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 32 of 39
33740F508
33740F508
Shares:
16787(-21.1%)
Value:
$284.8M(-21.5%)
81369Y852
81369Y852
Shares:
2910(-30.5%)
Value:
$280.8M(-30.8%)
CAVCO INDUSTRIES INC.
CVCO|149568107
Shares:
540(-5.3%)
Value:
$280.6M(+10.3%)
DigitalBridge Group, Inc.
DBRG|25401T603
Shares:
31674(+77.4%)
Value:
$280.1M(+39.1%)
33740U869
33740U869
Shares:
12328(+0.0%)
Value:
$279.6M(+5.0%)
46435U713
46435U713
Shares:
6189(-17.4%)
Value:
$279.0M(-19.6%)
921937819
BIV|921937819
Shares:
3632(-56.1%)
Value:
$278.1M(-55.0%)
KINDER MORGAN, INC.
KMI|49456B101
Shares:
9713(-6.3%)
Value:
$277.6M(-2.3%)
Airbnb, Inc.
ABNB|009066101
Shares:
2322(-8.9%)
Value:
$277.5M(-17.2%)
P10, Inc.
PX|69376K106
Shares:
23574(+0.0%)
Value:
$277.0M(-6.8%)
316092840
316092840
Shares:
5525(-13.7%)
Value:
$274.0M(-14.3%)
CADENCE DESIGN SYSTEMS INC
CDNS|127387108
Shares:
1075(+8.3%)
Value:
$273.4M(-8.3%)
Intercontinental Exchange, Inc.
ICE|45866F104
Shares:
1574(-1.9%)
Value:
$271.5M(+13.6%)
464287515
464287515
Shares:
3029(-14.2%)
Value:
$270.8M(-23.4%)
VERTEX PHARMACEUTICALS INC / MA
VRTX|92532F100
Shares:
556(-3.3%)
Value:
$269.6M(+16.4%)
921935706
921935706
Shares:
2000(-50.0%)
Value:
$268.5M(-52.4%)
Ally Financial Inc.
ALLY|02005N100
Shares:
7321(-48.9%)
Value:
$268.5M(-48.0%)
464287606
IJK|464287606
Shares:
3220
Value:
$268.2M
464286103
464286103
Shares:
11375(+0.0%)
Value:
$266.6M(-1.8%)
Workday, Inc.
WDAY|98138H101
Shares:
1136(+13.9%)
Value:
$265.4M(+3.2%)