Kingswood Wealth Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

766 positions
Manager:
SEC
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Page 11 of 39
Nuveen Preferred Securities & Income Opportunities Fund
JPI|67075A106
Shares:
89880(+87.1%)
Value:
$1.8B(+87.7%)
OCCIDENTAL PETROLEUM CORP /DE/
OXY|674599105
Shares:
35671(+16.1%)
Value:
$1.8B(+15.8%)
HECLA MINING CO/DE/
HL|422704106
Shares:
313094(+0.0%)
Value:
$1.7B(+13.2%)
Alibaba Group Holding Ltd
BABA|01609W102
Shares:
13079(+372.5%)
Value:
$1.7B(+639.2%)
ADOBE INC.
ADBE|00724F101
Shares:
4496(+3.8%)
Value:
$1.7B(-10.5%)
PAYCHEX INC
PAYX|704326107
Shares:
11132(+202.3%)
Value:
$1.7B(+233.1%)
Cigna Group
CI|125523100
Shares:
5222(-4.1%)
Value:
$1.7B(+14.3%)
69374H881
69374H881
Shares:
31199(-19.9%)
Value:
$1.7B(-22.3%)
464289867
464289867
Shares:
29518(+33.6%)
Value:
$1.7B(+34.6%)
46432F339
QUAL|46432F339
Shares:
9930(+8.6%)
Value:
$1.7B(+4.2%)
33740F276
33740F276
Shares:
83220(-2.0%)
Value:
$1.7B(+2.0%)
46138G649
46138G649
Shares:
8734(-20.0%)
Value:
$1.7B(-26.5%)
46434V613
46434V613
Shares:
36336(+17.8%)
Value:
$1.7B(+20.1%)
33740U885
33740U885
Shares:
40161(+56.9%)
Value:
$1.6B(+56.0%)
APPLIED MATERIALS INC /DE
AMAT|038222105
Shares:
11175(+90.9%)
Value:
$1.6B(+70.7%)
808524102
SCHB|808524102
Shares:
75253(-25.5%)
Value:
$1.6B(-29.4%)
33740F623
33740F623
Shares:
36428
Value:
$1.6B
464287465
EFA|464287465
Shares:
19753(+55.4%)
Value:
$1.6B(+68.2%)
CITIGROUP INC
C|172967424
Shares:
22732(+102.2%)
Value:
$1.6B(+103.3%)
78464A854
SPLG|78464A854
Shares:
24356(+1.9%)
Value:
$1.6B(-2.8%)