Kingswood-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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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 4 of 39

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PFIZER INC

PFE|717081103

Shares:236.7K

Value:$5.8M

% of Portfolio:0.2% ($5.8M/$2.6B)

464287804

IJR|464287804

Shares:55.5K

Value:$5.8M

% of Portfolio:0.2% ($5.8M/$2.6B)

922042742

VT|922042742

Shares:48.9K

Value:$5.7M

% of Portfolio:0.2% ($5.7M/$2.6B)

922908751

VB|922908751

Shares:25.6K

Value:$5.7M

% of Portfolio:0.2% ($5.7M/$2.6B)

92189F643

Shares:64.7K

Value:$5.7M

% of Portfolio:0.2% ($5.7M/$2.6B)

RTX Corp

RTX|75513E101

Shares:42.3K

Value:$5.6M

% of Portfolio:0.2% ($5.6M/$2.6B)

ORACLE CORP

ORCL|68389X105

Shares:39.5K

Value:$5.6M

% of Portfolio:0.2% ($5.6M/$2.6B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:132.5K

Value:$5.5M

% of Portfolio:0.2% ($5.5M/$2.6B)

AbbVie Inc.

ABBV|00287Y109

Shares:26.5K

Value:$5.5M

% of Portfolio:0.2% ($5.5M/$2.6B)

Parker-Hannifin Corp

PH|701094104

Shares:9.0K

Value:$5.5M

% of Portfolio:0.2% ($5.5M/$2.6B)

CHEVRON CORP

CVX|166764100

Shares:31.9K

Value:$5.4M

% of Portfolio:0.2% ($5.4M/$2.6B)

464285204

Shares:90.8K

Value:$5.3M

% of Portfolio:0.2% ($5.3M/$2.6B)

Texas Pacific Land Corp

TPL|88262P102

Shares:4.0K

Value:$5.3M

% of Portfolio:0.2% ($5.3M/$2.6B)

33738R118

Shares:71.7K

Value:$5.3M

% of Portfolio:0.2% ($5.3M/$2.6B)

PEPSICO INC

PEP|713448108

Shares:34.5K

Value:$5.2M

% of Portfolio:0.2% ($5.2M/$2.6B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:9.3K

Value:$5.1M

% of Portfolio:0.2% ($5.1M/$2.6B)

Walt Disney Co

DIS|254687106

Shares:50.8K

Value:$5.0M

% of Portfolio:0.2% ($5.0M/$2.6B)

ONEOK INC /NEW/

OKE|682680103

Shares:49.9K

Value:$5.0M

% of Portfolio:0.2% ($5.0M/$2.6B)

92204A702

VGT|92204A702

Shares:9.0K

Value:$4.9M

% of Portfolio:0.2% ($4.9M/$2.6B)

COCA COLA CO

KO|191216100

Shares:67.8K

Value:$4.9M

% of Portfolio:0.2% ($4.9M/$2.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
PFIZER INC(PFEcusip717081103)	236.7K	QoQ +271.15% (+172.9K) YoY +409.33% (+190.2K)	All Managers (Combined)	$5.8M	0.2% ($5.8M/$2.6B)	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	0.2% ($5.8M/$2.6B)	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	0.2% ($5.7M/$2.6B)	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	0.2% ($5.7M/$2.6B)	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	0.2% ($5.7M/$2.6B)	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	0.2% ($5.6M/$2.6B)	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	0.2% ($5.6M/$2.6B)	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	0.2% ($5.5M/$2.6B)	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	0.2% ($5.5M/$2.6B)	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	0.2% ($5.5M/$2.6B)	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	0.2% ($5.4M/$2.6B)	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	0.2% ($5.3M/$2.6B)	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	0.2% ($5.3M/$2.6B)	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	0.2% ($5.3M/$2.6B)	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	0.2% ($5.2M/$2.6B)	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	0.2% ($5.1M/$2.6B)	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	0.2% ($5.0M/$2.6B)	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	0.2% ($5.0M/$2.6B)	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	0.2% ($4.9M/$2.6B)	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	0.2% ($4.9M/$2.6B)	QoQ +52.28% (+$1.7M) YoY +94.47% (+$2.4M)