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 35 of 39
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX|6706EW100
Shares:
13625
Value:
$230.3M
UNITED THERAPEUTICS Corp
UTHR|91307C102
Shares:
741(+16.0%)
Value:
$228.4M(+1.3%)
78464A888
78464A888
Shares:
2350(-14.5%)
Value:
$227.7M(-20.8%)
Baidu, Inc.
BIDU|056752108
Shares:
2480
Value:
$227.3M
92206C771
92206C771
Shares:
4887(-16.2%)
Value:
$226.3M(-14.4%)
Hilton Worldwide Holdings Inc.
HLT|43300A203
Shares:
990(+2.2%)
Value:
$225.3M(-5.9%)
Otis Worldwide Corp
OTIS|68902V107
Shares:
2178
Value:
$224.8M
GENERAC HOLDINGS INC.
GNRC|368736104
Shares:
1771(-5.8%)
Value:
$224.3M(-23.1%)
46435G474
46435G474
Shares:
8357(-41.1%)
Value:
$223.6M(-41.0%)
72201R775
72201R775
Shares:
2417(-56.1%)
Value:
$223.3M(-55.2%)
MARSH & MCLENNAN COMPANIES, INC.
MMC|571748102
Shares:
912
Value:
$222.6M
ALAMOS GOLD INC
AGI.TO|011532108
Shares:
8320
Value:
$222.5M
lululemon athletica inc.
LULU|550021109
Shares:
784(+0.8%)
Value:
$221.9M(-25.4%)
922907746
VTEB|922907746
Shares:
4468
Value:
$221.7M
COSTAR GROUP, INC.
CSGP|22160N109
Shares:
2792
Value:
$221.2M
NASDAQ, INC.
NDAQ|631103108
Shares:
2905(-3.9%)
Value:
$220.5M(-5.7%)
Root, Inc.
ROOT|77664L207
Shares:
1652
Value:
$220.4M
PACKAGING CORP OF AMERICA
PKG|695156109
Shares:
1109(+0.0%)
Value:
$219.5M(-12.1%)
GAMCO Natural Resources, Gold & Income Trust
GNT|36465E101
Shares:
36000(+0.0%)
Value:
$219.2M(+15.1%)
BANK OF MONTREAL /CAN/
BMO|063671101
Shares:
2272(+0.1%)
Value:
$219.0M(-0.6%)