Kingswood Wealth Advisors, LLC
CIK Number: 0001987855
2.62B
Market Value
733
# of Holdings
4 months
Avg. Holding Period
26.15%
Win Rate
59.23%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 208.36 | +1.84% | 283.86K | -15.74% | 71.08M | 200.82 | 5.34% |
| 2 | NVDA | NVIDIA Corporat... | 106.36 | +3.55% | 355.21K | -22.23% | 47.7M | 71.62 | 3.58% |
| 3 | SPY | SPDR S&P 500 ET... | 546.86 | +2.14% | 80.66K | +117.56% | 47.28M | 544.86 | 3.55% |
| 4 | MSFT | Microsoft Corpo... | 387.36 | +3.46% | 72.21K | -40.32% | 30.44M | 390.02 | 2.29% |
| 5 | QQQ | Invesco QQQ Tru... | 467.37 | +2.82% | 57.31K | +41.24% | 29.3M | 453.22 | 2.20% |
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