KINGSWOOD WEALTH ADVISORS, LLC Q1 2024 Filing
Filed April 15, 2024
Portfolio Value
$867.1B
Holdings
618
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (618 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 251,106 | $43K | 0.00% | |
| 2 | MSFTMICROSOFT CORPORATION | 82,992 | $34K | 0.00% | |
| 3 | NVDANVIDIA CORPORATION | 32,921 | $29K | 0.00% | |
| 4 | SPYSPDR S&P 500 EXCHANGE TRADED FUND | 37,947 | $19K | 0.00% | |
| 5 | AMZNAMAZON.COM INC | 110,611 | $19K | 0.00% | |
| 6 | GBTCGRAYSCALE BITCOIN EXCHANGE TRADED FUND | 296,220 | $18K | 0.00% | |
| 7 | METAMETA PLATFORMS INC | 28,335 | $13K | 0.00% | |
| 8 | GOOGALPHABET INCORPORATED CAP STK CLASS C | 70,076 | $10K | 0.00% | |
| 9 | NDQINVESCO QQQ TR | 22,113 | $9K | 0.00% | |
| 10 | IVVISHARES CORE S&P 500 | 17,546 | $9K | 0.00% | |
| 11 | GOOGLALPHABET INCORPORATED CAP STK CLASS A | 62,458 | $9K | 0.00% | |
| 12 | BITX2X BITCOIN STRATEGY EXCHANGE TRADED FUND | 135,184 | $7K | 0.00% | |
| 13 | VVISA INC | 25,583 | $7K | 0.00% | |
| 14 | UNHUNITEDHEALTH GRP INC | 14,456 | $7K | 0.00% | |
| 15 | MIGAMICROSTRATEGY INC | 4,333 | $7K | 0.00% | |
| 16 | LLYELI LILLY & COMPANY | 9,021 | $7K | 0.00% | |
| 17 | GEGENERAL ELECTRIC CO | 34,727 | $6K | 0.00% | |
| 18 | BRK/BBERKSHIRE HATHAWAY | 16,405 | $6K | 0.00% | |
| 19 | JPMJPMORGAN CHASE & COMPANY | 34,526 | $6K | 0.00% | |
| 20 | TSLATESLA INC | 36,096 | $6K | 0.00% | |
| 21 | AVGOBROADCOM INC | 4,198 | $5K | 0.00% | |
| 22 | XOMEXXON MOBIL CORPORATION | 45,531 | $5K | 0.00% | |
| 23 | MAMASTERCARD INC | 8,533 | $4K | 0.00% | |
| 24 | SCHGSCHWAB US LARGE CAP | 46,408 | $4K | 0.00% | |
| 25 | COSTCOSTCO WHOLESALE CO | 5,712 | $4K | 0.00% | |
| 26 | NEENEXTERA ENERGY INC | 73,279 | $4K | 0.00% | |
| 27 | MRKMERCK & CO. INC. | 37,714 | $4K | 0.00% | |
| 28 | FBTCFIDELITY WISE ORIGIN | 73,151 | $4K | 0.00% | |
| 29 | GSGOLDMAN SACHS GROUP INC | 9,835 | $4K | 0.00% | |
| 30 | ELVELEVANCE HEALTH INC | 8,923 | $4K | 0.00% | |
| 31 | JEPIJPMORGAN COMMON STOCK PREMIUM | 73,183 | $4K | 0.00% | |
| 32 | USMVISHARES MSCI USA MIN VOL | 50,196 | $4K | 0.00% | |
| 33 | CRMSALESFORCE INC | 14,187 | $4K | 0.00% | |
| 34 | ETHEGRAYSCALE ETHEREUM TR ET | 184,136 | $4K | 0.00% | |
| 35 | CATCATERPILLAR INC | 13,453 | $4K | 0.00% | |
| 36 | PLDPROLOGIS INC. | 37,384 | $4K | 0.00% | |
| 37 | HDHOME DEPOT INC | 10,955 | $4K | 0.00% | |
| 38 | NFLXNETFLIX INC | 8,139 | $4K | 0.00% | |
| 39 | PGPROCTER & GAMBLE | 19,383 | $3K | 0.00% | |
| 40 | LTCNGRAYSCALE LITECOIN TRUST | 90,445 | $3K | 0.00% | |
| 41 | ABBVABBVIE INC | 19,232 | $3K | 0.00% | |
| 42 | KKRKKR & COMPANY INCORPORATED | 33,953 | $3K | 0.00% | |
| 43 | TXNTEXAS INSTRS INCORPORATED | 22,276 | $3K | 0.00% | |
| 44 | JNJJOHNSON & JOHNSON | 22,330 | $3K | 0.00% | |
| 45 | VTIVANGUARD TOTAL STOCK | 12,396 | $3K | 0.00% | |
| 46 | BACBANK AMERICA CORPORATION | 79,458 | $3K | 0.00% | |
| 47 | MTUMISHARES MSCI USA MOMNTUM | 19,117 | $3K | 0.00% | |
| 48 | DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | 45,516 | $3K | 0.00% | |
| 49 | SSOPROSHARES ULTRA S&P 500 | 47,329 | $3K | 0.00% | |
| 50 | IWFISHARES RUSSELL 1000 | 9,619 | $3K | 0.00% | |
| 51 | IBITISHARES BITCOIN EXCHANGE TRADED FUND | 98,411 | $3K | 0.00% | |
| 52 | INTUINTUIT INC | 5,038 | $3K | 0.00% | |
| 53 | WMTWALMART INCORPORATED | 53,407 | $3K | 0.00% | |
| 54 | RTXRTX CORPORATION | 37,067 | $3K | 0.00% | |
| 55 | IOOISHARES GLOBAL 100 | 41,330 | $3K | 0.00% | |
| 56 | PHPARKER-HANNIFIN CORP | 5,570 | $3K | 0.00% | |
| 57 | FTCSFIRST TRUST CAPITAL STRENGTH | 42,744 | $3K | 0.00% | |
| 58 | DONSPDR DOW JONES | 8,138 | $3K | 0.00% | |
| 59 | CVXCHEVRON CORP | 22,079 | $3K | 0.00% | |
| 60 | VBVANGUARD SMALL CAP EXCHANGE TRADED FUND | 15,374 | $3K | 0.00% | |
| 61 | SMHVANECK SEMICONDUCTOR | 9,159 | $2K | 0.00% | |
| 62 | NOWSERVICE NOW INC | 3,693 | $2K | 0.00% | |
| 63 | VOOVANGUARD INDEX FUNDS S&P 500 | 5,811 | $2K | 0.00% | |
| 64 | NOBLPROSHARES S&P 500 DIVIDEND | 23,885 | $2K | 0.00% | |
| 65 | ABTABBOTT LABORATORIES | 18,701 | $2K | 0.00% | |
| 66 | ESGUISHARES ESG AWARE MSCI | 22,980 | $2K | 0.00% | |
| 67 | ESSESSEX PROPERTY TR | 10,456 | $2K | 0.00% | |
| 68 | JEPQJ P MORGAN NASDAQ EQT | 38,175 | $2K | 0.00% | |
| 69 | CDNSCADENCE DESIGN SYSTEM INCORPORATED | 7,633 | $2K | 0.00% | |
| 70 | FSKFS KKR CAPITAL CORP | 115,290 | $2K | 0.00% | |
| 71 | BABOEING COMPANY | 13,872 | $2K | 0.00% | |
| 72 | GQ9SPDR GOLD SHARES | 11,203 | $2K | 0.00% | |
| 73 | T7DTRANSDIGM GROUP INC | 2,222 | $2K | 0.00% | |
| 74 | BACVERIZON COMMUNICATIONS INCORPORATED | 53,905 | $2K | 0.00% | |
| 75 | WMWASTE MANAGEMENT INC | 11,336 | $2K | 0.00% | |
| 76 | HONHONEYWELL INTL INC | 14,469 | $2K | 0.00% | |
| 77 | ADBEADOBE INC | 4,411 | $2K | 0.00% | |
| 78 | BMYBRISTOL-MYERS SQUIBB | 45,747 | $2K | 0.00% | |
| 79 | CSCOCISCO SYSTEMS INC | 47,533 | $2K | 0.00% | |
| 80 | JPSTJPMORGAN ULTRA SHORT | 44,397 | $2K | 0.00% | |
| 81 | DHRDANAHER CORPORATION | 9,426 | $2K | 0.00% | |
| 82 | AMDADVANCED MICRO DEVICES INCORPORATED | 16,118 | $2K | 0.00% | |
| 83 | TPLTEXAS PACIFIC LAND CORP | 3,681 | $2K | 0.00% | |
| 84 | ETNEATON CORPORATION PLC SHS | 7,373 | $2K | 0.00% | |
| 85 | INTCINTEL CORPORATION | 52,186 | $2K | 0.00% | |
| 86 | KOTHE COCA-COLA CO | 40,864 | $2K | 0.00% | |
| 87 | MAAMID AMERICA APARTMENT CO | 20,391 | $2K | 0.00% | |
| 88 | WFCWELLS FARGO & CO | 50,700 | $2K | 0.00% | |
| 89 | QCOMQUALCOMM INC | 17,609 | $2K | 0.00% | |
| 90 | SDYSPDR S&P DIVIDEND EXCHANGE TRADED FUND | 20,438 | $2K | 0.00% | |
| 91 | NETCLOUDFLARE INC | 23,729 | $2K | 0.00% | |
| 92 | MARMARRIOTT INTL INC | 8,278 | $2K | 0.00% | |
| 93 | LMTLOCKHEED MARTIN CORPORATION | 6,123 | $2K | 0.00% | |
| 94 | HLTHILTON WORLDWIDE HLDGS INCORPORATED | 10,192 | $2K | 0.00% | |
| 95 | VIGVANGUARD DIVIDEND APPRECIATION | 15,246 | $2K | 0.00% | |
| 96 | AGGISHARES TR CORE US AGGBD EXCHANGE TRADED FUND | 25,730 | $2K | 0.00% | |
| 97 | TMOTHERMO FISHER SCIENTIFIC INCORPORATED | 4,407 | $2K | 0.00% | |
| 98 | MSCIMSCI INCORPORATED | 1,879 | $1K | 0.00% | |
| 99 | IBMIBM CORP | 9,992 | $1K | 0.00% | |
| 100 | GMGENERAL MTRS COMPANY | 35,440 | $1K | 0.00% |
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