Kingswood Wealth Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

766 positions
Manager:
SEC
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Page 3 of 39
VISA INC.
V|92826C839
Shares:
23139(+47.3%)
Value:
$8.1B(+62.6%)
HOME DEPOT, INC.
HD|437076102
Shares:
21831(+116.2%)
Value:
$8.0B(+103.4%)
ADVANCED MICRO DEVICES INC
AMD|007903107
Shares:
76343(+135.7%)
Value:
$7.8B(+100.5%)
Energy Transfer LP
ET|29273V100
Shares:
411666(+315.9%)
Value:
$7.7B(+297.6%)
922908744
VTV|922908744
Shares:
44262(+15.6%)
Value:
$7.6B(+17.9%)
33739E108
33739E108
Shares:
433207(-41.1%)
Value:
$7.6B(-41.4%)
ELI LILLY & Co
LLY|532457108
Shares:
9254(+5.7%)
Value:
$7.6B(+12.3%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
44226(+101.1%)
Value:
$7.5B(+104.5%)
46641Q332
46641Q332
Shares:
129539(+21.3%)
Value:
$7.4B(+20.4%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
156543(+142.2%)
Value:
$7.1B(+174.8%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
13526(+33.5%)
Value:
$7.1B(+38.1%)
78464A763
SDY|78464A763
Shares:
51102(+28.8%)
Value:
$6.9B(+32.2%)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
DIA|78467X109
Shares:
16446(-12.6%)
Value:
$6.9B(-13.8%)
CISCO SYSTEMS, INC.
CSCO|17275R102
Shares:
102266(+139.3%)
Value:
$6.3B(+149.7%)
ALTRIA GROUP, INC.
MO|02209S103
Shares:
106015(+370.4%)
Value:
$6.2B(+430.3%)
33740F755
33740F755
Shares:
204569(+135.3%)
Value:
$6.1B(+129.9%)
315948109
315948109
Shares:
84215(+3.2%)
Value:
$6.1B(-9.0%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
85270(-6.6%)
Value:
$6.0B(-7.6%)
81369Y605
81369Y605
Shares:
118947(+42.5%)
Value:
$5.9B(+46.8%)
46438F101
46438F101
Shares:
124766(+25.4%)
Value:
$5.9B(+11.5%)