Kingswood Wealth Advisors, LLC

AI_NATIVE detailed information: This accession holds the following tickers:[
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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: 0001987855
Manager Name: Kingswood Wealth Advisors, LLC

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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Page 27 of 39

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26922A719

Shares:16.3K

Value:$409.3K

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:5.0K

Value:$407.7K

78464A862

Shares:2.0K

Value:$406.9K

464287549

Shares:4.5K

Value:$404.4K

CROWN CASTLE INC.

CCI|22822V101

Shares:3.9K

Value:$402.0K

GOLAR LNG LTD

GLNG|G9456A100

Shares:10.5K

Value:$398.9K

NATIONAL GRID PLC

NGG|636274409

Shares:6.1K

Value:$398.0K

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:1.5K

Value:$397.2K

78464A805

Shares:5.8K

Value:$393.4K

DraftKings Inc.

DKNG|26142V105

Shares:11.7K

Value:$387.5K

464287770

Shares:4.9K

Value:$385.8K

Chubb Ltd

CB|H1467J104

Shares:1.3K

Value:$383.8K

33734X739

Shares:14.2K

Value:$381.9K

BROWN & BROWN, INC.

BRO|115236101

Shares:3.0K

Value:$379.4K

BlackRock Health Sciences Term Trust

BMEZ|09260E105

Shares:25.4K

Value:$378.8K

808524839

Shares:16.3K

Value:$378.0K

33740F664

Shares:9.0K

Value:$376.2K

33738D309

Shares:8.2K

Value:$375.5K

464287754

Shares:2.9K

Value:$374.5K

464287176

Shares:3.4K

Value:$374.2K

Instrument	Shares		Other Manager	Value
(cusip26922A719)✕	16.3K	QoQ NEW(+16.3K) YoY NEW(+16.3K)	All Managers (Combined)	$409.3K	QoQ NEW(+$409.3K) YoY NEW(+$409.3K)
Public Service Enterprise Group Inc(PEGcusip744573106)	5.0K	QoQ -0.56% (-28) YoY NEW(+5.0K)	All Managers (Combined)	$407.7K	QoQ -3.13% (-$13.2K) YoY NEW(+$407.7K)
(cusip78464A862)✕	2.0K	QoQ +16.06% (-280) YoY +30.51% (+473)	All Managers (Combined)	$406.9K	QoQ -6.06% (-$26.3K) YoY +13.08% (+$47.1K)
(cusip464287549)✕	4.5K	QoQ +7.96% (-329) YoY NEW(+4.5K)	All Managers (Combined)	$404.4K	QoQ -4.11% (-$17.3K) YoY NEW(+$404.4K)
Crown Castle Inc.(CCIcusip22822V101)	3.9K	QoQ -19.75% (-949) YoY -68.84% (-8.5K)	All Managers (Combined)	$402.0K	QoQ -7.82% (-$34.1K) YoY -69.30% (-$907.7K)
Golar Lng Ltd(GLNGcusipG9456A100)	10.5K	QoQ 0.00% (-0) YoY -2.77% (-300)	All Managers (Combined)	$398.9K	QoQ -10.23% (-$45.5K) YoY +53.51% (-$139.0K)
National Grid Plc(NGGcusip636274409)	6.1K	QoQ +25.51% (+1.2K) YoY NEW(+6.1K)	All Managers (Combined)	$398.0K	QoQ +38.80% (+$111.3K) YoY NEW(+$398.0K)
Travelers Companies, Inc.(TRVcusip89417E109)	1.5K	QoQ -0.52% (-8) YoY -72.06% (-3.9K)	All Managers (Combined)	$397.2K	QoQ +9.20% (-$33.5K) YoY -67.90% (-$840.2K)
(cusip78464A805)✕	5.8K	QoQ 0.00% (-0) YoY -2.60% (-155)	All Managers (Combined)	$393.4K	QoQ -4.78% (-$19.8K) YoY +3.25% (-$12.4K)
Draftkings Inc.(DKNGcusip26142V105)	11.7K	QoQ +36.38% (+3.1K) YoY -48.64% (-11.1K)	All Managers (Combined)	$387.5K	QoQ +21.69% (+$69.1K) YoY -62.45% (-$644.6K)
(cusip464287770)✕	4.9K	QoQ -30.45% (-2.2K) YoY NEW(+4.9K)	All Managers (Combined)	$385.8K	QoQ -29.80% (-$163.8K) YoY NEW(+$385.8K)
Chubb Ltd(CBcusipH1467J104)	1.3K	QoQ -21.92% (-357) YoY -77.50% (-4.4K)	All Managers (Combined)	$383.8K	QoQ -14.68% (-$66.0K) YoY -73.79% (-$1.1M)
(cusip33734X739)✕	14.2K	QoQ NEW(+14.2K) YoY NEW(+14.2K)	All Managers (Combined)	$381.9K	QoQ NEW(+$381.9K) YoY NEW(+$381.9K)
Brown & Brown, Inc.(BROcusip115236101)	3.0K	QoQ +1.63% (+49) YoY NEW(+3.0K)	All Managers (Combined)	$379.4K	QoQ +23.91% (+$73.2K) YoY NEW(+$379.4K)
Blackrock Health Sciences Term Trust(BMEZcusip09260E105)	25.4K	QoQ -12.74% (-3.7K) YoY +15.60% (+3.4K)	All Managers (Combined)	$378.8K	QoQ -9.72% (-$40.8K) YoY +5.09% (+$18.4K)
(cusip808524839)✕	16.3K	QoQ +0.75% (+122) YoY NEW(+16.3K)	All Managers (Combined)	$378.0K	QoQ +2.80% (+$10.3K) YoY NEW(+$378.0K)
(cusip33740F664)✕	9.0K	QoQ -0.56% (-51) YoY +54.80% (+3.2K)	All Managers (Combined)	$376.2K	QoQ -2.98% (-$11.6K) YoY +58.68% (+$139.1K)
(cusip33738D309)✕	8.2K	QoQ -2.16% (-182) YoY -7.88% (-704)	All Managers (Combined)	$375.5K	QoQ -3.41% (-$13.3K) YoY -9.00% (-$37.2K)
(cusip464287754)✕	2.9K	QoQ -29.34% (-1.2K) YoY NEW(+2.9K)	All Managers (Combined)	$374.5K	QoQ -31.11% (-$169.2K) YoY NEW(+$374.5K)
(cusip464287176)✕	3.4K	QoQ +28.77% (+755) YoY +24.18% (+658)	All Managers (Combined)	$374.2K	QoQ +33.80% (+$94.6K) YoY +28.03% (+$81.9K)