Kingswood-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "GDX",
  null,
  "NTR",
  "AGI.TO",
  "NLY",
  "AQN",
  "HUM",
  null,
  null,
  "RF",
  "SMCI",
  "BCE",
  "ARM",
  "GATX",
  "SNOW",
  "MU",
  null,
  null,
  "FNDF",
  null,
  "ACN",
  null,
  "MMM",
  "ABNB",
  "ABT",
  null,
  "ABBV",
  null,
  "ADBE",
  "OBDC",
  "PBT",
  "APD",
  "BABA",
  "TGTX",
  "MTRN",
  null,
  null,
  "SJT",
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "RIOT",
  "VDE",
  null,
  "AXP",
  "QQQX",
  null,
  null,
  "SCHH",
  null,
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "ADX",
  null,
  "AMRN",
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "CLS",
  "BRO",
  "AIT",
  null,
  "BDJ",
  "ARCC",
  "BBDC",
  "BIDU",
  null,
  null,
  "EMO",
  null,
  "STEW",
  null,
  "CCI",
  "CMI",
  "USA",
  "DUK",
  null,
  "D",
  "JPI",
  "MARA",
  "NNDM",
  "ETJ",
  null,
  null,
  null,
  "M",
  "ESS",
  "RKT",
  "RGTI",
  null,
  null,
  "PII",
  "RC",
  "WTRG",
  "EXPD",
  null,
  null,
  null,
  "AG",
  "NRK",
  null,
  null,
  "GASS",
  "AUPH",
  "BMEZ",
  "DSU",
  "FCX",
  "CION",
  "ECC",
  "FCT",
  null,
  null,
  "THRD",
  "GD",
  null,
  "GILD",
  "HLT",
  "ATAI",
  "AMPX",
  "BCAT",
  "HON",
  null,
  "HD",
  "BRSP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  "INTU",
  null,
  null,
  null,
  "QBTS",
  null,
  null,
  null,
  null,
  null,
  "FSM",
  null,
  "UNP",
  "QCOM",
  "GNT",
  null,
  "FSCO",
  null,
  "ISRG",
  null,
  null,
  null,
  "EMXC",
  null,
  "GOF",
  "ITW",
  "IDA",
  null,
  "AMAT",
  "EMR",
  null,
  "BKNG",
  null,
  null,
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  "MFA",
  "HEFA",
  "VKQ",
  "SPXX",
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  "ROOT",
  null,
  null,
  null,
  null,
  "SWK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IONQ",
  null,
  null,
  null,
  "LEO",
  null,
  null,
  "BBUS",
  null,
  null,
  "KNSL",
  "NAZ",
  null,
  "KMI",
  "OZ",
  "LHX",
  "LRCX",
  null,
  null,
  "LIN",
  null,
  null,
  null,
  null,
  "NBXG",
  "ATYR",
  null,
  null,
  null,
  "MVO",
  "MPC",
  "NAN",
  "MMC",
  "MRVL",
  "MA",
  "MDT",
  null,
  "MSFT",
  "MAA",
  "MDLZ",
  "MS",
  "TMUS",
  "DUOL",
  "NDAQ",
  "EQT",
  "EXC",
  "FCNCA",
  "GAB",
  "GE",
  "HE",
  "GPC",
  null,
  "GLNG",
  "HAS",
  null,
  null,
  "OXY",
  null,
  "ILMN",
  null,
  null,
  null,
  "ORLY",
  null,
  "ADM",
  "SMR",
  "DLN",
  "BX",
  "HSY",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  null,
  "VHT",
  "IRT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  null,
  null,
  "VGSH",
  "PGR",
  "IEMG",
  "IJK",
  null,
  "GBDC",
  "IVV",
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "AMGN",
  "KVUE",
  "MAS",
  null,
  "PKG",
  "MSTR",
  "PARA",
  null,
  null,
  "DGX",
  null,
  "REGN",
  "FNDX",
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "O",
  "ROST",
  "RIO",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  "AMT",
  null,
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "UBER",
  "UAL",
  "UL",
  "UTHR",
  null,
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "HL",
  "SND",
  "AGNC",
  "SOUN",
  "VV",
  "PX",
  "VOE",
  "SCHW",
  "POR",
  null,
  null,
  "SUN",
  "TCPC",
  null,
  "VWO",
  "JBL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LPX",
  null,
  null,
  null,
  "VCIT",
  null,
  "TOWN",
  "NGG",
  null,
  "VIG",
  null,
  "TTE",
  null,
  "ACP",
  "TSCO",
  "ULTA",
  "XLB",
  "GNL",
  "IWN",
  null,
  null,
  "TSM",
  null,
  null,
  "RMD",
  null,
  null,
  "ETR",
  "FSK",
  "VYM",
  "AHR",
  null,
  "DD",
  "VRTX",
  "EA",
  "TT",
  "VRT",
  null,
  null,
  "ARE",
  "MTN",
  "ADSK",
  "AON",
  "AMCR",
  "HAL",
  "BLD",
  "TOL",
  "AFL",
  "AXON",
  "AMD",
  "X",
  "SDY",
  "FI",
  "DRI",
  "WAB",
  "F",
  "GNRC",
  "WEC",
  "EQR",
  "WM",
  "IWP",
  "IWR",
  "IR",
  null,
  "GSLC",
  "CAH",
  "AEP",
  null,
  null,
  "LB",
  null,
  "RACE",
  "PEG",
  "NVO",
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  null,
  "TTWO",
  null,
  "IVE",
  "LCID",
  "HCA",
  null,
  "SIRI",
  null,
  null,
  "ESGD",
  null,
  null,
  "TPL",
  null,
  null,
  null,
  "HBAN",
  null,
  "DKNG",
  "VEU",
  null,
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  null,
  "MGK",
  "VOOV",
  "VXUS",
  "VOOG",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VERU",
  null,
  "VTV",
  "VXRT",
  "V",
  "VST",
  "WMT",
  "WBA",
  "WAT",
  "WU",
  "WFC",
  "WELL",
  "WSM",
  "WHR",
  "WPM",
  "WMB",
  null,
  "WPC",
  "WDAY",
  "YUM",
  null,
  "IUSG",
  null,
  null,
  "FR",
  "MTB",
  null,
  "SCHD",
  "ET",
  null,
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "MSCI",
  "MTZ",
  "NSC",
  "KEY",
  null,
  "MFC",
  null,
  "SO",
  null,
  "TTD",
  "TRP",
  "HQH",
  null,
  "OKTA",
  "HQL",
  "OTIS",
  "PSX",
  "CRM",
  "SNAP",
  null,
  null,
  "SYY",
  "DIA",
  null,
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "IUSV",
  null,
  null,
  "GEV",
  "MELI",
  "ZBH",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  null,
  null,
  "GWW",
  null,
  "ESGU",
  "NTAP",
  "PSA",
  "UDR",
  "NUE",
  "NRG",
  "FDX",
  null,
  "ALLY",
  null,
  null,
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  "BMO",
  "BHB",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BBAI",
  "BJ",
  null,
  "BA",
  null,
  "OWL",
  "BMY",
  "BTI",
  "AI",
  "CWT",
  "CDNS",
  "CARR",
  "CVCO",
  "CAVA",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "CFG",
  "NET",
  "C",
  "CNX",
  "CME",
  "COKE",
  "KO",
  "CDE",
  "COIN",
  "FIX",
  "CMCSA",
  "COP",
  "STZ",
  "CEG",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "CFR",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  "DFAX",
  "DFAC",
  "DLR",
  "DOCU",
  "DBRG",
  "RSP",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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 • $2,616,739.4K total value

766 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 21 of 39

Sort by:

33734K109

Shares:6.2K

Value:$632.3K

COMCAST CORP

CMCSA|20030N101

Shares:17.0K

Value:$627.7K

Toll Brothers, Inc.

TOL|889478103

Shares:5.9K

Value:$627.6K

921932703

VOOV|921932703

Shares:3.4K

Value:$627.1K

33734X192

Shares:6.1K

Value:$624.1K

464287101

Shares:2.3K

Value:$617.5K

922908538

VOT|922908538

Shares:2.5K

Value:$612.9K

CSX CORP

CSX|126408103

Shares:20.6K

Value:$609.1K

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:2.8K

Value:$607.1K

CONOCOPHILLIPS

COP|20825C104

Shares:5.8K

Value:$607.1K

464288760

Shares:4.0K

Value:$605.1K

464287671

IUSG|464287671

Shares:4.8K

Value:$604.8K

464288687

Shares:19.5K

Value:$598.4K

Wheaton Precious Metals Corp.

WPM|962879102

Shares:7.7K

Value:$597.8K

NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND

NAN|67066X107

Shares:52.0K

Value:$594.4K

464287291

Shares:7.7K

Value:$590.7K

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:1.1K

Value:$590.6K

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:2.1K

Value:$587.4K

Vertiv Holdings Co

VRT|92537N108

Shares:8.1K

Value:$586.0K

33734X143

Shares:5.6K

Value:$582.4K

Instrument	Shares		Other Manager	Value
(cusip33734K109)✕	6.2K	QoQ +91.45% (+2.9K) YoY NEW(+6.2K)	All Managers (Combined)	$632.3K	QoQ +88.44% (+$296.7K) YoY NEW(+$632.3K)
COMCAST CORP(CMCSAcusip20030N101)	17.0K	QoQ +26.66% (+3.6K) YoY -60.07% (-25.6K)	All Managers (Combined)	$627.7K	QoQ +24.26% (+$122.6K) YoY -66.08% (-$1.2M)
Toll Brothers, Inc.(TOLcusip889478103)	5.9K	QoQ +3.80% (-218) YoY +120.78% (+3.3K)	All Managers (Combined)	$627.6K	QoQ -13.04% (-$94.1K) YoY +80.06% (+$279.1K)
(VOOVcusip921932703)	3.4K	QoQ +91.99% (+1.6K) YoY NEW(+3.4K)	All Managers (Combined)	$627.1K	QoQ +91.63% (+$299.8K) YoY NEW(+$627.1K)
(cusip33734X192)✕	6.1K	QoQ +42.95% (+1.8K) YoY +103.50% (+3.1K)	All Managers (Combined)	$624.1K	QoQ +22.83% (+$116.0K) YoY +117.88% (+$337.7K)
(cusip464287101)✕	2.3K	QoQ +44.57% (+703) YoY NEW(+2.3K)	All Managers (Combined)	$617.5K	QoQ +35.55% (+$162.0K) YoY NEW(+$617.5K)
(VOTcusip922908538)	2.5K	QoQ -6.04% (-161) YoY +19.06% (+401)	All Managers (Combined)	$612.9K	QoQ -9.37% (-$63.4K) YoY +23.59% (+$117.0K)
CSX CORP(CSXcusip126408103)	20.6K	QoQ +78.82% (+9.1K) YoY +51.77% (+7.0K)	All Managers (Combined)	$609.1K	QoQ +63.46% (+$236.5K) YoY +20.77% (+$104.8K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	2.8K	QoQ -51.94% (-3.0K) YoY -46.47% (-2.4K)	All Managers (Combined)	$607.1K	QoQ -42.91% (-$456.5K) YoY -40.97% (-$421.5K)
CONOCOPHILLIPS(COPcusip20825C104)	5.8K	QoQ -17.02% (-1.2K) YoY -62.92% (-9.8K)	All Managers (Combined)	$607.1K	QoQ -12.05% (-$83.2K) YoY -69.38% (-$1.4M)
(cusip464288760)✕	4.0K	QoQ -41.93% (-2.9K) YoY +49.75% (+1.3K)	All Managers (Combined)	$605.1K	QoQ -38.83% (-$384.2K) YoY +73.78% (+$256.9K)
(IUSGcusip464287671)	4.8K	QoQ -7.50% (-386) YoY +12.37% (+524)	All Managers (Combined)	$604.8K	QoQ -15.61% (-$111.9K) YoY +21.88% (+$108.6K)
(cusip464288687)✕	19.5K	QoQ -7.86% (-1.7K) YoY +48.49% (+6.4K)	All Managers (Combined)	$598.4K	QoQ -10.12% (-$67.4K) YoY +41.31% (+$174.9K)
Wheaton Precious Metals Corp.(WPMcusip962879102)	7.7K	QoQ +17.33% (+1.1K) YoY +8.12% (+580)	All Managers (Combined)	$597.8K	QoQ +61.63% (+$228.0K) YoY +77.74% (+$261.5K)
NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND(NANcusip67066X107)	52.0K	QoQ +100.00% (+26.0K) YoY +372.72% (+41.0K)	All Managers (Combined)	$594.4K	QoQ +100.52% (+$298.0K) YoY +393.44% (+$473.9K)
(cusip464287291)✕	7.7K	QoQ +76.42% (+3.4K) YoY NEW(+7.7K)	All Managers (Combined)	$590.7K	QoQ +58.76% (+$218.6K) YoY NEW(+$590.7K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	1.1K	QoQ 0.00% (-0) YoY +48.92% (+363)	All Managers (Combined)	$590.6K	QoQ -6.16% (-$38.8K) YoY +43.05% (+$177.8K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	2.1K	QoQ -5.89% (-130) YoY -61.81% (-3.4K)	All Managers (Combined)	$587.4K	QoQ +11.13% (-$58.8K) YoY -47.74% (-$536.8K)
Vertiv Holdings Co(VRTcusip92537N108)	8.1K	QoQ +2.65% (-210) YoY +33.45% (+2.0K)	All Managers (Combined)	$586.0K	QoQ -34.70% (-$311.5K) YoY +18.08% (+$89.7K)
(cusip33734X143)✕	5.6K	QoQ -2.26% (-130) YoY NEW(+5.6K)	All Managers (Combined)	$582.4K	QoQ -2.75% (-$16.5K) YoY NEW(+$582.4K)