Kingswood-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "GDX",
  null,
  "NTR",
  "AGI.TO",
  "NLY",
  "AQN",
  "HUM",
  null,
  null,
  "RF",
  "SMCI",
  "BCE",
  "ARM",
  "GATX",
  "SNOW",
  "MU",
  null,
  null,
  "FNDF",
  null,
  "ACN",
  null,
  "MMM",
  "ABNB",
  "ABT",
  null,
  "ABBV",
  null,
  "ADBE",
  "OBDC",
  "PBT",
  "APD",
  "BABA",
  "TGTX",
  "MTRN",
  null,
  null,
  "SJT",
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "RIOT",
  "VDE",
  null,
  "AXP",
  "QQQX",
  null,
  null,
  "SCHH",
  null,
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "ADX",
  null,
  "AMRN",
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "CLS",
  "BRO",
  "AIT",
  null,
  "BDJ",
  "ARCC",
  "BBDC",
  "BIDU",
  null,
  null,
  "EMO",
  null,
  "STEW",
  null,
  "CCI",
  "CMI",
  "USA",
  "DUK",
  null,
  "D",
  "JPI",
  "MARA",
  "NNDM",
  "ETJ",
  null,
  null,
  null,
  "M",
  "ESS",
  "RKT",
  "RGTI",
  null,
  null,
  "PII",
  "RC",
  "WTRG",
  "EXPD",
  null,
  null,
  null,
  "AG",
  "NRK",
  null,
  null,
  "GASS",
  "AUPH",
  "BMEZ",
  "DSU",
  "FCX",
  "CION",
  "ECC",
  "FCT",
  null,
  null,
  "THRD",
  "GD",
  null,
  "GILD",
  "HLT",
  "ATAI",
  "AMPX",
  "BCAT",
  "HON",
  null,
  "HD",
  "BRSP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  "INTU",
  null,
  null,
  null,
  "QBTS",
  null,
  null,
  null,
  null,
  null,
  "FSM",
  null,
  "UNP",
  "QCOM",
  "GNT",
  null,
  "FSCO",
  null,
  "ISRG",
  null,
  null,
  null,
  "EMXC",
  null,
  "GOF",
  "ITW",
  "IDA",
  null,
  "AMAT",
  "EMR",
  null,
  "BKNG",
  null,
  null,
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  "MFA",
  "HEFA",
  "VKQ",
  "SPXX",
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  "ROOT",
  null,
  null,
  null,
  null,
  "SWK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IONQ",
  null,
  null,
  null,
  "LEO",
  null,
  null,
  "BBUS",
  null,
  null,
  "KNSL",
  "NAZ",
  null,
  "KMI",
  "OZ",
  "LHX",
  "LRCX",
  null,
  null,
  "LIN",
  null,
  null,
  null,
  null,
  "NBXG",
  "ATYR",
  null,
  null,
  null,
  "MVO",
  "MPC",
  "NAN",
  "MMC",
  "MRVL",
  "MA",
  "MDT",
  null,
  "MSFT",
  "MAA",
  "MDLZ",
  "MS",
  "TMUS",
  "DUOL",
  "NDAQ",
  "EQT",
  "EXC",
  "FCNCA",
  "GAB",
  "GE",
  "HE",
  "GPC",
  null,
  "GLNG",
  "HAS",
  null,
  null,
  "OXY",
  null,
  "ILMN",
  null,
  null,
  null,
  "ORLY",
  null,
  "ADM",
  "SMR",
  "DLN",
  "BX",
  "HSY",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  null,
  "VHT",
  "IRT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  null,
  null,
  "VGSH",
  "PGR",
  "IEMG",
  "IJK",
  null,
  "GBDC",
  "IVV",
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "AMGN",
  "KVUE",
  "MAS",
  null,
  "PKG",
  "MSTR",
  "PARA",
  null,
  null,
  "DGX",
  null,
  "REGN",
  "FNDX",
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "O",
  "ROST",
  "RIO",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  "AMT",
  null,
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "UBER",
  "UAL",
  "UL",
  "UTHR",
  null,
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "HL",
  "SND",
  "AGNC",
  "SOUN",
  "VV",
  "PX",
  "VOE",
  "SCHW",
  "POR",
  null,
  null,
  "SUN",
  "TCPC",
  null,
  "VWO",
  "JBL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LPX",
  null,
  null,
  null,
  "VCIT",
  null,
  "TOWN",
  "NGG",
  null,
  "VIG",
  null,
  "TTE",
  null,
  "ACP",
  "TSCO",
  "ULTA",
  "XLB",
  "GNL",
  "IWN",
  null,
  null,
  "TSM",
  null,
  null,
  "RMD",
  null,
  null,
  "ETR",
  "FSK",
  "VYM",
  "AHR",
  null,
  "DD",
  "VRTX",
  "EA",
  "TT",
  "VRT",
  null,
  null,
  "ARE",
  "MTN",
  "ADSK",
  "AON",
  "AMCR",
  "HAL",
  "BLD",
  "TOL",
  "AFL",
  "AXON",
  "AMD",
  "X",
  "SDY",
  "FI",
  "DRI",
  "WAB",
  "F",
  "GNRC",
  "WEC",
  "EQR",
  "WM",
  "IWP",
  "IWR",
  "IR",
  null,
  "GSLC",
  "CAH",
  "AEP",
  null,
  null,
  "LB",
  null,
  "RACE",
  "PEG",
  "NVO",
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  null,
  "TTWO",
  null,
  "IVE",
  "LCID",
  "HCA",
  null,
  "SIRI",
  null,
  null,
  "ESGD",
  null,
  null,
  "TPL",
  null,
  null,
  null,
  "HBAN",
  null,
  "DKNG",
  "VEU",
  null,
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  null,
  "MGK",
  "VOOV",
  "VXUS",
  "VOOG",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VERU",
  null,
  "VTV",
  "VXRT",
  "V",
  "VST",
  "WMT",
  "WBA",
  "WAT",
  "WU",
  "WFC",
  "WELL",
  "WSM",
  "WHR",
  "WPM",
  "WMB",
  null,
  "WPC",
  "WDAY",
  "YUM",
  null,
  "IUSG",
  null,
  null,
  "FR",
  "MTB",
  null,
  "SCHD",
  "ET",
  null,
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "MSCI",
  "MTZ",
  "NSC",
  "KEY",
  null,
  "MFC",
  null,
  "SO",
  null,
  "TTD",
  "TRP",
  "HQH",
  null,
  "OKTA",
  "HQL",
  "OTIS",
  "PSX",
  "CRM",
  "SNAP",
  null,
  null,
  "SYY",
  "DIA",
  null,
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "IUSV",
  null,
  null,
  "GEV",
  "MELI",
  "ZBH",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  null,
  null,
  "GWW",
  null,
  "ESGU",
  "NTAP",
  "PSA",
  "UDR",
  "NUE",
  "NRG",
  "FDX",
  null,
  "ALLY",
  null,
  null,
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  "BMO",
  "BHB",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BBAI",
  "BJ",
  null,
  "BA",
  null,
  "OWL",
  "BMY",
  "BTI",
  "AI",
  "CWT",
  "CDNS",
  "CARR",
  "CVCO",
  "CAVA",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "CFG",
  "NET",
  "C",
  "CNX",
  "CME",
  "COKE",
  "KO",
  "CDE",
  "COIN",
  "FIX",
  "CMCSA",
  "COP",
  "STZ",
  "CEG",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "CFR",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  "DFAX",
  "DFAC",
  "DLR",
  "DOCU",
  "DBRG",
  "RSP",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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 35 of 39

Sort by:

Nuveen S&P 500 Dynamic Overwrite Fund

SPXX|6706EW100

Shares:13.6K

Value:$230.3K

% of Portfolio:0.0% ($230.3K/$2.6B)

UNITED THERAPEUTICS Corp

UTHR|91307C102

Shares:741

Value:$228.4K

% of Portfolio:0.0% ($228.4K/$2.6B)

78464A888

Shares:2.4K

Value:$227.7K

% of Portfolio:0.0% ($227.7K/$2.6B)

Baidu, Inc.

BIDU|056752108

Shares:2.5K

Value:$227.3K

% of Portfolio:0.0% ($227.3K/$2.6B)

92206C771

Shares:4.9K

Value:$226.3K

% of Portfolio:0.0% ($226.3K/$2.6B)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:990

Value:$225.3K

% of Portfolio:0.0% ($225.3K/$2.6B)

Otis Worldwide Corp

OTIS|68902V107

Shares:2.2K

Value:$224.8K

% of Portfolio:0.0% ($224.8K/$2.6B)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:1.8K

Value:$224.3K

% of Portfolio:0.0% ($224.3K/$2.6B)

46435G474

Shares:8.4K

Value:$223.6K

% of Portfolio:0.0% ($223.6K/$2.6B)

72201R775

Shares:2.4K

Value:$223.3K

% of Portfolio:0.0% ($223.3K/$2.6B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:912

Value:$222.6K

% of Portfolio:0.0% ($222.6K/$2.6B)

ALAMOS GOLD INC

AGI.TO|011532108

Shares:8.3K

Value:$222.5K

% of Portfolio:0.0% ($222.5K/$2.6B)

lululemon athletica inc.

LULU|550021109

Shares:784

Value:$221.9K

% of Portfolio:0.0% ($221.9K/$2.6B)

922907746

VTEB|922907746

Shares:4.5K

Value:$221.7K

% of Portfolio:0.0% ($221.7K/$2.6B)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:2.8K

Value:$221.2K

% of Portfolio:0.0% ($221.2K/$2.6B)

NASDAQ, INC.

NDAQ|631103108

Shares:2.9K

Value:$220.5K

% of Portfolio:0.0% ($220.5K/$2.6B)

Root, Inc.

ROOT|77664L207

Shares:1.7K

Value:$220.4K

% of Portfolio:0.0% ($220.4K/$2.6B)

PACKAGING CORP OF AMERICA

PKG|695156109

Shares:1.1K

Value:$219.5K

% of Portfolio:0.0% ($219.5K/$2.6B)

GAMCO Natural Resources, Gold & Income Trust

GNT|36465E101

Shares:36.0K

Value:$219.2K

% of Portfolio:0.0% ($219.2K/$2.6B)

BANK OF MONTREAL /CAN/

BMO|063671101

Shares:2.3K

Value:$219.0K

% of Portfolio:0.0% ($219.0K/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Nuveen S&P 500 Dynamic Overwrite Fund(SPXXcusip6706EW100)	13.6K	QoQ NEW(+13.6K) YoY NEW(+13.6K)	All Managers (Combined)	$230.3K	0.0% ($230.3K/$2.6B)	QoQ NEW(+$230.3K) YoY NEW(+$230.3K)
UNITED THERAPEUTICS Corp(UTHRcusip91307C102)	741	QoQ +15.96% (+102) YoY NEW(+741)	All Managers (Combined)	$228.4K	0.0% ($228.4K/$2.6B)	QoQ +1.31% (+$3.0K) YoY NEW(+$228.4K)
(cusip78464A888)✕	2.4K	QoQ -14.54% (-400) YoY NEW(+2.4K)	All Managers (Combined)	$227.7K	0.0% ($227.7K/$2.6B)	QoQ -20.77% (-$59.7K) YoY NEW(+$227.7K)
Baidu, Inc.(BIDUcusip056752108)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$227.3K	0.0% ($227.3K/$2.6B)	QoQ NEW(+$227.3K) YoY NEW(+$227.3K)
(cusip92206C771)✕	4.9K	QoQ -16.23% (-947) YoY NEW(+4.9K)	All Managers (Combined)	$226.3K	0.0% ($226.3K/$2.6B)	QoQ -14.45% (-$38.2K) YoY NEW(+$226.3K)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	990	QoQ +2.16% (-21) YoY -90.28% (-9.2K)	All Managers (Combined)	$225.3K	0.0% ($225.3K/$2.6B)	QoQ -5.93% (-$14.2K) YoY -89.63% (-$1.9M)
Otis Worldwide Corp(OTIScusip68902V107)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$224.8K	0.0% ($224.8K/$2.6B)	QoQ NEW(+$224.8K) YoY NEW(+$224.8K)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	1.8K	QoQ -5.79% (-109) YoY NEW(+1.8K)	All Managers (Combined)	$224.3K	0.0% ($224.3K/$2.6B)	QoQ -23.05% (-$67.2K) YoY NEW(+$224.3K)
(cusip46435G474)✕	8.4K	QoQ -41.06% (-5.8K) YoY NEW(+8.4K)	All Managers (Combined)	$223.6K	0.0% ($223.6K/$2.6B)	QoQ -40.96% (-$155.1K) YoY NEW(+$223.6K)
(cusip72201R775)✕	2.4K	QoQ -56.15% (-3.1K) YoY -20.96% (-641)	All Managers (Combined)	$223.3K	0.0% ($223.3K/$2.6B)	QoQ -55.19% (-$275.2K) YoY -20.50% (-$57.6K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	912	QoQ NEW(+912) YoY NEW(+912)	All Managers (Combined)	$222.6K	0.0% ($222.6K/$2.6B)	QoQ NEW(+$222.6K) YoY NEW(+$222.6K)
ALAMOS GOLD INC(AGI.TOcusip011532108)	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$222.5K	0.0% ($222.5K/$2.6B)	QoQ NEW(+$222.5K) YoY NEW(+$222.5K)
lululemon athletica inc.(LULUcusip550021109)	784	QoQ +0.77% (-6) YoY -11.81% (-105)	All Managers (Combined)	$221.9K	0.0% ($221.9K/$2.6B)	QoQ -25.40% (-$75.6K) YoY -36.09% (-$125.4K)
(VTEBcusip922907746)	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$221.7K	0.0% ($221.7K/$2.6B)	QoQ NEW(+$221.7K) YoY NEW(+$221.7K)
COSTAR GROUP, INC.(CSGPcusip22160N109)	2.8K	QoQ NEW(+2.8K) YoY -68.79% (-6.2K)	All Managers (Combined)	$221.2K	0.0% ($221.2K/$2.6B)	QoQ NEW(+$221.2K) YoY -74.40% (-$643.2K)
NASDAQ, INC.(NDAQcusip631103108)	2.9K	QoQ -3.93% (-119) YoY NEW(+2.9K)	All Managers (Combined)	$220.5K	0.0% ($220.5K/$2.6B)	QoQ -5.69% (-$13.3K) YoY NEW(+$220.5K)
Root, Inc.(ROOTcusip77664L207)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$220.4K	0.0% ($220.4K/$2.6B)	QoQ NEW(+$220.4K) YoY NEW(+$220.4K)
PACKAGING CORP OF AMERICA(PKGcusip695156109)	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$219.5K	0.0% ($219.5K/$2.6B)	QoQ -12.12% (-$30.3K) YoY NEW(+$219.5K)
GAMCO Natural Resources, Gold & Income Trust(GNTcusip36465E101)	36.0K	QoQ 0.00% (+0) YoY +12.50% (+4.0K)	All Managers (Combined)	$219.2K	0.0% ($219.2K/$2.6B)	QoQ +15.12% (+$28.8K) YoY +31.50% (+$52.5K)
BANK OF MONTREAL /CAN/(BMOcusip063671101)	2.3K	QoQ +0.13% (-3) YoY NEW(+2.3K)	All Managers (Combined)	$219.0K	0.0% ($219.0K/$2.6B)	QoQ -0.55% (-$1.2K) YoY NEW(+$219.0K)