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 14 of 39
92206C714
Shares:15.0K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$2.6B)
33740F847
Shares:25.8K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$2.6B)
46137V464
Shares:10.5K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$2.6B)
81369Y506
Shares:12.1K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$2.6B)
46138G656
Shares:22.9K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$2.6B)
464288281
Shares:12.2K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$2.6B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip92206C714)✕ | 15.0K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$2.6B) | ||
| 7.1K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$2.6B) | |||
C3.ai, Inc.(AIcusip12468P104) | 57.1K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$2.6B) | ||
(cusip33740F847)✕ | 25.8K | YoY NEW(+25.8K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$2.6B) | YoY NEW(+$1.2M) |
(cusip46137V464)✕ | 10.5K | YoY NEW(+10.5K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$2.6B) | YoY NEW(+$1.2M) |
| 16.3K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$2.6B) | |||
| 54.1K | YoY NEW(+54.1K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$2.6B) | YoY NEW(+$1.2M) | |
| 854 | QoQ +0.35% (+3)YoY NEW(+854) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$2.6B) | YoY NEW(+$1.2M) | |
| 18.4K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$2.6B) | |||
| 18.0K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$2.6B) | |||
| 3.4K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$2.6B) | |||
(cusip81369Y506)✕ | 12.1K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$2.6B) | ||
| 3.2K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$2.6B) | |||
(cusip46138G656)✕ | 22.9K | QoQ -0.12% (-28)YoY NEW(+22.9K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$2.6B) | YoY NEW(+$1.1M) |
| 24.3K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$2.6B) | |||
| 2.2K | QoQ 0.00% (-0) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$2.6B) | ||
| 7.1K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$2.6B) | |||
(cusip464288281)✕ | 12.2K | YoY NEW(+12.2K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$2.6B) | YoY NEW(+$1.1M) |
| 6.0K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$2.6B) | |||
FEDEX CORP(FDXcusip31428X106) | 4.5K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$2.6B) |