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

Search and click to pin securities to the top

Page 29 of 39

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Vistra Corp.

VST|92840M102

Shares:2.9K

Value:$341.4K

GABELLI EQUITY TRUST INC

GAB|362397101

Shares:61.8K

Value:$340.7K

808524730

Shares:11.1K

Value:$340.7K

ELECTRONIC ARTS INC.

EA|285512109

Shares:2.3K

Value:$338.5K

Trade Desk, Inc.

TTD|88339J105

Shares:6.2K

Value:$338.5K

NetApp, Inc.

NTAP|64110D104

Shares:3.8K

Value:$337.0K

KEYCORP /NEW/

KEY|493267108

Shares:21.2K

Value:$336.6K

CALIFORNIA WATER SERVICE GROUP

CWT|130788102

Shares:6.9K

Value:$335.6K

46432F834

IXUS|46432F834

Shares:4.8K

Value:$334.9K

UNITED RENTALS, INC.

URI|911363109

Shares:532

Value:$334.7K

UNILEVER PLC

UL|904767704

Shares:5.6K

Value:$333.4K

American Healthcare REIT, Inc.

AHR|398182303

Shares:10.8K

Value:$331.5K

ILLUMINA, INC.

ILMN|452327109

Shares:4.2K

Value:$331.4K

464287598

IWD|464287598

Shares:1.8K

Value:$330.6K

CME GROUP INC.

CME|12572Q105

Shares:1.2K

Value:$329.2K

TopBuild Corp

BLD|89055F103

Shares:1.1K

Value:$327.8K

46434G764

EMXC|46434G764

Shares:5.9K

Value:$323.2K

74347R107

Shares:3.9K

Value:$322.6K

MANULIFE FINANCIAL CORP

MFC|56501R106

Shares:10.2K

Value:$322.4K

RIO TINTO PLC

RIO|767204100

Shares:5.4K

Value:$322.4K

Instrument	Shares		Other Manager	Value
Vistra Corp.(VSTcusip92840M102)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$341.4K	QoQ NEW(+$341.4K) YoY NEW(+$341.4K)
Gabelli Equity Trust Inc(GABcusip362397101)	61.8K	QoQ +1.66% (+1.0K) YoY NEW(+61.8K)	All Managers (Combined)	$340.7K	QoQ +4.12% (+$13.5K) YoY NEW(+$340.7K)
(cusip808524730)✕	11.1K	QoQ +0.26% (+29) YoY NEW(+11.1K)	All Managers (Combined)	$340.7K	QoQ +6.30% (+$20.2K) YoY NEW(+$340.7K)
Electronic Arts Inc.(EAcusip285512109)	2.3K	QoQ +1.64% (+38) YoY NEW(+2.3K)	All Managers (Combined)	$338.5K	QoQ +0.41% (+$1.4K) YoY NEW(+$338.5K)
Trade Desk, Inc.(TTDcusip88339J105)	6.2K	QoQ -4.22% (-272) YoY NEW(+6.2K)	All Managers (Combined)	$338.5K	QoQ -55.27% (-$418.3K) YoY NEW(+$338.5K)
Netapp, Inc.(NTAPcusip64110D104)	3.8K	QoQ +29.40% (-872) YoY -37.71% (-2.3K)	All Managers (Combined)	$337.0K	QoQ -2.07% (-$7.1K) YoY -47.87% (-$309.6K)
Keycorp /New/(KEYcusip493267108)	21.2K	QoQ -3.61% (-795) YoY -6.43% (-1.5K)	All Managers (Combined)	$336.6K	QoQ -10.60% (-$39.9K) YoY -5.91% (-$21.2K)
California Water Service Group(CWTcusip130788102)	6.9K	QoQ 0.00% (+0) YoY +16.87% (+1.0K)	All Managers (Combined)	$335.6K	QoQ +6.90% (+$21.7K) YoY +21.85% (+$60.2K)
(IXUScusip46432F834)	4.8K	QoQ -9.37% (-496) YoY -10.80% (-581)	All Managers (Combined)	$334.9K	QoQ -4.30% (-$15.1K) YoY -8.21% (-$30.0K)
United Rentals, Inc.(URIcusip911363109)	532	QoQ +1.72% (-9) YoY NEW(+532)	All Managers (Combined)	$334.7K	QoQ -9.15% (-$33.7K) YoY NEW(+$334.7K)
Unilever Plc(ULcusip904767704)	5.6K	QoQ -1.99% (-114) YoY NEW(+5.6K)	All Managers (Combined)	$333.4K	QoQ +2.93% (-$9.5K) YoY NEW(+$333.4K)
American Healthcare Reit, Inc.(AHRcusip398182303)	10.8K	QoQ NEW(+10.8K) YoY NEW(+10.8K)	All Managers (Combined)	$331.5K	QoQ NEW(+$331.5K) YoY NEW(+$331.5K)
Illumina, Inc.(ILMNcusip452327109)	4.2K	QoQ -8.77% (-402) YoY -28.20% (-1.6K)	All Managers (Combined)	$331.4K	QoQ -45.85% (-$280.6K) YoY -58.52% (-$467.7K)
(IWDcusip464287598)	1.8K	QoQ +11.76% (+185) YoY NEW(+1.8K)	All Managers (Combined)	$330.6K	QoQ +13.59% (+$39.6K) YoY NEW(+$330.6K)
Cme Group Inc.(CMEcusip12572Q105)	1.2K	QoQ -13.03% (-186) YoY NEW(+1.2K)	All Managers (Combined)	$329.2K	QoQ -0.66% (-$2.2K) YoY NEW(+$329.2K)
Topbuild Corp(BLDcusip89055F103)	1.1K	QoQ -0.37% (-4) YoY NEW(+1.1K)	All Managers (Combined)	$327.8K	QoQ -2.41% (-$8.1K) YoY NEW(+$327.8K)
(EMXCcusip46434G764)	5.9K	QoQ +13.28% (+688) YoY NEW(+5.9K)	All Managers (Combined)	$323.2K	QoQ +12.55% (+$36.0K) YoY NEW(+$323.2K)
(cusip74347R107)✕	3.9K	QoQ -94.60% (-68.3K) YoY -91.76% (-43.4K)	All Managers (Combined)	$322.6K	QoQ -95.17% (-$6.4M) YoY -91.20% (-$3.3M)
Manulife Financial Corp(MFCcusip56501R106)	10.2K	QoQ -10.08% (-1.1K) YoY NEW(+10.2K)	All Managers (Combined)	$322.4K	QoQ -7.79% (-$27.2K) YoY NEW(+$322.4K)
Rio Tinto Plc(RIOcusip767204100)	5.4K	QoQ -11.81% (-718) YoY -23.34% (-1.6K)	All Managers (Combined)	$322.4K	QoQ -9.84% (-$35.2K) YoY -27.69% (-$123.5K)