Rajiv Shah

@Kingswood Wealth Advisors, Llc

Latest period2024 - Q3

Reported2mo 29d ago

Managed Assets$1.402B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SCHGSchwab U.s. Large-cap Growth Etf Recent Activity Increased 160.16%	1.02%	$14.182M 136,132 shares@ $104.18 avg price	Increased 160.16%
GOOGLAlphabet Incorporated Cap Stk Class A Recent Activity Increased 8.42%	0.99%	$13.76M 83,015 shares@ $165.76 avg price	Increased 8.42%
AVGOBroadcom Incorporated Recent Activity Increased 809.89%	0.95%	$13.241M 76,758 shares@ $172.51 avg price	Increased 809.89%
LLYEli Lilly & Company Recent Activity Increased 6.03%	0.93%	$12.956M 14,630 shares@ $885.57 avg price	Increased 6.03%
IVVIshares Tr Core S&p500 Etf Recent Activity Increased 10.86%	0.92%	$12.885M 22,351 shares@ $576.5 avg price	Increased 10.86%
JPMJpmorgan Chase & Co Recent Activity Increased 30.75%	0.9%	$12.516M 59,360 shares@ $210.85 avg price	Increased 30.75%
UNHUnitedhealth Group Incorporated Recent Activity Increased 31.59%	0.83%	$11.616M 19,872 shares@ $584.53 avg price	Increased 31.59%
BRK.BBerkshire Hathaway Class B Recent Activity Increased 21.63%	0.81%	$11.246M 24,446 shares@ $460.03 avg price	Increased 21.63%
FPEFirst Trust Preferred Recent Activity Increased 1990.33%	0.8%	$11.207M 619,195 shares@ $18.11 avg price	Increased 1990.33%
VOOVanguard Index Funds S&p 500 Etf Shs New Recent Activity Increased 124.46%	0.71%	$9.947M 18,854 shares@ $527.59 avg price	Increased 124.46%