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 31 of 39

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Zoetis Inc.

ZTS|98978V103

Shares:1.8K

Value:$303.8K

% of Portfolio:0.0% ($303.8K/$2.6B)

464288794

Shares:2.1K

Value:$301.1K

% of Portfolio:0.0% ($301.1K/$2.6B)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:2.8K

Value:$300.6K

% of Portfolio:0.0% ($300.6K/$2.6B)

316092824

Shares:4.9K

Value:$299.8K

% of Portfolio:0.0% ($299.8K/$2.6B)

CULLEN/FROST BANKERS, INC.

CFR|229899109

Shares:2.4K

Value:$299.7K

% of Portfolio:0.0% ($299.7K/$2.6B)

45782C417

Shares:8.3K

Value:$297.7K

% of Portfolio:0.0% ($297.7K/$2.6B)

78464A631

Shares:1.8K

Value:$297.2K

% of Portfolio:0.0% ($297.2K/$2.6B)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:2.6K

Value:$294.8K

% of Portfolio:0.0% ($294.8K/$2.6B)

TransDigm Group INC

TDG|893641100

Shares:213

Value:$294.7K

% of Portfolio:0.0% ($294.7K/$2.6B)

88032Q109

Shares:4.6K

Value:$292.9K

% of Portfolio:0.0% ($292.9K/$2.6B)

78464A649

Shares:11.5K

Value:$292.8K

% of Portfolio:0.0% ($292.8K/$2.6B)

464287879

Shares:3.0K

Value:$291.4K

% of Portfolio:0.0% ($291.4K/$2.6B)

66538H179

Shares:21.2K

Value:$291.2K

% of Portfolio:0.0% ($291.2K/$2.6B)

46138J619

Shares:5.4K

Value:$290.3K

% of Portfolio:0.0% ($290.3K/$2.6B)

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:596

Value:$290.1K

% of Portfolio:0.0% ($290.1K/$2.6B)

ROSS STORES, INC.

ROST|778296103

Shares:2.3K

Value:$288.6K

% of Portfolio:0.0% ($288.6K/$2.6B)

464287705

IJJ|464287705

Shares:2.4K

Value:$287.8K

% of Portfolio:0.0% ($287.8K/$2.6B)

25459Y165

Shares:2.2K

Value:$287.6K

% of Portfolio:0.0% ($287.6K/$2.6B)

HALLIBURTON CO

HAL|406216101

Shares:11.3K

Value:$286.5K

% of Portfolio:0.0% ($286.5K/$2.6B)

46436E411

Shares:4.8K

Value:$285.0K

% of Portfolio:0.0% ($285.0K/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Zoetis Inc.(ZTScusip98978V103)	1.8K	QoQ +2.21% (+40) YoY -46.71% (-1.6K)	All Managers (Combined)	$303.8K	0.0% ($303.8K/$2.6B)	QoQ +3.19% (+$9.4K) YoY -48.19% (-$282.7K)
(cusip464288794)✕	2.1K	QoQ -26.17% (-762) YoY NEW(+2.1K)	All Managers (Combined)	$301.1K	0.0% ($301.1K/$2.6B)	QoQ -28.22% (-$118.4K) YoY NEW(+$301.1K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	2.8K	QoQ +17.49% (+411) YoY -53.48% (-3.2K)	All Managers (Combined)	$300.6K	0.0% ($300.6K/$2.6B)	QoQ +36.05% (+$79.7K) YoY -38.30% (-$186.7K)
(cusip316092824)✕	4.9K	QoQ -1.06% (-53) YoY NEW(+4.9K)	All Managers (Combined)	$299.8K	0.0% ($299.8K/$2.6B)	QoQ -1.01% (-$3.1K) YoY NEW(+$299.8K)
CULLEN/FROST BANKERS, INC.(CFRcusip229899109)	2.4K	QoQ -0.04% (-1) YoY NEW(+2.4K)	All Managers (Combined)	$299.7K	0.0% ($299.7K/$2.6B)	QoQ -6.77% (-$21.8K) YoY NEW(+$299.7K)
(cusip45782C417)✕	8.3K	QoQ -47.75% (-7.6K) YoY -47.75% (-7.6K)	All Managers (Combined)	$297.7K	0.0% ($297.7K/$2.6B)	QoQ -49.14% (-$287.7K) YoY -45.21% (-$245.7K)
(cusip78464A631)✕	1.8K	QoQ -7.17% (-143) YoY -40.68% (-1.3K)	All Managers (Combined)	$297.2K	0.0% ($297.2K/$2.6B)	QoQ -10.04% (-$33.2K) YoY -32.15% (-$140.9K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	2.6K	QoQ +20.04% (+435) YoY NEW(+2.6K)	All Managers (Combined)	$294.8K	0.0% ($294.8K/$2.6B)	QoQ +28.57% (+$65.5K) YoY NEW(+$294.8K)
TransDigm Group INC(TDGcusip893641100)	213	QoQ 0.00% (+0) YoY -90.41% (-2.0K)	All Managers (Combined)	$294.7K	0.0% ($294.7K/$2.6B)	QoQ +9.16% (+$24.7K) YoY -89.23% (-$2.4M)
(cusip88032Q109)✕	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$292.9K	0.0% ($292.9K/$2.6B)	QoQ NEW(+$292.9K) YoY NEW(+$292.9K)
(cusip78464A649)✕	11.5K	QoQ -14.32% (-1.9K) YoY -16.87% (-2.3K)	All Managers (Combined)	$292.8K	0.0% ($292.8K/$2.6B)	QoQ -12.44% (-$41.6K) YoY -16.02% (-$55.9K)
(cusip464287879)✕	3.0K	QoQ +15.35% (+398) YoY NEW(+3.0K)	All Managers (Combined)	$291.4K	0.0% ($291.4K/$2.6B)	QoQ +3.51% (+$9.9K) YoY NEW(+$291.4K)
(cusip66538H179)✕	21.2K	QoQ NEW(+21.2K) YoY NEW(+21.2K)	All Managers (Combined)	$291.2K	0.0% ($291.2K/$2.6B)	QoQ NEW(+$291.2K) YoY NEW(+$291.2K)
(cusip46138J619)✕	5.4K	QoQ +35.40% (+1.4K) YoY -61.13% (-8.6K)	All Managers (Combined)	$290.3K	0.0% ($290.3K/$2.6B)	QoQ +33.08% (+$72.2K) YoY -62.48% (-$483.6K)
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	596	QoQ +9.76% (+53) YoY NEW(+596)	All Managers (Combined)	$290.1K	0.0% ($290.1K/$2.6B)	QoQ +14.85% (+$37.5K) YoY NEW(+$290.1K)
ROSS STORES, INC.(ROSTcusip778296103)	2.3K	QoQ +25.34% (+455) YoY NEW(+2.3K)	All Managers (Combined)	$288.6K	0.0% ($288.6K/$2.6B)	QoQ +6.27% (+$17.0K) YoY NEW(+$288.6K)
(IJJcusip464287705)	2.4K	QoQ +40.66% (+695) YoY NEW(+2.4K)	All Managers (Combined)	$287.8K	0.0% ($287.8K/$2.6B)	QoQ +34.78% (+$74.3K) YoY NEW(+$287.8K)
(cusip25459Y165)✕	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$287.6K	0.0% ($287.6K/$2.6B)	QoQ NEW(+$287.6K) YoY NEW(+$287.6K)
HALLIBURTON CO(HALcusip406216101)	11.3K	QoQ NEW(+11.3K) YoY +86.66% (+5.2K)	All Managers (Combined)	$286.5K	0.0% ($286.5K/$2.6B)	QoQ NEW(+$286.5K) YoY +20.48% (+$48.7K)
(cusip46436E411)✕	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$285.0K	0.0% ($285.0K/$2.6B)	QoQ NEW(+$285.0K) YoY NEW(+$285.0K)