Kingswood-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, "GDX", null, "NTR", "AGI.TO", "NLY", "AQN", "HUM", null, null, "RF", "SMCI", "BCE", "ARM", "GATX", "SNOW", "MU", null, null, "FNDF", null, "ACN", null, "MMM", "ABNB", "ABT", null, "ABBV", null, "ADBE", "OBDC", "PBT", "APD", "BABA", "TGTX", "MTRN", null, null, "SJT", "VONG", null, "ALL", "GOOGL", "RIOT", "VDE", null, "AXP", "QQQX", null, null, "SCHH", null, "TEAM", "ASML", "T", "BLK", "ADX", null, "AMRN", "CAT", "AVGO", "APP", "LOW", "CLS", "BRO", "AIT", null, "BDJ", "ARCC", "BBDC", "BIDU", null, null, "EMO", null, "STEW", null, "CCI", "CMI", "USA", "DUK", null, "D", "JPI", "MARA", "NNDM", "ETJ", null, null, null, "M", "ESS", "RKT", "RGTI", null, null, "PII", "RC", "WTRG", "EXPD", null, null, null, "AG", "NRK", null, null, "GASS", "AUPH", "BMEZ", "DSU", "FCX", "CION", "ECC", "FCT", null, null, "THRD", "GD", null, "GILD", "HLT", "ATAI", "AMPX", "BCAT", "HON", null, "HD", "BRSP", null, 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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
Data Enrichment
67% identified515 identified251 unidentified
Holdings
766 positions • $2.6B total value
Manager:
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Page 5 of 39
46654Q203
Shares:92.5K
Value:$4.8M
% of Portfolio:0.2% ($4.8M/$2.6B)
46138G698
Shares:46.1K
Value:$4.6M
% of Portfolio:0.2% ($4.6M/$2.6B)
37954Y673
Shares:119.5K
Value:$4.5M
% of Portfolio:0.2% ($4.5M/$2.6B)
33738R506
Shares:71.8K
Value:$4.2M
% of Portfolio:0.2% ($4.2M/$2.6B)
Shares:24.2K
Value:$4.1M
% of Portfolio:0.2% ($4.1M/$2.6B)
92189F676
Shares:19.1K
Value:$4.0M
% of Portfolio:0.2% ($4.0M/$2.6B)
33739P103
Shares:62.8K
Value:$4.0M
% of Portfolio:0.2% ($4.0M/$2.6B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip46654Q203)✕ | 92.5K | All Managers (Combined) | $4.8M | 0.2% ($4.8M/$2.6B) | ||
| 30.0K | All Managers (Combined) | $4.7M | 0.2% ($4.7M/$2.6B) | |||
NETFLIX INC(NFLXcusip64110L106) | 5.0K | All Managers (Combined) | $4.7M | 0.2% ($4.7M/$2.6B) | ||
| 77.1K | All Managers (Combined) | $4.6M | 0.2% ($4.6M/$2.6B) | |||
| 12.6K | All Managers (Combined) | $4.6M | 0.2% ($4.6M/$2.6B) | |||
(cusip46138G698)✕ | 46.1K | QoQ +1.10% (+502)YoY NEW(+46.1K) | All Managers (Combined) | $4.6M | 0.2% ($4.6M/$2.6B) | YoY NEW(+$4.6M) |
(cusip37954Y673)✕ | 119.5K | All Managers (Combined) | $4.5M | 0.2% ($4.5M/$2.6B) | ||
| 25.1K | All Managers (Combined) | $4.5M | 0.2% ($4.5M/$2.6B) | |||
Salesforce, Inc.(CRMcusip79466L302) | 16.0K | All Managers (Combined) | $4.3M | 0.2% ($4.3M/$2.6B) | ||
| 73.3K | All Managers (Combined) | $4.3M | 0.2% ($4.3M/$2.6B) | |||
| 53.6K | All Managers (Combined) | $4.3M | 0.2% ($4.3M/$2.6B) | |||
DEERE & CO(DEcusip244199105) | 8.9K | All Managers (Combined) | $4.2M | 0.2% ($4.2M/$2.6B) | ||
| 11.4K | All Managers (Combined) | $4.2M | 0.2% ($4.2M/$2.6B) | |||
(cusip33738R506)✕ | 71.8K | All Managers (Combined) | $4.2M | 0.2% ($4.2M/$2.6B) | ||
| 24.2K | All Managers (Combined) | $4.1M | 0.2% ($4.1M/$2.6B) | |||
| 7.4K | YoY NEW(+7.4K) | All Managers (Combined) | $4.1M | 0.2% ($4.1M/$2.6B) | YoY NEW(+$4.1M) | |
(cusip92189F676)✕ | 19.1K | All Managers (Combined) | $4.0M | 0.2% ($4.0M/$2.6B) | ||
(cusip33739P103)✕ | 62.8K | YoY NEW(+62.8K) | All Managers (Combined) | $4.0M | 0.2% ($4.0M/$2.6B) | YoY NEW(+$4.0M) |
| 13.6K | All Managers (Combined) | $4.0M | 0.2% ($4.0M/$2.6B) | |||
| 25.3K | All Managers (Combined) | $4.0M | 0.2% ($4.0M/$2.6B) |