Kingswood-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  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: kingswood-wealth-advisors
Manager Name: Kingswood-Wealth-Advisors

Data Enrichment

67% identified

515 identified251 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

766 positions • $2.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 16 of 39

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BLUE OWL CAPITAL INC.

OWL|09581B103

Shares:48.4K

Value:$969.7K

% of Portfolio:0.0% ($969.7K/$2.6B)

464287523

Shares:5.1K

Value:$963.2K

% of Portfolio:0.0% ($963.2K/$2.6B)

464288513

Shares:12.2K

Value:$960.7K

% of Portfolio:0.0% ($960.7K/$2.6B)

46434G103

IEMG|46434G103

Shares:17.8K

Value:$958.5K

% of Portfolio:0.0% ($958.5K/$2.6B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:3.5K

Value:$956.9K

% of Portfolio:0.0% ($956.9K/$2.6B)

67092P201

Shares:12.1K

Value:$947.4K

% of Portfolio:0.0% ($947.4K/$2.6B)

464288414

MUB|464288414

Shares:9.0K

Value:$947.4K

% of Portfolio:0.0% ($947.4K/$2.6B)

46137V100

Shares:8.1K

Value:$944.8K

% of Portfolio:0.0% ($944.8K/$2.6B)

78468R788

Shares:21.3K

Value:$942.1K

% of Portfolio:0.0% ($942.1K/$2.6B)

464287234

EEM|464287234

Shares:21.5K

Value:$941.9K

% of Portfolio:0.0% ($941.9K/$2.6B)

Nuveen NASDAQ 100 Dynamic Overwrite Fund

QQQX|670699107

Shares:39.5K

Value:$941.0K

% of Portfolio:0.0% ($941.0K/$2.6B)

47103U845

Shares:18.5K

Value:$940.2K

% of Portfolio:0.0% ($940.2K/$2.6B)

78464A508

SPYV|78464A508

Shares:18.3K

Value:$934.4K

% of Portfolio:0.0% ($934.4K/$2.6B)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:27.3K

Value:$934.0K

% of Portfolio:0.0% ($934.0K/$2.6B)

09290C103

Shares:19.1K

Value:$933.4K

% of Portfolio:0.0% ($933.4K/$2.6B)

336917109

Shares:21.5K

Value:$933.0K

% of Portfolio:0.0% ($933.0K/$2.6B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:7.6K

Value:$927.4K

% of Portfolio:0.0% ($927.4K/$2.6B)

46137V241

Shares:13.9K

Value:$922.5K

% of Portfolio:0.0% ($922.5K/$2.6B)

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:81.7K

Value:$912.4K

% of Portfolio:0.0% ($912.4K/$2.6B)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:8.2K

Value:$911.4K

% of Portfolio:0.0% ($911.4K/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BLUE OWL CAPITAL INC.(OWLcusip09581B103)	48.4K	QoQ +14.48% (-6.1K) YoY NEW(+48.4K)	All Managers (Combined)	$969.7K	0.0% ($969.7K/$2.6B)	QoQ -1.34% (-$13.3K) YoY NEW(+$969.7K)
(cusip464287523)✕	5.1K	QoQ +2.05% (-103) YoY +187.68% (+3.3K)	All Managers (Combined)	$963.2K	0.0% ($963.2K/$2.6B)	QoQ -10.88% (-$117.6K) YoY +139.55% (+$561.1K)
(cusip464288513)✕	12.2K	QoQ +82.41% (+5.5K) YoY -20.09% (-3.1K)	All Managers (Combined)	$960.7K	0.0% ($960.7K/$2.6B)	QoQ +82.96% (+$435.6K) YoY -18.90% (-$223.9K)
(IEMGcusip46434G103)	17.8K	QoQ +8.18% (+1.3K) YoY +80.05% (+7.9K)	All Managers (Combined)	$958.5K	0.0% ($958.5K/$2.6B)	QoQ +11.82% (+$101.4K) YoY +88.34% (+$449.6K)
AMERICAN EXPRESS CO(AXPcusip025816109)	3.5K	QoQ +22.16% (+644) YoY -8.36% (-324)	All Managers (Combined)	$956.9K	0.0% ($956.9K/$2.6B)	QoQ +10.97% (+$94.6K) YoY +8.50% (-$75.0K)
(cusip67092P201)✕	12.1K	QoQ -12.68% (-1.8K) YoY -25.87% (-4.2K)	All Managers (Combined)	$947.4K	0.0% ($947.4K/$2.6B)	QoQ -20.38% (-$242.6K) YoY -23.93% (-$298.1K)
(MUBcusip464288414)	9.0K	QoQ -42.99% (-6.8K) YoY +63.87% (+3.5K)	All Managers (Combined)	$947.4K	0.0% ($947.4K/$2.6B)	QoQ -43.59% (-$732.3K) YoY +60.57% (+$357.4K)
(cusip46137V100)✕	8.1K	QoQ +0.01% (+1) YoY NEW(+8.1K)	All Managers (Combined)	$944.8K	0.0% ($944.8K/$2.6B)	QoQ +2.23% (+$20.6K) YoY NEW(+$944.8K)
(cusip78468R788)✕	21.3K	QoQ -49.38% (-20.8K) YoY NEW(+21.3K)	All Managers (Combined)	$942.1K	0.0% ($942.1K/$2.6B)	QoQ -48.33% (-$881.4K) YoY NEW(+$942.1K)
(EEMcusip464287234)	21.5K	QoQ +40.77% (+6.2K) YoY +98.73% (+10.7K)	All Managers (Combined)	$941.9K	0.0% ($941.9K/$2.6B)	QoQ +47.34% (+$302.6K) YoY +111.76% (+$497.1K)
Nuveen NASDAQ 100 Dynamic Overwrite Fund(QQQXcusip670699107)	39.5K	QoQ +31.61% (+9.5K) YoY +170.12% (+24.9K)	All Managers (Combined)	$941.0K	0.0% ($941.0K/$2.6B)	QoQ +16.01% (+$129.9K) YoY +166.82% (+$588.3K)
(cusip47103U845)✕	18.5K	QoQ +216.07% (+12.7K) YoY NEW(+18.5K)	All Managers (Combined)	$940.2K	0.0% ($940.2K/$2.6B)	QoQ +216.07% (+$642.8K) YoY NEW(+$940.2K)
(SPYVcusip78464A508)	18.3K	QoQ -9.49% (-1.9K) YoY +214.92% (+12.5K)	All Managers (Combined)	$934.4K	0.0% ($934.4K/$2.6B)	QoQ -9.62% (-$99.5K) YoY +220.99% (+$643.3K)
Super Micro Computer, Inc.(SMCIcusip86800U302)	27.3K	QoQ -69.64% (-62.5K) YoY NEW(+27.3K)	All Managers (Combined)	$934.0K	0.0% ($934.0K/$2.6B)	QoQ -65.86% (-$1.8M) YoY NEW(+$934.0K)
(cusip09290C103)✕	19.1K	QoQ +33.18% (+4.8K) YoY NEW(+19.1K)	All Managers (Combined)	$933.4K	0.0% ($933.4K/$2.6B)	QoQ +26.71% (+$196.8K) YoY NEW(+$933.4K)
(cusip336917109)✕	21.5K	QoQ +88.87% (+10.1K) YoY NEW(+21.5K)	All Managers (Combined)	$933.0K	0.0% ($933.0K/$2.6B)	QoQ +103.79% (+$475.2K) YoY NEW(+$933.0K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	7.6K	QoQ +32.98% (+1.9K) YoY -4.67% (-373)	All Managers (Combined)	$927.4K	0.0% ($927.4K/$2.6B)	QoQ +34.11% (+$235.9K) YoY +14.53% (-$117.7K)
(cusip46137V241)✕	13.9K	QoQ -0.57% (-80) YoY +39.06% (+3.9K)	All Managers (Combined)	$922.5K	0.0% ($922.5K/$2.6B)	QoQ -1.59% (-$15.0K) YoY +52.68% (+$318.3K)
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	81.7K	QoQ +315.35% (+62.1K) YoY +355.95% (+63.8K)	All Managers (Combined)	$912.4K	0.0% ($912.4K/$2.6B)	QoQ +396.99% (+$728.8K) YoY +134.67% (+$523.6K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	8.2K	QoQ +68.62% (+3.3K) YoY +113.55% (+4.3K)	All Managers (Combined)	$911.4K	0.0% ($911.4K/$2.6B)	QoQ +58.86% (+$337.7K) YoY +103.13% (+$462.7K)