Kingswood-Wealth-Advisors

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,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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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: 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 18 of 39

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EQUITY RESIDENTIAL

EQR|29476L107

Shares:11.8K

Value:$841.8K

% of Portfolio:0.0% ($841.8K/$2.6B)

S&P Global Inc.

SPGI|78409V104

Shares:1.6K

Value:$835.9K

% of Portfolio:0.0% ($835.9K/$2.6B)

92046L338

Shares:32.8K

Value:$835.9K

% of Portfolio:0.0% ($835.9K/$2.6B)

46429B267

Shares:36.3K

Value:$833.8K

% of Portfolio:0.0% ($833.8K/$2.6B)

74347X831

Shares:14.5K

Value:$830.4K

% of Portfolio:0.0% ($830.4K/$2.6B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:1.7K

Value:$829.7K

% of Portfolio:0.0% ($829.7K/$2.6B)

092528603

Shares:15.7K

Value:$819.4K

% of Portfolio:0.0% ($819.4K/$2.6B)

464287408

IVE|464287408

Shares:4.3K

Value:$818.3K

% of Portfolio:0.0% ($818.3K/$2.6B)

46654Q724

Shares:13.7K

Value:$815.2K

% of Portfolio:0.0% ($815.2K/$2.6B)

Belpointe PREP, LLC

OZ|080694102

Shares:11.4K

Value:$808.2K

% of Portfolio:0.0% ($808.2K/$2.6B)

Paramount Global

PARA|92556H206

Shares:68.7K

Value:$807.9K

% of Portfolio:0.0% ($807.9K/$2.6B)

SHOPIFY INC.

SHOP|82509L107

Shares:8.4K

Value:$807.8K

% of Portfolio:0.0% ($807.8K/$2.6B)

FIRST INDUSTRIAL REALTY TRUST INC

FR|32054K103

Shares:14.9K

Value:$805.7K

% of Portfolio:0.0% ($805.7K/$2.6B)

92206C680

VONG|92206C680

Shares:8.7K

Value:$804.9K

% of Portfolio:0.0% ($804.9K/$2.6B)

31423L701

Shares:29.1K

Value:$804.8K

% of Portfolio:0.0% ($804.8K/$2.6B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:7.2K

Value:$792.9K

% of Portfolio:0.0% ($792.9K/$2.6B)

INDEPENDENCE REALTY TRUST, INC.

IRT|45378A106

Shares:37.0K

Value:$791.1K

% of Portfolio:0.0% ($791.1K/$2.6B)

Ingersoll Rand Inc.

IR|45687V106

Shares:9.9K

Value:$790.1K

% of Portfolio:0.0% ($790.1K/$2.6B)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:11.9K

Value:$781.1K

% of Portfolio:0.0% ($781.1K/$2.6B)

BlackRock, Inc.

BLK|09290D101

Shares:825

Value:$780.3K

% of Portfolio:0.0% ($780.3K/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
EQUITY RESIDENTIAL(EQRcusip29476L107)	11.8K	QoQ -5.98% (-748) YoY +24.22% (+2.3K)	All Managers (Combined)	$841.8K	0.0% ($841.8K/$2.6B)	QoQ -6.21% (-$55.8K) YoY +40.89% (+$244.3K)
S&P Global Inc.(SPGIcusip78409V104)	1.6K	QoQ -21.74% (-457) YoY +57.11% (+598)	All Managers (Combined)	$835.9K	0.0% ($835.9K/$2.6B)	QoQ -20.15% (-$211.0K) YoY +87.65% (+$390.5K)
(cusip92046L338)✕	32.8K	QoQ -5.78% (-2.0K) YoY +10.36% (+3.1K)	All Managers (Combined)	$835.9K	0.0% ($835.9K/$2.6B)	QoQ -5.57% (-$49.4K) YoY +11.14% (+$83.8K)
(cusip46429B267)✕	36.3K	QoQ -53.95% (-42.5K) YoY -47.99% (-33.5K)	All Managers (Combined)	$833.8K	0.0% ($833.8K/$2.6B)	QoQ -53.95% (-$977.0K) YoY -47.52% (-$755.1K)
(cusip74347X831)✕	14.5K	QoQ +6.90% (-936) YoY -45.09% (-11.9K)	All Managers (Combined)	$830.4K	0.0% ($830.4K/$2.6B)	QoQ -22.58% (-$242.3K) YoY -48.89% (-$794.5K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	1.7K	QoQ -1.53% (-26) YoY -62.10% (-2.7K)	All Managers (Combined)	$829.7K	0.0% ($829.7K/$2.6B)	QoQ -5.96% (-$52.6K) YoY -67.60% (-$1.7M)
(cusip092528603)✕	15.7K	QoQ +109.67% (+8.2K) YoY NEW(+15.7K)	All Managers (Combined)	$819.4K	0.0% ($819.4K/$2.6B)	QoQ +110.77% (+$430.6K) YoY NEW(+$819.4K)
(IVEcusip464287408)	4.3K	QoQ +59.98% (+1.6K) YoY NEW(+4.3K)	All Managers (Combined)	$818.3K	0.0% ($818.3K/$2.6B)	QoQ +59.71% (+$305.9K) YoY NEW(+$818.3K)
(cusip46654Q724)✕	13.7K	QoQ +80.00% (+6.1K) YoY NEW(+13.7K)	All Managers (Combined)	$815.2K	0.0% ($815.2K/$2.6B)	QoQ +73.16% (+$344.4K) YoY NEW(+$815.2K)
Belpointe PREP, LLC(OZcusip080694102)	11.4K	QoQ 0.00% (-0) YoY NEW(+11.4K)	All Managers (Combined)	$808.2K	0.0% ($808.2K/$2.6B)	QoQ -8.25% (-$72.7K) YoY NEW(+$808.2K)
Paramount Global(PARAcusip92556H206)	68.7K	QoQ +106.58% (+35.4K) YoY +164.69% (+42.7K)	All Managers (Combined)	$807.9K	0.0% ($807.9K/$2.6B)	QoQ +132.27% (+$460.1K) YoY +164.48% (+$502.5K)
SHOPIFY INC.(SHOPcusip82509L107)	8.4K	QoQ +12.15% (+910) YoY +154.94% (+5.1K)	All Managers (Combined)	$807.8K	0.0% ($807.8K/$2.6B)	QoQ +1.45% (+$11.6K) YoY +217.78% (+$553.6K)
FIRST INDUSTRIAL REALTY TRUST INC(FRcusip32054K103)	14.9K	QoQ -11.21% (-1.9K) YoY +49.34% (+4.9K)	All Managers (Combined)	$805.7K	0.0% ($805.7K/$2.6B)	QoQ -4.43% (-$37.4K) YoY +53.38% (+$280.4K)
(VONGcusip92206C680)	8.7K	QoQ -19.55% (-2.1K) YoY -1.29% (-114)	All Managers (Combined)	$804.9K	0.0% ($804.9K/$2.6B)	QoQ -27.75% (-$309.2K) YoY +5.66% (-$43.2K)
(cusip31423L701)✕	29.1K	QoQ +1.04% (+300) YoY NEW(+29.1K)	All Managers (Combined)	$804.8K	0.0% ($804.8K/$2.6B)	QoQ +3.02% (+$23.6K) YoY NEW(+$804.8K)
EMERSON ELECTRIC CO(EMRcusip291011104)	7.2K	QoQ +47.01% (+2.3K) YoY +63.38% (+2.8K)	All Managers (Combined)	$792.9K	0.0% ($792.9K/$2.6B)	QoQ +30.27% (+$184.3K) YoY +58.19% (+$291.7K)
INDEPENDENCE REALTY TRUST, INC.(IRTcusip45378A106)	37.0K	QoQ +34.89% (+9.6K) YoY NEW(+37.0K)	All Managers (Combined)	$791.1K	0.0% ($791.1K/$2.6B)	QoQ +45.23% (+$246.4K) YoY NEW(+$791.1K)
Ingersoll Rand Inc.(IRcusip45687V106)	9.9K	QoQ -0.34% (-34) YoY +116.63% (+5.3K)	All Managers (Combined)	$790.1K	0.0% ($790.1K/$2.6B)	QoQ -11.83% (-$106.0K) YoY +82.59% (+$357.4K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	11.9K	QoQ +50.50% (+4.0K) YoY +16.15% (+1.6K)	All Managers (Combined)	$781.1K	0.0% ($781.1K/$2.6B)	QoQ +16.12% (+$108.5K) YoY +14.19% (+$97.1K)
BlackRock, Inc.(BLKcusip09290D101)	825	QoQ -13.15% (-125) YoY NEW(+825)	All Managers (Combined)	$780.3K	0.0% ($780.3K/$2.6B)	QoQ -19.91% (-$194.0K) YoY NEW(+$780.3K)