |
COST | 5,712 | -1,445 | $4,185 |
MASTERCARD INC | 8,533 | -266 | $4,109 |
MA | 8,533 | -266 | $4,109 |
GOLDMAN SACHS GROUP INC | 9,835 | -878 | $4,108 |
GS | 9,835 | -878 | $4,108 |
ISHARES BITCOIN EXCHANGE TRADED FUND (IBIT) | 98,411 | +98,411 | $3,983 |
IBIT | 98,411 | +98,411 | $3,983 |
TEXAS INSTRS INCORPORATED | 22,276 | -9,488 | $3,881 |
TXN | 22,276 | -9,488 | $3,881 |
ISHARES GLOBAL 100 (IOO) | 41,330 | +840 | $3,695 |
IOO | 41,330 | +840 | $3,695 |
PROSHARES ULTRA S&P 500 (SSO) | 47,329 | -7,515 | $3,669 |
SSO | 47,329 | -7,515 | $3,669 |
FIRST TRUST CAPITAL STRENGTH (FTCS) | 42,744 | +1,740 | $3,661 |
FTCS | 42,744 | +1,740 | $3,661 |
RTX CORPORATION | 37,067 | -5,942 | $3,615 |
RTX | 37,067 | -5,942 | $3,615 |
ISHARES MSCI USA MOMNTUM (MTUM) | 19,117 | -552 | $3,582 |
MTUM | 19,117 | -552 | $3,582 |
JOHNSON & JOHNSON | 22,330 | -322 | $3,532 |
JNJ | 22,330 | -322 | $3,532 |
VANGUARD SMALL CAP EXCHANGE TRADED FUND (VB) | 15,374 | -7,007 | $3,514 |
VB | 15,374 | -7,007 | $3,514 |
ABBVIE INC | 19,232 | +274 | $3,502 |
ABBV | 19,232 | +274 | $3,502 |
GRAYSCALE LITECOIN TRUST | $3,495 | ||
COMMON STOCK | 90,445 | +90,445 | $3,495 |
CHEVRON CORP | 22,079 | +8,557 | $3,483 |
CVX | 22,079 | +8,557 | $3,483 |
See Full List: All Stocks Held By Kingswood Wealth Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Kingswood Wealth Advisors LLC
Size ($ in 1000's)
At 03/31/2024: $868,173 At 12/31/2023: $885,823 Combined Holding Report Includes:
Kingswood Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kingswood Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |