Kingswood Wealth Advisors, LLC

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
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  "GDX",
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  "NLY",
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  null,
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  null,
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  null,
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  null,
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  null,
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  "APD",
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  "TGTX",
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  null,
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  null,
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]

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

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Page 13 of 39

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FORD MOTOR CO

F|345370860

Shares:139.3K

Value:$1.4M

46138E354

Shares:18.5K

Value:$1.4M

922908637

VV|922908637

Shares:5.4K

Value:$1.4M

ARES CAPITAL CORP

ARCC|04010L103

Shares:61.8K

Value:$1.4M

33740U778

Shares:57.8K

Value:$1.4M

922908595

VBK|922908595

Shares:5.4K

Value:$1.4M

78468R853

Shares:33.3K

Value:$1.4M

SRH Total Return Fund, Inc.

STEW|101507101

Shares:78.4K

Value:$1.4M

W. P. Carey Inc.

WPC|92936U109

Shares:21.4K

Value:$1.4M

46137V449

Shares:13.1K

Value:$1.3M

46138E339

Shares:14.4K

Value:$1.3M

33740F748

Shares:28.5K

Value:$1.3M

STATE STREET CORP

STT|857477103

Shares:14.6K

Value:$1.3M

UNION PACIFIC CORP

UNP|907818108

Shares:5.5K

Value:$1.3M

33741X102

Shares:38.7K

Value:$1.3M

81369Y407

Shares:6.4K

Value:$1.3M

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:33.3K

Value:$1.3M

37954Y483

Shares:75.4K

Value:$1.3M

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:21.0K

Value:$1.3M

46641Q399

BBUS|46641Q399

Shares:12.3K

Value:$1.2M

Instrument	Shares		Other Manager	Value
Ford Motor Co(Fcusip345370860)	139.3K	QoQ +280.01% (+102.6K) YoY +120.93% (+76.2K)	All Managers (Combined)	$1.4M	QoQ +281.81% (+$1.0M) YoY +65.48% (+$548.1K)
(cusip46138E354)✕	18.5K	QoQ +24.45% (+3.6K) YoY +84.67% (+8.5K)	All Managers (Combined)	$1.4M	QoQ +32.84% (+$342.0K) YoY +109.46% (+$723.0K)
(VVcusip922908637)	5.4K	QoQ +34.91% (+1.4K) YoY +415.38% (+4.3K)	All Managers (Combined)	$1.4M	QoQ +28.57% (+$306.2K) YoY +452.17% (+$1.1M)
Ares Capital Corp(ARCCcusip04010L103)	61.8K	QoQ +93.93% (+29.9K) YoY +117.59% (+33.4K)	All Managers (Combined)	$1.4M	QoQ +97.31% (+$679.2K) YoY +132.76% (+$785.5K)
(cusip33740U778)✕	57.8K	QoQ -2.86% (-1.7K) YoY -2.83% (-1.7K)	All Managers (Combined)	$1.4M	QoQ -5.68% (-$82.8K) YoY +2.64% (-$35.4K)
(VBKcusip922908595)	5.4K	QoQ +8.21% (-412) YoY NEW(+5.4K)	All Managers (Combined)	$1.4M	QoQ -2.68% (-$37.7K) YoY NEW(+$1.4M)
(cusip78468R853)✕	33.3K	QoQ +6.56% (-2.1K) YoY NEW(+33.3K)	All Managers (Combined)	$1.4M	QoQ -3.27% (-$46.0K) YoY NEW(+$1.4M)
Srh Total Return Fund, Inc.(STEWcusip101507101)	78.4K	QoQ +38.90% (+21.9K) YoY +59.21% (+29.1K)	All Managers (Combined)	$1.4M	QoQ +49.56% (+$448.0K) YoY +82.37% (+$610.6K)
W. P. Carey Inc.(WPCcusip92936U109)	21.4K	QoQ +121.86% (+11.8K) YoY +169.20% (+13.5K)	All Managers (Combined)	$1.4M	QoQ +156.71% (+$824.9K) YoY +200.67% (+$901.8K)
(cusip46137V449)✕	13.1K	QoQ -12.64% (-1.9K) YoY +23.61% (+2.5K)	All Managers (Combined)	$1.3M	QoQ -11.96% (-$183.4K) YoY +34.27% (+$344.4K)
(cusip46138E339)✕	14.4K	QoQ +31.54% (+3.5K) YoY NEW(+14.4K)	All Managers (Combined)	$1.3M	QoQ +28.11% (+$292.3K) YoY NEW(+$1.3M)
(cusip33740F748)✕	28.5K	QoQ +24.84% (+5.7K) YoY NEW(+28.5K)	All Managers (Combined)	$1.3M	QoQ +21.66% (+$234.5K) YoY NEW(+$1.3M)
State Street Corp(STTcusip857477103)	14.6K	QoQ +0.68% (-100) YoY NEW(+14.6K)	All Managers (Combined)	$1.3M	QoQ -8.15% (-$116.3K) YoY NEW(+$1.3M)
Union Pacific Corp(UNPcusip907818108)	5.5K	QoQ +30.36% (+1.3K) YoY -12.56% (-790)	All Managers (Combined)	$1.3M	QoQ +35.20% (+$338.4K) YoY -15.92% (-$246.1K)
(cusip33741X102)✕	38.7K	QoQ +19.04% (+6.2K) YoY +151.15% (+23.3K)	All Managers (Combined)	$1.3M	QoQ +11.24% (+$131.0K) YoY +141.63% (+$759.8K)
(cusip81369Y407)✕	6.4K	QoQ -32.85% (-3.1K) YoY -22.34% (-1.8K)	All Managers (Combined)	$1.3M	QoQ -40.76% (-$870.5K) YoY -16.41% (-$248.4K)
Freeport-Mcmoran Inc(FCXcusip35671D857)	33.3K	QoQ +0.99% (+327) YoY +38.36% (+9.2K)	All Managers (Combined)	$1.3M	QoQ +0.40% (+$5.1K) YoY +11.40% (+$129.1K)
(cusip37954Y483)✕	75.4K	QoQ +138.64% (+43.8K) YoY NEW(+75.4K)	All Managers (Combined)	$1.3M	QoQ +118.71% (+$683.4K) YoY NEW(+$1.3M)
Williams Companies, Inc.(WMBcusip969457100)	21.0K	QoQ +3.07% (+627) YoY +15.31% (+2.8K)	All Managers (Combined)	$1.3M	QoQ +13.82% (+$152.4K) YoY +76.82% (+$545.2K)
(BBUScusip46641Q399)	12.3K	QoQ +20.48% (+2.1K) YoY NEW(+12.3K)	All Managers (Combined)	$1.2M	QoQ +14.77% (+$159.5K) YoY NEW(+$1.2M)