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",
  "NLY",
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  null,
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  "ARM",
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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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  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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  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 32 of 39

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33740F508

Shares:16.8K

Value:$284.8K

% of Portfolio:0.0% ($284.8K/$2.6B)

81369Y852

Shares:2.9K

Value:$280.8K

% of Portfolio:0.0% ($280.8K/$2.6B)

CAVCO INDUSTRIES INC.

CVCO|149568107

Shares:540

Value:$280.6K

% of Portfolio:0.0% ($280.6K/$2.6B)

DigitalBridge Group, Inc.

DBRG|25401T603

Shares:31.7K

Value:$280.1K

% of Portfolio:0.0% ($280.1K/$2.6B)

33740U869

Shares:12.3K

Value:$279.6K

% of Portfolio:0.0% ($279.6K/$2.6B)

46435U713

Shares:6.2K

Value:$279.0K

% of Portfolio:0.0% ($279.0K/$2.6B)

921937819

BIV|921937819

Shares:3.6K

Value:$278.1K

% of Portfolio:0.0% ($278.1K/$2.6B)

KINDER MORGAN, INC.

KMI|49456B101

Shares:9.7K

Value:$277.6K

% of Portfolio:0.0% ($277.6K/$2.6B)

Airbnb, Inc.

ABNB|009066101

Shares:2.3K

Value:$277.5K

% of Portfolio:0.0% ($277.5K/$2.6B)

P10, Inc.

PX|69376K106

Shares:23.6K

Value:$277.0K

% of Portfolio:0.0% ($277.0K/$2.6B)

316092840

Shares:5.5K

Value:$274.0K

% of Portfolio:0.0% ($274.0K/$2.6B)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:1.1K

Value:$273.4K

% of Portfolio:0.0% ($273.4K/$2.6B)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:1.6K

Value:$271.5K

% of Portfolio:0.0% ($271.5K/$2.6B)

464287515

Shares:3.0K

Value:$270.8K

% of Portfolio:0.0% ($270.8K/$2.6B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:556

Value:$269.6K

% of Portfolio:0.0% ($269.6K/$2.6B)

921935706

Shares:2.0K

Value:$268.5K

% of Portfolio:0.0% ($268.5K/$2.6B)

Ally Financial Inc.

ALLY|02005N100

Shares:7.3K

Value:$268.5K

% of Portfolio:0.0% ($268.5K/$2.6B)

464287606

IJK|464287606

Shares:3.2K

Value:$268.2K

% of Portfolio:0.0% ($268.2K/$2.6B)

464286103

Shares:11.4K

Value:$266.6K

% of Portfolio:0.0% ($266.6K/$2.6B)

Workday, Inc.

WDAY|98138H101

Shares:1.1K

Value:$265.4K

% of Portfolio:0.0% ($265.4K/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740F508)✕	16.8K	QoQ -21.13% (-4.5K) YoY NEW(+16.8K)	All Managers (Combined)	$284.8K	0.0% ($284.8K/$2.6B)	QoQ -21.49% (-$78.0K) YoY NEW(+$284.8K)
(cusip81369Y852)✕	2.9K	QoQ -30.53% (-1.3K) YoY NEW(+2.9K)	All Managers (Combined)	$280.8K	0.0% ($280.8K/$2.6B)	QoQ -30.77% (-$124.8K) YoY NEW(+$280.8K)
CAVCO INDUSTRIES INC.(CVCOcusip149568107)	540	QoQ -5.26% (-30) YoY NEW(+540)	All Managers (Combined)	$280.6K	0.0% ($280.6K/$2.6B)	QoQ +10.31% (-$26.2K) YoY NEW(+$280.6K)
DigitalBridge Group, Inc.(DBRGcusip25401T603)	31.7K	QoQ +77.36% (+13.8K) YoY +182.47% (+20.5K)	All Managers (Combined)	$280.1K	0.0% ($280.1K/$2.6B)	QoQ +39.07% (+$78.7K) YoY +29.65% (+$64.1K)
(cusip33740U869)✕	12.3K	QoQ 0.00% (+0) YoY -9.20% (-1.3K)	All Managers (Combined)	$279.6K	0.0% ($279.6K/$2.6B)	QoQ +5.04% (+$13.4K) YoY -7.07% (-$21.3K)
(cusip46435U713)✕	6.2K	QoQ -17.41% (-1.3K) YoY -20.52% (-1.6K)	All Managers (Combined)	$279.0K	0.0% ($279.0K/$2.6B)	QoQ -19.58% (-$68.0K) YoY -17.37% (-$58.7K)
(BIVcusip921937819)	3.6K	QoQ -56.07% (-4.6K) YoY NEW(+3.6K)	All Managers (Combined)	$278.1K	0.0% ($278.1K/$2.6B)	QoQ -54.99% (-$339.8K) YoY NEW(+$278.1K)
KINDER MORGAN, INC.(KMIcusip49456B101)	9.7K	QoQ -6.28% (-651) YoY -73.54% (-27.0K)	All Managers (Combined)	$277.6K	0.0% ($277.6K/$2.6B)	QoQ -2.25% (-$6.4K) YoY -58.77% (-$395.8K)
Airbnb, Inc.(ABNBcusip009066101)	2.3K	QoQ -8.90% (-227) YoY +8.91% (-190)	All Managers (Combined)	$277.5K	0.0% ($277.5K/$2.6B)	QoQ -17.16% (-$57.5K) YoY -21.10% (-$74.2K)
P10, Inc.(PXcusip69376K106)	23.6K	QoQ 0.00% (-0) YoY NEW(+23.6K)	All Managers (Combined)	$277.0K	0.0% ($277.0K/$2.6B)	QoQ -6.81% (-$20.3K) YoY NEW(+$277.0K)
(cusip316092840)✕	5.5K	QoQ -13.67% (-875) YoY +11.07% (+551)	All Managers (Combined)	$274.0K	0.0% ($274.0K/$2.6B)	QoQ -14.26% (-$45.6K) YoY +21.58% (+$48.6K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	1.1K	QoQ +8.25% (-82) YoY -85.91% (-6.6K)	All Managers (Combined)	$273.4K	0.0% ($273.4K/$2.6B)	QoQ -8.35% (-$24.9K) YoY -88.49% (-$2.1M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	1.6K	QoQ -1.87% (-30) YoY -44.08% (-1.2K)	All Managers (Combined)	$271.5K	0.0% ($271.5K/$2.6B)	QoQ +13.59% (-$32.5K) YoY -29.81% (-$115.4K)
(cusip464287515)✕	3.0K	QoQ -14.21% (-502) YoY NEW(+3.0K)	All Managers (Combined)	$270.8K	0.0% ($270.8K/$2.6B)	QoQ -23.38% (-$82.7K) YoY NEW(+$270.8K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	556	QoQ -3.30% (-19) YoY -67.15% (-1.1K)	All Managers (Combined)	$269.6K	0.0% ($269.6K/$2.6B)	QoQ +16.41% (-$38.0K) YoY -61.90% (-$438.1K)
(cusip921935706)✕	2.0K	QoQ -50.00% (-2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$268.5K	0.0% ($268.5K/$2.6B)	QoQ -52.35% (-$295.1K) YoY NEW(+$268.5K)
Ally Financial Inc.(ALLYcusip02005N100)	7.3K	QoQ -48.89% (-7.0K) YoY -33.06% (-3.6K)	All Managers (Combined)	$268.5K	0.0% ($268.5K/$2.6B)	QoQ -47.96% (-$247.4K) YoY -39.53% (-$175.5K)
(IJKcusip464287606)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$268.2K	0.0% ($268.2K/$2.6B)	QoQ NEW(+$268.2K) YoY NEW(+$268.2K)
(cusip464286103)✕	11.4K	QoQ 0.00% (-0) YoY +8.33% (+875)	All Managers (Combined)	$266.6K	0.0% ($266.6K/$2.6B)	QoQ -1.76% (-$4.8K) YoY +2.97% (+$7.7K)
Workday, Inc.(WDAYcusip98138H101)	1.1K	QoQ +13.94% (+139) YoY NEW(+1.1K)	All Managers (Combined)	$265.4K	0.0% ($265.4K/$2.6B)	QoQ +3.16% (+$8.1K) YoY NEW(+$265.4K)