Kingswood-Wealth-Advisors

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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 17 of 39

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MORGAN STANLEY

MS|617446448

Shares:7.8K

Value:$907.1K

% of Portfolio:0.0% ($907.1K/$2.6B)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:3.6K

Value:$905.4K

% of Portfolio:0.0% ($905.4K/$2.6B)

464288570

Shares:8.8K

Value:$900.4K

% of Portfolio:0.0% ($900.4K/$2.6B)

Public Storage

PSA|74460D109

Shares:3.0K

Value:$891.9K

% of Portfolio:0.0% ($891.9K/$2.6B)

abrdn Healthcare Investors

HQH|87911J103

Shares:54.9K

Value:$891.8K

% of Portfolio:0.0% ($891.8K/$2.6B)

WILLIAMS SONOMA INC

WSM|969904101

Shares:5.6K

Value:$889.2K

% of Portfolio:0.0% ($889.2K/$2.6B)

Palo Alto Networks Inc

PANW|697435105

Shares:5.2K

Value:$879.7K

% of Portfolio:0.0% ($879.7K/$2.6B)

922908512

VOE|922908512

Shares:5.5K

Value:$877.8K

% of Portfolio:0.0% ($877.8K/$2.6B)

DOW INC.

DOW|260557103

Shares:25.3K

Value:$877.6K

% of Portfolio:0.0% ($877.6K/$2.6B)

UNITED STATES STEEL CORP

X|912909108

Shares:20.5K

Value:$867.8K

% of Portfolio:0.0% ($867.8K/$2.6B)

Arista Networks, Inc.

ANET|040413205

Shares:11.2K

Value:$867.6K

% of Portfolio:0.0% ($867.6K/$2.6B)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:1.6K

Value:$867.1K

% of Portfolio:0.0% ($867.1K/$2.6B)

Archer-Daniels-Midland Co

ADM|039483102

Shares:17.8K

Value:$857.7K

% of Portfolio:0.0% ($857.7K/$2.6B)

032108409

Shares:21.0K

Value:$855.6K

% of Portfolio:0.0% ($855.6K/$2.6B)

AFLAC INC

AFL|001055102

Shares:7.7K

Value:$854.9K

% of Portfolio:0.0% ($854.9K/$2.6B)

46438R105

Shares:61.8K

Value:$854.6K

% of Portfolio:0.0% ($854.6K/$2.6B)

67092P300

Shares:21.1K

Value:$854.1K

% of Portfolio:0.0% ($854.1K/$2.6B)

33734X135

Shares:16.0K

Value:$847.3K

% of Portfolio:0.0% ($847.3K/$2.6B)

26922A297

Shares:17.0K

Value:$846.4K

% of Portfolio:0.0% ($846.4K/$2.6B)

Booking Holdings Inc.

BKNG|09857L108

Shares:182

Value:$844.1K

% of Portfolio:0.0% ($844.1K/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MORGAN STANLEY(MScusip617446448)	7.8K	QoQ -11.02% (-965) YoY -25.59% (-2.7K)	All Managers (Combined)	$907.1K	0.0% ($907.1K/$2.6B)	QoQ -17.54% (-$193.0K) YoY -7.92% (-$78.1K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	3.6K	QoQ +18.56% (+571) YoY +50.28% (+1.2K)	All Managers (Combined)	$905.4K	0.0% ($905.4K/$2.6B)	QoQ +16.11% (+$125.6K) YoY +39.08% (+$254.4K)
(cusip464288570)✕	8.8K	QoQ +0.20% (-18) YoY +3.91% (+331)	All Managers (Combined)	$900.4K	0.0% ($900.4K/$2.6B)	QoQ -6.92% (-$67.0K) YoY +5.56% (+$47.5K)
Public Storage(PSAcusip74460D109)	3.0K	QoQ +48.90% (+980) YoY +59.91% (+1.1K)	All Managers (Combined)	$891.9K	0.0% ($891.9K/$2.6B)	QoQ +48.63% (+$291.8K) YoY +64.78% (+$350.6K)
abrdn Healthcare Investors(HQHcusip87911J103)	54.9K	QoQ +0.70% (+384) YoY NEW(+54.9K)	All Managers (Combined)	$891.8K	0.0% ($891.8K/$2.6B)	QoQ +1.89% (+$16.6K) YoY NEW(+$891.8K)
WILLIAMS SONOMA INC(WSMcusip969904101)	5.6K	QoQ +114.68% (+3.0K) YoY +625.25% (+4.8K)	All Managers (Combined)	$889.2K	0.0% ($889.2K/$2.6B)	QoQ +84.06% (+$406.1K) YoY +262.31% (+$643.7K)
Palo Alto Networks Inc(PANWcusip697435105)	5.2K	QoQ +17.90% (+782) YoY +109.26% (+2.7K)	All Managers (Combined)	$879.7K	0.0% ($879.7K/$2.6B)	QoQ +10.67% (+$84.9K) YoY +25.80% (+$180.4K)
(VOEcusip922908512)	5.5K	QoQ +37.83% (+1.5K) YoY NEW(+5.5K)	All Managers (Combined)	$877.8K	0.0% ($877.8K/$2.6B)	QoQ +36.76% (+$236.0K) YoY NEW(+$877.8K)
DOW INC.(DOWcusip260557103)	25.3K	QoQ +135.43% (+14.5K) YoY +51.35% (-8.6K)	All Managers (Combined)	$877.6K	0.0% ($877.6K/$2.6B)	QoQ +103.80% (+$447.0K) YoY -9.23% (-$89.3K)
UNITED STATES STEEL CORP(Xcusip912909108)	20.5K	QoQ NEW(+20.5K) YoY NEW(+20.5K)	All Managers (Combined)	$867.8K	0.0% ($867.8K/$2.6B)	QoQ NEW(+$867.8K) YoY NEW(+$867.8K)
Arista Networks, Inc.(ANETcusip040413205)	11.2K	QoQ +1.13% (-126) YoY NEW(+11.2K)	All Managers (Combined)	$867.6K	0.0% ($867.6K/$2.6B)	QoQ -29.08% (-$355.8K) YoY NEW(+$867.6K)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	1.6K	QoQ +81.99% (+724) YoY NEW(+1.6K)	All Managers (Combined)	$867.1K	0.0% ($867.1K/$2.6B)	QoQ +65.23% (+$342.3K) YoY NEW(+$867.1K)
Archer-Daniels-Midland Co(ADMcusip039483102)	17.8K	QoQ +38.49% (+5.0K) YoY +9.07% (-1.5K)	All Managers (Combined)	$857.7K	0.0% ($857.7K/$2.6B)	QoQ +31.80% (+$207.0K) YoY -16.50% (-$169.5K)
(cusip032108409)✕	21.0K	QoQ +27.15% (+4.5K) YoY NEW(+21.0K)	All Managers (Combined)	$855.6K	0.0% ($855.6K/$2.6B)	QoQ +28.06% (+$187.5K) YoY NEW(+$855.6K)
AFLAC INC(AFLcusip001055102)	7.7K	QoQ -0.58% (-45) YoY +12.63% (+860)	All Managers (Combined)	$854.9K	0.0% ($854.9K/$2.6B)	QoQ +7.17% (-$57.3K) YoY +46.29% (+$270.6K)
(cusip46438R105)✕	61.8K	QoQ +41.32% (-18.1K) YoY NEW(+61.8K)	All Managers (Combined)	$854.6K	0.0% ($854.6K/$2.6B)	QoQ -22.77% (-$252.0K) YoY NEW(+$854.6K)
(cusip67092P300)✕	21.1K	QoQ -15.41% (-3.8K) YoY -4.76% (-1.1K)	All Managers (Combined)	$854.1K	0.0% ($854.1K/$2.6B)	QoQ -13.00% (-$127.7K) YoY -0.77% (-$6.7K)
(cusip33734X135)✕	16.0K	QoQ -6.17% (-1.1K) YoY NEW(+16.0K)	All Managers (Combined)	$847.3K	0.0% ($847.3K/$2.6B)	QoQ -8.13% (-$75.1K) YoY NEW(+$847.3K)
(cusip26922A297)✕	17.0K	QoQ -17.17% (-3.5K) YoY NEW(+17.0K)	All Managers (Combined)	$846.4K	0.0% ($846.4K/$2.6B)	QoQ -23.39% (-$258.5K) YoY NEW(+$846.4K)
Booking Holdings Inc.(BKNGcusip09857L108)	182	QoQ +27.27% (+39) YoY +124.69% (+101)	All Managers (Combined)	$844.1K	0.0% ($844.1K/$2.6B)	QoQ +18.81% (+$133.7K) YoY +187.25% (+$550.3K)