Kingswood Wealth Advisors, LLC

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

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Zoetis Inc.

ZTS|98978V103

1847(+2.2%)

Value:

$303.8M(+3.2%)

464288794

2149(-26.2%)

Value:

$301.1M(-28.2%)

WEC ENERGY GROUP, INC.

WEC|92939U106

2760(+17.5%)

Value:

$300.6M(+36.0%)

316092824

4946(-1.1%)

Value:

$299.8M(-1.0%)

CULLEN/FROST BANKERS, INC.

CFR|229899109

2394(-0.0%)

Value:

$299.7M(-6.8%)

45782C417

8311(-47.8%)

Value:

$297.7M(-49.1%)

78464A631

1849(-7.2%)

Value:

$297.2M(-10.0%)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

2605(+20.0%)

Value:

$294.8M(+28.6%)

TransDigm Group INC

TDG|893641100

213(+0.0%)

Value:

$294.7M(+9.2%)

88032Q109

4574

Value:

$292.9M

78464A649

11463(-14.3%)

Value:

$292.8M(-12.4%)

464287879

2990(+15.3%)

Value:

$291.4M(+3.5%)

66538H179

21208

Value:

$291.2M

46138J619

5446(+35.4%)

Value:

$290.3M(+33.1%)

Kinsale Capital Group, Inc.

KNSL|49714P108

596(+9.8%)

Value:

$290.1M(+14.8%)

ROSS STORES, INC.

ROST|778296103

2250(+25.3%)

Value:

$288.6M(+6.3%)

464287705

IJJ|464287705

2404(+40.7%)

Value:

$287.8M(+34.8%)

25459Y165

2175

Value:

$287.6M

HALLIBURTON CO

HAL|406216101

11258

Value:

$286.5M

46436E411

4756

Value:

$285.0M

Instrument	Shares		Other Manager	Value
Zoetis Inc.(ZTScusip98978V103)	1.8K	QoQ +2.21% (+40) YoY -46.71% (-1.6K)	All Managers (Combined)	$303.8K	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ NEW(+$285.0K) YoY NEW(+$285.0K)