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 24 of 39

Sort by:

46641Q159

Shares:10.7K

Value:$495.0K

09290C848

Shares:19.1K

Value:$494.6K

LAM RESEARCH CORP

LRCX|512807306

Shares:6.8K

Value:$493.2K

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:2.8K

Value:$492.5K

46429B689

EFAV|46429B689

Shares:6.3K

Value:$491.6K

92838Y100

Shares:23.7K

Value:$489.6K

TC ENERGY CORP

TRP|87807B107

Shares:10.3K

Value:$486.2K

46090A879

Shares:19.2K

Value:$481.5K

33734X184

Shares:11.7K

Value:$481.0K

British American Tobacco p.l.c.

BTI|110448107

Shares:11.6K

Value:$479.5K

53656G498

Shares:10.2K

Value:$475.7K

ALEXANDRIA REAL ESTATE EQUITIES, INC.

ARE|015271109

Shares:5.1K

Value:$475.0K

WELLTOWER INC.

WELL|95040Q104

Shares:3.1K

Value:$472.8K

852234103

Shares:8.6K

Value:$470.8K

464287663

IUSV|464287663

Shares:5.1K

Value:$468.6K

808524201

SCHX|808524201

Shares:21.1K

Value:$466.4K

ALLSTATE CORP

ALL|020002101

Shares:2.3K

Value:$466.4K

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:9.1K

Value:$465.7K

Neuberger Berman Next Generation Connectivity Fund Inc.

NBXG|64133Q108

Shares:37.9K

Value:$464.8K

CION Investment Corp

CION|17259U204

Shares:43.8K

Value:$459.0K

Instrument	Shares		Other Manager	Value
(cusip46641Q159)✕	10.7K	QoQ -77.09% (-36.2K) YoY NEW(+10.7K)	All Managers (Combined)	$495.0K	QoQ -76.87% (-$1.6M) YoY NEW(+$495.0K)
(cusip09290C848)✕	19.1K	QoQ -34.69% (-10.2K) YoY NEW(+19.1K)	All Managers (Combined)	$494.6K	QoQ -31.47% (-$227.1K) YoY NEW(+$494.6K)
LAM RESEARCH CORP(LRCXcusip512807306)	6.8K	QoQ +31.19% (+1.6K) YoY NEW(+6.8K)	All Managers (Combined)	$493.2K	QoQ +32.15% (+$120.0K) YoY NEW(+$493.2K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	2.8K	QoQ +4.47% (-120) YoY +13.62% (+336)	All Managers (Combined)	$492.5K	QoQ -4.77% (-$24.7K) YoY +23.58% (+$94.0K)
(EFAVcusip46429B689)	6.3K	QoQ -45.79% (-5.3K) YoY -17.61% (-1.3K)	All Managers (Combined)	$491.6K	QoQ -40.24% (-$331.1K) YoY -9.39% (-$51.0K)
(cusip92838Y100)✕	23.7K	QoQ +5.69% (-1.3K) YoY +76.64% (+10.3K)	All Managers (Combined)	$489.6K	QoQ -11.57% (-$64.1K) YoY +81.57% (+$220.0K)
TC ENERGY CORP(TRPcusip87807B107)	10.3K	QoQ +22.67% (+1.9K) YoY +100.98% (+5.2K)	All Managers (Combined)	$486.2K	QoQ +25.03% (+$97.3K) YoY +137.10% (+$281.1K)
(cusip46090A879)✕	19.2K	QoQ +100.00% (+9.6K) YoY NEW(+19.2K)	All Managers (Combined)	$481.5K	QoQ +99.72% (+$240.4K) YoY NEW(+$481.5K)
(cusip33734X184)✕	11.7K	QoQ -30.99% (-5.3K) YoY NEW(+11.7K)	All Managers (Combined)	$481.0K	QoQ -25.18% (-$161.9K) YoY NEW(+$481.0K)
British American Tobacco p.l.c.(BTIcusip110448107)	11.6K	QoQ -3.07% (-368) YoY NEW(+11.6K)	All Managers (Combined)	$479.5K	QoQ +10.39% (-$45.1K) YoY NEW(+$479.5K)
(cusip53656G498)✕	10.2K	QoQ +36.00% (+2.7K) YoY NEW(+10.2K)	All Managers (Combined)	$475.7K	QoQ +16.56% (+$67.6K) YoY NEW(+$475.7K)
ALEXANDRIA REAL ESTATE EQUITIES, INC.(AREcusip015271109)	5.1K	QoQ -28.95% (-2.1K) YoY +5.89% (-286)	All Managers (Combined)	$475.0K	QoQ -32.62% (-$230.1K) YoY -24.00% (-$150.0K)
WELLTOWER INC.(WELLcusip95040Q104)	3.1K	QoQ -23.99% (-974) YoY NEW(+3.1K)	All Managers (Combined)	$472.8K	QoQ -7.58% (-$38.8K) YoY NEW(+$472.8K)
(cusip852234103)✕	8.6K	QoQ +26.91% (-1.8K) YoY +153.29% (+5.2K)	All Managers (Combined)	$470.8K	QoQ -18.27% (-$105.3K) YoY +63.90% (+$183.5K)
(IUSVcusip464287663)	5.1K	QoQ -43.77% (-4.0K) YoY NEW(+5.1K)	All Managers (Combined)	$468.6K	QoQ -44.01% (-$368.3K) YoY NEW(+$468.6K)
(SCHXcusip808524201)	21.1K	QoQ -22.23% (-6.0K) YoY +319.70% (+16.1K)	All Managers (Combined)	$466.4K	QoQ -25.92% (-$163.3K) YoY +49.30% (+$154.0K)
ALLSTATE CORP(ALLcusip020002101)	2.3K	QoQ -2.97% (-69) YoY +39.96% (+643)	All Managers (Combined)	$466.4K	QoQ +4.19% (-$18.8K) YoY +67.52% (+$188.0K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	9.1K	QoQ +104.49% (+4.6K) YoY +1421.40% (-8.5K)	All Managers (Combined)	$465.7K	QoQ +73.59% (+$197.4K) YoY -73.20% (-$1.3M)
Neuberger Berman Next Generation Connectivity Fund Inc.(NBXGcusip64133Q108)	37.9K	QoQ +4.41% (+1.6K) YoY NEW(+37.9K)	All Managers (Combined)	$464.8K	QoQ +0.40% (+$1.9K) YoY NEW(+$464.8K)
CION Investment Corp(CIONcusip17259U204)	43.8K	QoQ +50.00% (+14.6K) YoY NEW(+43.8K)	All Managers (Combined)	$459.0K	QoQ +37.89% (+$126.1K) YoY NEW(+$459.0K)