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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  "AGI.TO",
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  null,
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  null,
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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 • $2.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 39

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VISA INC.

V|92826C839

Shares:23.1K

Value:$8.1M

% of Portfolio:0.3% ($8.1M/$2.6B)

HOME DEPOT, INC.

HD|437076102

Shares:21.8K

Value:$8.0M

% of Portfolio:0.3% ($8.0M/$2.6B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:76.3K

Value:$7.8M

% of Portfolio:0.3% ($7.8M/$2.6B)

Energy Transfer LP

ET|29273V100

Shares:411.7K

Value:$7.7M

% of Portfolio:0.3% ($7.7M/$2.6B)

922908744

VTV|922908744

Shares:44.3K

Value:$7.6M

% of Portfolio:0.3% ($7.6M/$2.6B)

33739E108

Shares:433.2K

Value:$7.6M

% of Portfolio:0.3% ($7.6M/$2.6B)

ELI LILLY & Co

LLY|532457108

Shares:9.3K

Value:$7.6M

% of Portfolio:0.3% ($7.6M/$2.6B)

PROCTER & GAMBLE Co

PG|742718109

Shares:44.2K

Value:$7.5M

% of Portfolio:0.3% ($7.5M/$2.6B)

46641Q332

Shares:129.5K

Value:$7.4M

% of Portfolio:0.3% ($7.4M/$2.6B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:156.5K

Value:$7.1M

% of Portfolio:0.3% ($7.1M/$2.6B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:13.5K

Value:$7.1M

% of Portfolio:0.3% ($7.1M/$2.6B)

78464A763

SDY|78464A763

Shares:51.1K

Value:$6.9M

% of Portfolio:0.3% ($6.9M/$2.6B)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:16.4K

Value:$6.9M

% of Portfolio:0.3% ($6.9M/$2.6B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:102.3K

Value:$6.3M

% of Portfolio:0.2% ($6.3M/$2.6B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:106.0K

Value:$6.2M

% of Portfolio:0.2% ($6.2M/$2.6B)

33740F755

Shares:204.6K

Value:$6.1M

% of Portfolio:0.2% ($6.1M/$2.6B)

315948109

Shares:84.2K

Value:$6.1M

% of Portfolio:0.2% ($6.1M/$2.6B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:85.3K

Value:$6.0M

% of Portfolio:0.2% ($6.0M/$2.6B)

81369Y605

Shares:118.9K

Value:$5.9M

% of Portfolio:0.2% ($5.9M/$2.6B)

46438F101

Shares:124.8K

Value:$5.9M

% of Portfolio:0.2% ($5.9M/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
VISA INC.(Vcusip92826C839)	23.1K	QoQ +47.26% (+7.4K) YoY -9.55% (-2.4K)	All Managers (Combined)	$8.1M	0.3% ($8.1M/$2.6B)	QoQ +62.56% (+$3.1M) YoY +13.06% (-$932.7K)
HOME DEPOT, INC.(HDcusip437076102)	21.8K	QoQ +116.23% (+11.7K) YoY +99.27% (+10.9K)	All Managers (Combined)	$8.0M	0.3% ($8.0M/$2.6B)	QoQ +103.38% (+$4.1M) YoY +90.07% (+$3.8M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	76.3K	QoQ +135.72% (+44.0K) YoY +373.65% (+60.2K)	All Managers (Combined)	$7.8M	0.3% ($7.8M/$2.6B)	QoQ +100.54% (+$3.9M) YoY +169.68% (+$4.9M)
Energy Transfer LP(ETcusip29273V100)	411.7K	QoQ +315.92% (+312.7K) YoY +746.54% (+363.0K)	All Managers (Combined)	$7.7M	0.3% ($7.7M/$2.6B)	QoQ +297.59% (+$5.8M) YoY +907.81% (+$6.9M)
(VTVcusip922908744)	44.3K	QoQ +15.60% (+6.0K) YoY +1175.19% (+40.8K)	All Managers (Combined)	$7.6M	0.3% ($7.6M/$2.6B)	QoQ +17.93% (+$1.2M) YoY +1252.10% (+$7.1M)
(cusip33739E108)✕	433.2K	QoQ -41.07% (-302.0K) YoY +2327.06% (+415.4K)	All Managers (Combined)	$7.6M	0.3% ($7.6M/$2.6B)	QoQ -41.44% (-$5.4M) YoY +2364.98% (+$7.3M)
ELI LILLY & Co(LLYcusip532457108)	9.3K	QoQ +5.67% (+497) YoY +2.58% (+233)	All Managers (Combined)	$7.6M	0.3% ($7.6M/$2.6B)	QoQ +12.28% (+$830.2K) YoY +8.15% (+$572.5K)
PROCTER & GAMBLE Co(PGcusip742718109)	44.2K	QoQ +101.06% (+22.2K) YoY +128.16% (+24.8K)	All Managers (Combined)	$7.5M	0.3% ($7.5M/$2.6B)	QoQ +104.47% (+$3.9M) YoY +139.75% (+$4.4M)
(cusip46641Q332)✕	129.5K	QoQ +21.30% (+22.8K) YoY +77.00% (+56.4K)	All Managers (Combined)	$7.4M	0.3% ($7.4M/$2.6B)	QoQ +20.40% (+$1.3M) YoY +74.69% (+$3.2M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	156.5K	QoQ +142.19% (+91.9K) YoY +190.40% (+102.6K)	All Managers (Combined)	$7.1M	0.3% ($7.1M/$2.6B)	QoQ +174.80% (+$4.5M) YoY +214.02% (+$4.8M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	13.5K	QoQ +33.49% (+3.4K) YoY -6.43% (-930)	All Managers (Combined)	$7.1M	0.3% ($7.1M/$2.6B)	QoQ +38.13% (+$2.0M) YoY -1.00% (-$71.6K)
(SDYcusip78464A763)	51.1K	QoQ +28.75% (+11.4K) YoY +150.03% (+30.7K)	All Managers (Combined)	$6.9M	0.3% ($6.9M/$2.6B)	QoQ +32.17% (+$1.7M) YoY +158.35% (+$4.2M)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	16.4K	QoQ -12.63% (-2.4K) YoY +102.08% (+8.3K)	All Managers (Combined)	$6.9M	0.3% ($6.9M/$2.6B)	QoQ -13.78% (-$1.1M) YoY +113.30% (+$3.7M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	102.3K	QoQ +139.30% (+59.5K) YoY +115.14% (+54.7K)	All Managers (Combined)	$6.3M	0.2% ($6.3M/$2.6B)	QoQ +149.69% (+$3.8M) YoY +166.27% (+$3.9M)
ALTRIA GROUP, INC.(MOcusip02209S103)	106.0K	QoQ +370.40% (+83.5K) YoY +853.54% (+94.9K)	All Managers (Combined)	$6.2M	0.2% ($6.2M/$2.6B)	QoQ +430.31% (+$5.1M) YoY +1188.60% (+$5.8M)
(cusip33740F755)✕	204.6K	QoQ +135.31% (+117.6K) YoY +503.11% (+170.7K)	All Managers (Combined)	$6.1M	0.2% ($6.1M/$2.6B)	QoQ +129.90% (+$3.4M) YoY +542.13% (+$5.1M)
(cusip315948109)✕	84.2K	QoQ +3.19% (-2.6K) YoY +15.12% (+11.1K)	All Managers (Combined)	$6.1M	0.2% ($6.1M/$2.6B)	QoQ -8.96% (-$596.7K) YoY +33.50% (+$1.5M)
NEXTERA ENERGY INC(NEEcusip65339F101)	85.3K	QoQ -6.58% (-6.0K) YoY +16.36% (+12.0K)	All Managers (Combined)	$6.0M	0.2% ($6.0M/$2.6B)	QoQ -7.62% (-$498.9K) YoY +29.07% (+$1.4M)
(cusip81369Y605)✕	118.9K	QoQ +42.49% (+35.5K) YoY +553.69% (+100.8K)	All Managers (Combined)	$5.9M	0.2% ($5.9M/$2.6B)	QoQ +46.78% (+$1.9M) YoY +672.65% (+$5.2M)
(cusip46438F101)✕	124.8K	QoQ +25.45% (+25.3K) YoY +26.78% (+26.4K)	All Managers (Combined)	$5.9M	0.2% ($5.9M/$2.6B)	QoQ +11.48% (+$605.8K) YoY +47.67% (+$1.9M)