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 36 of 39
IDACORP INC
IDA|451107106
Shares:
1884(+0.0%)
Value:
$219.0M(+6.3%)
PERMIAN BASIN ROYALTY TRUST
PBT|714236106
Shares:
22118(-36.4%)
Value:
$218.3M(-43.1%)
MFA FINANCIAL, INC.
MFA|55272X607
Shares:
21000(-50.0%)
Value:
$217.3M(-49.2%)
RESMED INC
RMD|761152107
Shares:
969(-5.9%)
Value:
$216.8M(-7.9%)
APPLIED INDUSTRIAL TECHNOLOGIES INC
AIT|03820C105
Shares:
960(-55.1%)
Value:
$216.3M(-57.8%)
Cloudflare, Inc.
NET|18915M107
Shares:
1918
Value:
$216.1M
Aon plc
AON|G0403H108
Shares:
539
Value:
$215.1M
KLA CORP
KLAC|482480100
Shares:
315(-19.2%)
Value:
$214.1M(-12.9%)
33740U737
33740U737
Shares:
5817
Value:
$214.0M
33735B108
33735B108
Shares:
1952(+2.0%)
Value:
$212.8M(-3.9%)
EQT Corp
EQT|26884L109
Shares:
3954
Value:
$211.3M
CINTAS CORP
CTAS|172908105
Shares:
1024
Value:
$210.5M
DARDEN RESTAURANTS INC
DRI|237194105
Shares:
1009(-15.3%)
Value:
$210.0M(-5.6%)
WATERS CORP /DE/
WAT|941848103
Shares:
564(+2.5%)
Value:
$207.9M(+1.9%)
IonQ, Inc.
IONQ|46222L108
Shares:
9385(+91.5%)
Value:
$207.1M(+1.2%)
SOUNDHOUND AI, INC.
SOUN|836100107
Shares:
25275(+58.2%)
Value:
$206.7M(-34.8%)
ENTERGY CORP /DE/
ETR|29364G103
Shares:
2401(-10.3%)
Value:
$205.3M(+1.2%)
Sunoco LP
SUN|86765K109
Shares:
3513(-11.3%)
Value:
$204.0M(+0.1%)
Diamondback Energy, Inc.
FANG|25278X109
Shares:
1270(-6.4%)
Value:
$203.7M(-8.4%)
69374H857
69374H857
Shares:
5411(-59.5%)
Value:
$202.9M(-65.5%)