Kingswood Wealth Advisors, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: 0001987855
Manager Name: Kingswood Wealth Advisors, LLC

Data Enrichment

67% identified

515 identified251 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

766 positions • $2,616,739.4K total value

766 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 10 of 39

Sort by:

FS Credit Opportunities Corp.

FSCO|30290Y101

290094(+216.7%)

Value:

$2.1B(+229.7%)

464288638

39204(+31.2%)

Value:

$2.1B(+33.7%)

886364744

102695(+5.7%)

Value:

$2.1B(-0.8%)

25434V815

72346(+3.1%)

Value:

$2.0B(-5.7%)

00214Q104

42669(+3.4%)

Value:

$2.0B(-13.3%)

46434V621

DGRO|46434V621

32826(-0.7%)

Value:

$2.0B(-0.0%)

92206C813

26689(+10.6%)

Value:

$2.0B(+12.2%)

78464A300

25560(-0.3%)

Value:

$2.0B(-10.4%)

25861R204

65800(+125.3%)

Value:

$2.0B(+128.4%)

464288877

33594(+20.4%)

Value:

$2.0B(+35.3%)

GE Vernova Inc.

GEV|36828A101

6310(+154.2%)

Value:

$2.0B(+139.9%)

CUMMINS INC

CMI|231021106

6192(+126.0%)

Value:

$2.0B(+104.2%)

46641Q837

38489(-56.5%)

Value:

$1.9B(-56.3%)

00162Q452

35847(+78.7%)

Value:

$1.9B(+92.9%)

AUTOZONE INC

AZO|053332102

485(+22.8%)

Value:

$1.8B(+46.2%)

HAWAIIAN ELECTRIC INDUSTRIES INC

HE|419870100

168007

Value:

$1.8B

81369Y209

12739(+74.4%)

Value:

$1.8B(+82.6%)

26923G806

28201(+9.8%)

Value:

$1.8B(+11.3%)

464288646

34480(+69.9%)

Value:

$1.8B(+71.9%)

46137V498

28458(+62.3%)

Value:

$1.8B(+54.0%)

Instrument	Shares		Other Manager	Value
Fs Credit Opportunities Corp.(FSCOcusip30290Y101)	290.1K	QoQ +216.65% (+198.5K) YoY +462.29% (+238.5K)	All Managers (Combined)	$2.1M	QoQ +229.65% (+$1.4M) YoY +573.23% (+$1.8M)
(cusip464288638)✕	39.2K	QoQ +31.16% (+9.3K) YoY NEW(+39.2K)	All Managers (Combined)	$2.1M	QoQ +33.73% (+$519.4K) YoY NEW(+$2.1M)
(cusip886364744)✕	102.7K	QoQ +5.65% (-5.5K) YoY NEW(+102.7K)	All Managers (Combined)	$2.1M	QoQ -0.79% (-$16.5K) YoY NEW(+$2.1M)
(cusip25434V815)✕	72.3K	QoQ +3.14% (-2.2K) YoY NEW(+72.3K)	All Managers (Combined)	$2.0M	QoQ -5.66% (-$122.3K) YoY NEW(+$2.0M)
(cusip00214Q104)✕	42.7K	QoQ +3.42% (-1.4K) YoY +371.37% (+33.6K)	All Managers (Combined)	$2.0M	QoQ -13.30% (-$311.7K) YoY +347.88% (+$1.6M)
(DGROcusip46434V621)	32.8K	QoQ -0.73% (-242) YoY +74.75% (+14.0K)	All Managers (Combined)	$2.0M	QoQ -0.03% (-$690) YoY +85.92% (+$937.1K)
(cusip92206C813)✕	26.7K	QoQ +10.55% (+2.5K) YoY NEW(+26.7K)	All Managers (Combined)	$2.0M	QoQ +12.22% (+$220.8K) YoY NEW(+$2.0M)
(cusip78464A300)✕	25.6K	QoQ -0.34% (-88) YoY NEW(+25.6K)	All Managers (Combined)	$2.0M	QoQ -10.45% (-$233.9K) YoY NEW(+$2.0M)
(cusip25861R204)✕	65.8K	QoQ +125.34% (+36.6K) YoY +430.64% (+53.4K)	All Managers (Combined)	$2.0M	QoQ +128.42% (+$1.1M) YoY +475.69% (+$1.7M)
(cusip464288877)✕	33.6K	QoQ +20.38% (+5.7K) YoY +100.59% (+16.8K)	All Managers (Combined)	$2.0M	QoQ +35.25% (+$516.2K) YoY +117.37% (+$1.1M)
Ge Vernova Inc.(GEVcusip36828A101)	6.3K	QoQ +154.23% (+3.8K) YoY NEW(+6.3K)	All Managers (Combined)	$2.0M	QoQ +139.95% (+$1.1M) YoY NEW(+$2.0M)
Cummins Inc(CMIcusip231021106)	6.2K	QoQ +125.98% (+3.5K) YoY +55.07% (+2.2K)	All Managers (Combined)	$2.0M	QoQ +104.24% (+$996.0K) YoY +65.82% (+$774.6K)
(cusip46641Q837)✕	38.5K	QoQ -56.54% (-50.1K) YoY -13.30% (-5.9K)	All Managers (Combined)	$1.9M	QoQ -56.31% (-$2.5M) YoY -12.99% (-$291.2K)
(cusip00162Q452)✕	35.8K	QoQ +78.73% (+15.8K) YoY +254.78% (+25.7K)	All Managers (Combined)	$1.9M	QoQ +92.89% (+$897.3K) YoY +288.53% (+$1.4M)
Autozone Inc(AZOcusip053332102)	485	QoQ +22.78% (+90) YoY +128.77% (+273)	All Managers (Combined)	$1.8M	QoQ +46.21% (+$584.5K) YoY +176.77% (+$1.2M)
Hawaiian Electric Industries Inc(HEcusip419870100)	168.0K	QoQ NEW(+168.0K) YoY NEW(+168.0K)	All Managers (Combined)	$1.8M	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
(cusip81369Y209)✕	12.7K	QoQ +74.38% (+5.4K) YoY +141.26% (+7.5K)	All Managers (Combined)	$1.8M	QoQ +82.59% (+$830.2K) YoY +135.25% (+$1.1M)
(cusip26923G806)✕	28.2K	QoQ +9.79% (+2.5K) YoY NEW(+28.2K)	All Managers (Combined)	$1.8M	QoQ +11.25% (+$184.3K) YoY NEW(+$1.8M)
(cusip464288646)✕	34.5K	QoQ +69.90% (+14.2K) YoY +268.17% (+25.1K)	All Managers (Combined)	$1.8M	QoQ +71.87% (+$754.1K) YoY +275.49% (+$1.3M)
(cusip46137V498)✕	28.5K	QoQ +62.31% (+10.9K) YoY NEW(+28.5K)	All Managers (Combined)	$1.8M	QoQ +54.05% (+$626.6K) YoY NEW(+$1.8M)