Kingswood Wealth Advisors, LLC

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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FS KKR Capital Corp

FSK|302635206

788025(+250.9%)

Value:

$16.8B(+245.0%)

464287168

DVY|464287168

124980(+188.7%)

Value:

$16.8B(+195.0%)

EXXON MOBIL CORP

XOM|30231G102

128722(+196.0%)

Value:

$15.3B(+227.5%)

JPMORGAN CHASE & CO

JPM|46625H100

59147(+84.4%)

Value:

$14.5B(+88.0%)

Palantir Technologies Inc.

PLTR|69608A108

152141(+288.8%)

Value:

$12.9B(+334.9%)

46429B697

USMV|46429B697

135502(+55.3%)

Value:

$12.7B(+63.8%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

23763(+27.0%)

Value:

$12.7B(+49.3%)

CATERPILLAR INC

CAT|149123101

36004(+57.2%)

Value:

$11.9B(+43.0%)

Blue Owl Capital Corp

OBDC|69121K104

786623(+203.8%)

Value:

$11.6B(+197.4%)

MICROSTRATEGY Inc

MSTR|594972408

38815(-27.9%)

Value:

$11.3B(-27.8%)

LOCKHEED MARTIN CORP

LMT|539830109

22366(+123.1%)

Value:

$10.0B(+105.7%)

BOEING CO

BA|097023105

58206(+165.2%)

Value:

$9.8B(+153.0%)

Broadcom Inc.

AVGO|11135F101

56960(+4.3%)

Value:

$9.5B(-24.7%)

MCDONALDS CORP

MCD|580135101

29557(+240.3%)

Value:

$9.3B(+268.0%)

92864M301

254744(-11.6%)

Value:

$9.0B(-39.4%)

QUALCOMM INC/DE

QCOM|747525103

58086(+111.5%)

Value:

$8.9B(+110.9%)

921908844

VIG|921908844

45678(+55.6%)

Value:

$8.9B(+54.0%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

34794(+101.9%)

Value:

$8.7B(+129.2%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

9142(+43.8%)

Value:

$8.7B(+48.9%)

464287226

82504(+37.6%)

Value:

$8.2B(+40.5%)

Instrument	Shares		Other Manager	Value
Fs Kkr Capital Corp(FSKcusip302635206)	788.0K	QoQ +250.86% (+563.4K) YoY +583.51% (+672.7K)	All Managers (Combined)	$16.8M	QoQ +245.03% (+$12.0M) YoY +665.55% (+$14.6M)
(DVYcusip464287168)	125.0K	QoQ +188.65% (+81.7K) YoY +1006.50% (+113.7K)	All Managers (Combined)	$16.8M	QoQ +195.03% (+$11.1M) YoY +1105.43% (+$15.4M)
Exxon Mobil Corp(XOMcusip30231G102)	128.7K	QoQ +196.01% (+85.2K) YoY +182.71% (+83.2K)	All Managers (Combined)	$15.3M	QoQ +227.49% (+$10.6M) YoY +189.45% (+$10.0M)
Jpmorgan Chase & Co(JPMcusip46625H100)	59.1K	QoQ +84.40% (+27.1K) YoY +71.31% (+24.6K)	All Managers (Combined)	$14.5M	QoQ +88.02% (+$6.8M) YoY +109.03% (+$7.5M)
Palantir Technologies Inc.(PLTRcusip69608A108)	152.1K	QoQ +288.79% (+113.0K) YoY +955.28% (+137.7K)	All Managers (Combined)	$12.9M	QoQ +334.92% (+$9.9M) YoY +3780.05% (+$12.5M)
(USMVcusip46429B697)	135.5K	QoQ +55.34% (+48.3K) YoY +169.94% (+85.3K)	All Managers (Combined)	$12.7M	QoQ +63.80% (+$4.9M) YoY +202.39% (+$8.5M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	23.8K	QoQ +27.04% (+5.1K) YoY +44.85% (+7.4K)	All Managers (Combined)	$12.7M	QoQ +49.31% (+$4.2M) YoY +83.51% (+$5.8M)
Caterpillar Inc(CATcusip149123101)	36.0K	QoQ +57.18% (+13.1K) YoY +167.62% (+22.6K)	All Managers (Combined)	$11.9M	QoQ +43.05% (+$3.6M) YoY +141.13% (+$7.0M)
Blue Owl Capital Corp(OBDCcusip69121K104)	786.6K	QoQ +203.79% (+527.7K) YoY +518.43% (+659.4K)	All Managers (Combined)	$11.6M	QoQ +197.36% (+$7.7M) YoY +495.10% (+$9.7M)
Microstrategy Inc(MSTRcusip594972408)	38.8K	QoQ -27.90% (-15.0K) YoY +795.79% (+34.5K)	All Managers (Combined)	$11.3M	QoQ -27.80% (-$4.3M) YoY +52.40% (+$3.9M)
Lockheed Martin Corp(LMTcusip539830109)	22.4K	QoQ +123.14% (+12.3K) YoY +265.27% (+16.2K)	All Managers (Combined)	$10.0M	QoQ +105.74% (+$5.2M) YoY +259.79% (+$7.2M)
Boeing Co(BAcusip097023105)	58.2K	QoQ +165.19% (+36.3K) YoY +319.59% (+44.3K)	All Managers (Combined)	$9.8M	QoQ +152.99% (+$5.9M) YoY +267.09% (+$7.2M)
Broadcom Inc.(AVGOcusip11135F101)	57.0K	QoQ +4.26% (-2.3K) YoY +1256.83% (+52.8K)	All Managers (Combined)	$9.5M	QoQ -24.67% (-$3.1M) YoY +71.46% (+$4.0M)
Mcdonalds Corp(MCDcusip580135101)	29.6K	QoQ +240.32% (+20.9K) YoY +369.08% (+23.3K)	All Managers (Combined)	$9.3M	QoQ +267.96% (+$6.7M) YoY +421.42% (+$7.5M)
(cusip92864M301)✕	254.7K	QoQ -11.58% (-33.4K) YoY +88.44% (+119.6K)	All Managers (Combined)	$9.0M	QoQ -39.38% (-$5.9M) YoY +25.55% (+$1.8M)
Qualcomm Inc/De(QCOMcusip747525103)	58.1K	QoQ +111.47% (+30.6K) YoY +229.86% (+40.5K)	All Managers (Combined)	$8.9M	QoQ +110.93% (+$4.7M) YoY +198.54% (+$5.9M)
(VIGcusip921908844)	45.7K	QoQ +55.64% (+16.3K) YoY +199.60% (+30.4K)	All Managers (Combined)	$8.9M	QoQ +54.04% (+$3.1M) YoY +218.00% (+$6.1M)
International Business Machines Corp(IBMcusip459200101)	34.8K	QoQ +101.87% (+17.6K) YoY +248.21% (+24.8K)	All Managers (Combined)	$8.7M	QoQ +129.20% (+$4.9M) YoY +355.12% (+$6.8M)
Costco Wholesale Corp /New(COSTcusip22160K105)	9.1K	QoQ +43.76% (+2.8K) YoY +60.04% (+3.4K)	All Managers (Combined)	$8.7M	QoQ +48.90% (+$2.8M) YoY +107.32% (+$4.5M)
(cusip464287226)✕	82.5K	QoQ +37.65% (+22.6K) YoY +220.65% (+56.8K)	All Managers (Combined)	$8.2M	QoQ +40.54% (+$2.4M) YoY +223.89% (+$5.6M)