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 36 of 39
33740U737
Shares:
5817
Value:
$214.0M
33735B108
Shares:
1952(+2.0%)
Value:
$212.8M(-3.9%)
69374H857
Shares:
5411(-59.5%)
Value:
$202.9M(-65.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Idacorp Inc(IDAcusip451107106) | 1.9K | QoQ 0.00% (+0)YoY NEW(+1.9K) | All Managers (Combined) | $219.0K | YoY NEW(+$219.0K) |
22.1K | All Managers (Combined) | $218.3K | |||
21.0K | YoY NEW(+21.0K) | All Managers (Combined) | $217.3K | YoY NEW(+$217.3K) | |
Resmed Inc(RMDcusip761152107) | 969 | QoQ -5.92% (-61)YoY NEW(+969) | All Managers (Combined) | $216.8K | YoY NEW(+$216.8K) |
960 | All Managers (Combined) | $216.3K | |||
Cloudflare, Inc.(NETcusip18915M107) | 1.9K | QoQ NEW(+1.9K) | All Managers (Combined) | $216.1K | QoQ NEW(+$216.1K) |
539 | QoQ NEW(+539) | All Managers (Combined) | $215.1K | QoQ NEW(+$215.1K) | |
315 | QoQ -19.23% (-75)YoY -21.25% (-85) | All Managers (Combined) | $214.1K | ||
(cusip33740U737)✕ | 5.8K | QoQ NEW(+5.8K) | All Managers (Combined) | $214.0K | QoQ NEW(+$214.0K) |
(cusip33735B108)✕ | 2.0K | QoQ +2.03% (-39)YoY NEW(+2.0K) | All Managers (Combined) | $212.8K | YoY NEW(+$212.8K) |
4.0K | QoQ NEW(+4.0K) YoY NEW(+4.0K) | All Managers (Combined) | $211.3K | QoQ NEW(+$211.3K) YoY NEW(+$211.3K) | |
Cintas Corp(CTAScusip172908105) | 1.0K | QoQ NEW(+1.0K) YoY NEW(+1.0K) | All Managers (Combined) | $210.5K | QoQ NEW(+$210.5K) YoY NEW(+$210.5K) |
1.0K | All Managers (Combined) | $210.0K | |||
Waters Corp /De/(WATcusip941848103) | 564 | QoQ +2.54% (+14)YoY NEW(+564) | All Managers (Combined) | $207.9K | YoY NEW(+$207.9K) |
Ionq, Inc.(IONQcusip46222L108) | 9.4K | YoY NEW(+9.4K) | All Managers (Combined) | $207.1K | YoY NEW(+$207.1K) |
25.3K | YoY NEW(+25.3K) | All Managers (Combined) | $206.7K | YoY NEW(+$206.7K) | |
2.4K | YoY NEW(+2.4K) | All Managers (Combined) | $205.3K | YoY NEW(+$205.3K) | |
3.5K | YoY NEW(+3.5K) | All Managers (Combined) | $204.0K | YoY NEW(+$204.0K) | |
1.3K | QoQ -6.41% (-87)YoY NEW(+1.3K) | All Managers (Combined) | $203.7K | YoY NEW(+$203.7K) | |
(cusip69374H857)✕ | 5.4K | All Managers (Combined) | $202.9K |