Kingswood Wealth Advisors, LLC
CIK Number: 0001987855
1.40B
Market Value
605
# of Holdings
4 months
Avg. Holding Period
61.03%
Win Rate
46.67%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Incorpora... | 248.21 | +0.10% | 336.88K | +12.37% | 78.16M | 200.82 | 5.57% | |
| 2 | Nvidia Corporat... | 134.16 | -2.32% | 456.73K | -6.41% | 55.46M | 147.09 | 3.96% | |
| 3 | Microsoft Corpo... | 447.43 | -0.47% | 120.98K | +13.81% | 52.04M | 390.02 | 3.71% | |
| 4 | Amazon Com Inco... | 227.50 | -0.64% | 169.21K | +21.03% | 31.55M | 161.72 | 2.25% | |
| 5 | Spdr S&P 500 Et... | 604.38 | +0.01% | 37.08K | -37.81% | 21.24M | 496.41 | 1.52% |
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