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 38 of 39
38963W104
38963W104
Shares:
20520(-35.0%)
Value:
$135.0M(-66.6%)
313400301
313400301
Shares:
23034(+27.7%)
Value:
$129.7M(+120.3%)
BNY MELLON STRATEGIC MUNICIPALS, INC.
LEO|05588W108
Shares:
20000(-40.4%)
Value:
$124.0M(-38.8%)
MARA Holdings, Inc.
MARA|565788106
Shares:
10631(-27.1%)
Value:
$122.3M(-50.0%)
Nuveen AMT-Free Quality Municipal Income Fund
NEA|670657105
Shares:
10655(-32.5%)
Value:
$119.4M(-32.9%)
StealthGas Inc.
GASS|Y81669106
Shares:
21000(+0.0%)
Value:
$118.7M(+0.0%)
Third Harmonic Bio, Inc.
THRD|88427A107
Shares:
33500(+7.7%)
Value:
$116.2M(-63.7%)
ALGONQUIN POWER & UTILITIES CORP.
AQN|015857105
Shares:
22367(-6.2%)
Value:
$115.0M(+8.3%)
aTYR PHARMA INC
ATYR|002120202
Shares:
37000(-21.3%)
Value:
$110.3M(-35.1%)
FIRST MAJESTIC SILVER CORP
AG|32076V103
Shares:
15000(+0.0%)
Value:
$100.3M(+21.9%)
FORTUNA MINING CORP.
FSM|349942102
Shares:
15908(+0.0%)
Value:
$97.0M(+42.2%)
MV Oil Trust
MVO|553859109
Shares:
17400
Value:
$96.7M
Eagle Point Credit Co Inc.
ECC|269808101
Shares:
11552(+5.1%)
Value:
$94.8M(-2.9%)
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ|27829G106
Shares:
11100
Value:
$94.3M
694701103
694701103
Shares:
16263(+18.1%)
Value:
$93.0M(-15.8%)
ATAI Life Sciences N.V.
ATAI|N0731H103
Shares:
70000(+40.0%)
Value:
$92.8M(+39.5%)
BlackRock TCP Capital Corp.
TCPC|09259E108
Shares:
10156
Value:
$81.3M
Riot Platforms, Inc.
RIOT|767292105
Shares:
10600
Value:
$78.6M
205750409
205750409
Shares:
27000
Value:
$65.9M
Lucid Group, Inc.
LCID|549498103
Shares:
21440(+89.2%)
Value:
$54.1M(+58.1%)