StockDriftsStockDriftsTop 50 Kingswood Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | 3.72% | 308.5K | $78.3M | -1.08%(-3.37K) | $202.71(+47.44%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF | 2.56% | 83.0K | $53.9M | -4.97%(-4.34K) | $564.49(+31.50%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.48% | 299.6K | $52.2M | -3.09%(-9.56K) | $80.59(+180.21%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.29% | 83.6K | $48.3M | +11.98%(+8.95K) | $511.15(+39.82%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 1.75% | 188.1K | $36.9M | -5.10%(-10.12K) | $182.01(+14.48%) | 2026-03-31 | |
| MSFT | MICROSOFT CORPORATION | 1.69% | 96.4K | $35.7M | +3.41%(+3.18K) | $416.62(-2.74%) | 2026-03-31 | |
| AMZN | AMAZON COM INCORPORATED | 1.55% | 156.7K | $32.6M | +1.44%(+2.22K) | $178.56(+51.28%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 1.39% | 49.1K | $29.3M | -0.21%(-103) | $527.92(+29.26%) | 2026-03-31 | |
| SPYM | SPDR PORTFOLIO S&P 500 ETF | 1.29% | 355.5K | $27.2M | -2.04%(-7.40K) | $72.25(+20.93%) | 2026-03-31 | |
| AVGO | BROADCOM INCORPORATED | 1.16% | 79.0K | $24.5M | -0.77%(-613) | $186.96(+122.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.74% | +67.40% |
| Top 20 Holdings Unweighted | +17.65% | +62.86% |
Sign up free to track Kingswood Wealth Advisors, Llc, compare funds side by side, and get alerts the moment positions change.