Kingswood-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  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 20 of 39

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33740F862

Shares:15.4K

Value:$699.9K

% of Portfolio:0.0% ($699.9K/$2.6B)

MASCO CORP /DE/

MAS|574599106

Shares:10.1K

Value:$699.0K

% of Portfolio:0.0% ($699.0K/$2.6B)

922042858

VWO|922042858

Shares:15.0K

Value:$681.1K

% of Portfolio:0.0% ($681.1K/$2.6B)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:1.1K

Value:$681.1K

% of Portfolio:0.0% ($681.1K/$2.6B)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:4.7K

Value:$673.5K

% of Portfolio:0.0% ($673.5K/$2.6B)

921937827

BSV|921937827

Shares:8.5K

Value:$667.5K

% of Portfolio:0.0% ($667.5K/$2.6B)

81369Y100

XLB|81369Y100

Shares:7.7K

Value:$666.7K

% of Portfolio:0.0% ($666.7K/$2.6B)

464288786

Shares:4.8K

Value:$666.7K

% of Portfolio:0.0% ($666.7K/$2.6B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:4.7K

Value:$664.1K

% of Portfolio:0.0% ($664.1K/$2.6B)

37960A669

Shares:31.6K

Value:$663.1K

% of Portfolio:0.0% ($663.1K/$2.6B)

86280R506

Shares:31.4K

Value:$662.4K

% of Portfolio:0.0% ($662.4K/$2.6B)

464288448

Shares:21.3K

Value:$662.2K

% of Portfolio:0.0% ($662.2K/$2.6B)

Ferrari N.V.

RACE|N3167Y103

Shares:1.5K

Value:$655.9K

% of Portfolio:0.0% ($655.9K/$2.6B)

Constellation Energy Corp

CEG|21037T109

Shares:3.2K

Value:$655.0K

% of Portfolio:0.0% ($655.0K/$2.6B)

Accenture plc

ACN|G1151C101

Shares:2.1K

Value:$654.1K

% of Portfolio:0.0% ($654.1K/$2.6B)

Corteva, Inc.

CTVA|22052L104

Shares:10.4K

Value:$652.7K

% of Portfolio:0.0% ($652.7K/$2.6B)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:15.8K

Value:$651.3K

% of Portfolio:0.0% ($651.3K/$2.6B)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:3.8K

Value:$640.3K

% of Portfolio:0.0% ($640.3K/$2.6B)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:445

Value:$637.4K

% of Portfolio:0.0% ($637.4K/$2.6B)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:15.1K

Value:$633.0K

% of Portfolio:0.0% ($633.0K/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740F862)✕	15.4K	QoQ -20.66% (-4.0K) YoY +3.86% (+571)	All Managers (Combined)	$699.9K	0.0% ($699.9K/$2.6B)	QoQ -22.31% (-$201.0K) YoY +10.37% (+$65.8K)
MASCO CORP /DE/(MAScusip574599106)	10.1K	QoQ 0.00% (-0) YoY NEW(+10.1K)	All Managers (Combined)	$699.0K	0.0% ($699.0K/$2.6B)	QoQ -4.17% (-$30.5K) YoY NEW(+$699.0K)
(VWOcusip922042858)	15.0K	QoQ +41.41% (+4.4K) YoY +69.43% (+6.2K)	All Managers (Combined)	$681.1K	0.0% ($681.1K/$2.6B)	QoQ +45.37% (+$212.6K) YoY +83.64% (+$310.2K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	1.1K	QoQ +1.78% (-19) YoY -22.79% (-320)	All Managers (Combined)	$681.1K	0.0% ($681.1K/$2.6B)	QoQ -10.22% (-$77.6K) YoY -49.59% (-$670.3K)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	4.7K	QoQ -32.17% (-2.2K) YoY -28.49% (-1.9K)	All Managers (Combined)	$673.5K	0.0% ($673.5K/$2.6B)	QoQ -45.19% (-$555.4K) YoY -28.86% (-$273.3K)
(BSVcusip921937827)	8.5K	QoQ -11.61% (-1.1K) YoY +28.08% (+1.9K)	All Managers (Combined)	$667.5K	0.0% ($667.5K/$2.6B)	QoQ -10.47% (-$78.1K) YoY +30.75% (+$157.0K)
(XLBcusip81369Y100)	7.7K	QoQ +25.11% (+1.6K) YoY NEW(+7.7K)	All Managers (Combined)	$666.7K	0.0% ($666.7K/$2.6B)	QoQ +28.23% (+$146.8K) YoY NEW(+$666.7K)
(cusip464288786)✕	4.8K	QoQ +2.91% (+137) YoY +39.94% (+1.4K)	All Managers (Combined)	$666.7K	0.0% ($666.7K/$2.6B)	QoQ +12.11% (+$72.1K) YoY +64.26% (+$260.8K)
KIMBERLY CLARK CORP(KMBcusip494368103)	4.7K	QoQ +13.09% (+539) YoY +5.98% (+263)	All Managers (Combined)	$664.1K	0.0% ($664.1K/$2.6B)	QoQ +23.06% (+$124.5K) YoY +16.86% (+$95.8K)
(cusip37960A669)✕	31.6K	QoQ NEW(+31.6K) YoY NEW(+31.6K)	All Managers (Combined)	$663.1K	0.0% ($663.1K/$2.6B)	QoQ NEW(+$663.1K) YoY NEW(+$663.1K)
(cusip86280R506)✕	31.4K	QoQ +38.98% (+8.8K) YoY +70.78% (+13.0K)	All Managers (Combined)	$662.4K	0.0% ($662.4K/$2.6B)	QoQ +37.35% (+$180.2K) YoY +69.74% (+$272.2K)
(cusip464288448)✕	21.3K	QoQ -5.13% (-1.2K) YoY NEW(+21.3K)	All Managers (Combined)	$662.2K	0.0% ($662.2K/$2.6B)	QoQ +7.47% (-$46.0K) YoY NEW(+$662.2K)
Ferrari N.V.(RACEcusipN3167Y103)	1.5K	QoQ +39.65% (+433) YoY NEW(+1.5K)	All Managers (Combined)	$655.9K	0.0% ($655.9K/$2.6B)	QoQ +41.38% (+$192.0K) YoY NEW(+$655.9K)
Constellation Energy Corp(CEGcusip21037T109)	3.2K	QoQ +23.54% (+619) YoY NEW(+3.2K)	All Managers (Combined)	$655.0K	0.0% ($655.0K/$2.6B)	QoQ +11.35% (+$66.8K) YoY NEW(+$655.0K)
Accenture plc(ACNcusipG1151C101)	2.1K	QoQ +13.42% (+248) YoY -39.55% (-1.4K)	All Managers (Combined)	$654.1K	0.0% ($654.1K/$2.6B)	QoQ +0.66% (+$4.3K) YoY -45.55% (-$547.3K)
Corteva, Inc.(CTVAcusip22052L104)	10.4K	QoQ +4.90% (+485) YoY +89.70% (+4.9K)	All Managers (Combined)	$652.7K	0.0% ($652.7K/$2.6B)	QoQ +15.91% (+$89.6K) YoY +107.01% (+$337.4K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	15.8K	QoQ +8.48% (+1.2K) YoY +32.45% (+3.9K)	All Managers (Combined)	$651.3K	0.0% ($651.3K/$2.6B)	QoQ +2.90% (+$18.4K) YoY +39.82% (+$185.5K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	3.8K	QoQ -2.17% (-84) YoY NEW(+3.8K)	All Managers (Combined)	$640.3K	0.0% ($640.3K/$2.6B)	QoQ +9.72% (-$56.7K) YoY NEW(+$640.3K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	445	QoQ +34.03% (+113) YoY -40.42% (-302)	All Managers (Combined)	$637.4K	0.0% ($637.4K/$2.6B)	QoQ +61.90% (+$243.7K) YoY -24.41% (-$205.9K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	15.1K	QoQ -3.02% (-473) YoY +8.60% (-1.2K)	All Managers (Combined)	$633.0K	0.0% ($633.0K/$2.6B)	QoQ +5.72% (-$34.3K) YoY -17.16% (-$131.2K)