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 22 of 39

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MERCADOLIBRE INC

MELI|58733R102

Shares:300

Value:$581.8K

% of Portfolio:0.0% ($581.8K/$2.6B)

DOMINION ENERGY, INC

D|25746U109

Shares:10.4K

Value:$580.7K

% of Portfolio:0.0% ($580.7K/$2.6B)

37954Y475

Shares:14.6K

Value:$578.4K

% of Portfolio:0.0% ($578.4K/$2.6B)

12558Q103

Shares:110.0K

Value:$574.0K

% of Portfolio:0.0% ($574.0K/$2.6B)

Seagate Technology Holdings plc

STX|G7997R103

Shares:6.7K

Value:$573.1K

% of Portfolio:0.0% ($573.1K/$2.6B)

464287556

Shares:4.5K

Value:$569.5K

% of Portfolio:0.0% ($569.5K/$2.6B)

46434G889

Shares:12.2K

Value:$569.1K

% of Portfolio:0.0% ($569.1K/$2.6B)

Phillips 66

PSX|718546104

Shares:4.6K

Value:$565.4K

% of Portfolio:0.0% ($565.4K/$2.6B)

33740U752

Shares:18.8K

Value:$562.2K

% of Portfolio:0.0% ($562.2K/$2.6B)

STRYKER CORP

SYK|863667101

Shares:1.5K

Value:$554.8K

% of Portfolio:0.0% ($554.8K/$2.6B)

81369Y886

Shares:7.0K

Value:$554.4K

% of Portfolio:0.0% ($554.4K/$2.6B)

464288588

Shares:5.9K

Value:$553.1K

% of Portfolio:0.0% ($553.1K/$2.6B)

808524748

Shares:15.2K

Value:$549.2K

% of Portfolio:0.0% ($549.2K/$2.6B)

46429B663

Shares:4.5K

Value:$544.4K

% of Portfolio:0.0% ($544.4K/$2.6B)

KROGER CO

KR|501044101

Shares:8.0K

Value:$542.4K

% of Portfolio:0.0% ($542.4K/$2.6B)

DOLLAR GENERAL CORP

DG|256677105

Shares:6.2K

Value:$542.4K

% of Portfolio:0.0% ($542.4K/$2.6B)

33740F763

Shares:11.1K

Value:$540.6K

% of Portfolio:0.0% ($540.6K/$2.6B)

46138E511

Shares:47.6K

Value:$536.1K

% of Portfolio:0.0% ($536.1K/$2.6B)

Medtronic plc

MDT|G5960L103

Shares:6.0K

Value:$535.7K

% of Portfolio:0.0% ($535.7K/$2.6B)

HASBRO, INC.

HAS|418056107

Shares:8.6K

Value:$534.6K

% of Portfolio:0.0% ($534.6K/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MERCADOLIBRE INC(MELIcusip58733R102)	300	QoQ +6.00% (+17) YoY NEW(+300)	All Managers (Combined)	$581.8K	0.0% ($581.8K/$2.6B)	QoQ +20.90% (+$100.6K) YoY NEW(+$581.8K)
DOMINION ENERGY, INC(Dcusip25746U109)	10.4K	QoQ +9.03% (+858) YoY +0.11% (+12)	All Managers (Combined)	$580.7K	0.0% ($580.7K/$2.6B)	QoQ +13.53% (+$69.2K) YoY +14.14% (+$72.0K)
(cusip37954Y475)✕	14.6K	QoQ -1.51% (-225) YoY NEW(+14.6K)	All Managers (Combined)	$578.4K	0.0% ($578.4K/$2.6B)	QoQ -7.15% (-$44.6K) YoY NEW(+$578.4K)
(cusip12558Q103)✕	110.0K	QoQ NEW(+110.0K) YoY NEW(+110.0K)	All Managers (Combined)	$574.0K	0.0% ($574.0K/$2.6B)	QoQ NEW(+$574.0K) YoY NEW(+$574.0K)
Seagate Technology Holdings plc(STXcusipG7997R103)	6.7K	QoQ -21.34% (-1.8K) YoY +102.61% (+3.4K)	All Managers (Combined)	$573.1K	0.0% ($573.1K/$2.6B)	QoQ -22.59% (-$167.3K) YoY +84.92% (+$263.2K)
(cusip464287556)✕	4.5K	QoQ +81.20% (+2.0K) YoY +106.28% (+2.3K)	All Managers (Combined)	$569.5K	0.0% ($569.5K/$2.6B)	QoQ +72.20% (+$238.8K) YoY +88.89% (+$268.0K)
(cusip46434G889)✕	12.2K	QoQ -1.83% (-227) YoY NEW(+12.2K)	All Managers (Combined)	$569.1K	0.0% ($569.1K/$2.6B)	QoQ +1.53% (-$8.6K) YoY NEW(+$569.1K)
Phillips 66(PSXcusip718546104)	4.6K	QoQ +94.12% (+2.2K) YoY -35.43% (-2.5K)	All Managers (Combined)	$565.4K	0.0% ($565.4K/$2.6B)	QoQ +111.37% (+$297.9K) YoY -50.94% (-$587.2K)
(cusip33740U752)✕	18.8K	QoQ -4.16% (-819) YoY +69.10% (+7.7K)	All Managers (Combined)	$562.2K	0.0% ($562.2K/$2.6B)	QoQ -8.95% (-$55.3K) YoY +78.24% (+$246.8K)
STRYKER CORP(SYKcusip863667101)	1.5K	QoQ +21.65% (+265) YoY -68.52% (-3.2K)	All Managers (Combined)	$554.8K	0.0% ($554.8K/$2.6B)	QoQ +25.86% (+$114.0K) YoY -67.22% (-$1.1M)
(cusip81369Y886)✕	7.0K	QoQ -7.98% (-610) YoY NEW(+7.0K)	All Managers (Combined)	$554.4K	0.0% ($554.4K/$2.6B)	QoQ -4.12% (-$23.9K) YoY NEW(+$554.4K)
(cusip464288588)✕	5.9K	QoQ +4.70% (+265) YoY +72.72% (+2.5K)	All Managers (Combined)	$553.1K	0.0% ($553.1K/$2.6B)	QoQ +7.11% (+$36.7K) YoY +75.25% (+$237.5K)
(cusip808524748)✕	15.2K	QoQ +1.67% (+250) YoY NEW(+15.2K)	All Managers (Combined)	$549.2K	0.0% ($549.2K/$2.6B)	QoQ +7.81% (+$39.8K) YoY NEW(+$549.2K)
(cusip46429B663)✕	4.5K	QoQ -16.75% (-905) YoY +2.06% (+91)	All Managers (Combined)	$544.4K	0.0% ($544.4K/$2.6B)	QoQ -10.23% (-$62.1K) YoY +12.10% (+$58.8K)
KROGER CO(KRcusip501044101)	8.0K	QoQ +36.57% (+2.1K) YoY -25.58% (-2.7K)	All Managers (Combined)	$542.4K	0.0% ($542.4K/$2.6B)	QoQ +51.83% (+$185.2K) YoY -11.44% (-$70.1K)
DOLLAR GENERAL CORP(DGcusip256677105)	6.2K	QoQ NEW(+6.2K) YoY +70.65% (-2.6K)	All Managers (Combined)	$542.4K	0.0% ($542.4K/$2.6B)	QoQ NEW(+$542.4K) YoY -4.16% (-$23.6K)
(cusip33740F763)✕	11.1K	QoQ +5.12% (+539) YoY +52.67% (+3.8K)	All Managers (Combined)	$540.6K	0.0% ($540.6K/$2.6B)	QoQ +3.20% (+$16.8K) YoY +64.78% (+$212.5K)
(cusip46138E511)✕	47.6K	QoQ +68.70% (+19.4K) YoY NEW(+47.6K)	All Managers (Combined)	$536.1K	0.0% ($536.1K/$2.6B)	QoQ +64.68% (+$210.6K) YoY NEW(+$536.1K)
Medtronic plc(MDTcusipG5960L103)	6.0K	QoQ -2.10% (-128) YoY -50.04% (-6.0K)	All Managers (Combined)	$535.7K	0.0% ($535.7K/$2.6B)	QoQ +10.12% (-$49.3K) YoY -48.48% (-$504.3K)
HASBRO, INC.(HAScusip418056107)	8.6K	QoQ +1.01% (+87) YoY +80.55% (+3.8K)	All Managers (Combined)	$534.6K	0.0% ($534.6K/$2.6B)	QoQ +12.07% (+$57.6K) YoY +98.13% (+$264.8K)