Kingswood-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  null,
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  "GDX",
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  "NTR",
  "AGI.TO",
  "NLY",
  "AQN",
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  null,
  "RF",
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  "BCE",
  "ARM",
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  "MU",
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  null,
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  null,
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  null,
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  null,
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  "PBT",
  "APD",
  "BABA",
  "TGTX",
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  null,
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  null,
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  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 • $2,616,739.4K total value

766 positions

Manager:

SEC FilingSEC DataHachi Filing

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316092873

Shares:8.1K

Value:$453.8K

Coinbase Global, Inc.

COIN|19260Q107

Shares:2.6K

Value:$453.0K

KKR & Co. Inc.

KKR|48251W104

Shares:3.9K

Value:$452.8K

JABIL INC

JBL|466313103

Shares:3.3K

Value:$452.6K

72201R833

Shares:4.5K

Value:$449.8K

46432F388

Shares:4.2K

Value:$448.4K

78464A599

Shares:2.8K

Value:$446.8K

NOVO NORDISK A S

NVO|670100205

Shares:6.5K

Value:$446.2K

37954Y459

Shares:29.5K

Value:$446.1K

AppLovin Corp

APP|03831W108

Shares:1.7K

Value:$445.4K

US BANCORP \DE\

USB|902973304

Shares:10.5K

Value:$443.1K

REGIONS FINANCIAL CORP

RF|7591EP100

Shares:20.4K

Value:$439.6K

FIRST CITIZENS BANCSHARES INC /DE/

FCNCA|31946M103

Shares:237

Value:$439.4K

92204A306

VDE|92204A306

Shares:3.4K

Value:$438.0K

54951L109

Shares:12.6K

Value:$435.8K

Ulta Beauty, Inc.

ULTA|90384S303

Shares:1.2K

Value:$435.5K

DOCUSIGN, INC.

DOCU|256163106

Shares:5.3K

Value:$434.6K

37954Y293

Shares:6.8K

Value:$433.5K

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:2.1K

Value:$431.2K

INTUIT INC.

INTU|461202103

Shares:701

Value:$430.4K

Instrument	Shares		Other Manager	Value
(cusip316092873)✕	8.1K	QoQ +22.39% (+1.5K) YoY NEW(+8.1K)	All Managers (Combined)	$453.8K	QoQ +17.30% (+$67.0K) YoY NEW(+$453.8K)
Coinbase Global, Inc.(COINcusip19260Q107)	2.6K	QoQ +124.48% (+1.5K) YoY +155.05% (+1.6K)	All Managers (Combined)	$453.0K	QoQ +56.19% (+$163.0K) YoY +66.20% (+$180.4K)
KKR & Co. Inc.(KKRcusip48251W104)	3.9K	QoQ -35.59% (-2.2K) YoY -88.46% (-30.0K)	All Managers (Combined)	$452.8K	QoQ -49.66% (-$446.7K) YoY -86.73% (-$3.0M)
JABIL INC(JBLcusip466313103)	3.3K	QoQ +6.97% (+217) YoY +22.86% (+619)	All Managers (Combined)	$452.6K	QoQ +1.16% (+$5.2K) YoY +24.82% (+$90.0K)
(cusip72201R833)✕	4.5K	QoQ -77.56% (-15.5K) YoY NEW(+4.5K)	All Managers (Combined)	$449.8K	QoQ -77.50% (-$1.5M) YoY NEW(+$449.8K)
(cusip46432F388)✕	4.2K	QoQ +46.51% (+1.3K) YoY NEW(+4.2K)	All Managers (Combined)	$448.4K	QoQ +47.83% (+$145.1K) YoY NEW(+$448.4K)
(cusip78464A599)✕	2.8K	QoQ +17.09% (-408) YoY NEW(+2.8K)	All Managers (Combined)	$446.8K	QoQ -0.93% (-$4.2K) YoY NEW(+$446.8K)
NOVO NORDISK A S(NVOcusip670100205)	6.5K	QoQ -26.61% (-2.3K) YoY -54.94% (-7.9K)	All Managers (Combined)	$446.2K	QoQ -41.19% (-$312.6K) YoY -75.81% (-$1.4M)
(cusip37954Y459)✕	29.5K	QoQ +101.06% (+14.9K) YoY NEW(+29.5K)	All Managers (Combined)	$446.1K	QoQ +85.79% (+$206.0K) YoY NEW(+$446.1K)
AppLovin Corp(APPcusip03831W108)	1.7K	QoQ +5.05% (-80) YoY NEW(+1.7K)	All Managers (Combined)	$445.4K	QoQ -13.11% (-$67.2K) YoY NEW(+$445.4K)
US BANCORP \DE\(USBcusip902973304)	10.5K	QoQ +3.44% (-350) YoY +40.40% (+3.0K)	All Managers (Combined)	$443.1K	QoQ -8.68% (-$42.1K) YoY +32.61% (+$109.0K)
REGIONS FINANCIAL CORP(RFcusip7591EP100)	20.4K	QoQ +62.35% (+7.8K) YoY -30.82% (-9.1K)	All Managers (Combined)	$439.6K	QoQ +48.97% (+$144.5K) YoY -29.04% (-$179.9K)
FIRST CITIZENS BANCSHARES INC /DE/(FCNCAcusip31946M103)	237	QoQ NEW(+237) YoY NEW(+237)	All Managers (Combined)	$439.4K	QoQ NEW(+$439.4K) YoY NEW(+$439.4K)
(VDEcusip92204A306)	3.4K	QoQ -1.37% (-47) YoY +99.34% (+1.7K)	All Managers (Combined)	$438.0K	QoQ +5.88% (-$24.4K) YoY +97.07% (+$215.8K)
(cusip54951L109)✕	12.6K	QoQ NEW(+12.6K) YoY NEW(+12.6K)	All Managers (Combined)	$435.8K	QoQ NEW(+$435.8K) YoY NEW(+$435.8K)
Ulta Beauty, Inc.(ULTAcusip90384S303)	1.2K	QoQ +14.80% (-152) YoY +69.88% (+485)	All Managers (Combined)	$435.5K	QoQ -2.50% (-$11.2K) YoY +20.00% (+$72.6K)
DOCUSIGN, INC.(DOCUcusip256163106)	5.3K	QoQ -0.70% (-38) YoY +15.63% (+722)	All Managers (Combined)	$434.6K	QoQ -10.12% (-$49.0K) YoY +58.08% (+$159.7K)
(cusip37954Y293)✕	6.8K	QoQ +65.72% (+2.7K) YoY NEW(+6.8K)	All Managers (Combined)	$433.5K	QoQ +74.61% (+$185.2K) YoY NEW(+$433.5K)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	2.1K	QoQ +3.17% (+64) YoY NEW(+2.1K)	All Managers (Combined)	$431.2K	QoQ +16.25% (+$60.3K) YoY NEW(+$431.2K)
INTUIT INC.(INTUcusip461202103)	701	QoQ +9.70% (+62) YoY -86.08% (-4.3K)	All Managers (Combined)	$430.4K	QoQ +7.16% (+$28.8K) YoY -86.85% (-$2.8M)