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Rajiv Shah

@Kingswood Wealth Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$1.402BTotal holdings663
Assets growth rate26.34%Assets growth rate (2-Q avg)27.17%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Kingswood Wealth Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 663 positions.

Assets under management

The assets under management (AUM) of Kingswood Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.402B in assets, with a quarterly growth rate of 26.34% and a 2-quarter average growth rate of 27.17%. The portfolio is managed by Rajiv Shah, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Decreased -6.4%
3.96%
$55.464M
456,730 shares@ $121.44 avg price
SPYSpdr S&p 500 Etf
Recent Activity
Decreased -37.81%
1.52%
$21.244M
37,076 shares@ $572.99 avg price
METAMeta Platforms Incorporated Class A
Recent Activity
Decreased -2.51%
1.33%
$18.595M
32,519 shares@ $571.81 avg price
TSLATesla Incorporated
Recent Activity
Decreased -18.16%
0.64%
$8.854M
33,847 shares@ $261.6 avg price
NFLXNetflix Incorporated
Recent Activity
Decreased -5.56%
0.48%
$6.629M
9,347 shares@ $709.26 avg price
TXNTexas Instrs Incorporated
Recent Activity
Decreased -2.4%
0.47%
$6.562M
31,763 shares@ $206.6 avg price
GEGe Aerospace Com New
Recent Activity
Decreased -14.83%
0.43%
$6.027M
31,975 shares@ $188.49 avg price
PHParker-hannifin Corp
Recent Activity
Decreased -1.03%
0.43%
$5.935M
9,393 shares@ $631.83 avg price
ELVElevance Health Incorporated
Recent Activity
Decreased -0.85%
0.4%
$5.583M
10,733 shares@ $520.16 avg price
PLDPrologis Incorporated. Reit
Recent Activity
Decreased -3.59%
0.39%
$5.403M
42,782 shares@ $126.29 avg price