Kingswood Wealth Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified515 identified251 unidentified
Holdings
766 positions
Manager:
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Page 35 of 39
78464A888
Shares:
2350(-14.5%)
Value:
$227.7M(-20.8%)
92206C771
Shares:
4887(-16.2%)
Value:
$226.3M(-14.4%)
46435G474
Shares:
8357(-41.1%)
Value:
$223.6M(-41.0%)
72201R775
Shares:
2417(-56.1%)
Value:
$223.3M(-55.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
13.6K | QoQ NEW(+13.6K) YoY NEW(+13.6K) | All Managers (Combined) | $230.3K | QoQ NEW(+$230.3K) YoY NEW(+$230.3K) | |
741 | YoY NEW(+741) | All Managers (Combined) | $228.4K | YoY NEW(+$228.4K) | |
(cusip78464A888)✕ | 2.4K | YoY NEW(+2.4K) | All Managers (Combined) | $227.7K | YoY NEW(+$227.7K) |
Baidu, Inc.(BIDUcusip056752108) | 2.5K | QoQ NEW(+2.5K) YoY NEW(+2.5K) | All Managers (Combined) | $227.3K | QoQ NEW(+$227.3K) YoY NEW(+$227.3K) |
(cusip92206C771)✕ | 4.9K | YoY NEW(+4.9K) | All Managers (Combined) | $226.3K | YoY NEW(+$226.3K) |
990 | All Managers (Combined) | $225.3K | |||
2.2K | QoQ NEW(+2.2K) YoY NEW(+2.2K) | All Managers (Combined) | $224.8K | QoQ NEW(+$224.8K) YoY NEW(+$224.8K) | |
1.8K | QoQ -5.79% (-109)YoY NEW(+1.8K) | All Managers (Combined) | $224.3K | YoY NEW(+$224.3K) | |
(cusip46435G474)✕ | 8.4K | YoY NEW(+8.4K) | All Managers (Combined) | $223.6K | YoY NEW(+$223.6K) |
(cusip72201R775)✕ | 2.4K | All Managers (Combined) | $223.3K | ||
912 | QoQ NEW(+912) YoY NEW(+912) | All Managers (Combined) | $222.6K | QoQ NEW(+$222.6K) YoY NEW(+$222.6K) | |
8.3K | QoQ NEW(+8.3K) YoY NEW(+8.3K) | All Managers (Combined) | $222.5K | QoQ NEW(+$222.5K) YoY NEW(+$222.5K) | |
784 | QoQ +0.77% (-6) | All Managers (Combined) | $221.9K | ||
4.5K | QoQ NEW(+4.5K) YoY NEW(+4.5K) | All Managers (Combined) | $221.7K | QoQ NEW(+$221.7K) YoY NEW(+$221.7K) | |
2.8K | QoQ NEW(+2.8K) | All Managers (Combined) | $221.2K | QoQ NEW(+$221.2K) | |
Nasdaq, Inc.(NDAQcusip631103108) | 2.9K | QoQ -3.93% (-119)YoY NEW(+2.9K) | All Managers (Combined) | $220.5K | YoY NEW(+$220.5K) |
Root, Inc.(ROOTcusip77664L207) | 1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $220.4K | QoQ NEW(+$220.4K) YoY NEW(+$220.4K) |
1.1K | QoQ 0.00% (-0)YoY NEW(+1.1K) | All Managers (Combined) | $219.5K | YoY NEW(+$219.5K) | |
36.0K | QoQ 0.00% (+0) | All Managers (Combined) | $219.2K | ||
2.3K | QoQ +0.13% (-3)YoY NEW(+2.3K) | All Managers (Combined) | $219.0K | YoY NEW(+$219.0K) |