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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  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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AMGEN INC

AMGN|031162100

Shares:3.5K

Value:$1.1M

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:3.1K

Value:$1.1M

Autodesk, Inc.

ADSK|052769106

Shares:4.1K

Value:$1.1M

92189F601

Shares:14.5K

Value:$1.1M

ASML HOLDING NV

ASML|N07059210

Shares:1.6K

Value:$1.1M

TARGET CORP

TGT|87612E106

Shares:10.0K

Value:$1.0M

MATERION Corp

MTRN|576690101

Shares:12.8K

Value:$1.0M

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:13.0K

Value:$1.0M

92203J407

BNDX|92203J407

Shares:21.0K

Value:$1.0M

VAIL RESORTS INC

MTN|91879Q109

Shares:6.4K

Value:$1.0M

BlackRock Enhanced Equity Dividend Trust

BDJ|09251A104

Shares:117.8K

Value:$1.0M

45783Y541

Shares:36.0K

Value:$1.0M

Western Union CO

WU|959802109

Shares:95.5K

Value:$1.0M

ServiceNow, Inc.

NOW|81762P102

Shares:1.3K

Value:$1.0M

92204A405

VFH|92204A405

Shares:8.4K

Value:$1.0M

3M CO

MMM|88579Y101

Shares:6.8K

Value:$998.6K

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:3.3K

Value:$996.9K

33740F722

Shares:19.9K

Value:$996.1K

CITIZENS FINANCIAL GROUP INC/RI

CFG|174610105

Shares:24.2K

Value:$983.6K

ANNALY CAPITAL MANAGEMENT INC

NLY|035710839

Shares:48.5K

Value:$975.5K

Instrument	Shares		Other Manager	Value
Amgen Inc(AMGNcusip031162100)	3.5K	QoQ +2.29% (+79) YoY -46.69% (-3.1K)	All Managers (Combined)	$1.1M	QoQ +22.02% (+$197.8K) YoY -41.70% (-$783.9K)
Crowdstrike Holdings, Inc.(CRWDcusip22788C105)	3.1K	QoQ -3.70% (-119) YoY +52.41% (+1.1K)	All Managers (Combined)	$1.1M	QoQ -0.63% (-$6.9K) YoY +67.85% (+$441.6K)
Autodesk, Inc.(ADSKcusip052769106)	4.1K	QoQ -6.38% (-281) YoY NEW(+4.1K)	All Managers (Combined)	$1.1M	QoQ -17.04% (-$221.6K) YoY NEW(+$1.1M)
(cusip92189F601)✕	14.5K	QoQ NEW(+14.5K) YoY NEW(+14.5K)	All Managers (Combined)	$1.1M	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
Asml Holding Nv(ASMLcusipN07059210)	1.6K	QoQ +46.65% (+502) YoY +228.75% (+1.1K)	All Managers (Combined)	$1.1M	QoQ +40.84% (+$304.6K) YoY +125.47% (+$584.5K)
Target Corp(TGTcusip87612E106)	10.0K	QoQ -19.81% (-2.5K) YoY -5.56% (-592)	All Managers (Combined)	$1.0M	QoQ -38.09% (-$645.1K) YoY -44.38% (-$836.6K)
Materion Corp(MTRNcusip576690101)	12.8K	QoQ -4.11% (-550) YoY +55.36% (-4.6K)	All Managers (Combined)	$1.0M	QoQ -20.87% (-$275.9K) YoY -3.77% (-$41.0K)
Ge Healthcare Technologies Inc.(GEHCcusip36266G107)	13.0K	QoQ +91.01% (+6.2K) YoY +251.06% (+9.3K)	All Managers (Combined)	$1.0M	QoQ +95.49% (+$508.7K) YoY +209.02% (+$704.4K)
(BNDXcusip92203J407)	21.0K	QoQ -4.63% (-1.0K) YoY +28.37% (+4.7K)	All Managers (Combined)	$1.0M	QoQ -5.08% (-$55.0K) YoY +27.40% (+$221.0K)
Vail Resorts Inc(MTNcusip91879Q109)	6.4K	QoQ NEW(+6.4K) YoY NEW(+6.4K)	All Managers (Combined)	$1.0M	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
Blackrock Enhanced Equity Dividend Trust(BDJcusip09251A104)	117.8K	QoQ 0.00% (+0) YoY NEW(+117.8K)	All Managers (Combined)	$1.0M	QoQ +3.86% (+$37.7K) YoY NEW(+$1.0M)
(cusip45783Y541)✕	36.0K	QoQ -6.13% (-2.4K) YoY NEW(+36.0K)	All Managers (Combined)	$1.0M	QoQ -5.15% (-$54.9K) YoY NEW(+$1.0M)
Western Union Co(WUcusip959802109)	95.5K	QoQ +72.06% (+40.0K) YoY +178.17% (+61.1K)	All Managers (Combined)	$1.0M	QoQ +71.26% (+$419.1K) YoY +109.93% (+$527.4K)
Servicenow, Inc.(NOWcusip81762P102)	1.3K	QoQ +1.20% (-15) YoY -65.93% (-2.4K)	All Managers (Combined)	$1.0M	QoQ -23.82% (-$313.9K) YoY -64.34% (-$1.8M)
(VFHcusip92204A405)	8.4K	QoQ +4.89% (+392) YoY +110.54% (+4.4K)	All Managers (Combined)	$1.0M	QoQ +6.05% (+$57.3K) YoY +145.47% (+$594.6K)
3m Co(MMMcusip88579Y101)	6.8K	QoQ +101.24% (+3.4K) YoY -9.19% (-687)	All Managers (Combined)	$998.6K	QoQ +129.50% (+$563.5K) YoY +26.04% (-$206.3K)
Automatic Data Processing Inc(ADPcusip053015103)	3.3K	QoQ +4.68% (+146) YoY -28.50% (-1.3K)	All Managers (Combined)	$996.9K	QoQ +9.32% (+$85.0K) YoY -12.49% (-$142.3K)
(cusip33740F722)✕	19.9K	QoQ +42.04% (+5.9K) YoY NEW(+19.9K)	All Managers (Combined)	$996.1K	QoQ +38.52% (+$277.0K) YoY NEW(+$996.1K)
Citizens Financial Group Inc/Ri(CFGcusip174610105)	24.2K	QoQ +86.13% (+11.2K) YoY +68.14% (+9.8K)	All Managers (Combined)	$983.6K	QoQ +72.66% (+$413.9K) YoY +88.09% (+$460.7K)
Annaly Capital Management Inc(NLYcusip035710839)	48.5K	QoQ +271.34% (+35.5K) YoY NEW(+48.5K)	All Managers (Combined)	$975.5K	QoQ +307.70% (+$736.2K) YoY NEW(+$975.5K)