Kingswood-Wealth-Advisors
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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 15 of 39
92189F601
Shares:14.5K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$2.6B)
Shares:13.0K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$2.6B)
Shares:117.8K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$2.6B)
45783Y541
Shares:36.0K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$2.6B)
Shares:3.3K
Value:$996.9K
% of Portfolio:0.0% ($996.9K/$2.6B)
33740F722
Shares:19.9K
Value:$996.1K
% of Portfolio:0.0% ($996.1K/$2.6B)
Shares:24.2K
Value:$983.6K
% of Portfolio:0.0% ($983.6K/$2.6B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 3.5K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$2.6B) | |||
| 3.1K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$2.6B) | |||
Autodesk, Inc.(ADSKcusip052769106) | 4.1K | QoQ -6.38% (-281)YoY NEW(+4.1K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$2.6B) | YoY NEW(+$1.1M) |
(cusip92189F601)✕ | 14.5K | QoQ NEW(+14.5K) YoY NEW(+14.5K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$2.6B) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
ASML HOLDING NV(ASMLcusipN07059210) | 1.6K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$2.6B) | ||
TARGET CORP(TGTcusip87612E106) | 10.0K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$2.6B) | ||
MATERION Corp(MTRNcusip576690101) | 12.8K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$2.6B) | ||
| 13.0K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$2.6B) | |||
| 21.0K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$2.6B) | |||
VAIL RESORTS INC(MTNcusip91879Q109) | 6.4K | QoQ NEW(+6.4K) YoY NEW(+6.4K) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$2.6B) | QoQ NEW(+$1.0M) YoY NEW(+$1.0M) |
| 117.8K | QoQ 0.00% (+0)YoY NEW(+117.8K) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$2.6B) | YoY NEW(+$1.0M) | |
(cusip45783Y541)✕ | 36.0K | YoY NEW(+36.0K) | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$2.6B) | YoY NEW(+$1.0M) |
Western Union CO(WUcusip959802109) | 95.5K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$2.6B) | ||
ServiceNow, Inc.(NOWcusip81762P102) | 1.3K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$2.6B) | ||
| 8.4K | All Managers (Combined) | $1.0M | 0.0% ($1.0M/$2.6B) | |||
| 6.8K | All Managers (Combined) | $998.6K | 0.0% ($998.6K/$2.6B) | |||
| 3.3K | All Managers (Combined) | $996.9K | 0.0% ($996.9K/$2.6B) | |||
(cusip33740F722)✕ | 19.9K | YoY NEW(+19.9K) | All Managers (Combined) | $996.1K | 0.0% ($996.1K/$2.6B) | YoY NEW(+$996.1K) |
| 24.2K | All Managers (Combined) | $983.6K | 0.0% ($983.6K/$2.6B) | |||
| 48.5K | YoY NEW(+48.5K) | All Managers (Combined) | $975.5K | 0.0% ($975.5K/$2.6B) | YoY NEW(+$975.5K) |