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 30 of 39

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Polaris Inc.

PII|731068102

Shares:7.9K

Value:$322.0K

% of Portfolio:0.0% ($322.0K/$2.6B)

46137V563

Shares:14.9K

Value:$320.9K

% of Portfolio:0.0% ($320.9K/$2.6B)

78467V707

Shares:7.9K

Value:$320.6K

% of Portfolio:0.0% ($320.6K/$2.6B)

ECOLAB INC.

ECL|278865100

Shares:1.3K

Value:$320.3K

% of Portfolio:0.0% ($320.3K/$2.6B)

Coeur Mining, Inc.

CDE|192108504

Shares:54.0K

Value:$319.7K

% of Portfolio:0.0% ($319.7K/$2.6B)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:2.7K

Value:$319.0K

% of Portfolio:0.0% ($319.0K/$2.6B)

American Water Works Company, Inc.

AWK|030420103

Shares:2.2K

Value:$318.9K

% of Portfolio:0.0% ($318.9K/$2.6B)

65341B106

Shares:33.5K

Value:$318.4K

% of Portfolio:0.0% ($318.4K/$2.6B)

464287713

Shares:11.6K

Value:$317.8K

% of Portfolio:0.0% ($317.8K/$2.6B)

464287127

Shares:4.1K

Value:$316.5K

% of Portfolio:0.0% ($316.5K/$2.6B)

82889N525

Shares:6.3K

Value:$315.3K

% of Portfolio:0.0% ($315.3K/$2.6B)

Snowflake Inc.

SNOW|833445109

Shares:2.2K

Value:$315.2K

% of Portfolio:0.0% ($315.2K/$2.6B)

25434V708

DFAC|25434V708

Shares:9.5K

Value:$315.0K

% of Portfolio:0.0% ($315.0K/$2.6B)

464287788

Shares:2.8K

Value:$313.9K

% of Portfolio:0.0% ($313.9K/$2.6B)

46137V365

Shares:3.8K

Value:$313.5K

% of Portfolio:0.0% ($313.5K/$2.6B)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:20.6K

Value:$309.7K

% of Portfolio:0.0% ($309.7K/$2.6B)

97717W851

Shares:2.8K

Value:$309.4K

% of Portfolio:0.0% ($309.4K/$2.6B)

CAVA GROUP, INC.

CAVA|148929102

Shares:3.6K

Value:$308.0K

% of Portfolio:0.0% ($308.0K/$2.6B)

TG THERAPEUTICS, INC.

TGTX|88322Q108

Shares:7.8K

Value:$306.9K

% of Portfolio:0.0% ($306.9K/$2.6B)

WHIRLPOOL CORP /DE/

WHR|963320106

Shares:3.4K

Value:$304.6K

% of Portfolio:0.0% ($304.6K/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Polaris Inc.(PIIcusip731068102)	7.9K	QoQ -4.23% (-348) YoY NEW(+7.9K)	All Managers (Combined)	$322.0K	0.0% ($322.0K/$2.6B)	QoQ -31.95% (-$151.3K) YoY NEW(+$322.0K)
(cusip46137V563)✕	14.9K	QoQ +0.96% (+143) YoY +5.52% (+783)	All Managers (Combined)	$320.9K	0.0% ($320.9K/$2.6B)	QoQ +1.96% (+$6.2K) YoY +9.71% (+$28.4K)
(cusip78467V707)✕	7.9K	QoQ +5.78% (+433) YoY NEW(+7.9K)	All Managers (Combined)	$320.6K	0.0% ($320.6K/$2.6B)	QoQ +6.04% (+$18.3K) YoY NEW(+$320.6K)
ECOLAB INC.(ECLcusip278865100)	1.3K	QoQ -0.86% (-11) YoY -26.61% (-458)	All Managers (Combined)	$320.3K	0.0% ($320.3K/$2.6B)	QoQ +7.28% (-$21.7K) YoY -19.40% (-$77.1K)
Coeur Mining, Inc.(CDEcusip192108504)	54.0K	QoQ -28.57% (-21.6K) YoY +14.89% (+7.0K)	All Managers (Combined)	$319.7K	0.0% ($319.7K/$2.6B)	QoQ -26.07% (-$112.8K) YoY +80.41% (+$142.5K)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	2.7K	QoQ -8.54% (-248) YoY NEW(+2.7K)	All Managers (Combined)	$319.0K	0.0% ($319.0K/$2.6B)	QoQ -0.72% (-$2.3K) YoY NEW(+$319.0K)
American Water Works Company, Inc.(AWKcusip030420103)	2.2K	QoQ 0.00% (+0) YoY NEW(+2.2K)	All Managers (Combined)	$318.9K	0.0% ($318.9K/$2.6B)	QoQ +18.49% (+$49.8K) YoY NEW(+$318.9K)
(cusip65341B106)✕	33.5K	QoQ +31.06% (-7.9K) YoY NEW(+33.5K)	All Managers (Combined)	$318.4K	0.0% ($318.4K/$2.6B)	QoQ -30.06% (-$136.9K) YoY NEW(+$318.4K)
(cusip464287713)✕	11.6K	QoQ NEW(+11.6K) YoY NEW(+11.6K)	All Managers (Combined)	$317.8K	0.0% ($317.8K/$2.6B)	QoQ NEW(+$317.8K) YoY NEW(+$317.8K)
(cusip464287127)✕	4.1K	QoQ +18.10% (+627) YoY NEW(+4.1K)	All Managers (Combined)	$316.5K	0.0% ($316.5K/$2.6B)	QoQ +12.58% (+$35.4K) YoY NEW(+$316.5K)
(cusip82889N525)✕	6.3K	QoQ 0.00% (+0) YoY NEW(+6.3K)	All Managers (Combined)	$315.3K	0.0% ($315.3K/$2.6B)	QoQ +0.90% (+$2.8K) YoY NEW(+$315.3K)
Snowflake Inc.(SNOWcusip833445109)	2.2K	QoQ +14.92% (+280) YoY +61.86% (+824)	All Managers (Combined)	$315.2K	0.0% ($315.2K/$2.6B)	QoQ +8.81% (+$25.5K) YoY +46.44% (+$100.0K)
(DFACcusip25434V708)	9.5K	QoQ -2.76% (-272) YoY NEW(+9.5K)	All Managers (Combined)	$315.0K	0.0% ($315.0K/$2.6B)	QoQ -7.26% (-$24.7K) YoY NEW(+$315.0K)
(cusip464287788)✕	2.8K	QoQ -22.20% (-794) YoY NEW(+2.8K)	All Managers (Combined)	$313.9K	0.0% ($313.9K/$2.6B)	QoQ -20.60% (-$81.5K) YoY NEW(+$313.9K)
(cusip46137V365)✕	3.8K	QoQ -50.00% (-3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$313.5K	0.0% ($313.5K/$2.6B)	QoQ -45.97% (-$266.8K) YoY NEW(+$313.5K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	20.6K	QoQ +14.12% (+2.6K) YoY -4.78% (-1.0K)	All Managers (Combined)	$309.7K	0.0% ($309.7K/$2.6B)	QoQ +5.28% (+$15.5K) YoY +2.44% (-$7.4K)
(cusip97717W851)✕	2.8K	QoQ NEW(+2.8K) YoY -22.70% (-825)	All Managers (Combined)	$309.4K	0.0% ($309.4K/$2.6B)	QoQ NEW(+$309.4K) YoY -21.51% (-$84.8K)
CAVA GROUP, INC.(CAVAcusip148929102)	3.6K	QoQ +54.33% (+1.3K) YoY NEW(+3.6K)	All Managers (Combined)	$308.0K	0.0% ($308.0K/$2.6B)	QoQ +18.39% (+$47.9K) YoY NEW(+$308.0K)
TG THERAPEUTICS, INC.(TGTXcusip88322Q108)	7.8K	QoQ +2.63% (+200) YoY NEW(+7.8K)	All Managers (Combined)	$306.9K	0.0% ($306.9K/$2.6B)	QoQ +34.45% (+$78.6K) YoY NEW(+$306.9K)
WHIRLPOOL CORP /DE/(WHRcusip963320106)	3.4K	QoQ -1.68% (-58) YoY +54.64% (+1.2K)	All Managers (Combined)	$304.6K	0.0% ($304.6K/$2.6B)	QoQ -22.53% (-$88.6K) YoY +16.60% (+$43.4K)