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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
NVDANvidia Corporation
Recent Activity
Decreased -6.4%
3.96%
$55.464M
456,730 shares@ $121.44 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
SPYSpdr S&p 500 Etf
Recent Activity
Decreased -37.81%
1.52%
$21.244M
37,076 shares@ $572.99 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 38.62%
1.42%
$19.801M
40,575 shares@ $488.02 avg price
METAMeta Platforms Incorporated Class A
Recent Activity
Decreased -2.51%
1.33%
$18.595M
32,519 shares@ $571.81 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
LAMRLamar Advertising Co New
Recent Activity
New Position
1.03%
$14.438M
108,071 shares@ $133.6 avg price