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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  "AGI.TO",
  "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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  null,
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  "PBT",
  "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 14 of 39

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92206C714

Shares:15.0K

Value:$1.2M

46137V357

RSP|46137V357

Shares:7.1K

Value:$1.2M

C3.ai, Inc.

AI|12468P104

Shares:57.1K

Value:$1.2M

33740F847

Shares:25.8K

Value:$1.2M

46137V464

Shares:10.5K

Value:$1.2M

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:16.3K

Value:$1.2M

808524847

SCHH|808524847

Shares:54.1K

Value:$1.2M

Coca-Cola Consolidated, Inc.

COKE|191098102

Shares:854

Value:$1.2M

Marvell Technology, Inc.

MRVL|573874104

Shares:18.4K

Value:$1.1M

CARRIER GLOBAL Corp

CARR|14448C104

Shares:18.0K

Value:$1.1M

921932505

VOOG|921932505

Shares:3.4K

Value:$1.1M

81369Y506

Shares:12.1K

Value:$1.1M

HCA Healthcare, Inc.

HCA|40412C101

Shares:3.2K

Value:$1.1M

46138G656

Shares:22.9K

Value:$1.1M

92189F106

GDX|92189F106

Shares:24.3K

Value:$1.1M

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:2.2K

Value:$1.1M

GATX CORP

GATX|361448103

Shares:7.1K

Value:$1.1M

464288281

Shares:12.2K

Value:$1.1M

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:6.0K

Value:$1.1M

FEDEX CORP

FDX|31428X106

Shares:4.5K

Value:$1.1M

Instrument	Shares		Other Manager	Value
(cusip92206C714)✕	15.0K	QoQ +1.11% (+165) YoY +25.33% (+3.0K)	All Managers (Combined)	$1.2M	QoQ +2.71% (+$32.6K) YoY +31.54% (+$296.1K)
(RSPcusip46137V357)	7.1K	QoQ +95.47% (+3.5K) YoY +56.24% (+2.5K)	All Managers (Combined)	$1.2M	QoQ +93.20% (+$592.0K) YoY +59.79% (+$459.2K)
C3.Ai, Inc.(AIcusip12468P104)	57.1K	QoQ +210.92% (+38.8K) YoY +461.47% (+47.0K)	All Managers (Combined)	$1.2M	QoQ +92.87% (+$587.6K) YoY +342.98% (+$944.8K)
(cusip33740F847)✕	25.8K	QoQ +50.00% (+8.6K) YoY NEW(+25.8K)	All Managers (Combined)	$1.2M	QoQ +46.58% (+$383.1K) YoY NEW(+$1.2M)
(cusip46137V464)✕	10.5K	QoQ +31.47% (+2.5K) YoY NEW(+10.5K)	All Managers (Combined)	$1.2M	QoQ +21.06% (+$207.4K) YoY NEW(+$1.2M)
Wells Fargo & Company/Mn(WFCcusip949746101)	16.3K	QoQ -11.67% (-2.1K) YoY -67.92% (-34.4K)	All Managers (Combined)	$1.2M	QoQ -9.87% (-$127.8K) YoY -60.33% (-$1.8M)
(SCHHcusip808524847)	54.1K	QoQ +3.25% (+1.7K) YoY NEW(+54.1K)	All Managers (Combined)	$1.2M	QoQ +5.46% (+$60.3K) YoY NEW(+$1.2M)
Coca-Cola Consolidated, Inc.(COKEcusip191098102)	854	QoQ +0.35% (+3) YoY NEW(+854)	All Managers (Combined)	$1.2M	QoQ +7.44% (+$79.8K) YoY NEW(+$1.2M)
Marvell Technology, Inc.(MRVLcusip573874104)	18.4K	QoQ +146.64% (+10.9K) YoY +39.16% (+5.2K)	All Managers (Combined)	$1.1M	QoQ +39.46% (+$325.1K) YoY +22.62% (+$212.0K)
Carrier Global Corp(CARRcusip14448C104)	18.0K	QoQ +70.30% (+7.4K) YoY +244.62% (+12.8K)	All Managers (Combined)	$1.1M	QoQ +58.33% (+$420.1K) YoY +276.20% (+$837.3K)
(VOOGcusip921932505)	3.4K	QoQ -24.65% (-1.1K) YoY -7.04% (-255)	All Managers (Combined)	$1.1M	QoQ -30.99% (-$506.7K) YoY +2.26% (-$24.9K)
(cusip81369Y506)✕	12.1K	QoQ +35.86% (+3.2K) YoY +65.54% (+4.8K)	All Managers (Combined)	$1.1M	QoQ +48.32% (+$367.3K) YoY +63.97% (+$439.9K)
Hca Healthcare, Inc.(HCAcusip40412C101)	3.2K	QoQ -0.91% (-30) YoY +90.63% (+1.5K)	All Managers (Combined)	$1.1M	QoQ +14.05% (-$137.8K) YoY +97.51% (+$552.0K)
(cusip46138G656)✕	22.9K	QoQ -0.12% (-28) YoY NEW(+22.9K)	All Managers (Combined)	$1.1M	QoQ +1.05% (-$11.7K) YoY NEW(+$1.1M)
(GDXcusip92189F106)	24.3K	QoQ +16.25% (+3.4K) YoY +94.01% (+11.8K)	All Managers (Combined)	$1.1M	QoQ +57.33% (+$406.7K) YoY +181.58% (+$719.6K)
Intuitive Surgical Inc(ISRGcusip46120E602)	2.2K	QoQ 0.00% (-0) YoY -10.70% (-269)	All Managers (Combined)	$1.1M	QoQ -5.10% (-$59.8K) YoY +10.82% (-$108.5K)
Gatx Corp(GATXcusip361448103)	7.1K	QoQ -11.69% (-944) YoY +63.02% (+2.8K)	All Managers (Combined)	$1.1M	QoQ -11.51% (-$144.1K) YoY +88.85% (+$520.8K)
(cusip464288281)✕	12.2K	QoQ +77.35% (+5.3K) YoY NEW(+12.2K)	All Managers (Combined)	$1.1M	QoQ +80.39% (+$491.5K) YoY NEW(+$1.1M)
Constellation Brands, Inc.(STZcusip21036P108)	6.0K	QoQ +141.56% (+3.5K) YoY +16.45% (-844)	All Managers (Combined)	$1.1M	QoQ +101.54% (+$555.0K) YoY -20.99% (-$292.8K)
Fedex Corp(FDXcusip31428X106)	4.5K	QoQ +101.33% (+2.3K) YoY +114.60% (+2.4K)	All Managers (Combined)	$1.1M	QoQ +73.36% (+$464.0K) YoY +79.41% (+$485.3K)