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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
AAPLApple Incorporated
Recent Activity
Increased 12.37%
5.58%
$78.157M
336,881 shares@ $232.01 avg price
MSFTMicrosoft Corporation
Recent Activity
Increased 13.81%
3.72%
$52.043M
120,980 shares@ $430.19 avg price
AMZNAmazon Com Incorporated
Recent Activity
Increased 21.04%
2.25%
$31.545M
169,205 shares@ $186.44 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 38.62%
1.42%
$19.801M
40,575 shares@ $488.02 avg price
GOOGAlphabet Incorporated Cap Stk Class C
Recent Activity
Increased 22.22%
1.12%
$15.683M
93,836 shares@ $167.14 avg price
GBTCGrayscale Bitcoin Etf
Recent Activity
Increased 0.51%
1.07%
$14.986M
296,762 shares@ $50.5 avg price
SCHGSchwab U.s. Large-cap Growth Etf
Recent Activity
Increased 160.16%
1.02%
$14.182M
136,132 shares@ $104.18 avg price
GOOGLAlphabet Incorporated Cap Stk Class A
Recent Activity
Increased 8.42%
0.99%
$13.76M
83,015 shares@ $165.76 avg price
AVGOBroadcom Incorporated
Recent Activity
Increased 809.89%
0.95%
$13.241M
76,758 shares@ $172.51 avg price
LLYEli Lilly & Company
Recent Activity
Increased 6.03%
0.93%
$12.956M
14,630 shares@ $885.57 avg price