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:
Search and click to pin securities to the top
Page 13 of 39
46138E354
Shares:18.5K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.6B)
33740U778
Shares:57.8K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.6B)
78468R853
Shares:33.3K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.6B)
46137V449
Shares:13.1K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.6B)
46138E339
Shares:14.4K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.6B)
33740F748
Shares:28.5K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.6B)
33741X102
Shares:38.7K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$2.6B)
81369Y407
Shares:6.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$2.6B)
37954Y483
Shares:75.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$2.6B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
FORD MOTOR CO(Fcusip345370860) | 139.3K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.6B) | ||
(cusip46138E354)✕ | 18.5K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.6B) | ||
| 5.4K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.6B) | |||
| 61.8K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.6B) | |||
(cusip33740U778)✕ | 57.8K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.6B) | ||
| 5.4K | QoQ +8.21% (-412)YoY NEW(+5.4K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.6B) | YoY NEW(+$1.4M) | |
(cusip78468R853)✕ | 33.3K | YoY NEW(+33.3K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.6B) | YoY NEW(+$1.4M) |
| 78.4K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.6B) | |||
W. P. Carey Inc.(WPCcusip92936U109) | 21.4K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.6B) | ||
(cusip46137V449)✕ | 13.1K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.6B) | ||
(cusip46138E339)✕ | 14.4K | YoY NEW(+14.4K) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.6B) | YoY NEW(+$1.3M) |
(cusip33740F748)✕ | 28.5K | YoY NEW(+28.5K) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.6B) | YoY NEW(+$1.3M) |
| 14.6K | QoQ +0.68% (-100)YoY NEW(+14.6K) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.6B) | YoY NEW(+$1.3M) | |
| 5.5K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$2.6B) | |||
(cusip33741X102)✕ | 38.7K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$2.6B) | ||
(cusip81369Y407)✕ | 6.4K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$2.6B) | ||
| 33.3K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$2.6B) | |||
(cusip37954Y483)✕ | 75.4K | YoY NEW(+75.4K) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$2.6B) | YoY NEW(+$1.3M) |
| 21.0K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$2.6B) | |||
| 12.3K | YoY NEW(+12.3K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$2.6B) | YoY NEW(+$1.2M) |