Kingswood-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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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 36 of 39

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IDACORP INC

IDA|451107106

Shares:1.9K

Value:$219.0K

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

PERMIAN BASIN ROYALTY TRUST

PBT|714236106

Shares:22.1K

Value:$218.3K

% of Portfolio:0.0% ($218.3K/$2.6B)

MFA FINANCIAL, INC.

MFA|55272X607

Shares:21.0K

Value:$217.3K

% of Portfolio:0.0% ($217.3K/$2.6B)

RESMED INC

RMD|761152107

Shares:969

Value:$216.8K

% of Portfolio:0.0% ($216.8K/$2.6B)

APPLIED INDUSTRIAL TECHNOLOGIES INC

AIT|03820C105

Shares:960

Value:$216.3K

% of Portfolio:0.0% ($216.3K/$2.6B)

Cloudflare, Inc.

NET|18915M107

Shares:1.9K

Value:$216.1K

% of Portfolio:0.0% ($216.1K/$2.6B)

Aon plc

AON|G0403H108

Shares:539

Value:$215.1K

% of Portfolio:0.0% ($215.1K/$2.6B)

KLA CORP

KLAC|482480100

Shares:315

Value:$214.1K

% of Portfolio:0.0% ($214.1K/$2.6B)

33740U737

Shares:5.8K

Value:$214.0K

% of Portfolio:0.0% ($214.0K/$2.6B)

33735B108

Shares:2.0K

Value:$212.8K

% of Portfolio:0.0% ($212.8K/$2.6B)

EQT Corp

EQT|26884L109

Shares:4.0K

Value:$211.3K

% of Portfolio:0.0% ($211.3K/$2.6B)

CINTAS CORP

CTAS|172908105

Shares:1.0K

Value:$210.5K

% of Portfolio:0.0% ($210.5K/$2.6B)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:1.0K

Value:$210.0K

% of Portfolio:0.0% ($210.0K/$2.6B)

WATERS CORP /DE/

WAT|941848103

Shares:564

Value:$207.9K

% of Portfolio:0.0% ($207.9K/$2.6B)

IonQ, Inc.

IONQ|46222L108

Shares:9.4K

Value:$207.1K

% of Portfolio:0.0% ($207.1K/$2.6B)

SOUNDHOUND AI, INC.

SOUN|836100107

Shares:25.3K

Value:$206.7K

% of Portfolio:0.0% ($206.7K/$2.6B)

ENTERGY CORP /DE/

ETR|29364G103

Shares:2.4K

Value:$205.3K

% of Portfolio:0.0% ($205.3K/$2.6B)

Sunoco LP

SUN|86765K109

Shares:3.5K

Value:$204.0K

% of Portfolio:0.0% ($204.0K/$2.6B)

Diamondback Energy, Inc.

FANG|25278X109

Shares:1.3K

Value:$203.7K

% of Portfolio:0.0% ($203.7K/$2.6B)

69374H857

Shares:5.4K

Value:$202.9K

% of Portfolio:0.0% ($202.9K/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
IDACORP INC(IDAcusip451107106)	1.9K	QoQ 0.00% (+0) YoY NEW(+1.9K)	All Managers (Combined)	$219.0K	0.0% ($219.0K/$2.6B)	QoQ +6.35% (+$13.1K) YoY NEW(+$219.0K)
PERMIAN BASIN ROYALTY TRUST(PBTcusip714236106)	22.1K	QoQ -36.44% (-12.7K) YoY -59.78% (-32.9K)	All Managers (Combined)	$218.3K	0.0% ($218.3K/$2.6B)	QoQ -43.07% (-$165.2K) YoY -67.08% (-$445.1K)
MFA FINANCIAL, INC.(MFAcusip55272X607)	21.0K	QoQ -50.00% (-21.0K) YoY NEW(+21.0K)	All Managers (Combined)	$217.3K	0.0% ($217.3K/$2.6B)	QoQ -49.21% (-$210.6K) YoY NEW(+$217.3K)
RESMED INC(RMDcusip761152107)	969	QoQ -5.92% (-61) YoY NEW(+969)	All Managers (Combined)	$216.8K	0.0% ($216.8K/$2.6B)	QoQ -7.94% (-$18.7K) YoY NEW(+$216.8K)
APPLIED INDUSTRIAL TECHNOLOGIES INC(AITcusip03820C105)	960	QoQ -55.11% (-1.2K) YoY -48.08% (-889)	All Managers (Combined)	$216.3K	0.0% ($216.3K/$2.6B)	QoQ -57.76% (-$295.9K) YoY -40.77% (-$148.9K)
Cloudflare, Inc.(NETcusip18915M107)	1.9K	QoQ NEW(+1.9K) YoY -91.91% (-21.8K)	All Managers (Combined)	$216.1K	0.0% ($216.1K/$2.6B)	QoQ NEW(+$216.1K) YoY -90.59% (-$2.1M)
Aon plc(AONcusipG0403H108)	539	QoQ NEW(+539) YoY -89.32% (-4.5K)	All Managers (Combined)	$215.1K	0.0% ($215.1K/$2.6B)	QoQ NEW(+$215.1K) YoY -87.23% (-$1.5M)
KLA CORP(KLACcusip482480100)	315	QoQ -19.23% (-75) YoY -21.25% (-85)	All Managers (Combined)	$214.1K	0.0% ($214.1K/$2.6B)	QoQ -12.86% (-$31.6K) YoY -23.45% (-$65.6K)
(cusip33740U737)✕	5.8K	QoQ NEW(+5.8K) YoY -10.17% (-659)	All Managers (Combined)	$214.0K	0.0% ($214.0K/$2.6B)	QoQ NEW(+$214.0K) YoY -4.03% (-$9.0K)
(cusip33735B108)✕	2.0K	QoQ +2.03% (-39) YoY NEW(+2.0K)	All Managers (Combined)	$212.8K	0.0% ($212.8K/$2.6B)	QoQ -3.88% (-$8.6K) YoY NEW(+$212.8K)
EQT Corp(EQTcusip26884L109)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$211.3K	0.0% ($211.3K/$2.6B)	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	0.0% ($210.5K/$2.6B)	QoQ NEW(+$210.5K) YoY NEW(+$210.5K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	1.0K	QoQ -15.35% (-183) YoY -69.35% (-2.3K)	All Managers (Combined)	$210.0K	0.0% ($210.0K/$2.6B)	QoQ -5.64% (-$12.6K) YoY -61.85% (-$340.4K)
WATERS CORP /DE/(WATcusip941848103)	564	QoQ +2.54% (+14) YoY NEW(+564)	All Managers (Combined)	$207.9K	0.0% ($207.9K/$2.6B)	QoQ +1.87% (+$3.8K) YoY NEW(+$207.9K)
IonQ, Inc.(IONQcusip46222L108)	9.4K	QoQ +91.53% (+4.5K) YoY NEW(+9.4K)	All Managers (Combined)	$207.1K	0.0% ($207.1K/$2.6B)	QoQ +1.19% (+$2.5K) YoY NEW(+$207.1K)
SOUNDHOUND AI, INC.(SOUNcusip836100107)	25.3K	QoQ +58.21% (-9.3K) YoY NEW(+25.3K)	All Managers (Combined)	$206.7K	0.0% ($206.7K/$2.6B)	QoQ -34.79% (-$110.3K) YoY NEW(+$206.7K)
ENTERGY CORP /DE/(ETRcusip29364G103)	2.4K	QoQ -10.27% (-275) YoY NEW(+2.4K)	All Managers (Combined)	$205.3K	0.0% ($205.3K/$2.6B)	QoQ +1.18% (-$2.4K) YoY NEW(+$205.3K)
Sunoco LP(SUNcusip86765K109)	3.5K	QoQ -11.31% (-448) YoY NEW(+3.5K)	All Managers (Combined)	$204.0K	0.0% ($204.0K/$2.6B)	QoQ +0.10% (-$205) YoY NEW(+$204.0K)
Diamondback Energy, Inc.(FANGcusip25278X109)	1.3K	QoQ -6.41% (-87) YoY NEW(+1.3K)	All Managers (Combined)	$203.7K	0.0% ($203.7K/$2.6B)	QoQ -8.37% (-$18.6K) YoY NEW(+$203.7K)
(cusip69374H857)✕	5.4K	QoQ -59.55% (-8.0K) YoY -72.48% (-14.3K)	All Managers (Combined)	$202.9K	0.0% ($202.9K/$2.6B)	QoQ -65.54% (-$386.0K) YoY -79.01% (-$764.0K)