Kingswood-Wealth-Advisors
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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-21
- Total Holdings
- 766
- Total Value
- 2616739400
- Accession Number
- 0001987855-25-000002
- Form Type
- 13F-HR
- Manager Name
- Kingswood-Wealth-Advisors
Data Enrichment
67% identified515 identified251 unidentified
Holdings
766 positions • $2.6B total value
Manager:
Search and click to pin securities to the top
Page 10 of 39
Shares:290.1K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$2.6B)
464288638
Shares:39.2K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$2.6B)
886364744
Shares:102.7K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$2.6B)
25434V815
Shares:72.3K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$2.6B)
00214Q104
Shares:42.7K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$2.6B)
92206C813
Shares:26.7K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$2.6B)
78464A300
Shares:25.6K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$2.6B)
25861R204
Shares:65.8K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$2.6B)
464288877
Shares:33.6K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$2.6B)
46641Q837
Shares:38.5K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$2.6B)
00162Q452
Shares:35.8K
Value:$1.9M
% of Portfolio:0.1% ($1.9M/$2.6B)
Shares:168.0K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$2.6B)
81369Y209
Shares:12.7K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$2.6B)
26923G806
Shares:28.2K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$2.6B)
464288646
Shares:34.5K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$2.6B)
46137V498
Shares:28.5K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$2.6B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 290.1K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$2.6B) | |||
(cusip464288638)✕ | 39.2K | YoY NEW(+39.2K) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$2.6B) | YoY NEW(+$2.1M) |
(cusip886364744)✕ | 102.7K | YoY NEW(+102.7K) | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$2.6B) | YoY NEW(+$2.1M) |
(cusip25434V815)✕ | 72.3K | YoY NEW(+72.3K) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$2.6B) | YoY NEW(+$2.0M) |
(cusip00214Q104)✕ | 42.7K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$2.6B) | ||
| 32.8K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$2.6B) | |||
(cusip92206C813)✕ | 26.7K | YoY NEW(+26.7K) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$2.6B) | YoY NEW(+$2.0M) |
(cusip78464A300)✕ | 25.6K | QoQ -0.34% (-88)YoY NEW(+25.6K) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$2.6B) | YoY NEW(+$2.0M) |
(cusip25861R204)✕ | 65.8K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$2.6B) | ||
(cusip464288877)✕ | 33.6K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$2.6B) | ||
GE Vernova Inc.(GEVcusip36828A101) | 6.3K | YoY NEW(+6.3K) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$2.6B) | YoY NEW(+$2.0M) |
CUMMINS INC(CMIcusip231021106) | 6.2K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$2.6B) | ||
(cusip46641Q837)✕ | 38.5K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$2.6B) | ||
(cusip00162Q452)✕ | 35.8K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$2.6B) | ||
AUTOZONE INC(AZOcusip053332102) | 485 | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$2.6B) | ||
| 168.0K | QoQ NEW(+168.0K) YoY NEW(+168.0K) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$2.6B) | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) | |
(cusip81369Y209)✕ | 12.7K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$2.6B) | ||
(cusip26923G806)✕ | 28.2K | YoY NEW(+28.2K) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$2.6B) | YoY NEW(+$1.8M) |
(cusip464288646)✕ | 34.5K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$2.6B) | ||
(cusip46137V498)✕ | 28.5K | YoY NEW(+28.5K) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$2.6B) | YoY NEW(+$1.8M) |