Kingswood-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, "GDX", null, "NTR", "AGI.TO", "NLY", "AQN", "HUM", null, null, "RF", "SMCI", "BCE", "ARM", "GATX", "SNOW", "MU", null, null, "FNDF", null, "ACN", null, "MMM", "ABNB", "ABT", null, "ABBV", null, "ADBE", "OBDC", "PBT", "APD", "BABA", "TGTX", "MTRN", null, null, "SJT", "VONG", null, "ALL", "GOOGL", "RIOT", "VDE", null, "AXP", "QQQX", null, null, "SCHH", null, "TEAM", "ASML", "T", "BLK", "ADX", null, "AMRN", "CAT", "AVGO", "APP", "LOW", "CLS", "BRO", "AIT", null, "BDJ", "ARCC", "BBDC", "BIDU", null, null, "EMO", null, "STEW", null, "CCI", "CMI", "USA", "DUK", null, "D", "JPI", "MARA", "NNDM", "ETJ", null, null, null, "M", "ESS", "RKT", "RGTI", null, null, "PII", "RC", "WTRG", "EXPD", null, null, null, "AG", "NRK", null, null, "GASS", "AUPH", "BMEZ", "DSU", "FCX", "CION", "ECC", "FCT", null, null, "THRD", "GD", null, "GILD", "HLT", "ATAI", "AMPX", "BCAT", "HON", null, "HD", "BRSP", null, 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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:
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Page 12 of 39
33740U612
Shares:50.8K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$2.6B)
45409B800
Shares:45.6K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$2.6B)
132061201
Shares:24.0K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.6B)
Shares:7.2K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.6B)
37954Y715
Shares:52.9K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.6B)
70476Q100
Shares:78.7K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.6B)
Shares:240.4K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.6B)
33740U505
Shares:32.4K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.6B)
81369Y704
Shares:10.6K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.6B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip33740U612)✕ | 50.8K | YoY NEW(+50.8K) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$2.6B) | YoY NEW(+$1.6M) |
| 50.1K | QoQ NEW(+50.1K) YoY NEW(+50.1K) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$2.6B) | QoQ NEW(+$1.6M) YoY NEW(+$1.6M) | |
| 17.4K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$2.6B) | |||
GENUINE PARTS CO(GPCcusip372460105) | 13.2K | QoQ 0.00% (+0)YoY NEW(+13.2K) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$2.6B) | YoY NEW(+$1.6M) |
(cusip45409B800)✕ | 45.6K | YoY NEW(+45.6K) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$2.6B) | YoY NEW(+$1.6M) |
| 279.0K | QoQ NEW(+279.0K) YoY NEW(+279.0K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.6B) | QoQ NEW(+$1.5M) YoY NEW(+$1.5M) | |
(cusip132061201)✕ | 24.0K | QoQ +3.78% (-876)YoY NEW(+24.0K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.6B) | YoY NEW(+$1.5M) |
| 11.4K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.6B) | |||
| 7.2K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.6B) | |||
(cusip37954Y715)✕ | 52.9K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.6B) | ||
| 17.0K | QoQ +1.88% (-315)YoY NEW(+17.0K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.6B) | YoY NEW(+$1.5M) | |
(cusip70476Q100)✕ | 78.7K | QoQ 0.00% (-0)YoY NEW(+78.7K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.6B) | YoY NEW(+$1.5M) |
| 2.9K | QoQ +3.54% (+99)YoY NEW(+2.9K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.6B) | YoY NEW(+$1.5M) | |
| 19.4K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.6B) | |||
MCKESSON CORP(MCKcusip58155Q103) | 2.1K | QoQ +1.23% (+26) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.6B) | |
| 240.4K | QoQ -0.28% (-698)YoY NEW(+240.4K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.6B) | YoY NEW(+$1.4M) | |
| 59.9K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.6B) | |||
(cusip33740U505)✕ | 32.4K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.6B) | ||
(cusip81369Y704)✕ | 10.6K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.6B) | ||
| 22.8K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.6B) |