Kingswood Wealth Advisors, LLC

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: 0001987855
Manager Name: Kingswood Wealth Advisors, LLC

Data Enrichment

67% identified

515 identified251 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

766 positions • $2,616,739.4K total value

766 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 4 of 39

Sort by:

PFIZER INC

PFE|717081103

236683(+271.1%)

Value:

$5.8B(+245.3%)

464287804

IJR|464287804

55453(+108.6%)

Value:

$5.8B(+89.6%)

922042742

VT|922042742

48889(+101.3%)

Value:

$5.7B(+99.3%)

922908751

VB|922908751

25565(-12.5%)

Value:

$5.7B(-19.2%)

92189F643

64660(+98.1%)

Value:

$5.7B(+87.3%)

RTX Corp

RTX|75513E101

42278(+9.4%)

Value:

$5.6B(+25.3%)

ORACLE CORP

ORCL|68389X105

39548(+109.0%)

Value:

$5.6B(+76.9%)

BANK OF AMERICA CORP /DE/

BAC|060505104

132472(+56.3%)

Value:

$5.5B(+48.0%)

AbbVie Inc.

ABBV|00287Y109

26507(+114.9%)

Value:

$5.5B(+151.2%)

Parker-Hannifin Corp

PH|701094104

8992(-3.1%)

Value:

$5.5B(-7.4%)

CHEVRON CORP

CVX|166764100

31918(+29.0%)

Value:

$5.4B(+49.4%)

464285204

90783(+192.1%)

Value:

$5.3B(+247.3%)

Texas Pacific Land Corp

TPL|88262P102

4009(+5.8%)

Value:

$5.3B(+26.8%)

33738R118

71666(+158.1%)

Value:

$5.3B(+142.8%)

PEPSICO INC

PEP|713448108

34539(+157.6%)

Value:

$5.2B(+153.7%)

GOLDMAN SACHS GROUP INC

GS|38141G104

9270(+108.2%)

Value:

$5.1B(+99.1%)

Walt Disney Co

DIS|254687106

50785(+237.3%)

Value:

$5.0B(+196.5%)

ONEOK INC /NEW/

OKE|682680103

49921(+244.1%)

Value:

$5.0B(+241.0%)

92204A702

VGT|92204A702

9006(-24.4%)

Value:

$4.9B(-33.9%)

COCA COLA CO

KO|191216100

67806(+32.2%)

Value:

$4.9B(+52.3%)

Instrument	Shares		Other Manager	Value
Pfizer Inc(PFEcusip717081103)	236.7K	QoQ +271.15% (+172.9K) YoY +409.33% (+190.2K)	All Managers (Combined)	$5.8M	QoQ +245.30% (+$4.2M) YoY +353.02% (+$4.6M)
(IJRcusip464287804)	55.5K	QoQ +108.64% (+28.9K) YoY +616.81% (+47.7K)	All Managers (Combined)	$5.8M	QoQ +89.63% (+$2.7M) YoY +579.20% (+$5.0M)
(VTcusip922042742)	48.9K	QoQ +101.29% (+24.6K) YoY +302.87% (+36.8K)	All Managers (Combined)	$5.7M	QoQ +99.31% (+$2.8M) YoY +324.11% (+$4.3M)
(VBcusip922908751)	25.6K	QoQ -12.46% (-3.6K) YoY +66.28% (+10.2K)	All Managers (Combined)	$5.7M	QoQ -19.18% (-$1.3M) YoY +61.36% (+$2.2M)
(cusip92189F643)✕	64.7K	QoQ +98.13% (+32.0K) YoY +418.64% (+52.2K)	All Managers (Combined)	$5.7M	QoQ +87.33% (+$2.6M) YoY +405.79% (+$4.5M)
Rtx Corp(RTXcusip75513E101)	42.3K	QoQ +9.41% (+3.6K) YoY +14.05% (+5.2K)	All Managers (Combined)	$5.6M	QoQ +25.32% (+$1.1M) YoY +55.00% (+$2.0M)
Oracle Corp(ORCLcusip68389X105)	39.5K	QoQ +109.03% (+20.6K) YoY +224.53% (+27.4K)	All Managers (Combined)	$5.6M	QoQ +76.91% (+$2.4M) YoY +264.37% (+$4.0M)
Bank Of America Corp /De/(BACcusip060505104)	132.5K	QoQ +56.27% (+47.7K) YoY +66.71% (+53.0K)	All Managers (Combined)	$5.5M	QoQ +48.00% (+$1.8M) YoY +83.00% (+$2.5M)
Abbvie Inc.(ABBVcusip00287Y109)	26.5K	QoQ +114.92% (+14.2K) YoY +37.82% (+7.3K)	All Managers (Combined)	$5.5M	QoQ +151.21% (+$3.3M) YoY +57.20% (+$2.0M)
Parker-Hannifin Corp(PHcusip701094104)	9.0K	QoQ -3.07% (-285) YoY +61.43% (+3.4K)	All Managers (Combined)	$5.5M	QoQ -7.36% (-$434.7K) YoY +76.55% (+$2.4M)
Chevron Corp(CVXcusip166764100)	31.9K	QoQ +29.01% (+7.2K) YoY +44.56% (+9.8K)	All Managers (Combined)	$5.4M	QoQ +49.44% (+$1.8M) YoY +53.75% (+$1.9M)
(cusip464285204)✕	90.8K	QoQ +192.12% (+59.7K) YoY +377.47% (+71.8K)	All Managers (Combined)	$5.3M	QoQ +247.35% (+$3.8M) YoY +569.11% (+$4.5M)
Texas Pacific Land Corp(TPLcusip88262P102)	4.0K	QoQ +5.83% (+221) YoY +8.91% (+328)	All Managers (Combined)	$5.3M	QoQ +26.79% (+$1.1M) YoY +149.44% (+$3.2M)
(cusip33738R118)✕	71.7K	QoQ +158.06% (+43.9K) YoY +527.82% (+60.3K)	All Managers (Combined)	$5.3M	QoQ +142.82% (+$3.1M) YoY +565.28% (+$4.5M)
Pepsico Inc(PEPcusip713448108)	34.5K	QoQ +157.56% (+21.1K) YoY +214.76% (+23.6K)	All Managers (Combined)	$5.2M	QoQ +153.65% (+$3.1M) YoY +169.33% (+$3.3M)
Goldman Sachs Group Inc(GScusip38141G104)	9.3K	QoQ +108.22% (+4.8K) YoY -5.74% (-565)	All Managers (Combined)	$5.1M	QoQ +99.06% (+$2.5M) YoY +23.55% (-$967.6K)
Walt Disney Co(DIScusip254687106)	50.8K	QoQ +237.28% (+35.7K) YoY +232.77% (+35.5K)	All Managers (Combined)	$5.0M	QoQ +196.54% (+$3.3M) YoY +166.25% (+$3.1M)
Oneok Inc /New/(OKEcusip682680103)	49.9K	QoQ +244.14% (+35.4K) YoY +311.38% (+37.8K)	All Managers (Combined)	$5.0M	QoQ +240.99% (+$3.5M) YoY +410.44% (+$4.0M)
(VGTcusip92204A702)	9.0K	QoQ -24.38% (-2.9K) YoY +281.77% (+6.6K)	All Managers (Combined)	$4.9M	QoQ -33.91% (-$2.5M) YoY +295.63% (+$3.7M)
Coca Cola Co(KOcusip191216100)	67.8K	QoQ +32.22% (+16.5K) YoY +65.93% (+26.9K)	All Managers (Combined)	$4.9M	QoQ +52.28% (+$1.7M) YoY +94.47% (+$2.4M)