Kingswood-Wealth-Advisors

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: 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 28 of 39

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69376K205

Shares:31.8K

Value:$373.4K

% of Portfolio:0.0% ($373.4K/$2.6B)

46137V233

Shares:8.1K

Value:$372.5K

% of Portfolio:0.0% ($372.5K/$2.6B)

78464A847

Shares:7.3K

Value:$372.5K

% of Portfolio:0.0% ($372.5K/$2.6B)

M&T BANK CORP

MTB|55261F104

Shares:2.1K

Value:$369.5K

% of Portfolio:0.0% ($369.5K/$2.6B)

Kraft Heinz Co

KHC|500754106

Shares:12.1K

Value:$368.5K

% of Portfolio:0.0% ($368.5K/$2.6B)

LIBERTY ALL STAR EQUITY FUND

USA|530158104

Shares:56.0K

Value:$366.5K

% of Portfolio:0.0% ($366.5K/$2.6B)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:6.6K

Value:$365.7K

% of Portfolio:0.0% ($365.7K/$2.6B)

BALL Corp

BALL|058498106

Shares:7.0K

Value:$365.4K

% of Portfolio:0.0% ($365.4K/$2.6B)

Essential Utilities, Inc.

WTRG|29670G102

Shares:9.2K

Value:$364.6K

% of Portfolio:0.0% ($364.6K/$2.6B)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:3.3K

Value:$364.0K

% of Portfolio:0.0% ($364.0K/$2.6B)

46434G863

Shares:10.2K

Value:$357.9K

% of Portfolio:0.0% ($357.9K/$2.6B)

337344105

Shares:2.9K

Value:$355.0K

% of Portfolio:0.0% ($355.0K/$2.6B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:1.0K

Value:$351.7K

% of Portfolio:0.0% ($351.7K/$2.6B)

33739P863

Shares:7.2K

Value:$350.6K

% of Portfolio:0.0% ($350.6K/$2.6B)

SYSCO CORP

SYY|871829107

Shares:4.7K

Value:$350.4K

% of Portfolio:0.0% ($350.4K/$2.6B)

33740F342

Shares:15.8K

Value:$349.2K

% of Portfolio:0.0% ($349.2K/$2.6B)

NUVEEN ARIZONA QUALITY MUNICIPAL INCOME FUND

NAZ|67061W104

Shares:28.9K

Value:$348.6K

% of Portfolio:0.0% ($348.6K/$2.6B)

81369Y308

Shares:4.2K

Value:$346.8K

% of Portfolio:0.0% ($346.8K/$2.6B)

464287499

IWR|464287499

Shares:4.0K

Value:$343.3K

% of Portfolio:0.0% ($343.3K/$2.6B)

46435U853

Shares:9.4K

Value:$343.1K

% of Portfolio:0.0% ($343.1K/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip69376K205)✕	31.8K	QoQ NEW(+31.8K) YoY NEW(+31.8K)	All Managers (Combined)	$373.4K	0.0% ($373.4K/$2.6B)	QoQ NEW(+$373.4K) YoY NEW(+$373.4K)
(cusip46137V233)✕	8.1K	QoQ +12.53% (+902) YoY NEW(+8.1K)	All Managers (Combined)	$372.5K	0.0% ($372.5K/$2.6B)	QoQ +3.66% (+$13.2K) YoY NEW(+$372.5K)
(cusip78464A847)✕	7.3K	QoQ -5.87% (-454) YoY -44.32% (-5.8K)	All Managers (Combined)	$372.5K	0.0% ($372.5K/$2.6B)	QoQ -11.91% (-$50.4K) YoY -46.57% (-$324.8K)
M&T BANK CORP(MTBcusip55261F104)	2.1K	QoQ +4.42% (-88) YoY NEW(+2.1K)	All Managers (Combined)	$369.5K	0.0% ($369.5K/$2.6B)	QoQ -1.16% (-$4.4K) YoY NEW(+$369.5K)
Kraft Heinz Co(KHCcusip500754106)	12.1K	QoQ +81.63% (+5.5K) YoY NEW(+12.1K)	All Managers (Combined)	$368.5K	0.0% ($368.5K/$2.6B)	QoQ +79.56% (+$163.3K) YoY NEW(+$368.5K)
LIBERTY ALL STAR EQUITY FUND(USAcusip530158104)	56.0K	QoQ -2.67% (-1.5K) YoY NEW(+56.0K)	All Managers (Combined)	$366.5K	0.0% ($366.5K/$2.6B)	QoQ -8.28% (-$33.1K) YoY NEW(+$366.5K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	6.6K	QoQ +0.78% (+52) YoY NEW(+6.6K)	All Managers (Combined)	$365.7K	0.0% ($365.7K/$2.6B)	QoQ +4.65% (+$16.3K) YoY NEW(+$365.7K)
BALL Corp(BALLcusip058498106)	7.0K	QoQ -38.82% (-4.4K) YoY NEW(+7.0K)	All Managers (Combined)	$365.4K	0.0% ($365.4K/$2.6B)	QoQ -42.13% (-$266.1K) YoY NEW(+$365.4K)
Essential Utilities, Inc.(WTRGcusip29670G102)	9.2K	QoQ -20.67% (-2.4K) YoY +38.63% (+2.6K)	All Managers (Combined)	$364.6K	0.0% ($364.6K/$2.6B)	QoQ -13.63% (-$57.6K) YoY +47.96% (+$118.2K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	3.3K	QoQ +14.82% (+430) YoY -7.77% (-281)	All Managers (Combined)	$364.0K	0.0% ($364.0K/$2.6B)	QoQ +36.03% (+$96.4K) YoY +17.03% (-$53.0K)
(cusip46434G863)✕	10.2K	QoQ +12.16% (+1.1K) YoY NEW(+10.2K)	All Managers (Combined)	$357.9K	0.0% ($357.9K/$2.6B)	QoQ +17.69% (+$53.8K) YoY NEW(+$357.9K)
(cusip337344105)✕	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$355.0K	0.0% ($355.0K/$2.6B)	QoQ NEW(+$355.0K) YoY NEW(+$355.0K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	1.0K	QoQ +24.96% (+201) YoY NEW(+1.0K)	All Managers (Combined)	$351.7K	0.0% ($351.7K/$2.6B)	QoQ +28.50% (+$78.0K) YoY NEW(+$351.7K)
(cusip33739P863)✕	7.2K	QoQ 0.00% (-0) YoY NEW(+7.2K)	All Managers (Combined)	$350.6K	0.0% ($350.6K/$2.6B)	QoQ -1.68% (-$6.0K) YoY NEW(+$350.6K)
SYSCO CORP(SYYcusip871829107)	4.7K	QoQ -26.00% (-1.6K) YoY NEW(+4.7K)	All Managers (Combined)	$350.4K	0.0% ($350.4K/$2.6B)	QoQ -27.34% (-$131.9K) YoY NEW(+$350.4K)
(cusip33740F342)✕	15.8K	QoQ NEW(+15.8K) YoY NEW(+15.8K)	All Managers (Combined)	$349.2K	0.0% ($349.2K/$2.6B)	QoQ NEW(+$349.2K) YoY NEW(+$349.2K)
NUVEEN ARIZONA QUALITY MUNICIPAL INCOME FUND(NAZcusip67061W104)	28.9K	QoQ 0.00% (+0) YoY NEW(+28.9K)	All Managers (Combined)	$348.6K	0.0% ($348.6K/$2.6B)	QoQ +6.02% (+$19.8K) YoY NEW(+$348.6K)
(cusip81369Y308)✕	4.2K	QoQ +7.44% (+294) YoY NEW(+4.2K)	All Managers (Combined)	$346.8K	0.0% ($346.8K/$2.6B)	QoQ +11.66% (+$36.2K) YoY NEW(+$346.8K)
(IWRcusip464287499)	4.0K	QoQ -5.61% (-240) YoY +31.45% (+965)	All Managers (Combined)	$343.3K	0.0% ($343.3K/$2.6B)	QoQ -9.11% (-$34.4K) YoY +33.06% (+$85.3K)
(cusip46435U853)✕	9.4K	QoQ -48.63% (-8.9K) YoY NEW(+9.4K)	All Managers (Combined)	$343.1K	0.0% ($343.1K/$2.6B)	QoQ -48.77% (-$326.7K) YoY NEW(+$343.1K)