Kingswood Wealth Advisors, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Kingswood Wealth Advisors, LLC
Data Enrichment
67% identified
515 identified251 unidentified

Holdings

766 positions
Manager:
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IDACORP INC
Shares:
1884(+0.0%)
Value:
$219.0M(+6.3%)
PERMIAN BASIN ROYALTY TRUST
Shares:
22118(-36.4%)
Value:
$218.3M(-43.1%)
MFA FINANCIAL, INC.
Shares:
21000(-50.0%)
Value:
$217.3M(-49.2%)
RESMED INC
Shares:
969(-5.9%)
Value:
$216.8M(-7.9%)
APPLIED INDUSTRIAL TECHNOLOGIES INC
Shares:
960(-55.1%)
Value:
$216.3M(-57.8%)
Cloudflare, Inc.
Shares:
1918
Value:
$216.1M
Aon plc
Shares:
539
Value:
$215.1M
KLA CORP
Shares:
315(-19.2%)
Value:
$214.1M(-12.9%)
33740U737
Shares:
5817
Value:
$214.0M
33735B108
Shares:
1952(+2.0%)
Value:
$212.8M(-3.9%)
EQT Corp
Shares:
3954
Value:
$211.3M
CINTAS CORP
Shares:
1024
Value:
$210.5M
DARDEN RESTAURANTS INC
Shares:
1009(-15.3%)
Value:
$210.0M(-5.6%)
WATERS CORP /DE/
Shares:
564(+2.5%)
Value:
$207.9M(+1.9%)
IonQ, Inc.
Shares:
9385(+91.5%)
Value:
$207.1M(+1.2%)
SOUNDHOUND AI, INC.
Shares:
25275(+58.2%)
Value:
$206.7M(-34.8%)
ENTERGY CORP /DE/
Shares:
2401(-10.3%)
Value:
$205.3M(+1.2%)
Sunoco LP
Shares:
3513(-11.3%)
Value:
$204.0M(+0.1%)
Diamondback Energy, Inc.
Shares:
1270(-6.4%)
Value:
$203.7M(-8.4%)
69374H857
Shares:
5411(-59.5%)
Value:
$202.9M(-65.5%)